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

LEGG MASON ETF INVT

87 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 524682200·87 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$278M
visible holders
Holders
87
filers reporting
Concentration
21.03%
Opal Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

87 institutions reported LRGE in Q2 2026. Opal Wealth Advisors, LLC leads at 21.0% 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
$33M440K0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$30M405K0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$27M353K0.00%Q1 202605
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$23M290K0.13%Q2 202506
Cetera Investment Advisers
CIK 0001666741
$22M288K0.02%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$19M255K0.00%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$16M213K0.01%Q1 202609
M&T BANK CORP
CIK 0000036270
$8M107K0.03%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M103K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M93K0.00%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M66K0.01%Q1 202613
AA Financial Advisors, LLC
CIK 0002016899
$5M53K0.54%Q2 202614
HighTower Advisors, LLC
CIK 0001462245
$3M44K0.00%Q1 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$3M43K0.00%Q1 202616
Gladstone Institutional Advisory LLC
CIK 0001766530
$3M37K0.10%Q1 202617
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$2M29K0.96%Q1 202618
PFG Advisors
CIK 0001694435
$2M24K0.10%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M23K0.00%Q1 202620
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$2M20K0.00%Q4 2025
Page 1 of 5
67 more holders available. Log in →