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ClearBridge Large Cap Growth Select ETF (LRGE) Institutional Ownership

ClearBridge Large Cap Growth Select ETF logo
$92.32 +0.79 (+0.86%)
As of 10/9/2026 03:55 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for ClearBridge Large Cap Growth Select ETF (NASDAQ:LRGE)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$30.44M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$33.86M
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LRGE Institutional Buying and Selling by Quarter

ClearBridge Large Cap Growth Select ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.95,063$8.14M0.0%+1.8%2.206%
9/9/2026Integrated Wealth Concepts LLC343$29K0.0%N/A0.008%
9/9/2026RFG Advisory LLC4,464$382K0.0%-13.1%0.102%
9/2/2026Citadel Advisors LLC2,340$200K0.0%N/A0.054%
8/21/2026Natural Investments LLC16,181$1.39M0.3%+5.5%0.371%
8/20/2026Wedbush Securities Inc.2,875$246K0.0%-7.4%0.066%
6/3/2026NewEdge Advisors LLC1,901$143K0.0%-37.5%0.036%
5/18/2026Royal Bank of Canada255,111$19.18M0.0%-31.8%4.850%
5/16/2026Family Manage LLC11,453$861K0.1%+63.3%0.218%
5/15/2026Gateway Wealth Partners LLC3,284$247K0.0%N/A0.062%
5/13/2026Cetera Investment Advisers288,496$21.70M0.0%+2.9%5.485%
5/8/2026PNC Financial Services Group Inc.20,518$1.54M0.0%+2.7%0.390%
5/6/2026Townsend Asset Management Corp NC ADV3,083$232K0.1%-6.9%0.059%
4/30/2026Kestra Advisory Services LLC6,689$503K0.0%+45.7%0.127%
4/28/2026Stephens Inc. AR7,856$591K0.0%+1.7%0.149%
4/27/2026PFG Investments LLC9,016$678K0.0%+4.6%0.171%
4/27/2026Private Advisor Group LLC13,649$1.03M0.0%+2.5%0.259%
4/24/2026Barnes Pettey Financial Advisors LLC29,253$2.20M1.0%-3.0%0.556%
4/21/2026AA Financial Advisors LLC51,447$3.87M0.5%-49.3%0.978%
4/20/2026RFG Advisory LLC5,138$386K0.0%-17.5%0.098%
4/17/2026AdvisorNet Financial Inc2,007$151K0.0%+97.0%0.038%
3/17/2026Rockefeller Capital Management L.P.5,364$442K0.0%+350.4%0.103%
3/4/2026SHP Wealth Management596$49K0.0%N/A0.011%
2/17/2026Cetera Investment Advisers280,330$23.08M0.0%+4.0%5.381%
2/17/2026Osaic Holdings Inc.9,460$779K0.0%-8.9%0.182%
2/17/2026Royal Bank of Canada374,259$30.82M0.0%-2.4%7.183%
2/16/2026MML Investors Services LLC5,944$489K0.0%-10.5%0.114%
2/16/2026Arax Advisory Partners1,300$107K0.0%N/A0.025%
2/13/2026Kestra Advisory Services LLC4,592$378K0.0%-4.4%0.088%
2/13/2026Stifel Financial Corp212,388$17.49M0.0%+1.8%4.077%
2/13/2026Golden State Wealth Management LLC8,123$669K0.1%+5.2%0.156%
2/13/2026Wells Fargo & Company MN12,579$1.04M0.0%+3.3%0.241%
2/12/2026Brooklyn Investment Group6,326$525K0.0%+139.9%0.121%
2/12/2026Commonwealth Equity Services LLC84,070$6.92M0.0%+26.7%1.614%
2/11/2026LPL Financial LLC390,328$32.14M0.0%+1.9%7.492%
2/9/2026Kestra Investment Management LLC3,932$324K0.0%-39.8%0.075%
2/9/2026Prospera Financial Services Inc7,982$657K0.0%-4.8%0.153%
2/6/2026PNC Financial Services Group Inc.19,972$1.64M0.0%-17.4%0.383%
2/6/2026HighTower Advisors LLC39,169$3.23M0.0%+5.5%0.752%
2/5/2026Intrua Financial LLC2,823$232K0.0%N/A0.054%
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2/5/2026May Hill Capital LLC6,033$497K0.1%+82.0%0.116%
2/5/2026Stephens Inc. AR7,723$636K0.0%-17.0%0.148%
2/5/2026Northwestern Mutual Wealth Management Co.196,023$16.14M0.0%+909.6%3.762%
2/4/2026Cascades Capital Asset Management LLC14,387$1.19M0.5%-6.5%0.276%
2/3/2026MGO One Seven LLC5,124$422K0.0%+4.3%0.098%
