Skip to content
Disclosery

LRGE LEGG MASON ETF INVT

Follow

CMN (fund)

81 managers (82 13F filers) reported a position in LRGE shares at 2026-03-31, 3,594,249 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
81
13F filers
82
New
5
Added
28
Reduced
27
Sold out
6
Shares held by filers
3,594,249

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC662,875$49.8M11.27%+59,93513F-HRTimeline
UBS Group AGin group UBS Group AG440,153$33.1M0.01%+293,55713F-HRTimelineGroup
LPL Financial LLC405,270$30.5M0.01%+14,94213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY353,143$26.6M<0.01%-3,91213F-HRTimelineGroup
Cetera Investment Advisers288,496$21.7M0.02%+8,16613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,111$19.2M<0.01%-119,14813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP213,321$16M0.01%+93313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp107,650$8.1M0.03%+2,31013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,440$7.78M<0.01%-7,00813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,355$7.02M<0.01%+5,15913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC65,713$4.94M0.01%-18,35713F-HRTimeline
AA Financial Advisors, LLC51,447$3.87M0.54%-50,07013F-HRTimeline
HighTower Advisors, LLC43,799$3.29M<0.01%+4,63013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP43,172$3.25M<0.01%+3,39513F-HRTimelineGroup
Gladstone Institutional Advisory LLC36,751$2.76M0.1%-2,34013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC29,253$2.2M0.96%-91213F-HRTimeline
PFG Advisors23,267$1.75M0.09%+18213F-HRTimeline
Cambridge Investment Research Advisors,…23,229$1.75M<0.01%-28213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,717$1.63M<0.01%-23,71813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,518$1.54M<0.01%+54613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,522$1.47M<0.01%+1413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,056$1.21M<0.01%+13,13613F-HRTimelineGroup
NATURAL INVESTMENTS, LLC15,331$1.15M0.28%+4,84913F-HRTimeline
Cascades Capital Asset Management, LLC14,387$1.08M0.45%013F-HRTimeline
Independent Advisor Alliance13,677$1.03M0.01%new13F-HRTimeline
Private Advisor Group, LLC13,649$1.03M<0.01%+32813F-HRTimeline
Fortitude Family Office, LLC13,600$1.02M0.23%-13,60013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,692$954K<0.01%+3,23213F-HRTimelineGroup
Family Manage LLC11,453$861K0.1%+4,43913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,125$837K<0.01%-1,45413F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding10,621$799K+2,097Timeline
IHT Wealth Management, LLC10,529$792K0.02%-1,69813F-HRTimeline
PFG Investments, LLC9,016$678K0.03%+39513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,856$591K0.01%+13313F-HRTimelineGroup
Golden State Wealth Management, LLC7,518$565K0.06%-60513F-HRTimeline
Prospera Financial Services Inc7,429$559K0.01%-55313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,014$509K<0.01%+5,61613F-HR/ATimelineGroup
Corundum Group, Inc.6,389$480K0.16%+2613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,952$448K<0.01%-5,24813F-HRTimelineGroup
Brooklyn Investment Group5,946$447K0.01%-38013F-HRTimeline
Milestone Investment Advisors LLC5,907$444K0.11%013F-HRTimeline
May Hill Capital, LLC5,653$425K0.11%-38013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,605$421K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,433$409K<0.01%+6913F-HRTimelineGroup
RFG Advisory, LLC5,138$386K0.01%-1,08813F-HRTimeline
MML INVESTORS SERVICES, LLC4,987$375K<0.01%-95713F-HRTimeline
Roan Capital Partners4,966$373K0.35%13F-HRTimeline
MGO ONE SEVEN LLC4,769$359K0.01%-35513F-HRTimeline
Creative Planningin group Creative Planning4,053$305K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC3,949$299K0.06%+3113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,879$293K<0.01%-32213F-HRTimeline
Gateway Wealth Partners, LLC3,284$247K0.01%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,245$244K0.12%013F-HRTimeline
Avantax Planning Partners, Inc.3,197$240K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC3,106$234K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,083$232K0.08%-22713F-HRTimeline
CWM, LLCin group CWM, LLC2,838$213K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,349$177K<0.01%-213F-HRTimelineGroup
CENTRAL TRUST Co2,177$164K<0.01%-3413F-HRTimeline
AdvisorNet Financial, Inc2,007$151K0.01%+98813F-HRTimeline
NewEdge Advisors, LLC1,901$143K<0.01%-1,14113F-HR/ATimeline
Steward Partners Investment Advisory, L…1,531$115K<0.01%-6,62613F-HRTimeline
Missouri Trust & Investment Co1,464$110K0.03%013F-HRTimeline
Arax Advisory Partners1,300$97.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,055$79.9K<0.01%+73513F-HRTimeline
Investors Research Corp860$64.7K0.01%-12813F-HRTimeline
HARBOUR INVESTMENTS, INC.797$59.9K<0.01%013F-HRTimeline
Addison Advisors LLC764$57.5K0.01%013F-HRTimeline
Noble Wealth Management PBC700$52.6K0.03%013F-HRTimeline
SHP Wealth Management596$44.8K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.412$31K<0.01%+6513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC395$29.7K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.346$26K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC320$24.1K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…202$15.2K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc171$12.9K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.155$11.7K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$7.9K<0.01%013F-HR/ATimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC59$4.44K<0.01%13F-HRTimelineGroup
FMR LLCin group FMR LLC44$3.28K<0.01%+113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5$376<0.01%new13F-HRTimelineGroup