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Legg Mason ETF Invt TR

CUSIP: 524682101 | 90 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2024

Morgan Stanley275,060
0.0% of portfolio›$14.3M
Stifel Financial Corp137,145
0.0% of portfolio›$7.1M
Raymond James Financial Services Advisors, Inc.97,837
0.0% of portfolio›$5.1M
Janney Montgomery Scott LLC90,003
0.0% of portfolio›$4.7K
Cambridge Investment Research Advisors, Inc.62,512
0.0% of portfolio›$3.3K
Royal Bank of Canada58,649
0.0% of portfolio›$3.1M
Barnes Pettey Financial Advisors, LLC55,664
2.5% of portfolio›$2.9M
Envestnet Asset Management Inc51,231
0.0% of portfolio›$2.7M
UBS Group AG44,315
0.0% of portfolio›$2.3M
Susquehanna International Group, LLP35,899
0.0% of portfolio›$1.9M
Truist Financial Corp31,490
0.0% of portfolio›$1.6M
IHT Wealth Management, LLC31,185
0.1% of portfolio›$1.6M
LPL Financial LLC30,494
0.0% of portfolio›$1.6M
Arden Trust Co28,617
0.2% of portfolio›$1.5M
H D Vest Advisory Services25,139
0.0% of portfolio›$1.3M
Cetera Investment Advisers21,381
0.0% of portfolio›$1.1M
Gladstone Institutional Advisory LLC18,500
0.1% of portfolio›$963.5K
Private Advisor Group, LLC17,891
0.0% of portfolio›$931.8K
NewEdge Advisors, LLC16,434
0.0% of portfolio›$855.9K
Raymond James & Associates15,438
0.0% of portfolio›$804.0K
Stephens Inc11,547
0.0% of portfolio›$601.4K
Citadel Advisors LLC8,296
0.0% of portfolio›$432.1K
Central Trust Co8,196
0.0% of portfolio›$426.9K
PFG Investments, LLC6,810
0.0% of portfolio›$354.7K
Wedbush Securities Inc6,240
0.0% of portfolio›$325
Creative Planning5,997
0.0% of portfolio›$312.3K
Townsend Asset Management Corp5,345
0.1% of portfolio›$278.3K
Investment Partners Asset Management, Inc.5,300
0.2% of portfolio›$276.0K
Prospera Financial Services Inc4,738
0.0% of portfolio›$246.9K
Atlas Private Wealth Advisors4,100
0.1% of portfolio›$213.5K
Osaic Holdings, Inc.3,890
0.0% of portfolio›$202.6K
Northwestern Mutual Wealth Management Co647
0.0% of portfolio›$33.7K
Sunbelt Securities, Inc.498
0.0% of portfolio›$25.9K
Lanark Financial, Inc.450
0.0% of portfolio›$23
JPMorgan Chase & Co341
0.0% of portfolio›$17.8K
Legacy Bridge, LLC200
0.0% of portfolio›$10.4K
Steward Partners Investment Advisory, LLC200
0.0% of portfolio›$10.4K
Wells Fargo & Company101
0.0% of portfolio›$5.2K
Comerica Bank7
0.0% of portfolio›$365
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Morgan Stanley
275,060$14.3M0.0%CoreLowNew York, NY2024-10-17
Stifel Financial Corp
137,145$7.1M0.0%CoreLowSt. Louis, MO2024-05-14
Raymond James Financial Services Advisors, Inc.
97,837$5.1M0.0%GrowthVery LowSt. Petersburg, FL2024-04-22
Janney Montgomery Scott LLC
90,003$4.7K0.0%CoreLowPhiladelphia, PA2024-05-01
Cambridge Investment Research Advisors, Inc.
62,512$3.3K0.0%ETFLowFairfield, IA2024-04-24
Royal Bank of Canada
58,649$3.1M0.0%CoreLowToronto, Australia2024-11-05
Barnes Pettey Financial Advisors, LLC
55,664$2.9M2.5%ETFVery LowClarksdale, MS2024-05-06
Envestnet Asset Management Inc
51,231$2.7M0.0%ETFLowBerwyn, PA2024-05-13
UBS Group AG
44,315$2.3M0.0%CoreMediumZurich, Switzerland2024-05-13
Susquehanna International Group, LLP
35,899$1.9M0.0%GrowthHighBala Cynwyd, PA2024-05-07
Truist Financial Corp
31,490$1.6M0.0%CoreLowCharlotte, NC2024-05-13
IHT Wealth Management, LLC
31,185$1.6M0.1%ETFMediumChicago, IL2024-05-15
LPL Financial LLC
30,494$1.6M0.0%IndexVery LowFort Mill, SC2024-05-10
Arden Trust Co
28,617$1.5M0.2%GrowthVery LowWilmington, DE2024-04-03
H D Vest Advisory Services
25,139$1.3M0.0%GrowthVery LowIrving, TX2024-05-08
Cetera Investment Advisers
21,381$1.1M0.0%IndexVery LowSchaumburg, IL2024-05-24
Gladstone Institutional Advisory LLC
18,500$963.5K0.1%ETFLowBedminster, NJ2024-05-14
Private Advisor Group, LLC
17,891$931.8K0.0%ETFMediumMorristown, NJ2024-04-30
NewEdge Advisors, LLC
16,434$855.9K0.0%CoreLowNew Orleans, LA2024-05-14
Raymond James & Associates
15,438$804.0K0.0%N/AN/ASt Petersburg, FL2024-04-22
Stephens Inc
11,547$601.4K0.0%CoreLowLittle Rock, AR2024-05-15
Citadel Advisors LLC
8,296$432.1K0.0%CoreVery HighMiami, FL2024-05-15
Central Trust Co
8,196$426.9K0.0%CoreLowJefferson City, MO2024-04-24
PFG Investments, LLC
6,810$354.7K0.0%CoreLowWoodbury, NY2024-04-22
Wedbush Securities Inc
6,240$3250.0%CoreLowPasadena, CA2024-05-15
Creative Planning
5,997$312.3K0.0%IndexVery LowOverland Park, KS2024-05-13
Townsend Asset Management Corp
5,345$278.3K0.1%CoreLowRaleigh, NC2024-04-29
Investment Partners Asset Management, Inc.
5,300$276.0K0.2%CoreLowMetuchen, NJ2024-04-15
Prospera Financial Services Inc
4,738$246.9K0.0%CoreMediumDallas, TX2024-08-13
Atlas Private Wealth Advisors
4,100$213.5K0.1%ETFLowRed Bank, NJ2024-05-06
Osaic Holdings, Inc.
3,890$202.6K0.0%IndexLowScottsdale, AZ2024-05-10
Northwestern Mutual Wealth Management Co
647$33.7K0.0%IndexVery LowMilwaukee, WI2024-05-15
Sunbelt Securities, Inc.
498$25.9K0.0%ValueVery LowHouston, TX2024-04-15
Lanark Financial, Inc.
450$230.0%CoreMediumBirmingham, AL2024-04-05
JPMorgan Chase & Co
341$17.8K0.0%GrowthMediumNew York, NY2024-12-26
Legacy Bridge, LLC
200$10.4K0.0%GrowthVery LowWest Des Moines, IA2024-04-25
Steward Partners Investment Advisory, LLC
200$10.4K0.0%CoreLowStamford, CT2024-05-15
Wells Fargo & Company
101$5.2K0.0%CoreLowSan Francisco, CA2024-05-10
Comerica Bank
7$3650.0%GrowthVery LowDetroit, MI2024-05-16
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01