LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 71 filers reported holding LEGG MASON ETF INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $194,809,000 | +1.6% | 5,340,135 | -2.6% | 2.30% | +3.0% |
| Q1 2021 | $191,686,000 | +6.3% | 5,483,779 | -1.4% | 2.23% | +3.1% |
| Q4 2020 | $180,292,000 | +8.6% | 5,559,407 | -0.8% | 2.17% | -2.4% |
| Q3 2020 | $166,026,000 | +16.2% | 5,605,196 | +12.9% | 2.22% | +11.4% |
| Q2 2020 | $142,871,000 | -1.0% | 4,964,525 | -11.3% | 1.99% | -13.2% |
| Q1 2020 | $144,285,000 | -24.4% | 5,598,947 | -0.8% | 2.30% | +20.5% |
| Q4 2019 | $190,752,000 | +0.6% | 5,643,529 | 0.0% | 1.91% | -7.9% |
| Q3 2019 | $189,567,000 | -2.2% | 5,643,529 | -6.4% | 2.07% | -1.0% |
| Q2 2019 | $193,849,000 | -2.1% | 6,027,625 | -3.1% | 2.09% | -3.7% |
| Q1 2019 | $197,925,000 | +4.6% | 6,222,077 | -5.7% | 2.17% | -11.0% |
| Q4 2018 | $189,289,000 | -11.7% | 6,600,002 | -5.7% | 2.44% | +18.3% |
| Q3 2018 | $214,408,000 | +0.6% | 7,001,086 | -1.9% | 2.06% | -2.2% |
| Q2 2018 | $213,177,000 | +0.6% | 7,135,648 | -0.5% | 2.11% | -2.9% |
| Q1 2018 | $211,931,000 | -6.2% | 7,169,505 | 0.0% | 2.17% | +2.2% |
| Q4 2017 | $226,054,000 | +2.3% | 7,169,505 | -1.8% | 2.13% | +18.7% |
| Q3 2017 | $220,988,000 | – | 7,300,556 | – | 1.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 629,968 | $21,343,323 | 10.03% |
| ALBION FINANCIAL GROUP /UT | 1,932,499 | $65,473,074 | 6.04% |
| Mill Creek Capital Advisors, LLC | 2,013,386 | $68,213,530 | 2.27% |
| Sovereign Investment Advisors, LLC | 139,675 | $4,732,174 | 1.86% |
| Allworth Financial LP | 3,847,203 | $130,343,241 | 1.12% |
| TAP Consulting, LLC | 115,751 | $3,921,641 | 1.01% |
| Key Client Fiduciary Advisors, LLC | 35,518 | $1,203,350 | 0.74% |
| Centurion Wealth Management LLC | 40,589 | $1,375,167 | 0.67% |
| Arden Trust Co | 110,694 | $3,750,309 | 0.62% |
| Financial Advocates Investment Management | 182,588 | $6,186,082 | 0.44% |