Who owns LRGE?
ClearBridge Large Cap Growth Select ETF
79 institutions reported holding LRGE, worth $303.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LRGE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Opal Wealth Advisors, LLC | Jericho, NY | $58.4M | 681,595 | +18,720 shares |
| UBS Group AG | Zurich, Switzerland | $38.2M | 446,279 | +6,126 shares |
| LPL Financial LLC | Fort Mill, SC | $33.5M | 391,188 | −14,082 shares |
| Morgan Stanley | New York, NY | $28.7M | 334,673 | −18,470 shares |
| Cetera Investment Advisers | Schaumburg, IL | $24.3M | 283,104 | −5,392 shares |
| Stifel Financial Corp. | St. Louis, MO | $17.3M | 202,085 | −11,236 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $11.4M | 132,907 | −122,204 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $8.3M | 97,279 | −6,161 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.1M | 95,063 | +1,708 shares |
| M&T Bank Corp | Buffalo, NY | $7.4M | 86,580 | −20,035 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LRGE?
79 institutional managers reported holding LRGE in Form 13F filings for June 30, 2026, worth $303.1M in total. The largest reported position was held by Opal Wealth Advisors, LLC, at $58.4M.
Did institutions buy or sell LRGE last quarter?
Reported 13F value rose 12.5% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LRGE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.