Clearbridge Investments, LLC ETF holdings
New York, NY
Reported $382.0M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$382.0M
ETFs held
28
Change from prior quarter
+106.3%
With price moves
ETFs as a share of its 13F
0.3%
of $120.9B
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MTUM | iShares MSCI USA Momentum Factor ETF | $165.7M | 483,302 | New position |
| XBI | State Street SPDR S&P Biotech ETF | $67.1M | 423,739 | +6,720 shares |
| IWM | iShares Russell 2000 ETF | $64.2M | 213,615 | −98,900 shares |
| IWO | iShares Russell 2000 Growth ETF | $46.0M | 116,668 | +99,700 shares |
| KSA | iShares MSCI Saudi Arabia ETF | $16.9M | 454,295 | −46,836 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.7M | 3,556 | −804 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $2.3M | 49,884 | +1,100 shares |
| PFF | iShares Preferred and Income Securities ETF | $2.1M | 68,016 | +5,834 shares |
| EWY | iShares MSCI South Korea ETF | $1.9M | 9,648 | −513 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $1.7M | 11,450 | −240 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001348883. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clearbridge Investments, LLC own?
Clearbridge Investments, LLC reported 28 ETF positions worth $382.0M in its Form 13F for June 30, 2026. The largest was MTUM, at $165.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.