Institutional Ownership
Legg Mason ETF Invt
CUSIP 524682200CLEARBRIDGE LRGLRGEQ1 2026
Institutional Holders
81
13F filers
Shares Held
3.59M
Aggregate institutional
Institutional Value
$266.92M
Q1 2026
Net New Holders
-3
5 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased28
Decreased26
Sold out8
Institutional Holders
81 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Opal Wealth Advisors, LLC | 662.9K | $49.85M | +59.9K | Added |
| 2 | Ubs Group AG | 440.2K | $33.10M | +293.6K | Added |
| 3 | Lpl Financial LLC | 405.3K | $30.48M | +14.9K | Added |
| 4 | Morgan Stanley | 353.1K | $26.56M | −3.9K | Reduced |
| 5 | Cetera Investment Advisers | 288.5K | $21.69M | +8.2K | Added |
| 6 | Royal Bank Of Canada | 255.1K | $19.18M | −119.1K | Reduced |
| 7 | Stifel Financial Corp | 213.3K | $16.04M | +933 | Added |
| 8 | M&T Bank Corp | 106.6K | $8.02M | +1.3K | Added |
| 9 | Raymond James Financial Inc | 103.4K | $7.78M | −7.0K | Reduced |
| 10 | Envestnet Asset Management Inc | 93.4K | $7.02M | +5.2K | Added |
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