2/3/2026RFG Advisory LLC6,226$513K0.0%-18.4%0.120%
2/2/2026Truist Financial Corp39,777$3.28M0.0%-2.5%0.763%
2/2/2026CENTRAL TRUST Co2,211$182K0.0%-9.6%0.042%
1/30/2026Barnes Pettey Financial Advisors LLC30,165$2.48M1.2%-1.5%0.579%
1/30/2026American Financial & Tax Strategies Inc.3,245$267K0.1%N/A0.062%
1/30/2026M&T Bank Corp105,340$8.67M0.0%+3.8%2.022%
1/29/2026UBS Group AG146,596$12.07M0.0%+7.0%2.814%
1/28/2026M&T Bank Corp18,270$1.50M0.0%-82.0%0.351%
1/27/2026PFG Advisors23,085$1.90M0.1%+2.0%0.443%
1/26/2026CWM LLC2,838$234K0.0%+268.1%0.054%
1/26/2026PFG Investments LLC8,621$710K0.0%-4.4%0.165%
1/26/2026Opal Wealth Advisors LLC602,940$49.64M12.9%+2.8%11.573%
1/23/2026Farther Finance Advisors LLC320$26K0.0%N/A0.006%
1/23/2026Natural Investments LLC10,482$863K0.2%N/A0.201%
1/21/2026Flagship Harbor Advisors LLC394$32K0.0%N/A0.007%
1/14/2026AA Financial Advisors LLC101,517$8.36M1.5%-16.3%1.930%
11/17/2025NewEdge Advisors LLC3,094$258K0.0%-91.2%0.058%
11/17/2025Susquehanna International Group LLP30,776$2.57M0.0%+223.5%0.580%
11/17/2025Northwestern Mutual Wealth Management Co.19,416$1.62M0.0%-3.3%0.366%
11/17/2025Citadel Advisors LLC13,246$1.10M0.0%-61.9%0.249%
11/14/2025Raymond James Financial Inc.117,590$9.80M0.0%-30.8%2.215%
11/14/2025Brooklyn Investment Group2,637$220K0.0%+402.3%0.050%
11/14/2025Two Sigma Investments LP8,200$683K0.0%-22.6%0.154%
11/14/2025M&T Bank Corp101,514$8.46M0.0%+2.9%1.912%
11/13/2025UBS Group AG137,021$11.42M0.0%-4.2%2.580%
11/13/2025Private Advisor Group LLC13,366$1.11M0.0%-7.5%0.252%
11/13/2025PFG Advisors22,638$1.89M0.1%+3.4%0.426%
11/10/2025Rossby Financial LCC3,865$324K0.1%+19.3%0.073%
11/7/2025May Hill Capital LLC3,314$276K0.1%-22.7%0.062%
11/7/2025HighTower Advisors LLC37,131$3.10M0.0%+7.3%0.699%
11/6/2025CENTRAL TRUST Co2,447$204K0.0%-43.2%0.046%
11/6/2025RFG Advisory LLC7,632$636K0.0%-11.6%0.144%
11/5/2025Envestnet Asset Management Inc.96,764$8.07M0.0%-1.6%1.822%
11/3/2025Golden State Wealth Management LLC7,723$644K0.1%-22.9%0.145%
11/3/2025Truist Financial Corp40,790$3.40M0.0%+4.3%0.768%
10/31/2025PFG Investments LLC9,019$752K0.0%+16.7%0.170%
10/24/2025Opal Wealth Advisors LLC586,517$48.89M13.6%+2.2%11.046%
10/23/2025Park Avenue Securities LLC2,445$204K0.0%N/A0.046%
10/22/2025Gladstone Institutional Advisory LLC39,091$3.26M0.1%-1.3%0.736%
10/22/2025Commonwealth Equity Services LLC66,351$5.53M0.0%+1.4%1.250%
10/16/2025Mezzasalma Advisors LLC4,021$335K0.1%N/A0.076%
10/14/2025AA Financial Advisors LLC121,330$10.11M2.0%+9.4%2.264%
8/18/2025Kestra Investment Management LLC6,527$518K0.0%-17.2%0.121%
8/15/2025MML Investors Services LLC6,974$553K0.0%+2.2%0.129%
8/14/2025Raymond James Financial Inc.169,840$13.47M0.0%-1.8%3.139%
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8/14/2025NewEdge Advisors LLC35,126$2.79M0.0%-9.6%0.649%
8/13/2025M&T Bank Corp98,662$7.82M0.0%-0.5%1.824%
8/13/2025Northwestern Mutual Wealth Management Co.20,075$1.59M0.0%-1.4%0.371%
8/12/2025Steward Partners Investment Advisory LLC6,153$488K0.0%+445.0%0.114%
8/12/2025Barnes Pettey Financial Advisors LLC32,258$2.56M1.7%-1.2%0.596%
8/12/2025JPMorgan Chase & Co.1,435$114K0.0%-57.4%0.027%
8/8/2025Avantax Advisory Services Inc.289,647$22.97M0.1%-3.9%5.354%
8/8/2025Cetera Investment Advisers17,058$1.35M0.0%-18.1%0.315%
8/8/2025PNC Financial Services Group Inc.24,152$1.92M0.0%-3.6%0.446%
8/7/2025PFG Advisors21,901$1.74M0.1%-0.6%0.405%


LRGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 81 institutional investors and hedge funds held shares of ClearBridge Large Cap Growth Select ETF. The most heavily invested institutionals were Opal Wealth Advisors LLC ($49.64M), LPL Financial LLC ($32.14M), Avantax Advisory Services Inc. ($22.97M), Cetera Investment Advisers ($21.70M), Royal Bank of Canada ($19.18M), Stifel Financial Corp ($17.49M), and Northwestern Mutual Wealth Management Co. ($16.14M).Learn more on ClearBridge Large Cap Growth Select ETF's institutional investors.

Of the 68 institutional investors that purchased ClearBridge Large Cap Growth Select ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($177.18K), Northwestern Mutual Wealth Management Co. ($176.61K), Royal Bank of Canada ($114.01K), Opal Wealth Advisors LLC ($106.12K), M&T Bank Corp ($105.84K), AA Financial Advisors LLC ($81.53K), and NewEdge Advisors LLC ($31.72K).

Institutional investors have bought a total of 370,675 shares in the last 24 months. This purchase volume represents approximately $30.44M in transactions.

Of the 29 institutional investors that sold ClearBridge Large Cap Growth Select ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($128.29K), M&T Bank Corp ($83.24K), AA Financial Advisors LLC ($69.88K), Raymond James Financial Inc. ($52.25K), NewEdge Advisors LLC ($33.17K), Citadel Advisors LLC ($21.50K), and UBS Group AG ($6.07K).

Institutional investors have sold a total of 425,018 shares in the last 24 months. This volume of shares sold represents approximately $33.86M in transactions.


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Institutional ownership data for NASDAQ:LRGE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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