Who Owns LRGE?
ClearBridge Large Cap Growth Select ETF — Institutional Ownership & 13F Holdings
$83.24
-0.18 (-0.21%)
Market Cap
$403.5M
Shares Outstanding
4,796,819
Institutional Holders
83
Total Inst. Value
$178.6M
% of Float Held
—
QoQ Holder Change
+46
Institutional data as of Q1 2025
New Positions
16
Closed Positions
9
Increased
24
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Opal Wealth Advisors, LLCNew | $39.0M | 558,870 |
| 2 | MORGAN STANLEY | $28.6M | 409,873 |
| 3 | ROYAL BANK OF CANADA | $23.7M | 340,312 |
| 4 | STIFEL FINANCIAL CORP | $12.8M | 183,626 |
| 5 | RAYMOND JAMES FINANCIAL INC | $12.1M | 172,984 |
| 6 | UBS Group AG | $10.3M | 147,473 |
| 7 | AA Financial Advisors, LLCNew | $7.0M | 99,827 |
| 8 | Janney Montgomery Scott LLCNew | $4.5M | 64,538 |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.9M | 55,772 |
| 10 | NewEdge Advisors, LLC | $2.7M | 38,848 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Opal Wealth Advisors, LLCNew | +559K | $39.0M |
| ROYAL BANK OF CANADA | +114K | $23.7M |
| STIFEL FINANCIAL CORP | +1K | $12.8M |
| AA Financial Advisors, LLCNew | +100K | $7.0M |
| Janney Montgomery Scott LLCNew | +65K | $4.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -13K | $332K |
| MORGAN STANLEY | -8K | $28.6M |
| UBS Group AG | -8K | $10.3M |
| RAYMOND JAMES FINANCIAL INC | -4K | $12.1M |
| Cambridge Investment Research Advisors, Inc. | -2K | $3.9M |
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Frequently Asked Questions
How many institutional investors hold LRGE?
As of Q1 2025, 83 institutional investors report holding LRGE (ClearBridge Large Cap Growth Select ETF) in their 13F filings.
Which hedge fund owns the most LRGE?
The largest institutional holder of LRGE is Opal Wealth Advisors, LLC with $39.0M in shares.
Are institutions buying or selling LRGE?
This quarter, 16 institutions opened new positions in LRGE and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.