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ClearBridge Large Cap Growth Select ETF (LRGE) Institutional Ownership

ClearBridge Large Cap Growth Select ETF logo
$86.01 -1.31 (-1.50%)
As of 05/15/2026 03:58 PM Eastern
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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)
45
Total
Institutional Inflows
(last 12 months)
$33.74M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$27.95M
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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
5/16/2026 Family Manage LLC11,453$861K0.1%+63.3%0.218%
5/15/2026 Gateway Wealth Partners LLC3,284$247K0.0%N/A0.062%
5/13/2026 Cetera Investment Advisers288,496$21.70M0.0%+2.9%5.485%
5/8/2026 PNC Financial Services Group Inc.20,518$1.54M0.0%+2.7%0.390%
5/6/2026 Townsend Asset Management Corp NC ADV3,083$232K0.1%-6.9%0.059%
4/30/2026 Kestra Advisory Services LLC6,689$503K0.0%+45.7%0.127%
4/28/2026 Stephens Inc. AR7,856$591K0.0%+1.7%0.149%
4/27/2026 PFG Investments LLC9,016$678K0.0%+4.6%0.171%
4/27/2026 Private Advisor Group LLC13,649$1.03M0.0%+2.5%0.259%
4/24/2026 Barnes Pettey Financial Advisors LLC29,253$2.20M1.0%-3.0%0.556%
4/21/2026 AA Financial Advisors LLC51,447$3.87M0.5%-49.3%0.978%
4/20/2026 RFG Advisory LLC5,138$386K0.0%-17.5%0.098%
4/17/2026 AdvisorNet Financial Inc2,007$151K0.0%+97.0%0.038%
3/17/2026 Rockefeller Capital Management L.P.5,364$442K0.0%+350.4%0.103%
3/4/2026 SHP Wealth Management596$49K0.0%N/A0.011%
2/17/2026 Cetera Investment Advisers280,330$23.08M0.0%+4.0%5.381%
2/17/2026 Osaic Holdings Inc.9,460$779K0.0%-8.9%0.182%
2/17/2026 Royal Bank of Canada374,259$30.82M0.0%-2.4%7.183%
2/16/2026 MML Investors Services LLC5,944$489K0.0%-10.5%0.114%
2/16/2026 Arax Advisory Partners1,300$107K0.0%N/A0.025%
2/13/2026 Kestra Advisory Services LLC4,592$378K0.0%-4.4%0.088%
2/13/2026 Stifel Financial Corp212,388$17.49M0.0%+1.8%4.077%
2/13/2026 Golden State Wealth Management LLC8,123$669K0.1%+5.2%0.156%
2/13/2026 Wells Fargo & Company MN12,579$1.04M0.0%+3.3%0.241%
2/12/2026 Brooklyn Investment Group6,326$525K0.0%+139.9%0.121%
2/12/2026 Commonwealth Equity Services LLC84,070$6.92M0.0%+26.7%1.614%
2/11/2026 LPL Financial LLC390,328$32.14M0.0%+1.9%7.492%
2/9/2026 Kestra Investment Management LLC3,932$324K0.0%-39.8%0.075%
2/9/2026 Prospera Financial Services Inc7,982$657K0.0%-4.8%0.153%
2/6/2026 PNC Financial Services Group Inc.19,972$1.64M0.0%-17.4%0.383%
2/6/2026 HighTower Advisors LLC39,169$3.23M0.0%+5.5%0.752%
2/5/2026 Intrua Financial LLC2,823$232K0.0%N/A0.054%
2/5/2026 May Hill Capital LLC6,033$497K0.1%+82.0%0.116%
2/5/2026 Stephens Inc. AR7,723$636K0.0%-17.0%0.148%
2/5/2026 Northwestern Mutual Wealth Management Co.196,023$16.14M0.0%+909.6%3.762%
2/4/2026 Cascades Capital Asset Management LLC14,387$1.19M0.5%-6.5%0.276%
2/3/2026 MGO One Seven LLC5,124$422K0.0%+4.3%0.098%
2/3/2026 RFG Advisory LLC6,226$513K0.0%-18.4%0.120%
2/2/2026 Truist Financial Corp39,777$3.28M0.0%-2.5%0.763%
2/2/2026 CENTRAL TRUST Co2,211$182K0.0%-9.6%0.042%
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1/30/2026 Barnes Pettey Financial Advisors LLC30,165$2.48M1.2%-1.5%0.579%
1/30/2026 American Financial & Tax Strategies Inc.3,245$267K0.1%N/A0.062%
1/30/2026 M&T Bank Corp105,340$8.67M0.0%+3.8%2.022%
1/29/2026 UBS Group AG146,596$12.07M0.0%+7.0%2.814%
1/28/2026 M&T Bank Corp18,270$1.50M0.0%-82.0%0.351%
1/27/2026 PFG Advisors23,085$1.90M0.1%+2.0%0.443%
1/26/2026 CWM LLC2,838$234K0.0%+268.1%0.054%
1/26/2026 PFG Investments LLC8,621$710K0.0%-4.4%0.165%
1/26/2026 Opal Wealth Advisors LLC602,940$49.64M12.9%+2.8%11.573%
1/23/2026 Farther Finance Advisors LLC320$26K0.0%N/A0.006%
1/23/2026 Natural Investments LLC10,482$863K0.2%N/A0.201%
1/21/2026 Flagship Harbor Advisors LLC394$32K0.0%N/A0.007%
1/14/2026 AA Financial Advisors LLC101,517$8.36M1.5%-16.3%1.930%
11/17/2025NewEdge Advisors LLC3,094$258K0.0%-91.2%0.058%
11/17/2025 Susquehanna International Group LLP30,776$2.57M0.0%+223.5%0.580%
11/17/2025 Northwestern Mutual Wealth Management Co.19,416$1.62M0.0%-3.3%0.366%
