Legg Mason ETF Investment Trust - LRGE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | History | Added to | 602,940 | 49,644 | 12.94% | 13.6% | 1 | +16,423 | 2.8% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 390,328 | 32,138 | 0.01% | 0.01% | 2 | +7,308 | 1.91% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 374,259 | 30,815 | 0.01% | — | 3 | +374,259 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 357,055 | 29,398 | 0.0% | 0.0% | 4 | -6,165 | -1.7% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 280,330 | 23,081 | 0.03% | 0.03% | 5 | +10,892 | 4.04% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 212,388 | 17,487 | 0.02% | 0.02% | 6 | +3,801 | 1.82% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 146,596 | 12,070 | 0.0% | 0.0% | 7 | +9,575 | 6.99% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 110,448 | 9,093 | 0.0% | 0.0% | 8 | -7,142 | -6.07% | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | Added to | 105,340 | 8,673 | 0.03% | 0.03% | 9 | +3,826 | 3.77% | Q4 2025 | Jan 30, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 101,517 | 8,358 | 1.54% | 1.99% | 10 | -19,813 | -16.33% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 88,196 | 7,261 | 0.0% | 0.0% | 11 | -8,568 | -8.85% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 84,070 | 6,922 | 0.01% | 0.01% | 12 | +17,719 | 26.7% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 52,229 | 4,300 | 0.01% | 0.01% | 13 | +21 | 0.04% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,435 | 3,740 | 0.0% | 0.0% | 14 | +14,659 | 47.63% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 39,777 | 3,275 | 0.0% | 0.0% | 15 | -1,013 | -2.48% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,169 | 3,225 | 0.0% | 0.0% | 16 | +2,038 | 5.49% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 39,091 | 3,218 | 0.12% | 0.13% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 30,165 | 2,483 | 1.23% | 1.4% | 18 | -460 | -1.5% | Q4 2025 | Jan 30, 2026 |
| Fortitude Family Office, LLC | History | No change | 27,200 | 2,239 | 0.52% | 0.61% | 19 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,511 | 1,936 | 0.01% | 0.01% | 20 | -939 | -3.84% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Added to | 23,085 | 1,900 | 0.09% | 0.08% | 21 | +447 | 1.97% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 19,972 | 1,644 | 0.0% | 0.0% | 22 | -4,207 | -17.4% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,508 | 1,606 | 0.0% | 0.0% | 23 | +92 | 0.47% | Q4 2025 | Feb 10, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 14,387 | 1,184 | 0.5% | 0.56% | 24 | -1,006 | -6.54% | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,321 | 1,096 | 0.01% | 0.01% | 25 | -45 | -0.34% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,579 | 1,035 | 0.0% | 0.0% | 26 | +398 | 3.27% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,227 | 1,006 | 0.02% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 11,200 | 922 | 0.0% | 0.0% | 28 | +3,000 | 36.59% | Q4 2025 | Feb 17, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 10,482 | 863 | 0.21% | — | 29 | +10,482 | New | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,460 | 778 | 0.0% | 0.0% | 30 | -922 | -8.88% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 8,621 | 709 | 0.03% | 0.04% | 31 | -398 | -4.41% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,157 | 671 | 0.0% | 0.0% | 32 | -67 | -0.81% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 8,123 | 668 | 0.07% | 0.07% | 33 | +400 | 5.18% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,982 | 657 | 0.01% | 0.01% | 34 | -405 | -4.83% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,723 | 635 | 0.01% | 0.01% | 35 | -1,583 | -17.01% | Q4 2025 | Feb 05, 2026 |
| Family Manage LLC | History | Added to | 7,014 | 577 | 0.07% | 0.07% | 36 | +600 | 9.35% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 6,326 | 524 | 0.02% | — | 37 | +6,326 | New | Q4 2025 | Feb 12, 2026 |
| Corundum Group, Inc. | History | No change | 6,363 | 523 | 0.18% | 0.22% | 38 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,226 | 512 | 0.01% | 0.01% | 39 | -1,406 | -18.42% | Q4 2025 | Feb 03, 2026 |
| May Hill Capital, LLC | History | Added to | 6,033 | 496 | 0.06% | 0.08% | 40 | +2,719 | 82.05% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,944 | 489 | 0.0% | 0.0% | 41 | -701 | -10.55% | Q4 2025 | Feb 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 5,907 | 486 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,605 | 461 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,364 | 441 | 0.0% | 0.0% | 44 | +4,173 | 350.38% | Q4 2025 | Mar 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,124 | 421 | 0.01% | 0.01% | 45 | +213 | 4.34% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,592 | 378 | 0.0% | 0.0% | 46 | -213 | -4.43% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,201 | 350 | 0.0% | 0.0% | 47 | -25 | -0.59% | Q4 2025 | Jan 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 4,230 | 348 | 0.01% | — | 48 | +4,230 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 4,053 | 333 | 0.0% | 0.0% | 49 | -189 | -4.46% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 3,932 | 323 | 0.01% | 0.01% | 50 | -2,595 | -39.76% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | Added to | 3,918 | 322 | 0.1% | 0.11% | 51 | +53 | 1.37% | Q4 2025 | Feb 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 3,310 | 272 | 0.1% | 0.1% | 52 | -36 | -1.08% | Q4 2025 | Jan 21, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | New | 3,245 | 267 | 0.13% | — | 53 | +3,245 | New | Q4 2025 | Jan 30, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,197 | 263 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,106 | 256 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,042 | 250 | 0.0% | 0.0% | 56 | -52 | -1.68% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,920 | 240 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| CWM, LLC | History | Added to | 2,838 | 234 | 0.0% | 0.0% | 58 | +2,067 | 268.09% | Q4 2025 | Jan 26, 2026 |
| Intrua Financial, LLC | History | New | 2,823 | 232 | 0.02% | — | 59 | +2,823 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,351 | 193 | 0.0% | 0.0% | 60 | +2 | 0.09% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,211 | 182 | 0.0% | 0.0% | 61 | -236 | -9.64% | Q4 2025 | Feb 02, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,464 | 120 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,398 | 115 | 0.0% | 0.0% | 63 | -18 | -1.27% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 1,300 | 107 | 0.0% | — | 64 | +1,300 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,019 | 83 | 0.0% | 0.0% | 65 | +713 | 233.01% | Q4 2025 | Jan 20, 2026 |
| Investors Research Corp | History | Reduced | 988 | 81 | 0.01% | 0.02% | 66 | -36 | -3.52% | Q4 2025 | Jan 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 797 | 65 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | No change | 764 | 62 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | No change | 700 | 57 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SHP Wealth Management | History | New | 596 | 49 | 0.0% | — | 70 | +596 | New | Q4 2025 | Mar 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 394 | 32 | 0.0% | — | 72 | +394 | New | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | No change | 395 | 32 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 348 | 28 | 0.0% | 0.0% | 73 | +15 | 4.5% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 347 | 28 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 346 | 28 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 320 | 26 | 0.0% | — | 77 | +320 | New | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 320 | 26 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 236 | 19 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 193 | 15 | 0.0% | 0.0% | 79 | +1 | 0.52% | Q4 2025 | Jan 30, 2026 |
| Financial Perspectives, Inc | History | Added to | 171 | 14 | 0.0% | 0.0% | 80 | +88 | 106.02% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 105 | 8 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -33,683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,246 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,021 | -100.0% | Q3 2025 | Oct 16, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,445 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,200 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 07, 2025 |
| COMERICA BANK | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |