Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LEGG MASON ETF INVT (LRGE)

78 + Investors. Track Smart Money conviction in LRGE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — LRGE

Based on 78 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LRGE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
78 funds currently hold this stock — 94% of the 3.0-year high of 83 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold LRGE compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

33 buying34 selling
Last quarter: 34 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 36% medium ■ 10% new
42 out of 78 hedge funds have held LRGE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

18 → 4 → 5 → 5 → 8 new funds/Q
New funds entering each quarter: 4 → 5 → 5 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 28% 1-2yr ■ 19% new
Of 78 current holders: 41 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
12 of 78 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in LRGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LRGE

In 2025 Q4, 33 hedge funds were net buyers of LRGE (8 opened a new position, 25 added to an existing one), while 34 reduced or exited (27 trimmed, 7 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in LRGE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 78.

Hedge Fund Ownership: LRGE

How many hedge funds hold LRGE — quarterly history vs. share price
Quarterly hedge fund ownership of LRGE vs. share price

Market Analysis: LRGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LRGE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: LRGE
2026 Q1 Stats Unlock in 7 days 78 + Investors

Track Smart Money conviction in LRGE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 78 77 1.3%
13F Shares 4M 3M 5.19%
Total Value $292M $279M 4.72%
New Positions 8 5 +3
Increased Positions 25 18 +7
Closed Positions 7 9 -2
Reduced Positions 27 27 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LRGE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

78 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LRGE. Verified SEC 13F-HR filings.

Top 25 institutional holders of LRGE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Opal Wealth Advisors, LLC 11.27% 662,875 $49.8M
2 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.96% 29,253 $2.2M
3 AA Financial Advisors, LLC 0.54% 51,447 $3.9M
4 Roan Capital Partners 0.35% 4,966 $373K
5 NATURAL INVESTMENTS, LLC 0.28% 15,331 $1K
6 Fortitude Family Office, LLC 0.23% 13,600 $1.0M
7 Corundum Group, Inc. 0.16% 6,389 $480K
8 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.12% 3,245 $244K
9 Milestone Investment Advisors LLC 0.11% 5,907 $444K
10 May Hill Capital, LLC 0.11% 5,653 $425K
11 PFG Advisors 0.09% 23,267 $1.7M
12 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 0.08% 3,083 $232K
13 Golden State Wealth Management, LLC 0.06% 7,518 $565K
14 Rossby Financial, LCC 0.06% 3,949 $299K
15 PFG Investments, LLC 0.03% 9,016 $678K
16 M&T BANK CORP 0.03% 106,615 $8.0M
17 Noble Wealth Management PBC 0.03% 700 $53K
18 Cetera Investment Advisers 0.02% 288,496 $21.7M
19 STIFEL FINANCIAL CORP 0.01% 213,321 $16.0M
20 Brooklyn Investment Group 0.01% 5,946 $447K
21 Addison Advisors LLC 0.01% 764 $57K
22 Investors Research Corp 0.01% 860 $65K
23 Independent Advisor Alliance 0.01% 13,677 $1.0M
24 Prospera Financial Services Inc 0.01% 7,429 $559K
25 LPL Financial LLC 0.01% 405,270 $30.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LEGG MASON ETF INVT (LRGE)

What does the Smart Money Trend signal show for LRGE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LRGE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LRGE?

More sellers than buyers — 49% buying: Last quarter: 34 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LRGE holders?

Elite ownership — 46% AUM from top-100 funds: 12 of 78 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in LRGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LRGE?

54% of holders stayed for 2+ years: 42 out of 78 hedge funds have held LRGE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.