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Disclosery

LRGE LEGG MASON ETF INVT

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CMN (fund)

88 managers (89 13F filers) reported a position in LRGE shares at 2024-12-31, 3,380,658 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
88
13F filers
89
New
12
Added
22
Reduced
31
Sold out
6
Shares held by filers
3,380,658

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC529,145$39.8M11.95%+79013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY418,299$31.5M<0.01%-35,51913F-HR/ATimelineGroup
LPL Financial LLC325,583$24.5M0.01%-5,58413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.301,303$22.7M0.14%-4,78813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA226,307$17M<0.01%-3,89013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP182,274$13.7M0.01%+3,57713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,183$13.3M<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG155,427$11.7M<0.01%-4413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC101,686$7.65M0.01%+11,67813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp88,607$6.67M0.02%+27,26813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,305$6.65M<0.01%-1,52813F-HRTimelineGroup
AA Financial Advisors, LLC69,441$5.23M1.39%+12,49513F-HRTimeline
Janney Montgomery Scott LLC64,046$4.82M0.01%+1,79613F-HRTimeline
Cambridge Investment Research Advisors,…57,812$4.35M0.01%+3,02613F-HRTimeline
Gladstone Institutional Advisory LLC38,971$2.93M0.14%+35313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC33,247$2.5M1.91%-1,48513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,537$2.37M<0.01%-1,09713F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …29,869$2.25M0.03%-55713F-HRTimelineGroup
HighTower Advisors, LLC28,558$2.15M<0.01%+4,29613F-HRTimeline
Independent Advisor Alliance28,507$2.15M0.03%new13F-HRTimeline
Fortitude Family Office, LLC27,200$2.05M0.73%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,547$2M<0.01%-2,59313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,959$1.65M<0.01%-1,05713F-HRTimelineGroup
PFG Advisors21,820$1.64M0.1%-14613F-HRTimeline
Cetera Investment Advisers19,714$1.48M<0.01%-4,13213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,086$1.36M<0.01%+3,61813F-HRTimelineGroup
Cascades Capital Asset Management, LLC15,821$1.19M0.63%-91613F-HRTimeline
IHT Wealth Management, LLC15,578$1.17M0.04%-7,72513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding13,118$987K-70,597Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,945$974K<0.01%+1,22513F-HR/ATimelineGroup
Private Advisor Group, LLC12,629$950K0.01%-1,53113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,436$936K<0.01%+1,87713F-HRTimelineGroup
Prospera Financial Services Inc9,990$752K0.02%-16813F-HRTimeline
Golden State Wealth Management, LLC9,789$737K0.11%13F-HRTimeline
NATURAL INVESTMENTS, LLC8,931$672K0.19%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,906$670K0.01%013F-HRTimelineGroup
Corundum Group, Inc.8,838$665K0.25%-16713F-HRTimeline
RFG Advisory, LLC8,660$652K0.02%new13F-HRTimeline
PFG Investments, LLC7,942$598K0.04%+13813F-HRTimeline
Atria Wealth Solutions, Inc.7,303$550K0.01%-91713F-HRTimeline
NewEdge Advisors, LLC7,131$537K<0.01%-1,17513F-HRTimeline
Family Manage LLC6,414$483K0.08%013F-HRTimeline
Milestone Investment Advisors LLC5,907$445K0.12%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,738$432K<0.01%-45613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,605$422K<0.01%013F-HRTimeline
WIN ADVISORS, INC5,286$398K0.19%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,188$390K<0.01%+1,92513F-HR/ATimeline
MGO ONE SEVEN LLC5,009$377K0.01%+36513F-HRTimeline
CENTRAL TRUST Co4,497$338K0.01%-213F-HRTimeline
Creative Planningin group Creative Planning4,242$319K<0.01%-88413F-HRTimelineGroup
Atlas Private Wealth Advisors3,954$298K0.04%013F-HRTimeline
Rossby Financial, LCC3,907$294K0.19%13F-HRTimeline
WEDBUSH SECURITIES INC3,800$286K0.01%-63313F-HRTimeline
OLD MISSION CAPITAL LLC3,560$268K0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,461$260K0.1%-29013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,428$253K0.05%+15313F-HRTimelineGroup
NOVEM GROUP3,350$252K0.04%13F-HRTimeline
Dynamic Advisor Solutions LLC3,327$250K0.01%+15113F-HRTimeline
Avantax Planning Partners, Inc.3,245$244K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,138$236K<0.01%+58013F-HRTimelineGroup
GeoWealth Management, LLC3,104$234K0.01%-18413F-HRTimeline
Elevation Capital Advisory, LLC3,104$234K0.1%-18413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,981$224K0.01%-2913F-HRTimeline
One Capital Management, LLC2,924$220K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,422$182K<0.01%+76613F-HRTimelineGroup
Missouri Trust & Investment Co1,464$110K0.04%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,217$91.6K<0.01%new13F-HRTimelineGroup
Future Financial Wealth Managment LLC1,200$90.3K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…1,188$89.4K<0.01%+7613F-HRTimeline
HARBOUR INVESTMENTS, INC.797$60K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC790$59.5K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC764$57.5K0.02%013F-HRTimeline
Noble Wealth Management PBC700$52.7K0.04%13F-HRTimeline
Investors Research Corp596$44.9K0.01%+30813F-HRTimeline
AdvisorNet Financial, Inc570$42.9K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/549$41.3K<0.01%+38113F-HRTimelineGroup
Sunbelt Securities, Inc.346$26.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC278$20.9K<0.01%-2813F-HRTimelineGroup
Global Retirement Partners, LLC236$17.8K<0.01%-1213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.230$17K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\192$14.5K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…181$13.6K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.155$11.8K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc83$6.26K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA75$5.64K<0.01%new13F-HRTimeline
COMERICA BANK5$376<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$75<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.