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Clearbridge Large Cap Growth (LRGE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Opal Wealth Advisors, LLC
DECREASED
Shares290,985 from 681,595
Change-390,610 (-57%)
Value$26.3M (-$32.0M)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares59,206 from 60,220
Change-1,014 (-2%)
Value$5.4M (+$202.8K)
Filed 2026-11-02
AA Financial Advisors, LLC
INCREASED
Shares53,097 from 52,655
Change+442 (+1%)
Value$4.8M (+$297.7K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares52,527 from 54,660
Change-2,133 (-4%)
Value$4.8M (+$74.3K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares48,295 from 47,565
Change+730 (+2%)
Value$4.4M (+$298.8K)
Filed 2026-10-30
PFG Advisors
INCREASED
Shares23,814 from 23,734
Change+80 (+0%)
Value$2.2M (+$123.3K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,247 from 20,128
Change-1,881 (-9%)
Value$1.7K (-$1.7M)
Filed 2026-11-02
Fortitude Family Office, LLC
UNCHANGED
Shares13,600 from 13,600
Change0 (0%)
Value$1.2M (+$66.5K)
Filed 2026-10-14
Flagstar Securities, Inc
NEW
Shares10,785
Change+10,785
Value$976.6K
Filed 2026-10-15
Golden State Wealth Management, LLC
DECREASED
Shares6,790 from 7,008
Change-218 (-3%)
Value$614.9K (+$14.5K)
Filed 2026-11-02
Milestone Investment Advisors LLC
NEW
Shares5,907
Change+5,907
Value$534.9K
Filed 2026-11-05
Corundum Group, Inc.
DECREASED
Shares5,767 from 6,389
Change-622 (-10%)
Value$522.2K (-$25.1K)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares5,621 from 7,045
Change-1,424 (-20%)
Value$479.3K (-$124.3K)
Filed 2026-11-04
May Hill Capital, LLC
UNCHANGED
Shares5,464 from 5,464
Change0 (0%)
Value$494.8K (+$26.7K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares4,670 from 4,053
Change+617 (+15%)
Value$422.8K (+$75.7K)
Filed 2026-11-02
AdvisorNet Financial, Inc
DECREASED
Shares4,251 from 5,305
Change-1,054 (-20%)
Value$379.9K (-$74.5K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares4,248 from 4,536
Change-288 (-6%)
Value$384.7K (-$3.9K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares4,232 from 4,464
Change-232 (-5%)
Value$383.2K (+$834)
Filed 2026-11-03
Kestra Investment Management, LLC
UNCHANGED
Shares3,932 from 3,932
Change0 (0%)
Value$356.1K (+$19.2K)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares3,921 from 3,960
Change-39 (-1%)
Value$355.1K (+$15.8K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares3,821 from 3,872
Change-51 (-1%)
Value$349.8K (+$10.7K)
Filed 2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED
Shares3,245 from 3,245
Change0 (0%)
Value$293.8K (+$15.9K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
UNCHANGED
Shares3,197 from 3,197
Change0 (0%)
Value$289.5K (+$15.6K)
Filed 2026-11-03
Wedbush Securities Inc
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$260 (-$245.7K)
Filed 2026-10-22
Townsend Asset Management Corp
DECREASED
Shares2,763 from 3,083
Change-320 (-10%)
Value$250.2K (-$13.9K)
Filed 2026-10-29
Intrua Financial, LLC
DECREASED
Shares2,248 from 2,498
Change-250 (-10%)
Value$203.6K (-$10.4K)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares2,087 from 2,147
Change-60 (-3%)
Value$189.0K (+$5.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$95.5K (+$5.2K)
Filed 2026-10-08
Investors Research Corp
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$77.9K (+$4.2K)
Filed 2026-10-07
Noble Wealth Management PBC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$63.4K (+$3.4K)
Filed 2026-10-01
First Command Advisory Services, Inc.
