ClearBridge Large Cap Growth ESG is an exchange-traded fund on NASDAQ. As of Q3 2025, 74 institutional investors hold shares in this ETF, with total holdings valued at $243.6M. Opal Wealth Advisors, LLC is the largest holder with a position valued at $48.9M.
Overview of institutional ownership in LRGE as of Q3 2025
Institutions with the largest positions in LRGE as of Q3 2025
| Institution | Position Value |
|---|---|
Opal Wealth Advisors, LLC RIA/Wealth | $48.9M 13.60% of portfolio |
L LPL Financial LLC Institution | $31.9M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $30.3M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $22.5M 0.03% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $17.4M 0.02% of portfolio |
UBS Group AG Institution | $11.4M 0.00% of portfolio |
AA Financial Advisors, LLC RIA/Wealth | $10.1M 1.99% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $9.8M 0.00% of portfolio |
M&T BANK CORP Institution | $8.5M 0.03% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $8.1M 0.00% of portfolio |
Institutional buying and selling activity for LRGE in Q3 2025
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$21.0M +252.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$1.8M +21.3K shares |
L LPL Financial LLC Institution | +$1.6M +19.1K shares |
Opal Wealth Advisors, LLC RIA/Wealth | +$1.1M +12.7K shares |
O OLD MISSION CAPITAL LLC Institution | +$991.3K +11.9K shares |
AA Financial Advisors, LLC RIA/Wealth | +$867.0K +10.4K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$553.9K +-329.0 shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$531.9K +6.4K shares |
Mezzasalma Advisors, LLC RIA/Wealth | +$335.2K +4.0K shares |
Goss Wealth Management LLC RIA/Wealth | +$257.9K +-32.0K shares |
| Institution | Net Sold |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$4.4M −52.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.8M −21.5K shares |
MORGAN STANLEY RIA/Wealth | −$880.7K −10.6K shares |
UBS Group AG Institution | −$506.0K −6.1K shares |
W WIN ADVISORS, INC RIA/Wealth | −$427.0K −5.4K shares |
Golden State Equity Partners RIA/Wealth | −$307.9K −3.9K shares |
A Atlantic Trust Group, LLC Institution | −$296.3K −3.7K shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$268.5K −3.4K shares |
IHT Wealth Management, LLC RIA/Wealth | −$249.7K −3.0K shares |
O One Capital Management, LLC RIA/Wealth | −$231.9K −2.9K shares |
Institutions that initiated new positions or completely exited LRGE in Q3 2025
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $553.9K 6.6K shares |
Mezzasalma Advisors, LLC RIA/Wealth | $335.2K 4.0K shares |
NBC SECURITIES, INC. RIA/Wealth | $28.9K 347.0 shares |
Creekmur Asset Management LLC RIA/Wealth | $13.6K 163.0 shares |
NATURAL INVESTMENTS, LLC RIA/Wealth | - - shares |
| Institution | Previous Position |
|---|---|
W WIN ADVISORS, INC RIA/Wealth | $427.0K 5.4K shares |
Golden State Equity Partners RIA/Wealth | $307.9K 3.9K shares |
A Atlantic Trust Group, LLC Institution | $296.3K 3.7K shares |
A Atlas Private Wealth Advisors RIA/Wealth | $268.5K 3.4K shares |
O One Capital Management, LLC RIA/Wealth | $231.9K 2.9K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $103.1K 1.3K shares |
FRANKLIN RESOURCES INC Institution | $45.2K 570.0 shares |
NATURAL INVESTMENTS, LLC RIA/Wealth | - 10.0K shares |
Institutions with the largest Call and Put options positions in LRGE as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with LRGE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Opal Wealth Advisors, LLC RIA/Wealth | 13.60% $48.9M |
AA Financial Advisors, LLC RIA/Wealth | 1.99% $10.1M |
BARNES PETTEY FINANCIAL ADVISORS, LLC RIA/Wealth | 1.40% $2.6M |
Fortitude Family Office, LLC Family Office | 0.61% $2.3M |
Cascades Capital Asset Management, LLC RIA/Wealth | 0.58% $1.3M |
CB&T Wealth Management Family Office | 0.22% $530.4K |
Gladstone Institutional Advisory LLC RIA/Wealth | 0.13% $3.3M |
Milestone Investment Advisors LLC RIA/Wealth | 0.12% $492.4K |
O OLD MISSION CAPITAL LLC Institution | 0.12% $2.8M |
R Rossby Financial, LCC RIA/Wealth | 0.11% $324.1K |
Discover hedge funds investing in LRGE

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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