LRGE Institutional Ownership & Shareholders
CLRBRDG LRG CAP GWTH ESG ETF (LRGE) is currently held by 77 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $264.29M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of LRGE tracked by InsiderSet, reporting ownership valued at approximately $38.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.19M, representing an estimated gain of +2.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed LRGE value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in CLRBRDG LRG CAP GWTH ESG ETF (LRGE).
This page ranks the largest institutional LRGE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$264.29M
Largest Holder
Ubs Group Ag
Largest Position
$38.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 446,279 | $38,228,259 | $39,192,936 | +$964,677 | +2.52% | |
| Lpl Financial Llc | 0.01% | 391,188 | $33,509,127 | $34,354,756 | +$845,629 | +2.52% | |
| Morgan Stanley | 0.00% | 334,673 | $28,668,055 | $29,391,518 | +$723,463 | +2.52% | |
| Opal Wealth Advisors, Llc | 5.50% | 290,985 | $26,349,461 | $25,554,768 | -$794,693 | -3.02% | |
| Cetera Investment Advisers | 0.02% | 283,104 | $24,250,672 | $24,862,646 | +$611,974 | +2.52% | |
| Stifel Financial Corp | 0.01% | 202,085 | $17,310,593 | $17,747,428 | +$436,835 | +2.52% | |
| Royal Bank Of Canada | 0.00% | 132,907 | $11,385,000 | $11,672,105 | +$287,105 | +2.52% | |
| Raymond James Financial Inc | 0.00% | 97,279 | $8,332,930 | $8,543,197 | +$210,267 | +2.52% | |
| Envestnet Asset Management Inc | 0.00% | 95,063 | $8,143,066 | $8,348,585 | +$205,519 | +2.52% | |
| M&T Bank Corp | 0.03% | 107,650 | $8,095,448 | $9,453,995 | +$1,358,547 | +16.78% | |
| Kestra Advisory Services, Llc | 0.02% | 60,220 | $5,158,462 | $5,288,617 | +$130,155 | +2.52% | |
| Aa Financial Advisors, Llc | 0.57% | 53,097 | $4,808,053 | $4,663,063 | -$144,990 | -3.02% | |
| Commonwealth Equity Services, Llc | 0.01% | 54,660 | $4,682,170 | $4,800,329 | +$118,159 | +2.52% | |
| Truist Financial Corp | 0.00% | 47,565 | $4,074,418 | $4,177,234 | +$102,816 | +2.52% | |
| Janney Montgomery Scott Llc | 0.01% | 46,821 | $4,011,000 | $4,111,895 | +$100,895 | +2.52% | |
| Susquehanna International Group, Llp | 0.00% | 45,450 | $3,893,242 | $3,991,492 | +$98,250 | +2.52% | |
| Gladstone Institutional Advisory Llc | 0.10% | 36,737 | $3,146,888 | $3,226,302 | +$79,414 | +2.52% | |
| Barnes Pettey Financial Advisors, Llc | 0.75% | 27,861 | $2,386,570 | $2,446,798 | +$60,228 | +2.52% | |
| Pfg Advisors | 0.11% | 23,814 | $2,156,416 | $2,091,384 | -$65,032 | -3.02% | |
| Pnc Financial Services Group, Inc. | 0.00% | 19,049 | $1,631,707 | $1,672,914 | +$41,207 | +2.53% | |
| Goldman Sachs Group Inc | 0.00% | 16,428 | $1,407,221 | $1,442,733 | +$35,512 | +2.52% | |
| Natural Investments, Llc | 0.30% | 16,181 | $1,386,000 | $1,421,041 | +$35,041 | +2.53% | |
| Private Advisor Group, Llc | 0.01% | 14,839 | $1,271,100 | $1,303,185 | +$32,085 | +2.52% | |
| Fortitude Family Office, Llc | 0.21% | 13,600 | $1,231,517 | $1,194,374 | -$37,143 | -3.02% | |
| Cascades Capital Asset Management, Llc | 0.44% | 13,925 | $1,192,850 | $1,222,916 | +$30,066 | +2.52% | |
| Osaic Holdings, Inc. | 0.00% | 12,124 | $1,038,588 | $1,064,749 | +$26,161 | +2.52% | |
| Gateway Wealth Partners, Llc | 0.06% | 11,794 | $1,010,238 | $1,035,768 | +$25,530 | +2.53% | |
| Family Manage Llc | 0.10% | 11,453 | $981,063 | $1,005,821 | +$24,758 | +2.52% | |
