FM
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Family Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Family Management’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$861K Buy
11,453
+4,439
+63% +$353K 0.1% 114
2025
Q4 		$578K Buy
7,014
+600
+9% +$49.8K 0.07% 127
2025
Q3 		$535K Hold
6,414
– – 0.07% 125
2025
Q2 		$509K Hold
6,414
– – 0.08% 125
2025
Q1 		$448K Hold
6,414
– – 0.07% 121
2024
Q4 		$483K Hold
6,414
– – 0.08% 117
2024
Q3 		$468K Hold
6,414
– – 0.08% 118
2024
Q2 		$448K Hold
6,414
– – 0.08% 107
2024
Q1 		$430K Hold
6,414
– – 0.08% 107
2023
Q4 		$383K Hold
6,414
– – 0.08% 100
2023
Q3 		$333K Hold
6,414
– – 0.08% 98
2023
Q2 		$348K Hold
6,414
– – 0.08% 98
2023
Q1 		$306K Hold
6,414
– – 0.07% 94
2022
Q4 		$262K Buy
+6,414
New +$269K 0.06% 120

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return