DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

LRGE

LEGG MASON ETF INVT

87 institutions still hold LEGG MASON ETF INVT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 524682200·87 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 4.3%

vs prior quarter

13F value held

$268M

45.0% inst. owned

of float

Holders

87

-76 QoQ

filers reporting

Activity

+9 / −14

+898 added · −832 reduced

this quarter

Concentration

18.60%

Opal Wealth Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

87 institutions reported LRGE in Q1 2026. Opal Wealth Advisors, LLC leads at 18.6% of the visible book. -76 net institutions QoQ — distribution reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Opal Wealth Advisors, LLC

$50M663K11.27%Q1 2026 02

$33M440K0.01%Q1 2026 03

LPL Financial LLC

$30M405K0.01%Q1 2026 04

$27M353K0.00%Q1 2026 05

AVANTAX ADVISORY SERVICES, INC.

$23M290K0.13%Q2 2025 06

Cetera Investment Advisers

$22M288K0.02%Q1 2026 07

ROYAL BANK OF CANADA

$19M255K0.00%Q1 2026 08

STIFEL FINANCIAL CORP

$16M213K0.01%Q1 2026 09

$8M107K0.03%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

$8M103K0.00%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

$7M93K0.00%Q1 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

$5M66K0.01%Q1 2026 13

AA Financial Advisors, LLC

$4M51K0.55%Q1 2026 14

HighTower Advisors, LLC

$3M44K0.00%Q1 2026 15

TRUIST FINANCIAL CORP

$3M43K0.00%Q1 2026 16

Gladstone Institutional Advisory LLC

$3M37K0.10%Q1 2026 17

BARNES PETTEY FINANCIAL ADVISORS, LLC

$2M29K0.96%Q1 2026 18

$2M23K0.09%Q1 2026 19

PNC FINANCIAL SERVICES GROUP, INC.

$2M20K0.00%Q4 2025 20

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M22K0.00%Q1 2026

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