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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $220,021 | -1.6% | 6,000 | 0.0% | 0.02% | -14.3% |
| Q1 2023 | $223,680 | -17.1% | 6,000 | -15.5% | 0.02% | -25.0% |
| Q4 2022 | $269,970 | +5.0% | 7,097 | +10.6% | 0.03% | +16.7% |
| Q4 2021 | $257,000 | +13.2% | 6,417 | +3.1% | 0.02% | 0.0% |
| Q3 2021 | $227,000 | 0.0% | 6,225 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $227,000 | -18.6% | 6,225 | -21.9% | 0.02% | -25.0% |
| Q1 2021 | $279,000 | -12.8% | 7,971 | -19.3% | 0.03% | -20.0% |
| Q4 2020 | $320,000 | +0.9% | 9,879 | -7.7% | 0.04% | -7.0% |
| Q3 2020 | $317,000 | -0.6% | 10,704 | -3.7% | 0.04% | -8.5% |
| Q2 2020 | $319,000 | -32.4% | 11,115 | -39.3% | 0.05% | -50.0% |
| Q1 2020 | $472,000 | -25.9% | 18,303 | -2.1% | 0.09% | -16.1% |
| Q4 2019 | $637,000 | -4.5% | 18,704 | -5.9% | 0.11% | -14.5% |
| Q3 2019 | $667,000 | +3.7% | 19,886 | -0.6% | 0.13% | -1.5% |
| Q2 2019 | $643,000 | +1.1% | 19,996 | 0.0% | 0.13% | +1.5% |
| Q1 2019 | $636,000 | +8.3% | 19,996 | -2.4% | 0.13% | -8.4% |
| Q4 2018 | $587,000 | -14.2% | 20,496 | -8.4% | 0.14% | +12.6% |
| Q3 2018 | $684,000 | -20.0% | 22,381 | -21.8% | 0.13% | -25.7% |
| Q2 2018 | $855,000 | -25.9% | 28,629 | -28.1% | 0.17% | -50.1% |
| Q1 2018 | $1,154,000 | +19.3% | 39,794 | +29.5% | 0.34% | +23.4% |
| Q4 2017 | $967,000 | +1.7% | 30,726 | -0.9% | 0.28% | -10.0% |
| Q3 2017 | $951,000 | +5.7% | 31,015 | +2.3% | 0.31% | -1.0% |
| Q2 2017 | $900,000 | +7.0% | 30,308 | +6.8% | 0.31% | -2.8% |
| Q1 2017 | $841,000 | +5.4% | 28,385 | +2.6% | 0.32% | -6.7% |
| Q4 2016 | $798,000 | – | 27,669 | – | 0.34% | – |
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% |