Legg Mason ETF Investment Trust - LRGE
Detailed investor-level table based on 13F positions.
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 | 662,875 | 49,848 | 11.27% | 12.94% | 1 | +59,935 | 9.94% | Q1 2026 | Apr 14, 2026 |
| UBS Group AG | History | Added to | 440,153 | 33,099 | 0.0% | 0.0% | 2 | +293,557 | 200.25% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 405,270 | 30,476 | 0.01% | 0.01% | 3 | +14,942 | 3.83% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 353,143 | 26,556 | 0.0% | 0.0% | 4 | -3,912 | -1.1% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 288,496 | 21,694 | 0.02% | 0.03% | 5 | +8,166 | 2.91% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 255,111 | 19,184 | 0.0% | 0.01% | 6 | -119,148 | -31.84% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 213,321 | 16,041 | 0.01% | 0.02% | 7 | +933 | 0.44% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Added to | 106,615 | 8,017 | 0.03% | 0.03% | 8 | +1,275 | 1.21% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 103,440 | 7,778 | 0.0% | 0.0% | 9 | -7,008 | -6.35% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 93,355 | 7,020 | 0.0% | 0.0% | 10 | +5,159 | 5.85% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 65,713 | 4,941 | 0.01% | 0.01% | 11 | -18,357 | -21.84% | Q1 2026 | Apr 27, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 51,447 | 3,868 | 0.54% | 1.54% | 12 | -50,070 | -49.32% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 43,799 | 3,293 | 0.0% | 0.0% | 13 | +4,630 | 11.82% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 43,172 | 3,246 | 0.0% | 0.0% | 14 | +3,395 | 8.54% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 36,751 | 2,763 | 0.1% | 0.12% | 15 | -2,340 | -5.99% | Q1 2026 | May 14, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 29,253 | 2,199 | 0.96% | 1.23% | 16 | -912 | -3.02% | Q1 2026 | Apr 24, 2026 |
| PFG Advisors | History | Added to | 23,267 | 1,749 | 0.09% | 0.09% | 17 | +182 | 0.79% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,229 | 1,747 | 0.0% | 0.01% | 18 | -282 | -1.2% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,717 | 1,633 | 0.0% | 0.0% | 19 | -23,718 | -52.2% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,518 | 1,542 | 0.0% | 0.0% | 20 | +546 | 2.73% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,522 | 1,468 | 0.0% | 0.0% | 21 | +14 | 0.07% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 16,056 | 1,207 | 0.0% | 0.0% | 22 | +13,136 | 449.86% | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 15,331 | 1,152 | 0.28% | 0.21% | 23 | +4,849 | 46.26% | Q1 2026 | May 01, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 14,387 | 1,081 | 0.45% | 0.5% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 13,677 | 1,028 | 0.01% | — | 25 | +13,677 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,649 | 1,026 | 0.0% | 0.01% | 26 | +328 | 2.46% | Q1 2026 | Apr 24, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 13,600 | 1,022 | 0.23% | 0.52% | 27 | -13,600 | -50.0% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,692 | 954 | 0.0% | 0.0% | 28 | +3,232 | 34.16% | Q1 2026 | May 15, 2026 |
| Family Manage LLC | History | Added to | 11,453 | 861 | 0.1% | 0.07% | 29 | +4,439 | 63.29% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,125 | 836 | 0.0% | 0.0% | 30 | -1,454 | -11.56% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,529 | 791 | 0.02% | 0.02% | 31 | -1,698 | -13.89% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 9,016 | 678 | 0.03% | 0.03% | 32 | +395 | 4.58% | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,856 | 590 | 0.01% | 0.01% | 33 | +133 | 1.72% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,518 | 565 | 0.06% | 0.07% | 34 | -605 | -7.45% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,429 | 558 | 0.01% | 0.01% | 35 | -553 | -6.93% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,014 | 509 | 0.0% | 0.0% | 36 | +5,616 | 401.72% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,689 | 502 | 0.0% | 0.0% | 37 | +2,097 | 45.67% | Q1 2026 | Apr 30, 2026 |
| Corundum Group, Inc. | History | Added to | 6,389 | 480 | 0.16% | 0.18% | 38 | +26 | 0.41% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 5,952 | 447 | 0.0% | 0.0% | 39 | -5,248 | -46.86% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 5,946 | 447 | 0.01% | 0.02% | 40 | -380 | -6.01% | Q1 2026 | Apr 29, 2026 |
| Milestone Investment Advisors LLC | History | No change | 5,907 | 444 | 0.11% | 0.12% | 41 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| May Hill Capital, LLC | History | Reduced | 5,653 | 425 | 0.11% | 0.13% | 42 | -380 | -6.3% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,605 | 421 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,433 | 408 | 0.0% | 0.0% | 44 | +69 | 1.29% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,138 | 386 | 0.01% | 0.01% | 45 | -1,088 | -17.48% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,987 | 375 | 0.0% | 0.0% | 46 | -957 | -16.1% | Q1 2026 | May 04, 2026 |
| Roan Capital Partners | History | New | 4,966 | 373 | 0.34% | — | 47 | +4,966 | New | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,769 | 358 | 0.01% | 0.01% | 48 | -355 | -6.93% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | No change | 4,053 | 304 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 3,949 | 299 | 0.06% | 0.1% | 50 | +31 | 0.79% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | No change | 3,932 | 295 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,879 | 292 | 0.0% | 0.0% | 52 | -322 | -7.66% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,284 | 246 | 0.01% | — | 53 | +3,284 | New | Q1 2026 | May 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 3,245 | 244 | 0.12% | 0.13% | 54 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,197 | 240 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,106 | 234 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 3,083 | 231 | 0.08% | 0.1% | 57 | -227 | -6.86% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | No change | 2,838 | 213 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,349 | 176 | 0.0% | 0.0% | 59 | -2 | -0.09% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,177 | 163 | 0.0% | 0.0% | 60 | -34 | -1.54% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,007 | 150 | 0.01% | 0.0% | 61 | +988 | 96.96% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,531 | 115 | 0.0% | 0.0% | 62 | -6,626 | -81.23% | Q1 2026 | May 08, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,464 | 110 | 0.03% | 0.04% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | No change | 1,300 | 97 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,055 | 79 | 0.0% | 0.0% | 65 | +735 | 229.69% | Q1 2026 | Apr 07, 2026 |
| Investors Research Corp | History | Reduced | 860 | 64 | 0.01% | 0.01% | 66 | -128 | -12.96% | Q1 2026 | Apr 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 797 | 59 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 764 | 57 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | No change | 700 | 52 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SHP Wealth Management | History | No change | 596 | 44 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 412 | 30 | 0.0% | 0.0% | 71 | +65 | 18.73% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | No change | 395 | 29 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 346 | 26 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 320 | 24 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 236 | 19 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ascentis Independent Advisors | History | New | 202 | 15 | 0.0% | — | 76 | +202 | New | Q1 2026 | Apr 28, 2026 |
| Financial Perspectives, Inc | History | No change | 171 | 12 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 155 | 11 | 0.0% | — | 78 | +155 | New | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 105 | 7 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 59 | 4 | 0.0% | — | 80 | +59 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 44 | 3 | 0.0% | 0.0% | 81 | +1 | 2.33% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,229 | -100.0% | Q1 2026 | Apr 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,230 | -100.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,042 | -100.0% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,823 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -394 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |