CLRBRDG LRG CAP GWTH ESG ETF (LRGE) Institutional Shareholders
CLRBRDG LRG CAP GWTH ESG ETF (LRGE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $293.73M in LRGE holdings during the latest filing period.
Opal Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of LRGE tracked by InsiderSet, reporting ownership valued at approximately $58.39M 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 $60.62M, representing an estimated gain of +3.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed LRGE value among the investors covered in this analysis. Major shareholders include Opal Wealth Advisors, Llc, Ubs Group Ag, Lpl Financial Llc, 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
75
Total Reported Value
$293.73M
Largest Holder
Opal Wealth Advisors, Llc
Largest Position
$58.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Opal Wealth Advisors, Llc | 12.61% | 681,595 | $58,385,400 | $60,621,468 | +$2,236,068 | +3.83% | |
| Ubs Group Ag | 0.01% | 446,279 | $38,228,259 | $39,692,322 | +$1,464,063 | +3.83% | |
| Lpl Financial Llc | 0.01% | 391,188 | $33,509,127 | $34,792,495 | +$1,283,368 | +3.83% | |
| Morgan Stanley | 0.00% | 334,673 | $28,668,055 | $29,766,017 | +$1,097,962 | +3.83% | |
| Cetera Investment Advisers | 0.02% | 283,104 | $24,250,672 | $25,179,440 | +$928,768 | +3.83% | |
| Stifel Financial Corp | 0.01% | 202,085 | $17,310,593 | $17,973,561 | +$662,968 | +3.83% | |
| Royal Bank Of Canada | 0.00% | 132,907 | $11,385,000 | $11,820,828 | +$435,828 | +3.83% | |
| Raymond James Financial Inc | 0.00% | 97,279 | $8,332,930 | $8,652,053 | +$319,123 | +3.83% | |
| Envestnet Asset Management Inc | 0.00% | 95,063 | $8,143,066 | $8,454,960 | +$311,894 | +3.83% | |
| M&T Bank Corp | 0.03% | 107,650 | $8,095,448 | $9,574,456 | +$1,479,008 | +18.27% | |
| Kestra Advisory Services, Llc | 0.02% | 60,220 | $5,158,462 | $5,356,003 | +$197,541 | +3.83% | |
| Commonwealth Equity Services, Llc | 0.01% | 54,660 | $4,682,170 | $4,861,493 | +$179,323 | +3.83% | |
| Aa Financial Advisors, Llc | 0.54% | 52,655 | $4,510,390 | $4,683,167 | +$172,777 | +3.83% | |
| Truist Financial Corp | 0.00% | 47,565 | $4,074,418 | $4,230,460 | +$156,042 | +3.83% | |
| Janney Montgomery Scott Llc | 0.01% | 46,821 | $4,011,000 | $4,164,288 | +$153,288 | +3.82% | |
| Susquehanna International Group, Llp | 0.00% | 45,450 | $3,893,242 | $4,042,350 | +$149,108 | +3.83% | |
| Gladstone Institutional Advisory Llc | 0.10% | 36,737 | $3,146,888 | $3,267,411 | +$120,523 | +3.83% | |
| Barnes Pettey Financial Advisors, Llc | 0.75% | 27,861 | $2,386,570 | $2,477,974 | +$91,404 | +3.83% | |
| Pfg Advisors | 0.10% | 23,734 | $2,033,094 | $2,110,916 | +$77,822 | +3.83% | |
| Pnc Financial Services Group, Inc. | 0.00% | 19,049 | $1,631,707 | $1,694,229 | +$62,522 | +3.83% | |
| Goldman Sachs Group Inc | 0.00% | 16,428 | $1,407,221 | $1,461,116 | +$53,895 | +3.83% | |
| Natural Investments, Llc | 0.30% | 16,181 | $1,386,000 | $1,439,148 | +$53,148 | +3.83% | |
