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Legg Mason ETF Invt

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
DECREASED
Shares162,447 from 192,564
Change-30,117 (-16%)
Value$3.3M (-$533.9K)
Filed 2025-08-07
JPMorgan Chase & Co
DECREASED
Shares149,360 from 160,599
Change-11,239 (-7%)
Value$3.0M (-$201.9K)
Filed 2025-08-12
Jane Street Group, LLC
INCREASED
Shares59,503 from 16,365
Change+43,138 (+264%)
Value$1.2M (+$874.8K)
Filed 2025-08-14
Susquehanna International Group, LLP
DECREASED
Shares49,795 from 49,964
Change-169 (0%)
Value$1.0M (+$4.5K)
Filed 2025-08-14
Royal Bank of Canada
INCREASED
Shares36,052 from 18,223
Change+17,829 (+98%)
Value$729.0K (+$363.0K)
Filed 2025-11-21
LPL Financial LLC
DECREASED
Shares20,839 from 72,556
Change-51,717 (-71%)
Value$421.4K (-$1.0M)
Filed 2025-08-12
Citadel Advisors LLC
NEW
Shares18,104
Change+18,104
Value$366.1K
Filed 2025-08-14
Morgan Stanley
INCREASED
Shares2,083 from 1,486
Change+597 (+40%)
Value$42.1K (+$12.3K)
Filed 2025-08-14
Promus Capital, LLC
INCREASED
Shares318 from 159
Change+159 (+100%)
Value$6.4K (+$3.2K)
Filed 2025-08-25
Global Retirement Partners, LLC
NEW
Shares34
Change+34
Value$687
Filed 2025-08-12
American Capital Advisory, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$203 (+$2)
Filed 2025-08-05
Wells Fargo & Company
DECREASED
Shares1 from 550
Change-549 (-100%)
Value$11 (-$11.0K)
Filed 2025-08-14
Flow Traders U.S. LLC
CLOSED
Shares0 from 19,183
Change-19,183 (-100%)
Value$0 (-$385)
Filed 2025-08-13
Verum Partners LLC
CLOSED
Shares0 from 10,411
Change-10,411 (-100%)
Value$0 (-$208.9K)
Filed 2025-07-15
UBS Group AG
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$5.7K)
Filed 2025-08-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
Allworth Financial LP
DECREASED162,447192,564-30,117-16%$3.8M$3.3M-$533.9K2025-08-07
JPMorgan Chase & Co
DECREASED149,360160,599-11,239-7%$3.2M$3.0M-$201.9K2025-08-12
Jane Street Group, LLC
INCREASED59,50316,365+43,138+264%$328.3K$1.2M+$874.8K2025-08-14
Susquehanna International Group, LLP
DECREASED49,79549,964-1690%$1.0M$1.0M+$4.5K2025-08-14
Royal Bank of Canada
INCREASED36,05218,223+17,829+98%$366.0K$729.0K+$363.0K2025-11-21
LPL Financial LLC
DECREASED20,83972,556-51,717-71%$1.5M$421.4K-$1.0M2025-08-12
Citadel Advisors LLC
NEW18,104—+18,104——$366.1K—2025-08-14
Morgan Stanley
INCREASED2,0831,486+597+40%$29.8K$42.1K+$12.3K2025-08-14
Promus Capital, LLC
INCREASED318159+159+100%$3.2K$6.4K+$3.2K2025-08-25
Global Retirement Partners, LLC
NEW34—+34——$687—2025-08-12
American Capital Advisory, LLC
UNCHANGED101000%$201$203+$22025-08-05
Wells Fargo & Company
DECREASED1550-549-100%$11.0K$11-$11.0K2025-08-14
Flow Traders U.S. LLC
CLOSED019,183-19,183-100%$385$0-$3852025-08-13
Verum Partners LLC
CLOSED010,411-10,411-100%$208.9K$0-$208.9K2025-07-15
UBS Group AG
CLOSED0286-286-100%$5.7K$0-$5.7K2025-08-14
Proequities, Inc.
UNCHANGED000—$0$0$02025-08-12
Showing 16 of 16 institutions