HighTower Advisors
LRGE icon

HighTower Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

HighTower Advisors’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 		$3.29M Buy
43,799
+4,630
+12% +$368K ﹤0.01% 1421
2025
Q4 		$3.23M Buy
39,169
+2,038
+5% +$169K ﹤0.01% 1410
2025
Q3 		$3.1M Buy
37,131
+2,519
+7% +$203K ﹤0.01% 1389
2025
Q2 		$2.75M Buy
34,612
+3,426
+11% +$249K ﹤0.01% 1399
2025
Q1 		$2.18M Buy
31,186
+2,628
+9% +$197K ﹤0.01% 1482
2024
Q4 		$2.15M Buy
28,558
+4,296
+18% +$325K ﹤0.01% 1474
2024
Q3 		$1.77M Buy
24,262
+5,239
+28% +$369K ﹤0.01% 1589
2024
Q2 		$1.33M Buy
19,023
+1,439
+8% +$96.1K ﹤0.01% 1692
2024
Q1 		$1.18M Buy
17,584
+12,086
+220% +$776K ﹤0.01% 1718
2023
Q4 		$330K Buy
+5,498
New +$304K ﹤0.01% 2630

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