Natural Investments’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Natural Investments’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	$1.15M	Buy	15,331 +4,849	+46%	+$385K	0.28%	78
2025 Q4	$863K	Buy	+10,482	New	+$870K	0.21%	100
2025 Q3	–	Sell	-10,001	Closed	-$793K	–	267
2025 Q2	$793K	Buy	10,001 +381	+4%	+$27.7K	0.21%	102
2025 Q1	$671K	Buy	9,620 +689	+8%	+$51.7K	0.19%	114
2024 Q4	$672K	Buy	+8,931	New	+$676K	0.19%	123

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natural Investments's LRGE Position: Q1 2026 in Review

Natural Investments increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 46% in Q1 2026, buying an estimated $385K and bringing the position to 15,331 shares worth $1.15M. The position accounts for 0.28% of the portfolio, ranked #78.

Natural Investments first reported a position in LRGE in Q4 2024 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Natural Investments held 15,331 shares of ClearBridge Large Cap Growth Select ETF worth $1.15M as of Q1 2026.
Natural Investments bought 4,849 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $385K.
ClearBridge Large Cap Growth Select ETF made up 0.28% of Natural Investments's portfolio in Q1 2026, its #78 holding.
Natural Investments first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.