| Private Advisor Group, Llc | 0.01% | 14,839 | $1,271,100 | $1,319,790 | +$48,690 | +3.83% | |
| Cascades Capital Asset Management, Llc | 0.44% | 13,925 | $1,192,850 | $1,238,498 | +$45,648 | +3.83% | |
| Osaic Holdings, Inc. | 0.00% | 12,124 | $1,038,588 | $1,078,316 | +$39,728 | +3.83% | |
| Gateway Wealth Partners, Llc | 0.06% | 11,794 | $1,010,238 | $1,048,965 | +$38,727 | +3.83% | |
| Family Manage Llc | 0.10% | 11,453 | $981,063 | $1,018,637 | +$37,574 | +3.83% | |
| Wells Fargo & Company/Mn | 0.00% | 11,333 | $970,781 | $1,007,964 | +$37,183 | +3.83% | |
| Iht Wealth Management, Llc | 0.02% | 10,212 | $874,763 | $908,261 | +$33,498 | +3.83% | |
| Pfg Investments, Llc | 0.03% | 9,016 | $772,320 | $801,888 | +$29,568 | +3.83% | |
| Stephens Inc | 0.01% | 7,856 | $672,944 | $698,717 | +$25,773 | +3.83% | |
| Rockefeller Capital Management L.P. | 0.00% | 7,251 | $621,276 | $644,908 | +$23,632 | +3.80% | |
| Hrt Financial Lp | 0.00% | 7,225 | $618,000 | $642,596 | +$24,596 | +3.98% | |
| Prospera Financial Services Inc | 0.01% | 7,045 | $603,584 | $626,587 | +$23,003 | +3.81% | |
| Golden State Wealth Management, Llc | 0.05% | 7,008 | $600,305 | $623,296 | +$22,991 | +3.83% | |
| Corundum Group, Inc. | 0.16% | 6,389 | $547,281 | $568,241 | +$20,960 | +3.83% | |
| Nuveen, Llc | 0.00% | 5,757 | $493,145 | $512,031 | +$18,886 | +3.83% | |
| Captrust Financial Advisors | 0.00% | 5,605 | $480,124 | $498,512 | +$18,388 | +3.83% | |
| May Hill Capital, Llc | 0.10% | 5,464 | $468,046 | $485,971 | +$17,925 | +3.83% | |
| Advisornet Financial, Inc | 0.02% | 5,305 | $454,426 | $471,830 | +$17,404 | +3.83% | |
| Brooklyn Investment Group | 0.01% | 5,946 | $447,140 | $528,841 | +$81,701 | +18.27% | |
| Mgo One Seven Llc | 0.01% | 4,536 | $388,553 | $403,435 | +$14,882 | +3.83% | |
| Rfg Advisory, Llc | 0.01% | 4,464 | $382,395 | $397,031 | +$14,636 | +3.83% | |
| Rossby Financial, Lcc | 0.06% | 3,960 | $339,213 | $352,205 | +$12,992 | +3.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,872 | $339,066 | $344,378 | +$5,312 | +1.57% | |
| Mml Investors Services, Llc | 0.00% | 3,914 | $335,298 | $348,114 | +$12,816 | +3.82% | |
| American Financial & Tax Strategies Inc | 0.13% | 3,245 | $277,966 | $288,612 | +$10,646 | +3.83% | |
| Avantax Planning Partners, Inc. | 0.01% | 3,197 | $273,855 | $284,343 | +$10,488 | +3.83% | |
| Townsend Asset Management Corp | 0.08% | 3,083 | $264,131 | $274,204 | +$10,073 | +3.81% | |
| Wedbush Securities Inc | 0.01% | 2,875 | $246,000 | $255,704 | +$9,704 | +3.94% |
Frequently asked questions about LRGE
Who owns the most LRGE stock?
The largest holders of LRGE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CLRBRDG LRG CAP GWTH ESG ETF (LRGE).
Is LRGE widely held by superinvestors?
Many widely followed stocks like LRGE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LRGE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.