CLRBRDG LRG CAP GWTH ESG ETF (LRGE) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $266.41M 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 $49.85M in its March 31, 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 $55.84M, representing an estimated gain of +12.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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
80
Total Reported Value
$266.41M
Largest Holder
Opal Wealth Advisors, Llc
Largest Position
$49.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
89
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 | 11.27% | 662,875 | $49,848,236 | $55,840,789 | +$5,992,553 | +12.02% | |
| Ubs Group Ag | 0.01% | 440,153 | $33,099,505 | $37,078,621 | +$3,979,116 | +12.02% | |
| Lpl Financial Llc | 0.01% | 405,270 | $30,476,266 | $34,140,066 | +$3,663,800 | +12.02% | |
| Morgan Stanley | 0.00% | 353,143 | $26,556,354 | $29,748,872 | +$3,192,518 | +12.02% | |
| Cetera Investment Advisers | 0.02% | 288,496 | $21,694,862 | $24,302,990 | +$2,608,128 | +12.02% | |
| Royal Bank Of Canada | 0.00% | 255,111 | $19,184,000 | $21,490,627 | +$2,306,627 | +12.02% | |
| Stifel Financial Corp | 0.01% | 213,321 | $16,041,730 | $17,970,225 | +$1,928,495 | +12.02% | |
| M&T Bank Corp | 0.03% | 106,615 | $8,017,448 | $8,981,280 | +$963,832 | +12.02% | |
| Raymond James Financial Inc | 0.00% | 103,440 | $7,778,676 | $8,713,817 | +$935,141 | +12.02% | |
| Envestnet Asset Management Inc | 0.00% | 93,355 | $7,020,328 | $7,864,253 | +$843,925 | +12.02% | |
| Commonwealth Equity Services, Llc | 0.01% | 65,713 | $4,941,600 | $5,535,683 | +$594,083 | +12.02% | |
| Aa Financial Advisors, Llc | 0.54% | 51,447 | $3,868,777 | $4,333,911 | +$465,134 | +12.02% | |
| Hightower Advisors, Llc | 0.00% | 43,799 | $3,293,722 | $3,689,641 | +$395,919 | +12.02% | |
| Truist Financial Corp | 0.00% | 43,172 | $3,246,534 | $3,636,822 | +$390,288 | +12.02% | |
| Gladstone Institutional Advisory Llc | 0.10% | 36,751 | $2,763,675 | $3,095,915 | +$332,240 | +12.02% | |
| Barnes Pettey Financial Advisors, Llc | 0.96% | 29,253 | $2,199,826 | $2,464,281 | +$264,455 | +12.02% | |
| Pfg Advisors | 0.09% | 23,267 | $1,749,697 | $1,960,019 | +$210,322 | +12.02% | |
| Susquehanna International Group, Llp | 0.00% | 21,717 | $1,633,118 | $1,829,447 | +$196,329 | +12.02% | |
| Pnc Financial Services Group, Inc. | 0.00% | 20,518 | $1,542,980 | $1,728,442 | +$185,462 | +12.02% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 19,522 | $1,468,054 | $1,644,539 | +$176,485 | +12.02% | |
| Goldman Sachs Group Inc | 0.00% | 16,056 | $1,207,411 | $1,352,562 | +$145,151 | +12.02% | |
| Cascades Capital Asset Management, Llc | 0.45% | 14,387 | $1,081,934 | $1,211,965 | +$130,031 | +12.02% | |
| Independent Advisor Alliance | 0.01% | 13,677 | $1,028,510 | $1,152,155 | +$123,645 | +12.02% | |
| Private Advisor Group, Llc | 0.00% | 13,649 | $1,026,396 | $1,149,796 | +$123,400 | +12.02% | |
| Fortitude Family Office, Llc | 0.23% | 13,600 | $1,022,720 | $1,145,668 | +$122,948 | +12.02% | |
| Osaic Holdings, Inc. | 0.00% | 12,692 | $954,480 | $1,069,178 | +$114,698 | +12.02% | |
| Family Manage Llc | 0.10% | 11,453 | $861,266 | $964,804 | +$103,538 | +12.02% | |
| Wells Fargo & Company/Mn | 0.00% | 11,125 | $836,598 | $937,173 | +$100,575 | +12.02% | |
| Iht Wealth Management, Llc | 0.02% | 10,529 | $791,781 | $886,966 | +$95,185 | +12.02% | |
| Pfg Investments, Llc | 0.03% | 9,016 | $678,013 | $759,511 | +$81,498 | +12.02% | |
| Stephens Inc | 0.01% | 7,856 | $590,771 | $661,792 | +$71,021 | +12.02% | |
| Golden State Wealth Management, Llc | 0.06% | 7,518 | $565,354 | $633,319 | +$67,965 | +12.02% | |
| Prospera Financial Services Inc | 0.01% | 7,429 | $558,762 | $625,821 | +$67,059 | +12.00% | |
| Kestra Advisory Services, Llc | 0.00% | 6,689 | $502,989 | $563,483 | +$60,494 | +12.03% | |
| Corundum Group, Inc. | 0.16% | 6,389 | $480,453 | $538,211 | +$57,758 | +12.02% | |
| Two Sigma Investments, Lp | 0.00% | 5,952 | $447,590 | $501,398 | +$53,808 | +12.02% | |
| Brooklyn Investment Group | 0.01% | 5,946 | $447,140 | $500,893 | +$53,753 | +12.02% | |
| Milestone Investment Advisors Llc | 0.11% | 5,907 | $444,207 | $497,607 | +$53,400 | +12.02% | |
| May Hill Capital, Llc | 0.11% | 5,653 | $425,106 | $476,210 | +$51,104 | +12.02% | |
| Captrust Financial Advisors | 0.00% | 5,605 | $421,496 | $472,167 | +$50,671 | +12.02% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,433 | $408,698 | $457,678 | +$48,980 | +11.98% | |
| Rfg Advisory, Llc | 0.01% | 5,138 | $386,405 | $432,827 | +$46,422 | +12.01% | |
| Mml Investors Services, Llc | 0.00% | 4,987 | $375,048 | $420,106 | +$45,058 | +12.01% | |
| Roan Capital Partners | 0.35% | 4,966 | $373,443 | $418,337 | +$44,894 | +12.02% | |
| Mgo One Seven Llc | 0.01% | 4,769 | $358,629 | $401,742 | +$43,113 | +12.02% | |
| Creative Planning | 0.00% | 4,053 | $304,751 | $341,426 | +$36,675 | +12.03% | |
| Rossby Financial, Lcc | 0.06% | 3,949 | $299,137 | $332,665 | +$33,528 | +11.21% | |
| Kestra Investment Management, Llc | 0.01% | 3,932 | $295,687 | $331,233 | +$35,546 | +12.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,879 | $292,942 | $326,768 | +$33,826 | +11.55% | |
| Gateway Wealth Partners, Llc | 0.01% | 3,284 | $246,892 | $276,645 | +$29,753 | +12.05% |
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.