DECREASED
Shares617 from 677
Change-60 (-9%)
Value$55.9K (-$2.1K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$37.3K (+$2.0K)
Filed 2026-10-26
Assetmark, Inc
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$35.8K (+$1.9K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$15.5K (+$838)
Filed 2026-11-03
Cullen T Bankers, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$14.0K (+$759)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$9.5K (+$514)
Filed 2026-11-04
UBS Group AG
N/A
Shares— from 446,279
Change-446,279 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 391,188
Change-391,188 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 334,673
Change-334,673 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 283,104
Change-283,104 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 202,085
Change-202,085 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 132,907
Change-132,907 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 97,279
Change-97,279 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 95,063
Change-95,063 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 86,580
Change-86,580 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 46,821
Change-46,821 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,450
Change-45,450 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 43,456
Change-43,456 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 36,737
Change-36,737 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 27,861
Change-27,861 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 19,565
Change-19,565 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 19,049
Change-19,049 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,428
Change-16,428 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 16,181
Change-16,181 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,839
Change-14,839 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,124
Change-12,124 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,794
Change-11,794 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,333
Change-11,333 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,212
Change-10,212 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,016
Change-9,016 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,251
Change-7,251 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,225
Change-7,225 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 797
Change-797 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 596
Change-596 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 320
Change-320 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
FMR LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Status
Opal Wealth Advisors, LLC
DECREASED290,985681,595-390,610-57%$58.4M$26.3M-$32.0M2026-10-16
Kestra Advisory Services, LLC
DECREASED59,20660,220-1,014-2%$5.2M$5.4M+$202.8K2026-11-02
AA Financial Advisors, LLC
INCREASED53,09752,655+442+1%$4.5M$4.8M+$297.7K2026-10-19
Commonwealth Equity Services, LLC
DECREASED52,52754,660-2,133-4%$4.7M$4.8M+$74.3K2026-11-02
Truist Financial Corp
INCREASED48,29547,565+730+2%$4.1M$4.4M+$298.8K2026-10-30
PFG Advisors
INCREASED23,81423,734+80+0%$2.0M$2.2M+$123.3K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED18,24720,128-1,881-9%$1.7M$1.7K-$1.7M2026-11-02
Fortitude Family Office, LLC
UNCHANGED13,60013,60000%$1.2M$1.2M+$66.5K2026-10-14
Flagstar Securities, Inc
NEW10,785—+10,785——$976.6K—2026-10-15
Golden State Wealth Management, LLC
DECREASED6,7907,008-218-3%$600.3K$614.9K+$14.5K2026-11-02
Milestone Investment Advisors LLC
NEW5,907—+5,907——$534.9K—2026-11-05
Corundum Group, Inc.
DECREASED5,7676,389-622-10%$547.3K$522.2K-$25.1K2026-10-28
Prospera Financial Services Inc
DECREASED5,6217,045-1,424-20%$603.6K$479.3K-$124.3K2026-11-04
May Hill Capital, LLC
UNCHANGED5,4645,46400%$468.0K$494.8K+$26.7K2026-11-03
Creative Planning
INCREASED4,6704,053+617+15%$347.1K$422.8K+$75.7K2026-11-02
AdvisorNet Financial, Inc
DECREASED4,2515,305-1,054-20%$454.4K$379.9K-$74.5K2026-10-15
MGO One Seven LLC
DECREASED4,2484,536-288-6%$388.6K$384.7K-$3.9K2026-10-28
RFG Advisory, LLC
DECREASED4,2324,464-232-5%$382.4K$383.2K+$8342026-11-03
Kestra Investment Management, LLC
UNCHANGED3,9323,93200%$336.8K$356.1K+$19.2K2026-11-04
Rossby Financial, LCC
DECREASED3,9213,960-39-1%$339.2K$355.1K+$15.8K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED3,8213,872-51-1%$339.1K$349.8K+$10.7K2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED3,2453,24500%$278.0K$293.8K+$15.9K2026-10-16
Avantax Planning Partners, Inc.
UNCHANGED3,1973,19700%$273.9K$289.5K+$15.6K2026-11-03
Wedbush Securities Inc
UNCHANGED2,8752,87500%$246.0K$260-$245.7K2026-10-22
Townsend Asset Management Corp
DECREASED2,7633,083-320-10%$264.1K$250.2K-$13.9K2026-10-29
Intrua Financial, LLC
DECREASED2,2482,498-250-10%$214.0K$203.6K-$10.4K2026-10-28
Central Trust Co
DECREASED2,0872,147-60-3%$183.9K$189.0K+$5.1K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED1,0551,05500%$90.4K$95.5K+$5.2K2026-10-08
Investors Research Corp
UNCHANGED86086000%$73.7K$77.9K+$4.2K2026-10-07
Noble Wealth Management PBC
UNCHANGED70070000%$60.0K$63.4K+$3.4K2026-10-01
First Command Advisory Services, Inc.
