LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 108 filers reported holding LEGG MASON ETF INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $16,236,000 | +688.2% | 496,008 | +708.3% | 0.20% | +787.0% |
| Q2 2018 | $2,060,000 | +292.4% | 61,368 | +241.3% | 0.02% | -77.0% |
| Q1 2018 | $525,000 | -5.4% | 17,980 | +1.9% | 0.10% | -3.8% |
| Q4 2017 | $555,000 | +11.4% | 17,649 | +8.7% | 0.10% | +1.0% |
| Q3 2017 | $498,000 | -9.9% | 16,236 | -12.6% | 0.10% | -16.9% |
| Q2 2017 | $553,000 | -2.0% | 18,571 | -2.5% | 0.12% | -10.8% |
| Q1 2017 | $564,000 | +7.4% | 19,051 | +3.9% | 0.14% | -17.3% |
| Q4 2016 | $525,000 | +5.2% | 18,340 | +0.5% | 0.17% | -8.7% |
| Q3 2016 | $499,000 | -56.9% | 18,255 | +88.9% | 0.18% | -79.1% |
| Q1 2016 | $1,159,000 | – | 9,662 | – | 0.88% | – |
Download | ||||||
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% |