LRGE Institutional Ownership
ClearBridge Large Cap Growth Select ETF
1W: +1.0%
1M: +4.3%
3M: +5.0%
YTD: +11.6%
1Y: +9.2%
3Y: +78.8%
5Y: +60.9%
$91.57
+0.99 (+1.10%)
Weekly Expected Move ±1.8%
$88
$90
$92
$93
$95
Overview
Chart
Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — LRGE
86
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
297M
Total Invested
7
New Positions
17
Increased
35
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (93 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Opal Wealth Advisors, LLC | 681,595 | $62M | +18,720 | +2.8% | 23Q | SEC ↗ |
| 2 | UBS Group AG | 446,279 | $41M | +6,126 | +1.4% | 26Q | SEC ↗ |
| 3 | LPL Financial LLC | 391,188 | $36M | -14,082 | -3.5% | 28Q | SEC ↗ |
| 4 | MORGAN STANLEY | 334,673 | $31M | -18,470 | -5.2% | 28Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 283,104 | $26M | -5,392 | -1.9% | 21Q | SEC ↗ |
| 6 | STIFEL FINANCIAL CORP | 202,085 | $19M | -11,236 | -5.3% | 25Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 132,907 | $12M | -122,204 | -47.9% | 31Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 97,279 | $9M | -6,161 | -6.0% | 7Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 95,063 | $9M | +1,708 | +1.8% | 26Q | SEC ↗ |
| 10 | M&T Bank Corp | 86,580 | $8M | -21,070 | -19.6% | 8Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 60,220 | $6M | +53,531 | +800.3% | 13Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 54,660 | $5M | -11,053 | -16.8% | 31Q | SEC ↗ |
| 13 | AA Financial Advisors, LLC | 52,655 | $5M | +1,208 | +2.3% | 10Q | SEC ↗ |
| 14 | TRUIST FINANCIAL CORP | 47,565 | $4M | +4,393 | +10.2% | 10Q | SEC ↗ |
| 15 | Janney Montgomery Scott LLC NEW | 46,821 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,450 | $4M | +23,733 | +109.3% | 23Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 43,456 | $4M | -343 | -0.8% | 11Q | SEC ↗ |
| 18 | Gladstone Institutional Advisory LLC | 36,737 | $3M | -14 | -0.0% | 18Q | SEC ↗ |
| 19 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 27,861 | $3M | -1,392 | -4.8% | 9Q | SEC ↗ |
| 20 | PFG Advisors | 23,734 | $2M | +467 | +2.0% | 12Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 20,128 | $2M | -3,101 | -13.3% | 25Q | SEC ↗ |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 19,565 | $2M | +43 | +0.2% | 19Q | SEC ↗ |
| 23 | PNC Financial Services Group, Inc. | 19,049 | $2M | -1,469 | -7.2% | 15Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 16,428 | $2M | +372 | +2.3% | 5Q | SEC ↗ |
| 25 | NATURAL INVESTMENTS, LLC | 16,181 | $1M | +850 | +5.5% | 3Q | SEC ↗ |
| 26 | Private Advisor Group, LLC | 14,839 | $1M | +1,190 | +8.7% | 9Q | SEC ↗ |
| 27 | Cascades Capital Asset Management, LLC | 13,925 | $1M | -462 | -3.2% | 8Q | SEC ↗ |
| 28 | Fortitude Family Office, LLC | 13,600 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 12,124 | $1M | -568 | -4.5% | 26Q | SEC ↗ |
| 30 | Gateway Wealth Partners, LLC | 11,794 | $1M | +8,510 | +259.1% | 2Q | SEC ↗ |
| 31 | Family Manage LLC | 11,453 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 11,333 | $1M | +208 | +1.9% | 15Q | SEC ↗ |
| 33 | IHT Wealth Management, LLC | 10,212 | $935K | -317 | -3.0% | 9Q | SEC ↗ |
| 34 | PFG Investments, LLC | 9,016 | $826K | — | +0.0% | 9Q | SEC ↗ |
| 35 | STEPHENS INC /AR | 7,856 | $719K | — | +0.0% | 9Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 7,251 | $664K | +1,818 | +33.5% | 4Q | SEC ↗ |
| 37 | HRT FINANCIAL LP NEW | 7,225 | $662K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Prospera Financial Services Inc | 7,045 | $645K | -384 | -5.2% | 24Q | SEC ↗ |
| 39 | Golden State Wealth Management, LLC | 7,008 | $642K | -510 | -6.8% | 7Q | SEC ↗ |
| 40 | Corundum Group, Inc. | 6,389 | $585K | — | +0.0% | 18Q | SEC ↗ |