DECREASED617677-60-9%$58.0K$55.9K-$2.1K2026-11-05
Lanark Financial, Inc.
UNCHANGED41241200%$35.3K$37.3K+$2.0K2026-10-26
Assetmark, Inc
UNCHANGED39539500%$33.8K$35.8K+$1.9K2026-10-21
Financial Perspectives, Inc
UNCHANGED17117100%$14.7K$15.5K+$8382026-11-03
Cullen T Bankers, Inc.
UNCHANGED15515500%$13.3K$14.0K+$7592026-10-28
EverSource Wealth Advisors, LLC
UNCHANGED10510500%$9.0K$9.5K+$5142026-11-04
UBS Group AG
N/A—446,279-446,279-100%$38.2M———
LPL Financial LLC
N/A—391,188-391,188-100%$33.5M———
Morgan Stanley
N/A—334,673-334,673-100%$28.7M———
Cetera Investment Advisers
N/A—283,104-283,104-100%$24.3M———
Stifel Financial Corp
N/A—202,085-202,085-100%$17.3M———
Royal Bank of Canada
N/A—132,907-132,907-100%$11.4M———
Raymond James Financial Inc
N/A—97,279-97,279-100%$8.3M———
Envestnet Asset Management Inc
N/A—95,063-95,063-100%$8.1M———
M&T Bank Corp
N/A—86,580-86,580-100%$7.4M———
Janney Montgomery Scott LLC
N/A—46,821-46,821-100%$4.0M———
Susquehanna International Group, LLP
N/A—45,450-45,450-100%$3.9M———
HighTower Advisors, LLC
N/A—43,456-43,456-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—36,737-36,737-100%$3.1M———
Barnes Pettey Financial Advisors, LLC
N/A—27,861-27,861-100%$2.4M———
Northwestern Mutual Wealth Management Co
N/A—19,565-19,565-100%$1.7M———
PNC Financial Services Group, Inc.
N/A—19,049-19,049-100%$1.6M———
Goldman Sachs Group Inc
N/A—16,428-16,428-100%$1.4M———
Natural Investments, LLC
N/A—16,181-16,181-100%$1.4M———
Private Advisor Group, LLC
N/A—14,839-14,839-100%$1.3M———
Cascades Capital Asset Management, LLC
N/A—13,925-13,925-100%$1.2M———
Osaic Holdings, Inc.
N/A—12,124-12,124-100%$1.0M———
Gateway Wealth Partners, LLC
N/A—11,794-11,794-100%$1.0M———
Family Manage LLC
N/A—11,453-11,453-100%$981.1K———
Wells Fargo & Company
N/A—11,333-11,333-100%$970.8K———
IHT Wealth Management, LLC
N/A—10,212-10,212-100%$874.8K———
PFG Investments, LLC
N/A—9,016-9,016-100%$772.3K———
Stephens Inc
N/A—7,856-7,856-100%$672.9K———
Rockefeller Capital Management L.P.
N/A—7,251-7,251-100%$621.3K———
HRT Financial LP
N/A—7,225-7,225-100%$618.0K———
Nuveen, LLC
N/A—5,757-5,757-100%$493.1K———
Captrust Financial Advisors
N/A—5,605-5,605-100%$480.1K———
MML Investors Services, LLC
N/A—3,914-3,914-100%$335.3K———
Russell Investments Group, Ltd.
N/A—2,342-2,342-100%$200.6K———
Citadel Advisors LLC
N/A—2,340-2,340-100%$200.4K———
JPMorgan Chase & Co
N/A—2,109-2,109-100%$178.3K———
NewEdge Advisors, LLC
N/A—1,901-1,901-100%$162.8K———
Arax Advisory Partners
N/A—1,300-1,300-100%$111.4K———
Harbour Investments, Inc.
N/A—797-797-100%$68.3K———
Addison Advisors LLC
N/A—764-764-100%$65.4K———
SHP Wealth Management
N/A—596-596-100%$51.1K———
Steward Partners Investment Advisory, LLC
N/A—516-516-100%$44.2K———
ST Germain D J Co Inc
N/A—320-320-100%$27.4K———
Vanguard Advisers Inc
N/A—59-59-100%$5.1K———
FMR LLC
N/A—44-44-100%$3.7K———
Showing 80 of 80 institutions