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ClearBridge Large Cap Growth Select ETF

82 hedge funds and large institutions have $285M invested in ClearBridge Large Cap Growth Select ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $288M → $285M (-$2.8M)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Opal Wealth Advisors
New York
$49.6M
LPL Financial
2
LPL Financial
California
$32.1M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$30.8M
Morgan Stanley
4
Morgan Stanley
New York
$29.4M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$23.1M
Stifel Financial
6
Stifel Financial
Missouri
$17.5M
UBS Group
7
UBS Group
Switzerland
$12.1M
Raymond James Financial
8
Raymond James Financial
Florida
$9.09M
M&T Bank
9
M&T Bank
New York
$8.67M
AFA
10
AA Financial Advisors
Ohio
$8.36M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.26M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.92M
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.3M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.74M
Truist Financial
15
Truist Financial
North Carolina
$3.28M
HighTower Advisors
16
HighTower Advisors
Illinois
$3.23M
GIA
17
Gladstone Institutional Advisory
Florida
$3.22M
BPFA
18
Barnes Pettey Financial Advisors
Mississippi
$2.48M
FFO
19
Fortitude Family Office
Arizona
$2.24M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.94M
PA
21
PFG Advisors
Arizona
$1.9M
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.64M
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.61M
CCAM
24
Cascades Capital Asset Management
North Carolina
$1.18M
PAG
25
Private Advisor Group
New Jersey
$1.1M