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Who owns LRGE?

Institutional ownership of ClearBridge Large Cap Growth ESG ETF from Form 13F, Q2 2026

79 institutional managers reported holding ClearBridge Large Cap Growth ESG ETF (LRGE) in Form 13F filings for Q2 2026, with 3,538,329 shares worth $303M. The largest reported holder was Opal Wealth Advisors, LLC. Managers that filed both quarters cut a net 43,854 shares (-1.2%). 8 opened new positions and 7 sold out.

Funds holding
79
Value held
$303M
New / sold out
8 / 7
Net shares, same filers
-1.2%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of LRGE

FundValueShare of 13F holdingsSharesMove
Opal Wealth Advisors, LLC$58.4M19.3%681,595Added
UBS Group AG$38.2M12.6%446,279Added
LPL Financial LLC$33.5M11.1%391,188Trimmed
Morgan Stanley$28.7M9.5%334,673Trimmed
Cetera Investment Advisers$24.3M8.0%283,104Trimmed
Stifel Financial Corp$17.3M5.7%202,085Trimmed
Royal Bank of Canada$11.4M3.8%132,907Trimmed
Raymond James Financial Inc$8.3M2.7%97,279Trimmed
Envestnet Asset Management Inc$8.1M2.7%95,063Added
M&T Bank Corp$7.4M2.4%86,580Trimmed
Kestra Advisory Services, LLC$5.2M1.7%60,220Added
Commonwealth Equity Services, LLC$4.7M1.5%54,660Trimmed
AA Financial Advisors, LLC$4.5M1.5%52,655Added
Truist Financial Corp$4.1M1.3%47,565Added
Janney Montgomery Scott LLC$4.0M1.3%46,821New
Susquehanna International Group, LLP$3.9M1.3%45,450Added
HighTower Advisors, LLC$3.7M1.2%43,456Trimmed
Cambridge Investment Research Advisors, Inc.$3.4M1.1%40,256Added
Gladstone Institutional Advisory LLC$3.1M1.0%36,737Unchanged
Barnes Pettey Financial Advisors, LLC$2.4M0.8%27,861Trimmed
PFG Advisors$2.0M0.7%23,734Added
Northwestern Mutual Wealth Management Co$1.7M0.6%19,565Added
PNC Financial Services Group, Inc.$1.6M0.5%19,049Trimmed
Goldman Sachs Group Inc$1.4M0.5%16,428Added
Natural Investments, LLC$1.4M0.5%16,181Added

Share of 13F holdings is each fund's shares as a share of the 3,538,329 LRGE shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Kestra Advisory Services, LLC Added+$4.6M
  2. Janney Montgomery Scott LLC New+$4.0M
  3. Susquehanna International Group, LLP Added+$2.0M
  4. Opal Wealth Advisors, LLC Added+$1.6M
  5. Cambridge Investment Research Advisors, Inc. Added+$1.5M
  6. Gateway Wealth Partners, LLC Added+$729K
  7. HRT Financial LP New+$618K
  8. UBS Group AG Added+$525K
  9. Nuveen, LLC New+$493K
  10. Truist Financial Corp Added+$376K

Biggest sellers in Q2 2026

  1. Royal Bank of Canada Trimmed-$10.5M
  2. M&T Bank Corp Trimmed-$1.7M
  3. Morgan Stanley Trimmed-$1.6M
  4. LPL Financial LLC Trimmed-$1.2M
  5. Independent Advisor Alliance Sold out-$1.0M
  6. Stifel Financial Corp Trimmed-$962K
  7. Commonwealth Equity Services, LLC Trimmed-$947K
  8. Raymond James Financial Inc Trimmed-$528K
  9. Cetera Investment Advisers Trimmed-$462K
  10. Two Sigma Investments, LP Sold out-$448K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $18.1M and sold $21.5M; 18 added and 26 trimmed.

Questions about LRGE ownership

Who owns LRGE stock?
79 institutional investment managers reported LRGE positions in their Form 13F filings for Q2 2026, holding 3,538,329 shares worth $303M in total. Opal Wealth Advisors, LLC reported the largest position.
Are funds buying or selling LRGE?
In Q2 2026, 8 managers opened new LRGE positions, 18 added, 26 trimmed and 7 sold out. Managers that filed in both quarters sold a net 43,854 shares.
How current is this LRGE institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to LRGE by CUSIP. Options are left out. LRGE news and filings · LRGE insider trades · Top funds