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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 2025-06-30, 3,593,082 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
88
13F filers
89
New
7
Added
23
Reduced
32
Sold out
2
Shares held by filers
3,593,082

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC573,799$45.5M12.62%+14,92913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA382,930$30.4M0.01%+42,61813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY373,786$29.6M<0.01%-36,08713F-HRTimelineGroup
LPL Financial LLC363,921$28.9M0.01%+24,74613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.289,647$23M0.13%-11,88513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP202,206$16M0.02%+18,58013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,840$13.5M<0.01%-3,14413F-HRTimelineGroup
UBS Group AGin group UBS Group AG143,092$11.3M<0.01%-4,38113F-HRTimelineGroup
AA Financial Advisors, LLC110,929$8.8M1.9%+11,10213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp98,662$7.82M0.03%-50013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,326$7.8M<0.01%+9,03813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC65,412$5.19M0.01%-43,91613F-HRTimeline
Janney Montgomery Scott LLC54,080$4.29M0.01%-10,45813F-HRTimeline
Cambridge Investment Research Advisors,…45,681$3.62M0.01%-10,09113F-HRTimeline
Gladstone Institutional Advisory LLC39,591$3.14M0.13%+1,00613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,109$3.1M<0.01%+4,41713F-HRTimelineGroup
NewEdge Advisors, LLC35,126$2.79M0.01%-3,72213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,741$2.76M<0.01%+4,30413F-HRTimelineGroup
HighTower Advisors, LLC34,612$2.75M<0.01%+3,42613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC32,258$2.56M1.71%-39313F-HRTimeline
Fortitude Family Office, LLC27,200$2.16M0.71%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,152$1.92M<0.01%-89813F-HRTimelineGroup
PFG Advisors21,901$1.74M0.08%-13713F-HRTimeline
OLD MISSION CAPITAL LLC21,790$1.73M0.05%+7,35213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,075$1.59M<0.01%-28713F-HRTimelineGroup
Cetera Investment Advisers17,058$1.35M<0.01%-3,78113F-HRTimeline
Cascades Capital Asset Management, LLC15,393$1.22M0.63%-42813F-HRTimeline
IHT Wealth Management, LLC15,223$1.21M0.03%-3613F-HRTimeline
Private Advisor Group, LLC14,454$1.15M0.01%+1,95813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,016$953K<0.01%-25013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding11,424$906K-1,270Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,691$848K<0.01%-2,57813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,600$841K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC10,014$794K0.1%-18113F-HRTimeline
NATURAL INVESTMENTS, LLC10,001$793K0.21%+38113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,512$754K<0.01%+4,75013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,306$738K0.01%+40013F-HRTimelineGroup
RFG Advisory, LLC8,633$685K0.02%+6113F-HRTimeline
Prospera Financial Services Inc8,387$665K0.01%-15013F-HRTimeline
Corundum Group, Inc.7,733$613K0.27%-1,03913F-HRTimeline
PFG Investments, LLC7,731$613K0.04%-51113F-HRTimeline
MML INVESTORS SERVICES, LLC6,974$553K<0.01%+14813F-HRTimeline
Family Manage LLC6,414$509K0.08%013F-HRTimeline
Atria Wealth Solutions, Inc.6,215$493K0.01%+47913F-HRTimeline
Steward Partners Investment Advisory, L…6,153$488K<0.01%+5,02413F-HRTimeline
Milestone Investment Advisors LLC5,907$468K0.12%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,605$445K<0.01%013F-HRTimeline
WIN ADVISORS, INC5,384$427K0.21%+8313F-HRTimeline
MGO ONE SEVEN LLC4,911$389K0.01%013F-HRTimeline
CENTRAL TRUST Co4,311$342K0.01%-1013F-HRTimeline
May Hill Capital, LLC4,285$340K0.11%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,240$338K<0.01%-19313F-HRTimeline
Creative Planningin group Creative Planning4,242$336K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,882$308K0.06%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,736$296K<0.01%new13F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,410$270K0.1%013F-HRTimeline
Atlas Private Wealth Advisors3,386$269K0.03%013F-HRTimeline
Rossby Financial, LCC3,239$257K0.1%-59513F-HRTimeline
Avantax Planning Partners, Inc.3,197$254K0.01%-4813F-HRTimeline
WEDBUSH SECURITIES INC3,106$246K0.01%-29213F-HRTimeline
One Capital Management, LLC2,924$232K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,920$232K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC2,640$209K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,355$187K<0.01%-1813F-HRTimelineGroup
Missouri Trust & Investment Co1,464$116K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,435$114K<0.01%-1,93513F-HRTimelineGroup
Arax Advisory Partners1,300$103K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,200$95.2K0.06%013F-HRTimeline
Investors Research Corp1,030$81.7K0.02%+16813F-HRTimeline
HARBOUR INVESTMENTS, INC.797$63.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC771$61K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC764$60.6K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources570$45.2K<0.01%-413F-HRTimelineGroup
Brooklyn Investment Group525$41.6K0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC395$31.3K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.347$27K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.346$26K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC320$25.4K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc306$24.3K<0.01%+6013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/295$23.4K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC236$18.7K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\192$15.3K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$8.33K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc83$6.59K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA75$5.95K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC43$3.44K<0.01%-24713F-HRTimelineGroup
COMERICA BANK5$397<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.