11/17/2025 Citadel Advisors LLC13,246$1.10M0.0%-61.9%0.249%
11/14/2025 Raymond James Financial Inc.117,590$9.80M0.0%-30.8%2.215%
11/14/2025 Brooklyn Investment Group2,637$220K0.0%+402.3%0.050%
11/14/2025 Two Sigma Investments LP8,200$683K0.0%-22.6%0.154%
11/14/2025 M&T Bank Corp101,514$8.46M0.0%+2.9%1.912%
11/13/2025 UBS Group AG137,021$11.42M0.0%-4.2%2.580%
11/13/2025 Private Advisor Group LLC13,366$1.11M0.0%-7.5%0.252%
11/13/2025 PFG Advisors22,638$1.89M0.1%+3.4%0.426%
11/10/2025 Rossby Financial LCC3,865$324K0.1%+19.3%0.073%
11/7/2025 May Hill Capital LLC3,314$276K0.1%-22.7%0.062%
11/7/2025 HighTower Advisors LLC37,131$3.10M0.0%+7.3%0.699%
11/6/2025 CENTRAL TRUST Co2,447$204K0.0%-43.2%0.046%
11/6/2025 RFG Advisory LLC7,632$636K0.0%-11.6%0.144%
11/5/2025 Envestnet Asset Management Inc.96,764$8.07M0.0%-1.6%1.822%
11/3/2025 Golden State Wealth Management LLC7,723$644K0.1%-22.9%0.145%
11/3/2025 Truist Financial Corp40,790$3.40M0.0%+4.3%0.768%
10/31/2025 PFG Investments LLC9,019$752K0.0%+16.7%0.170%
10/24/2025 Opal Wealth Advisors LLC586,517$48.89M13.6%+2.2%11.046%
10/23/2025 Park Avenue Securities LLC2,445$204K0.0%N/A0.046%
10/22/2025 Gladstone Institutional Advisory LLC39,091$3.26M0.1%-1.3%0.736%
10/22/2025 Commonwealth Equity Services LLC66,351$5.53M0.0%+1.4%1.250%
10/16/2025 Mezzasalma Advisors LLC4,021$335K0.1%N/A0.076%
10/14/2025 AA Financial Advisors LLC121,330$10.11M2.0%+9.4%2.264%
8/18/2025 Kestra Investment Management LLC6,527$518K0.0%-17.2%0.121%
8/15/2025 MML Investors Services LLC6,974$553K0.0%+2.2%0.129%
8/14/2025 Raymond James Financial Inc.169,840$13.47M0.0%-1.8%3.139%
8/14/2025NewEdge Advisors LLC35,126$2.79M0.0%-9.6%0.649%
8/13/2025 M&T Bank Corp98,662$7.82M0.0%-0.5%1.824%
8/13/2025 Northwestern Mutual Wealth Management Co.20,075$1.59M0.0%-1.4%0.371%
8/12/2025 Steward Partners Investment Advisory LLC6,153$488K0.0%+445.0%0.114%
8/12/2025 Barnes Pettey Financial Advisors LLC32,258$2.56M1.7%-1.2%0.596%
8/12/2025 JPMorgan 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%
8/8/2025 Cetera Investment Advisers17,058$1.35M0.0%-18.1%0.315%
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8/8/2025 PNC Financial Services Group Inc.24,152$1.92M0.0%-3.6%0.446%
8/7/2025 PFG Advisors21,901$1.74M0.1%-0.6%0.405%
8/6/2025 Prospera Financial Services Inc8,387$665K0.0%-1.8%0.155%
8/6/2025 Wedbush Securities Inc.3,106$246K0.0%-8.6%0.057%
8/6/2025 Golden State Wealth Management LLC10,014$794K0.1%-1.8%0.185%
8/1/2025 Rossby Financial LCC3,239$257K0.1%-15.5%0.060%
8/1/2025 Envestnet Asset Management Inc.98,326$7.80M0.0%+10.1%1.817%
7/29/2025 Stephens Inc. AR9,306$738K0.0%+4.5%0.172%
7/25/2025Atria Wealth Solutions Inc.6,215$493K0.0%+8.4%0.115%
7/25/2025 CWM LLC771$61K0.0%N/A0.014%


LRGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 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), Royal Bank of Canada ($30.82M), Avantax Advisory Services Inc. ($22.97M), Cetera Investment Advisers ($21.70M), 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 79 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), Opal Wealth Advisors LLC ($114.13K), Royal Bank of Canada ($114.01K), M&T Bank Corp ($105.84K), AA Financial Advisors LLC ($104.68K), and Raymond James Financial Services Advisors Inc. ($74.23K).

Institutional investors have bought a total of 412,611 shares in the last 24 months. This purchase volume represents approximately $33.74M in transactions.

Of the 36 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: M&T Bank Corp ($83.74K), AA Financial Advisors LLC ($69.88K), Raymond James Financial Inc. ($55.39K), NewEdge Advisors LLC ($35.75K), Citadel Advisors LLC ($21.50K), Avantax Advisory Services Inc. ($11.89K), and Janney Montgomery Scott LLC ($10.46K).

Institutional investors have sold a total of 344,244 shares in the last 24 months. This volume of shares sold represents approximately $27.95M in transactions.


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This page (NASDAQ:LRGE) was last updated on 5/16/2026 by MarketBeat.com Staff.
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