LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 65 filers reported holding LEGG MASON ETF INVT TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $204,958 | +44.3% | 5,387 | +43.4% | 0.01% | +42.9% |
| Q2 2022 | $142,000 | -38.0% | 3,756 | -34.9% | 0.01% | -30.0% |
| Q1 2022 | $229,000 | -0.9% | 5,773 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $231,000 | +492.3% | 5,751 | +334.0% | 0.01% | -33.3% |
| Q3 2020 | $39,000 | – | 1,325 | – | 0.02% | – |
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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% |