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Disclosery

LRGE LEGG MASON ETF INVT

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CMN (fund)

82 managers (83 13F filers) reported a position in LRGE shares at 2025-12-31, 3,462,995 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
82
13F filers
83
New
8
Added
26
Reduced
27
Sold out
6
Shares held by filers
3,462,995

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC602,940$49.6M12.94%+16,42313F-HRTimeline
LPL Financial LLC390,328$32.1M0.01%+7,30813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA374,259$30.8M0.01%-9,14113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY357,055$29.4M<0.01%-6,16513F-HR/ATimelineGroup
Cetera Investment Advisers280,330$23.1M0.03%+10,89213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP212,388$17.5M0.02%+3,80113F-HRTimelineGroup
UBS Group AGin group UBS Group AG146,596$12.1M<0.01%+9,57513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC110,448$9.09M<0.01%-7,14213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp105,340$8.67M0.03%+3,82613F-HR/ATimelineGroup
AA Financial Advisors, LLC101,517$8.36M1.55%-19,81313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,196$7.26M<0.01%-8,56813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC84,070$6.92M0.01%+17,71913F-HRTimeline
Janney Montgomery Scott LLC52,229$4.3M0.01%+2113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,435$3.74M0.01%+14,65913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,777$3.28M<0.01%-1,01313F-HRTimelineGroup
HighTower Advisors, LLC39,169$3.23M<0.01%+2,03813F-HRTimeline
Gladstone Institutional Advisory LLC39,091$3.22M0.12%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC30,165$2.48M1.23%-46013F-HRTimeline
Fortitude Family Office, LLC27,200$2.24M0.52%013F-HRTimeline
Cambridge Investment Research Advisors,…23,511$1.94M0.01%-93913F-HRTimeline
PFG Advisors23,085$1.9M0.09%+44713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,972$1.64M<0.01%-4,20713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,508$1.61M<0.01%+9213F-HR/ATimelineGroup
Cascades Capital Asset Management, LLC14,387$1.18M0.5%-1,00613F-HRTimeline
Private Advisor Group, LLC13,321$1.1M0.01%-4513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,579$1.04M<0.01%+39813F-HRTimelineGroup
IHT Wealth Management, LLC12,227$1.01M0.02%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,200$922K<0.01%+3,00013F-HRTimelineGroup
NATURAL INVESTMENTS, LLC10,482$863K0.21%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,460$779K<0.01%-92213F-HRTimelineGroup
PFG Investments, LLC8,621$710K0.03%-39813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,524$702K-2,808Timeline
Steward Partners Investment Advisory, L…8,157$672K<0.01%-6713F-HRTimeline
Golden State Wealth Management, LLC8,123$669K0.07%+40013F-HRTimeline
Prospera Financial Services Inc7,982$657K0.01%-40513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,723$636K0.01%-1,58313F-HRTimelineGroup
Family Manage LLC7,014$578K0.07%+60013F-HRTimeline
Brooklyn Investment Group6,326$525K0.02%new13F-HRTimeline
Corundum Group, Inc.6,363$524K0.18%013F-HRTimeline
RFG Advisory, LLC6,226$513K0.01%-1,40613F-HRTimeline
May Hill Capital, LLC6,033$497K0.13%+2,71913F-HR/ATimeline
MML INVESTORS SERVICES, LLC5,944$489K<0.01%-70113F-HRTimeline
Milestone Investment Advisors LLC5,907$486K0.12%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,605$461K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,364$442K<0.01%+4,17313F-HR/ATimelineGroup
MGO ONE SEVEN LLC5,124$422K0.01%+21313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,201$351K<0.01%-2513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,230$348K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,053$334K<0.01%-18913F-HRTimelineGroup
Rossby Financial, LCC3,918$323K0.1%+5313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,310$273K0.1%-3613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,245$267K0.13%new13F-HRTimeline
Avantax Planning Partners, Inc.3,197$263K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC3,106$256K0.01%013F-HRTimeline
NewEdge Advisors, LLC3,042$250K<0.01%-5213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,920$240K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC2,838$234K<0.01%+2,06713F-HRTimelineGroup
Intrua Financial, LLC2,823$232K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,351$194K<0.01%+213F-HRTimelineGroup
CENTRAL TRUST Co2,211$182K<0.01%-23613F-HRTimeline
Missouri Trust & Investment Co1,464$121K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,398$115K<0.01%-1813F-HRTimelineGroup
Arax Advisory Partners1,300$107K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,019$83.9K<0.01%+71313F-HRTimeline
Investors Research Corp988$81.3K0.01%-3613F-HRTimeline
HARBOUR INVESTMENTS, INC.797$65.6K<0.01%013F-HRTimeline
Addison Advisors LLC764$62.9K0.01%013F-HRTimeline
Noble Wealth Management PBC700$57.6K0.03%013F-HRTimeline
SHP Wealth Management596$49.1K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC395$32.5K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC394$32.4K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/348$28.7K<0.01%+1513F-HRTimelineGroup
LANARK FINANCIAL, INC.347$28.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.346$28.5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC320$26.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC320$26.3K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC236$19.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\193$15.9K<0.01%+113F-HRTimelineGroup
Financial Perspectives, Inc171$14.1K<0.01%+8813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$8.64K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC43$3.57K<0.01%013F-HRTimelineGroup
COMERICA BANK5$412<0.01%013F-HRTimeline