13F Insight
DOSSIER · 13F Holders · Q2 2026
LRGE

LEGG MASON ETF INVT

85 institutions still hold LEGG MASON ETF INVT as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 524682200·85 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$292M
visible holders
Holders
85
filers reporting
Concentration
19.98%
Opal Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

85 institutions reported LRGE in Q2 2026. Opal Wealth Advisors, LLC leads at 20.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Opal Wealth Advisors, LLC
CIK 0001844201
$58M682K12.61%Q2 202602
UBS Group AG
CIK 0001610520
$38M446K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$34M391K0.01%Q2 202604
MORGAN STANLEY
CIK 0000895421
$29M335K0.00%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$24M283K0.02%Q2 202606
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$23M290K0.13%Q2 202507
STIFEL FINANCIAL CORP
CIK 0000720672
$17M202K0.01%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$11M133K0.00%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M97K0.00%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M95K0.00%Q2 202611
M&T BANK CORP
CIK 0000036270
$7M87K0.02%Q2 202612
Kestra Advisory Services, LLC
CIK 0001830819
$5M60K0.02%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M55K0.01%Q2 202614
AA Financial Advisors, LLC
CIK 0002016899
$5M53K0.54%Q2 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$4M48K0.00%Q2 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M45K0.00%Q2 202617
HighTower Advisors, LLC
CIK 0001462245
$4M43K0.00%Q2 202618
Gladstone Institutional Advisory LLC
CIK 0001766530
$3M37K0.10%Q2 202619
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$2M28K0.75%Q2 202620
PFG Advisors
CIK 0001694435
$2M24K0.10%Q2 2026
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