| 41 | Brooklyn Investment Group | 5,946 | $544K | -380 | -6.0% | 4Q | SEC ↗ |
| 42 | Nuveen, LLC NEW | 5,757 | $527K | — | +0.0% | 1Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS | 5,605 | $513K | — | +0.0% | 13Q | SEC ↗ |
| 44 | May Hill Capital, LLC | 5,464 | $500K | -189 | -3.3% | 6Q | SEC ↗ |
| 45 | AdvisorNet Financial, Inc | 5,305 | $486K | +3,298 | +164.3% | 24Q | SEC ↗ |
| 46 | MGO ONE SEVEN LLC | 4,536 | $415K | -233 | -4.9% | 12Q | SEC ↗ |
| 47 | RFG Advisory, LLC | 4,464 | $409K | -674 | -13.1% | 7Q | SEC ↗ |
| 48 | Creative Planning | 4,053 | $371K | — | +0.0% | 9Q | SEC ↗ |
| 49 | Rossby Financial, LCC | 3,960 | $363K | +11 | +0.3% | 7Q | SEC ↗ |
| 50 | Kestra Investment Management, LLC | 3,932 | $360K | — | +0.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 46,821 | $4M |
| HRT FINANCIAL LP | 7,225 | $662K |
| Nuveen, LLC | 5,757 | $527K |
| Intrua Financial, LLC | 2,498 | $229K |
| CITADEL ADVISORS LLC | 2,340 | $214K |
| First Command Advisory Services, In | 677 | $62K |
| Integrated Wealth Concepts LLC | 343 | $31K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 13,677 | $1M |
| TWO SIGMA INVESTMENTS, LP | 5,952 | $545K |
| Milestone Investment Advisors LLC | 5,907 | $541K |
| Roan Capital Partners | 4,966 | $455K |
| JOURNEY STRATEGIC WEALTH LLC | 4,230 | $387K |
| Missouri Trust & Investment Co | 1,464 | $134K |
| FLAGSHIP HARBOR ADVISORS, LLC | 394 | $36K |
| BANK OF AMERICA CORP /DE | 348 | $32K |
| Ascentis Independent Advisors | 202 | $18K |
| US BANCORP \DE | 193 | $18K |
| FIFTH THIRD BANCORP | 5 | $0K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | +53,531 | +800.3% | 60,220 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +23,733 | +109.3% | 45,450 |
| Opal Wealth Advisors, LLC | +18,720 | +2.8% | 681,595 |
| Gateway Wealth Partners, LLC | +8,510 | +259.1% | 11,794 |
| UBS Group AG | +6,126 | +1.4% | 446,279 |
| TRUIST FINANCIAL CORP | +4,393 | +10.2% | 47,565 |
| AdvisorNet Financial, Inc | +3,298 | +164.3% | 5,305 |
| Rockefeller Capital Management L.P. | +1,818 | +33.5% | 7,251 |
| ENVESTNET ASSET MANAGEMENT INC | +1,708 | +1.8% | 95,063 |
| AA Financial Advisors, LLC | +1,208 | +2.3% | 52,655 |
| Private Advisor Group, LLC | +1,190 | +8.7% | 14,839 |
| NATURAL INVESTMENTS, LLC | +850 | +5.5% | 16,181 |
| PFG Advisors | +467 | +2.0% | 23,734 |
| GOLDMAN SACHS GROUP INC | +372 | +2.3% | 16,428 |
| WELLS FARGO & COMPANY/MN | +208 | +1.9% | 11,333 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +43 | +0.2% | 19,565 |
| Rossby Financial, LCC | +11 | +0.3% | 3,960 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | -122,204 | -47.9% | 132,907 |
| M&T Bank Corp | -21,070 | -19.6% | 86,580 |
| MORGAN STANLEY | -18,470 | -5.2% | 334,673 |
| LPL Financial LLC | -14,082 | -3.5% | 391,188 |
| STIFEL FINANCIAL CORP | -11,236 | -5.3% | 202,085 |
| COMMONWEALTH EQUITY SERVICES, LLC | -11,053 | -16.8% | 54,660 |
| RAYMOND JAMES FINANCIAL INC | -6,161 | -6.0% | 97,279 |
| Cetera Investment Advisers | -5,392 | -1.9% | 283,104 |
| JPMORGAN CHASE & CO | -4,905 | -69.9% | 2,109 |
| Cambridge Investment Research Advis | -3,101 | -13.3% | 20,128 |
| PNC Financial Services Group, Inc. | -1,469 | -7.2% | 19,049 |
| BARNES PETTEY FINANCIAL ADVISORS, L | -1,392 | -4.8% | 27,861 |
| MML INVESTORS SERVICES, LLC | -1,073 | -21.5% | 3,914 |
| Steward Partners Investment Advisor | -1,015 | -66.3% | 516 |
| RFG Advisory, LLC | -674 | -13.1% | 4,464 |
| OSAIC HOLDINGS, INC. | -568 | -4.5% | 12,124 |
| Golden State Wealth Management, LLC | -510 | -6.8% | 7,008 |
| Cascades Capital Asset Management, | -462 | -3.2% | 13,925 |
| Prospera Financial Services Inc | -384 | -5.2% | 7,045 |
| Brooklyn Investment Group | -380 | -6.0% | 5,946 |