Vault-13

LEGG MASON ETF INVT LRGE

CLEARBRIDEG LR · ETP · CUSIP 524682200

79 institutional holders -3 vs Q1 2026
3,538,3293.5m shares reported held*
$303.1mreported value*
7 new 18 added 27 reduced 7 sold out net sold ≈ $3.9m (-45.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $85.66.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 40Q4 22: 40Q1 23: 42Q2 23: 42Q3 23: 43Q4 23: 44Q1 24: 52Q2 24: 77Q3 24: 81Q4 24: 89Q1 25: 84Q2 25: 89Q3 25: 81Q4 25: 83Q1 26: 82Q2 26: 7979Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202240
Q4 202240
Q1 202342
Q2 202342
Q3 202343
Q4 202344
Q1 202452
Q2 202477
Q3 202481
Q4 202489
Q1 202584
Q2 202589
Q3 202581
Q4 202583
Q1 202682
Q2 202679

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 31 bought or addedQ3 24: 34 cut or sold outQ4 24: 33 bought or addedQ4 24: 38 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 40 cut or sold outQ2 25: 30 bought or addedQ2 25: 34 cut or sold outQ2 25Q3 25: 23 bought or addedQ3 25: 38 cut or sold outQ4 25: 34 bought or addedQ4 25: 33 cut or sold outQ4 25Q1 26: 33 bought or addedQ1 26: 33 cut or sold outQ2 26: 25 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243134
Q4 20243338
Q1 20253240
Q2 20253034
Q3 20252338
Q4 20253433
Q1 20263333
Q2 20262534

Biggest buyers

Kestra Advisory Services, LLC Added +53,531+53.5k
Janney Montgomery Scott LLC New +46,821+46.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +23,733+23.7k
Opal Wealth Advisors, LLC Added +18,720+18.7k
Cambridge Investment Research Advisors, Inc. Added +17,027+17.0k
Gateway Wealth Partners, LLC Added +8,510+8.5k
HRT FINANCIAL LP New +7,225+7.2k
UBS Group AG Added +6,126+6.1k
Nuveen, LLC New +5,757+5.8k
TRUIST FINANCIAL CORP Added +4,393+4.4k

