LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 76 filers reported holding LEGG MASON ETF INVT TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,571,050 | -52.0% | 134,919 | -48.1% | 0.00% | -50.0% |
| Q2 2023 | $9,527,813 | +6.6% | 259,826 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $8,938,727 | +5.2% | 239,773 | +7.4% | 0.00% | 0.0% |
| Q4 2022 | $8,495,963 | +20.7% | 223,343 | +8.4% | 0.00% | 0.0% |
| Q3 2022 | $7,039,000 | +22.8% | 206,074 | +35.4% | 0.00% | +33.3% |
| Q2 2022 | $5,734,000 | +902.4% | 152,205 | +956.5% | 0.00% | – |
| Q1 2022 | $572,000 | +20.4% | 14,406 | +21.6% | 0.00% | – |
| Q4 2021 | $475,000 | +21.5% | 11,851 | +9.2% | 0.00% | – |
| Q3 2021 | $391,000 | +34.4% | 10,853 | +36.1% | 0.00% | – |
| Q2 2021 | $291,000 | -76.3% | 7,975 | -78.9% | 0.00% | -100.0% |
| Q4 2020 | $1,227,000 | +3.9% | 37,826 | -5.2% | 0.00% | 0.0% |
| Q3 2020 | $1,181,000 | -9.8% | 39,886 | -12.4% | 0.00% | 0.0% |
| Q2 2020 | $1,310,000 | -66.3% | 45,537 | -69.8% | 0.00% | -80.0% |
| Q1 2020 | $3,890,000 | -60.8% | 150,941 | -48.2% | 0.01% | -50.0% |
| Q4 2019 | $9,929,000 | +3.9% | 291,516 | +2.5% | 0.01% | 0.0% |
| Q3 2019 | $9,555,000 | +4.7% | 284,453 | +0.3% | 0.01% | -9.1% |
| Q2 2019 | $9,122,000 | -0.6% | 283,645 | -1.6% | 0.01% | -15.4% |
| Q1 2019 | $9,173,000 | -11.5% | 288,375 | -20.2% | 0.01% | -18.8% |
| Q4 2018 | $10,369,000 | -92.4% | 361,529 | -91.8% | 0.02% | -93.2% |
| Q3 2018 | $135,705,000 | +1043784.6% | 4,431,173 | +1006984.8% | 0.24% | – |
| Q2 2018 | $13,000 | 0.0% | 440 | 0.0% | 0.00% | – |
| Q1 2018 | $13,000 | -7.1% | 440 | 0.0% | 0.00% | – |
| Q4 2017 | $14,000 | +7.7% | 440 | +0.9% | 0.00% | – |
| Q3 2017 | $13,000 | -83.3% | 436 | -83.3% | 0.00% | – |
| Q2 2017 | $78,000 | +500.0% | 2,615 | +499.8% | 0.00% | – |
| Q1 2017 | $13,000 | +18.2% | 436 | +17.5% | 0.00% | – |
| Q4 2016 | $11,000 | -71.8% | 371 | -73.2% | 0.00% | – |
| Q3 2016 | $39,000 | – | 1,384 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 2,870,042 | $109,176,426 | 4.53% |
| ALBION FINANCIAL GROUP /UT | 912,470 | $34,710,355 | 3.35% |
| Sovereign Investment Advisors, LLC | 136,045 | $5,175,146 | 2.17% |
| XML Financial, LLC | 293,715 | $11,172,925 | 1.40% |
| Arden Trust Co | 178,803 | $6,801,660 | 1.38% |
| TAP Consulting, LLC | 102,536 | $3,900,469 | 1.02% |
| Centurion Wealth Management LLC | 32,961 | $1,253,824 | 0.71% |
| ADE, LLC | 22,090 | $840,286 | 0.64% |
| HBW ADVISORY SERVICES LLC | 49,925 | $1,899 | 0.50% |
| CX Institutional | 204,927 | $7,795,422 | 0.47% |