| Flagstar Advisors Inc | 0.30% | 10,785 | $976,611 | $947,156 | -$29,455 | -3.02% | |
| Wells Fargo & Company/Mn | 0.00% | 11,333 | $970,781 | $995,282 | +$24,501 | +2.52% | |
| Iht Wealth Management, Llc | 0.02% | 10,212 | $874,763 | $896,834 | +$22,071 | +2.52% | |
| Pfg Investments, Llc | 0.03% | 9,016 | $772,320 | $791,800 | +$19,480 | +2.52% | |
| Stephens Inc | 0.01% | 7,856 | $672,944 | $689,926 | +$16,982 | +2.52% | |
| Rockefeller Capital Management L.P. | 0.00% | 7,251 | $621,276 | $636,794 | +$15,518 | +2.50% | |
| Hrt Financial Lp | 0.00% | 7,225 | $618,000 | $634,511 | +$16,511 | +2.67% | |
| Prospera Financial Services Inc | 0.01% | 7,045 | $603,584 | $618,703 | +$15,119 | +2.50% | |
| Golden State Wealth Management, Llc | 0.05% | 7,008 | $600,305 | $615,454 | +$15,149 | +2.52% | |
| Corundum Group, Inc. | 0.14% | 5,767 | $522,217 | $506,467 | -$15,750 | -3.02% | |
| Nuveen, Llc | 0.00% | 5,757 | $493,145 | $505,589 | +$12,444 | +2.52% | |
| Captrust Financial Advisors | 0.00% | 5,605 | $480,124 | $492,240 | +$12,116 | +2.52% | |
| May Hill Capital, Llc | 0.10% | 5,464 | $468,046 | $479,857 | +$11,811 | +2.52% | |
| Brooklyn Investment Group | 0.01% | 5,946 | $447,140 | $522,187 | +$75,047 | +16.78% | |
| Mgo One Seven Llc | 0.01% | 4,248 | $384,668 | $373,066 | -$11,602 | -3.02% | |
| Rfg Advisory, Llc | 0.01% | 4,464 | $382,395 | $392,036 | +$9,641 | +2.52% | |
| Advisornet Financial, Inc | 0.02% | 4,251 | $379,917 | $373,330 | -$6,587 | -1.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,821 | $349,784 | $335,566 | -$14,218 | -4.06% | |
| Rossby Financial, Lcc | 0.06% | 3,960 | $339,213 | $347,774 | +$8,561 | +2.52% | |
| Mml Investors Services, Llc | 0.00% | 3,914 | $335,298 | $343,734 | +$8,436 | +2.52% | |
| American Financial & Tax Strategies Inc | 0.14% | 3,245 | $293,844 | $284,981 | -$8,863 | -3.02% | |
| Avantax Planning Partners, Inc. | 0.01% | 3,197 | $273,855 | $280,766 | +$6,911 | +2.52% |
Frequently asked questions about LRGE
Who are the largest institutional holders of LRGE?
The largest institutional holders of LRGE reported in the latest SEC Form 13F filings include Ubs Group Ag, Lpl Financial Llc, Morgan Stanley, Opal Wealth Advisors, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported LRGE position.
What is LRGE institutional ownership?
This page tracks LRGE positions reported by institutional investment managers through SEC Form 13F. CLRBRDG LRG CAP GWTH ESG ETF (LRGE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LRGE?
InsiderSet currently tracks 77 institutional managers reporting LRGE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LRGE shareholders.
How much LRGE stock do institutions own?
Institutional investment managers disclosed approximately $264.29M in LRGE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LRGE institutional ownership last updated?
The latest LRGE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LRGE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LRGE position after the reporting date.
Are institutions buying or selling LRGE?
Institutional buying and selling can be analyzed by comparing LRGE positions across consecutive 13F reporting periods. InsiderSet's LRGE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LRGE ownership changes.
How has LRGE institutional ownership changed over time?
InsiderSet tracks LRGE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.