Biggest sellers

ROYAL BANK OF CANADA Reduced -122,204-122.2k
M&T Bank Corp Reduced -20,035-20.0k
MORGAN STANLEY Reduced -18,470-18.5k
LPL Financial LLC Reduced -14,082-14.1k
Independent Advisor Alliance Sold out -13,677-13.7k
STIFEL FINANCIAL CORP Reduced -11,236-11.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,053-11.1k
RAYMOND JAMES FINANCIAL INC Reduced -6,161-6.2k
TWO SIGMA INVESTMENTS, LP Sold out -5,952-6.0k
Milestone Investment Advisors LLC Sold out -5,907-5.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Opal Wealth Advisors, LLC 12.61% of their portfolio JERICHO, NY 681,595681.6k $58.4m $58.4m 12.61% Added +18.7k +18,720
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 446,279446.3k $38.2m $38.2m 0.01% Added +6.1k +6,126
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 391,188391.2k $33.5m $33.5m 0.01% Reduced -14.1k -14,082
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 334,673334.7k $28.7m $28.7m 0.00% Reduced -18.5k -18,470
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 283,104283.1k $24.3m $24.3m 0.02% Reduced -5.4k -5,392
6 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 202,085202.1k $17.3m $17.3m 0.01% Reduced -11.2k -11,236
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 132,907132.9k $11.4m $11.4m 0.00% Reduced -122.2k -122,204
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 97,27997.3k $8.3m $8.3m 0.00% Reduced -6.2k -6,161
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 95,06395.1k $8.1m $8.1m 0.00% Added +1.7k +1,708
10 M&T Bank Corp 0.02% of their portfolio BUFFALO, NY 86,58086.6k $7.4m $7.4m 0.02% Reduced -20.0k -20,035
11 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 60,22060.2k $5.2m $5.2m 0.02% Added +53.5k +53,531
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 54,66054.7k $4.7m $4.7m 0.01% Reduced -11.1k -11,053
13 AA Financial Advisors, LLC 0.54% of their portfolio Columbus, OH 52,65552.7k $4.5m $4.5m 0.54% Added +1.2k +1,208
14 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 47,56547.6k $4.1m $4.1m 0.00% Added +4.4k +4,393
15 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 46,82146.8k $4.0m $4.0m 0.01% New
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,45045.5k $3.9m $3.9m 0.00% Added +23.7k +23,733
17 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 43,45643.5k $3.7m $3.7m 0.00% Reduced -343 -343
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 40,25640.3k $3.4m $3.4m 0.00% Added +17.0k +17,027
19 Gladstone Institutional Advisory LLC 0.10% of their portfolio Bedminster, NJ 36,73736.7k $3.1m $3.1m 0.10% Reduced -14 -14
20 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.75% of their portfolio CLARKSDALE, MS 27,86127.9k $2.4m $2.4m 0.75% Reduced -1.4k -1,392
21 PFG Advisors 0.10% of their portfolio Phoenix, AZ 23,73423.7k $2.0m $2.0m 0.10% Added +467 +467
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 19,56519.6k $1.7m $1.7m 0.00% Added +43 +43
23 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 19,04919.0k $1.6m $1.6m 0.00% Reduced -1.5k -1,469
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,42816.4k $1.4m $1.4m 0.00% Added +372 +372
25 NATURAL INVESTMENTS, LLC 0.30% of their portfolio WINDSOR, CA 16,18116.2k $1.4m $1.4m 0.30% Added +850 +850
26 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 14,83914.8k $1.3m $1.3m 0.01% Added +1.2k +1,190
27 Cascades Capital Asset Management, LLC 0.44% of their portfolio GREENSBORO, NC 13,92513.9k $1.2m $1.2m 0.44% Reduced -462 -462
28 Fortitude Family Office, LLC 0.23% of their portfolio SCOTTSDALE, AZ 13,60013.6k $1.2m $1.2m 0.23% Unchanged
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,12412.1k $1.0m $1.0m 0.00% Reduced -568 -568
30 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 11,79411.8k $1.0m $1.0m 0.06% Added +8.5k +8,510
31 Family Manage LLC 0.10% of their portfolio NEW YORK, NY 11,45311.5k $981.1k $981.1k 0.10% Unchanged
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11,33311.3k $970.8k $970.8k 0.00% Added +208 +208
33 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 10,21210.2k $874.8k $874.8k 0.02% Reduced -317 -317
34 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 9,0169.0k $772.3k $772.3k 0.03% Unchanged
35 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 7,8567.9k $672.9k $672.9k 0.01% Unchanged
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,2517.3k $621.3k $621.3k 0.00% Added +1.8k +1,818
37 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,2257.2k $618.0k $618.0k 0.00% New
38 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,0457.0k $603.6k $603.6k 0.01% Reduced -384 -384
39 Golden State Wealth Management, LLC 0.05% of their portfolio SANTA ANA, CA 7,0087.0k $600.3k $600.3k 0.05% Reduced -510 -510
40 Corundum Group, Inc. 0.16% of their portfolio COLORADO SPRINGS, CO 6,3896.4k $547.3k $547.3k 0.16% Unchanged
41 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 5,7575.8k $493.1k $493.1k 0.00% New
42 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 5,6055.6k $480.1k $480.1k 0.00% Unchanged
43 May Hill Capital, LLC 0.10% of their portfolio COHASSET, MA 5,4645.5k $468.0k $468.0k 0.10% Reduced -189 -189
44 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 5,3055.3k $454.4k $454.4k 0.02% Added +3.3k +3,298
45 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 4,5364.5k $388.6k $388.6k 0.01% Reduced -233 -233
46 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 4,4644.5k $382.4k $382.4k 0.01% Reduced -674 -674
47 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,0534.1k $347.1k $347.1k 0.00% Unchanged
48 Rossby Financial, LCC 0.06% of their portfolio MELBOURNE, FL 3,9604.0k $339.2k $339.2k 0.06% Added +11 +11
49 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 3,9323.9k $336.8k $336.8k 0.01% Unchanged
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,9143.9k $335.3k $335.3k 0.00% Reduced -1.1k -1,073
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 3,8723.9k $339.1k $339.1k 0.00% Reduced -7 -7
52 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.13% of their portfolio NEW YORK, NY 3,2453.2k $278.0k $278.0k 0.13% Unchanged
53 Avantax Planning Partners, Inc. 0.01% of their portfolio DUBUQUE, IA 3,1973.2k $273.9k $273.9k 0.01% Unchanged
54 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0.08% of their portfolio RALEIGH, NC 3,0833.1k $264.1k $264.1k 0.08% Unchanged
55 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 2,8752.9k $246.0k $246.0k 0.01% Reduced -231 -231
56 Intrua Financial, LLC 0.02% of their portfolio Houston, TX 2,4982.5k $214.0k $214.0k 0.02% New
57 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,3422.3k $200.6k $200.6k 0.00% Reduced -7 -7
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,3402.3k $200.4k $200.4k 0.00% New
59 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 2,1472.1k $183.9k $183.9k 0.00% Reduced -30 -30
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,1092.1k $178.3k $178.3k 0.00% Reduced -4.9k -4,905
61 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,9011.9k $162.8k $162.8k 0.00% Unchanged
62 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,3001.3k $111.4k $111.4k 0.00% Unchanged
63 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0551.1k $90.4k $90.4k 0.00% Unchanged
64 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 860860 $73.7k $73.7k 0.01% Unchanged
65 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 797797 $68.3k $68.3k 0.00% Unchanged
66 Addison Advisors LLC 0.03% of their portfolio MIDDLEBURY, VT 764764 $65.4k $65.4k 0.03% Unchanged
67 Noble Wealth Management PBC 0.03% of their portfolio GREENWOOD VILLAGE, CO 700700 $60.0k $60.0k 0.03% Unchanged
68 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 677677 $58.0k $58.0k 0.00% New
69 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 596596 $51.1k $51.1k 0.00% Unchanged
70 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 516516 $44.2k $44.2k 0.00% Reduced -1.0k -1,015
71 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 412412 $35.3k $35.3k 0.00% Unchanged
72 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 395395 $33.8k $33.8k 0.00% Unchanged
73 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 343343 $29.4k $29.4k 0.00% New
74 ST GERMAIN D J CO INC 0.00% of their portfolio SPRINGFIELD, MA 320320 $27.4k $27.4k 0.00% Unchanged
75 Financial Perspectives, Inc 0.00% of their portfolio MINNEAPOLIS, MN 171171 $14.7k $14.7k 0.00% Unchanged
76 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 155155 $13.3k $13.3k 0.00% Unchanged
77 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 105105 $9.0k $9.0k 0.00% Unchanged
78 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 5959 $5.1k $5.1k 0.00% Unchanged
79 FMR LLC 0.00% of their portfolio BOSTON, MA 4444 $3.7k $3.7k 0.00% Unchanged