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Disclosery

LRGE LEGG MASON ETF INVT

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CMN (fund)

78 managers (79 13F filers) reported a position in LRGE shares at 2026-06-30, 3,518,201 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
78
13F filers
79
New
7
Added
17
Reduced
28
Sold out
7
Shares held by filers
3,518,201

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Opal Wealth Advisors, LLC681,595$58.4M12.61%+18,72013F-HRTimeline
UBS Group AGin group UBS Group AG446,279$38.2M0.01%+6,12613F-HRTimelineGroup
LPL Financial LLC391,188$33.5M0.01%-14,08213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY334,673$28.7M<0.01%-18,47013F-HRTimelineGroup
Cetera Investment Advisers283,104$24.3M0.02%-5,39213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP202,085$17.3M0.01%-11,23613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,907$11.4M<0.01%-122,20413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,279$8.33M<0.01%-6,16113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,063$8.14M<0.01%+1,70813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp86,580$7.42M0.02%-20,03513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding64,152$5.5M+53,531Timeline
COMMONWEALTH EQUITY SERVICES, LLC54,660$4.68M0.01%-11,05313F-HRTimeline
AA Financial Advisors, LLC52,655$4.51M0.54%+1,20813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,565$4.07M<0.01%+4,39313F-HRTimelineGroup
Janney Montgomery Scott LLC46,821$4.01M0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,450$3.89M<0.01%+23,73313F-HRTimelineGroup
HighTower Advisors, LLC43,456$3.72M<0.01%-34313F-HRTimeline
Gladstone Institutional Advisory LLC36,737$3.15M0.1%-1413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC27,861$2.39M0.75%-1,39213F-HRTimeline
PFG Advisors23,734$2.03M0.1%+46713F-HRTimeline
Cambridge Investment Research Advisors,…20,128$1.72M<0.01%-3,10113F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,565$1.68M<0.01%+4313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,049$1.63M<0.01%-1,46913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,428$1.41M<0.01%+37213F-HRTimelineGroup
NATURAL INVESTMENTS, LLC16,181$1.39M0.3%+85013F-HRTimeline
Private Advisor Group, LLC14,839$1.27M0.01%+1,19013F-HRTimeline
Cascades Capital Asset Management, LLC13,925$1.19M0.44%-46213F-HRTimeline
Fortitude Family Office, LLC13,600$1.16M0.23%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,124$1.04M<0.01%-56813F-HRTimelineGroup
Gateway Wealth Partners, LLC11,794$1.01M0.06%+8,51013F-HRTimeline
Family Manage LLC11,453$981K0.1%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,333$971K<0.01%+20813F-HRTimelineGroup
IHT Wealth Management, LLC10,212$875K0.02%-31713F-HRTimeline
PFG Investments, LLC9,016$772K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,856$673K0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,251$621K<0.01%+1,81813F-HRTimelineGroup
HRT FINANCIAL LP7,225$618K<0.01%new13F-HRTimeline
Prospera Financial Services Inc7,045$604K0.01%-38413F-HRTimeline
Golden State Wealth Management, LLC7,008$600K0.05%-51013F-HRTimeline
Corundum Group, Inc.6,389$547K0.16%013F-HRTimeline
Nuveen, LLCin group TIAA5,757$493K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,605$480K<0.01%013F-HRTimeline
May Hill Capital, LLC5,464$468K0.1%-18913F-HRTimeline
AdvisorNet Financial, Inc5,305$454K0.02%+3,29813F-HRTimeline
MGO ONE SEVEN LLC4,536$389K0.01%-23313F-HRTimeline
RFG Advisory, LLC4,464$382K0.01%-67413F-HRTimeline
Creative Planningin group Creative Planning4,053$347K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC3,960$339K0.06%+1113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,872$339K<0.01%-713F-HRTimeline
MML INVESTORS SERVICES, LLC3,914$335K<0.01%-1,07313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,245$278K0.13%013F-HRTimeline
Avantax Planning Partners, Inc.3,197$274K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,083$264K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC2,875$246K0.01%-23113F-HRTimeline
Intrua Financial, LLC2,498$214K0.02%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,342$201K<0.01%-713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,340$200K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co2,147$184K<0.01%-3013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,109$178K<0.01%-4,90513F-HRTimelineGroup
NewEdge Advisors, LLC1,901$163K<0.01%013F-HRTimeline
Arax Advisory Partners1,300$111K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,055$90.4K<0.01%013F-HRTimeline
Investors Research Corp860$73.7K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.797$68.3K<0.01%013F-HRTimeline
Addison Advisors LLC764$65.4K0.03%013F-HRTimeline
Noble Wealth Management PBC700$60K0.03%013F-HRTimeline
First Command Advisory Services, Inc.677$58K<0.01%new13F-HRTimeline
SHP Wealth Management596$51.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…516$44.2K<0.01%-1,01513F-HRTimeline
LANARK FINANCIAL, INC.412$35.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC395$33.8K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC343$29.4K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC320$27.4K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc171$14.7K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.155$13.3K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$8.99K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC59$5.05K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC44$3.74K<0.01%013F-HRTimelineGroup