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Disclosery

LRGE LEGG MASON ETF INVT

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CMN (fund)

80 managers (81 13F filers) reported a position in LRGE shares at 2025-09-30, 3,454,250 shares in all. 4 filers opened a position and 10 filers sold out during the quarter.

Managers
80
13F filers
81
New
4
Added
19
Reduced
27
Sold out
10
Shares held by filers
3,454,250

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC586,517$48.9M13.6%+12,71813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA383,400$32M0.01%+47013F-HRTimelineGroup
LPL Financial LLC383,020$31.9M0.01%+19,09913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY363,220$30.3M<0.01%-10,56613F-HR/ATimelineGroup
Cetera Investment Advisers269,438$22.5M0.03%+252,38013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP208,587$17.4M0.02%+6,38113F-HRTimelineGroup
UBS Group AGin group UBS Group AG137,021$11.4M<0.01%-6,07113F-HRTimelineGroup
AA Financial Advisors, LLC121,330$10.1M1.99%+10,40113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,590$9.8M<0.01%-52,25013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp101,514$8.46M0.03%+2,85213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,764$8.07M<0.01%-1,56213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC66,351$5.53M0.01%+93913F-HRTimeline
Janney Montgomery Scott LLC52,208$4.35M0.01%-1,87213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,790$3.4M<0.01%+1,68113F-HRTimelineGroup
Gladstone Institutional Advisory LLC39,091$3.26M0.13%-50013F-HRTimeline
HighTower Advisors, LLC37,131$3.1M<0.01%+2,51913F-HRTimeline
OLD MISSION CAPITAL LLC33,683$2.81M0.1%+11,89313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,776$2.57M<0.01%+21,26413F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC30,625$2.55M1.4%-1,63313F-HRTimeline
Fortitude Family Office, LLC27,200$2.27M0.61%013F-HRTimeline
Cambridge Investment Research Advisors,…24,450$2.04M0.01%-21,23113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,179$2.02M<0.01%+2713F-HRTimelineGroup
PFG Advisors22,638$1.89M0.08%+73713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,416$1.62M<0.01%-65913F-HRTimelineGroup
Cascades Capital Asset Management, LLC15,393$1.28M0.56%013F-HRTimeline
Private Advisor Group, LLC13,366$1.11M0.01%-1,08813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,246$1.1M<0.01%-21,49513F-HRTimelineGroup
IHT Wealth Management, LLC12,227$1.02M0.03%-2,99613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,181$1.02M<0.01%+1,49013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding11,332$945K-92Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,382$833K<0.01%-1,63413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,306$776K0.01%013F-HRTimelineGroup
PFG Investments, LLC9,019$752K0.04%+1,28813F-HRTimeline
Prospera Financial Services Inc8,387$699K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8,224$685K<0.01%+2,07113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,200$683K<0.01%-2,40013F-HRTimelineGroup
Golden State Wealth Management, LLC7,723$644K0.07%-2,29113F-HRTimeline
RFG Advisory, LLC7,632$636K0.01%-1,00113F-HRTimeline
MML INVESTORS SERVICES, LLC6,645$554K<0.01%-32913F-HRTimeline
Family Manage LLC6,414$535K0.07%013F-HRTimeline
Corundum Group, Inc.6,363$530K0.22%-1,37013F-HRTimeline
Milestone Investment Advisors LLC5,907$492K0.12%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,605$467K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC4,911$409K0.01%013F-HRTimeline
Creative Planningin group Creative Planning4,242$354K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,226$354K<0.01%-1413F-HRTimeline
Mezzasalma Advisors, LLC4,021$335K0.09%new13F-HRTimeline
Rossby Financial, LCC3,865$324K0.11%+62613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,346$279K0.1%-6413F-HRTimeline
May Hill Capital, LLC3,314$276K0.08%-97113F-HRTimeline
Avantax Planning Partners, Inc.3,197$266K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC3,106$259K0.01%013F-HRTimeline
NewEdge Advisors, LLC3,094$258K<0.01%-32,03213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,920$243K<0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,445$204K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co2,447$204K<0.01%-1,86413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,349$196K<0.01%-613F-HRTimelineGroup
Missouri Trust & Investment Co1,464$122K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,416$118K<0.01%-1913F-HR/ATimelineGroup
Future Financial Wealth Managment LLC1,200$100K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,191$99.4K<0.01%new13F-HRTimelineGroup
Investors Research Corp1,024$85.4K0.02%-613F-HRTimeline
HARBOUR INVESTMENTS, INC.797$66.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC771$64K<0.01%013F-HRTimelineGroup
Addison Advisors LLC764$63.7K0.01%013F-HRTimeline
Noble Wealth Management PBC700$58.3K0.03%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC395$32.9K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.347$28.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.346$28.8K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/333$27.8K<0.01%+3813F-HR/ATimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC320$26.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc306$25.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC236$19.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\192$16K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC163$13.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$8.75K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc83$6.93K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA75$6.25K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC43$3.62K<0.01%013F-HRTimelineGroup
COMERICA BANK5$417<0.01%013F-HRTimeline