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Disclosery

LRGE LEGG MASON ETF INVT

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CMN (fund)

83 managers (84 13F filers) reported a position in LRGE shares at 2025-03-31, 3,559,722 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
83
13F filers
84
New
5
Added
26
Reduced
32
Sold out
9
Shares held by filers
3,559,722

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC558,870$39M12.02%+29,72513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY409,873$28.6M<0.01%-8,42613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA340,312$23.7M0.01%+114,00513F-HR/ATimelineGroup
LPL Financial LLC339,175$23.7M0.01%+13,59213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.301,532$21M0.13%+22913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP183,626$12.8M0.01%+1,35213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC172,984$12.1M<0.01%-4,19913F-HRTimelineGroup
UBS Group AGin group UBS Group AG147,473$10.3M<0.01%-7,95413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC109,328$7.63M0.01%+7,64213F-HRTimeline
AA Financial Advisors, LLC99,827$6.97M1.7%+30,38613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp99,162$6.92M0.03%+10,55513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC89,288$6.23M<0.01%+98313F-HRTimelineGroup
Janney Montgomery Scott LLC64,538$4.5M0.01%+49213F-HRTimeline
Cambridge Investment Research Advisors,…55,772$3.89M0.01%-2,04013F-HRTimeline
NewEdge Advisors, LLC38,848$2.71M0.02%+31,71713F-HRTimeline
Gladstone Institutional Advisory LLC38,585$2.69M0.13%-38613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,692$2.42M<0.01%+3,15513F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC32,651$2.28M1.77%-59613F-HRTimeline
HighTower Advisors, LLC31,186$2.18M<0.01%+2,62813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,437$2.12M<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC27,200$1.9M0.68%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,050$1.75M<0.01%-1,49713F-HRTimelineGroup
PFG Advisors22,038$1.54M0.09%+21813F-HRTimeline
Cetera Investment Advisers20,839$1.45M<0.01%+1,12513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,362$1.42M<0.01%-1,59713F-HRTimelineGroup
Cascades Capital Asset Management, LLC15,821$1.1M0.6%013F-HRTimeline
IHT Wealth Management, LLC15,259$1.06M0.03%-31913F-HRTimeline
OLD MISSION CAPITAL LLC14,438$1.01M0.02%+10,87813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,269$926K<0.01%+83313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding12,694$886K-424Timeline
Private Advisor Group, LLC12,496$872K0.01%-13313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,266$856K<0.01%-67913F-HRTimelineGroup
Golden State Wealth Management, LLC10,195$711K0.11%+40613F-HR/ATimeline
NATURAL INVESTMENTS, LLC9,620$671K0.19%+68913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,906$621K0.01%013F-HRTimelineGroup
Corundum Group, Inc.8,772$612K0.29%-6613F-HRTimeline
RFG Advisory, LLC8,572$598K0.02%-8813F-HRTimeline
Prospera Financial Services Inc8,537$596K0.01%-1,45313F-HRTimeline
PFG Investments, LLC8,242$575K0.04%+30013F-HRTimeline
MML INVESTORS SERVICES, LLC6,826$476K<0.01%+1,08813F-HRTimeline
Family Manage LLC6,414$448K0.07%013F-HRTimeline
Milestone Investment Advisors LLC5,907$412K0.11%013F-HRTimeline
Atria Wealth Solutions, Inc.5,736$400K<0.01%-1,56713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,605$391K<0.01%013F-HRTimeline
WIN ADVISORS, INC5,301$370K0.19%+1513F-HRTimeline
MGO ONE SEVEN LLC4,911$343K0.01%-9813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,762$332K<0.01%-13,32413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,433$309K<0.01%-75513F-HRTimeline
CENTRAL TRUST Co4,321$302K0.01%-17613F-HRTimeline
May Hill Capital, LLC4,285$299K0.11%new13F-HRTimeline
Creative Planningin group Creative Planning4,242$296K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,882$271K0.05%+45413F-HRTimelineGroup
Rossby Financial, LCC3,834$267K0.12%-7313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,410$238K0.09%-5113F-HRTimeline
WEDBUSH SECURITIES INC3,398$237K0.01%-40213F-HRTimeline
Atlas Private Wealth Advisors3,386$236K0.03%-56813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,370$235K<0.01%+23213F-HRTimelineGroup
Avantax Planning Partners, Inc.3,245$226K0.01%013F-HRTimeline
Elevation Capital Advisory, LLC2,953$206K0.09%-15113F-HRTimeline
One Capital Management, LLC2,924$204K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,373$166K<0.01%-4913F-HRTimelineGroup
Missouri Trust & Investment Co1,464$102K0.04%013F-HRTimeline
Arax Advisory Partners1,300$90.7K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC1,200$83.7K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…1,129$78.8K<0.01%-5913F-HRTimeline
Investors Research Corp862$60.1K0.01%+26613F-HRTimeline
HARBOUR INVESTMENTS, INC.797$55.6K<0.01%013F-HRTimeline
Addison Advisors LLC764$53.3K0.01%013F-HRTimeline
Noble Wealth Management PBC700$48.8K0.03%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources574$40.1K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC395$27.6K<0.01%-39513F-HRTimelineGroup
Sunbelt Securities, Inc.346$24.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.347$24K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/300$20.9K<0.01%-91713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/295$20.6K<0.01%-25413F-HRTimelineGroup
FMR LLCin group FMR LLC290$20.2K<0.01%+1213F-HRTimelineGroup
AdvisorNet Financial, Inc246$17.2K<0.01%-32413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\192$13.4K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$7.33K<0.01%-7613F-HRTimelineGroup
Financial Perspectives, Inc83$5.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA75$5.23K<0.01%013F-HRTimeline
COMERICA BANK5$349<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.