LPL Financial
LRGE icon

LPL Financial’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

LPL Financial’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 		$30.5M Buy
405,270
+14,942
+4% +$1.19M 0.01% 1185
2025
Q4 		$32.1M Buy
390,328
+7,308
+2% +$607K 0.01% 1104
2025
Q3 		$31.9M Buy
383,020
+19,099
+5% +$1.54M 0.01% 1076
2025
Q2 		$28.9M Buy
363,921
+24,746
+7% +$1.8M 0.01% 1041
2025
Q1 		$23.7M Buy
339,175
+13,592
+4% +$1.02M 0.01% 1051
2024
Q4 		$24.5M Sell
325,583
-5,584
-2% -$423K 0.01% 974
2024
Q3 		$24.2M Buy
331,167
+43,676
+15% +$3.07M 0.01% 948
2024
Q2 		$20.1M Buy
287,491
+130,023
+83% +$8.68M 0.01% 976
2024
Q1 		$10.6M Buy
157,468
+7,976
+5% +$512K 0.01% 1296
2023
Q4 		$8.92M Buy
149,492
+6,417
+4% +$355K 0.01% 1319
2023
Q3 		$7.42M Buy
143,075
+7,263
+5% +$393K 0.01% 1346
2023
Q2 		$7.37M Buy
135,812
+2,692
+2% +$134K 0.01% 1325
2023
Q1 		$6.35M Sell
133,120
-735
-0.5% -$32.8K ﹤0.01% 1368
2022
Q4 		$5.46M Buy
133,855
+49,644
+59% +$2.08M ﹤0.01% 1397
2022
Q3 		$3.34M Buy
84,211
+347
+0.4% +$15.4K ﹤0.01% 1642
2022
Q2 		$3.5M Sell
83,864
-10,379
-11% -$476K ﹤0.01% 1626
2022
Q1 		$5.07M Sell
94,243
-18,648
-17% -$997K ﹤0.01% 1432
2021
Q4 		$6.86M Sell
112,891
-1,470
-1% -$88.6K 0.01% 1247
2021
Q3 		$6.45M Buy
114,361
+4,464
+4% +$257K 0.01% 1220
2021
Q2 		$6.14M Buy
109,897
+24,784
+29% +$1.32M 0.01% 1202
2021
Q1 		$4.3M Buy
85,113
+14,836
+21% +$742K ﹤0.01% 1330
2020
Q4 		$3.52M Buy
70,277
+10,963
+18% +$525K ﹤0.01% 1318
2020
Q3 		$2.72M Buy
59,314
+6,107
+11% +$271K ﹤0.01% 1296
2020
Q2 		$2.17M Sell
53,207
-13,497
-20% -$507K ﹤0.01% 1303
2020
Q1 		$2.16M Buy
66,704
+4,961
+8% +$183K ﹤0.01% 1144
2019
Q4 		$2.35M Buy
61,743
+16,687
+37% +$607K ﹤0.01% 1251
2019
Q3 		$1.57M Buy
+45,056
New +$1.58M ﹤0.01% 1418

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's LRGE Position: Q1 2026 in Review

LPL Financial increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 3.8% in Q1 2026, buying an estimated $1.19M and bringing the position to 405,270 shares worth $30.5M. The position accounts for 0.01% of the portfolio, ranked #1185.

LPL Financial first reported a position in LRGE in Q3 2019 and has held it in 27 quarters since. The position peaked at $32.1M in Q4 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

  • LPL Financial held 405,270 shares of ClearBridge Large Cap Growth Select ETF worth $30.5M as of Q1 2026.
  • LPL Financial bought 14,942 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $1.19M.
  • ClearBridge Large Cap Growth Select ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1185 holding.
  • LPL Financial first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2019 and has held it in 27 quarters since.
  • LPL Financial's ClearBridge Large Cap Growth Select ETF position peaked at $32.1M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.