LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 72 filers reported holding LEGG MASON ETF INVT TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $600,000 | -35.3% | 15,120 | -34.8% | 0.04% | -53.7% |
| Q4 2021 | $928,000 | +37.3% | 23,192 | +23.5% | 0.10% | +58.3% |
| Q3 2021 | $676,000 | -31.4% | 18,773 | -30.5% | 0.06% | -37.5% |
| Q2 2021 | $986,000 | -34.1% | 27,018 | -36.9% | 0.10% | -9.4% |
| Q1 2021 | $1,496,000 | -64.0% | 42,816 | -69.6% | 0.11% | -85.1% |
| Q3 2020 | $4,155,000 | +630.2% | 140,623 | +611.7% | 0.71% | +980.3% |
| Q2 2020 | $569,000 | +2.0% | 19,759 | +18.9% | 0.07% | +50.0% |
| Q3 2019 | $558,000 | -74.3% | 16,622 | -78.1% | 0.04% | -62.7% |
| Q4 2018 | $2,172,000 | +277.1% | 75,907 | +295.5% | 0.12% | +47.5% |
| Q2 2017 | $576,000 | -11.2% | 19,195 | -12.1% | 0.08% | +19.4% |
| Q1 2017 | $649,000 | +97.9% | 21,841 | +88.3% | 0.07% | +52.3% |
| Q2 2016 | $328,000 | – | 11,602 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 664,407 | $21,547,000 | 3.58% |
| QS Investors, LLC | 5,559,407 | $180,292,000 | 2.17% |
| Gradient Investments LLC | 1,712,854 | $50,735,000 | 2.15% |
| XML Financial, LLC | 249,729 | $8,099,000 | 2.10% |
| Sovereign Investment Advisors, LLC | 128,334 | $4,162,000 | 1.69% |
| CX Institutional | 197,628 | $6,409,000 | 0.62% |
| Financial Engines Advisors L.L.C. | 2,662,535 | $86,871,000 | 0.30% |
| IFG Advisory, LLC | 40,093 | $1,300,000 | 0.18% |
| Magnus Financial Group LLC | 24,000 | $778,000 | 0.08% |
| Atlas Private Wealth Advisors | 3,550 | $115,000 | 0.08% |