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Independent Advisor Alliance’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Independent Advisor Alliance’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 		$1.03M Buy
+13,677
New +$1.09M 0.01% 820
2025
Q1 		– Sell
-28,507
Closed -$2.15M – 1145
2024
Q4 		$2.15M Buy
+28,507
New +$2.16M 0.03% 492

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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $570B 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

Independent Advisor Alliance's LRGE Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2026: 13,677 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in LRGE as recently as Q4 2024.

Independent Advisor Alliance first reported a position in LRGE in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.15M in Q4 2024. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

  • Independent Advisor Alliance held 13,677 shares of ClearBridge Large Cap Growth Select ETF worth $1.03M as of Q1 2026.
  • ClearBridge Large Cap Growth Select ETF was a new Independent Advisor Alliance position in Q1 2026.
  • ClearBridge Large Cap Growth Select ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #820 holding.
  • Independent Advisor Alliance first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's ClearBridge Large Cap Growth Select ETF position peaked at $2.15M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.