LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 28 filers reported holding LEGG MASON ETF INVT TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,598 | -12.3% | 8,606 | -5.1% | 0.03% | -10.8% |
| Q2 2023 | $332,363 | +6.9% | 9,064 | +8.7% | 0.04% | -7.5% |
| Q1 2023 | $310,934 | -0.7% | 8,340 | +1.3% | 0.04% | -7.0% |
| Q4 2022 | $313,103 | +16.0% | 8,230 | +4.2% | 0.04% | +7.5% |
| Q3 2022 | $270,000 | +20.5% | 7,897 | +33.0% | 0.04% | +29.0% |
| Q2 2022 | $224,000 | +7.7% | 5,939 | +13.1% | 0.03% | +19.2% |
| Q1 2022 | $208,000 | -87.7% | 5,250 | -90.2% | 0.03% | -95.1% |
| Q4 2017 | $1,693,000 | +5.7% | 53,710 | +2.5% | 0.53% | -13.2% |
| Q3 2017 | $1,601,000 | +2.8% | 52,388 | -0.0% | 0.61% | -11.1% |
| Q2 2017 | $1,558,000 | +341.4% | 52,402 | +338.3% | 0.68% | +303.6% |
| Q1 2017 | $353,000 | – | 11,956 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 644,300 | $19,084,000 | 3.42% |
| XML Financial, LLC | 241,994 | $7,168,000 | 2.24% |
| QS Investors, LLC | 5,605,196 | $166,026,000 | 2.22% |
| Gradient Investments LLC | 1,726,320 | $51,134,000 | 2.15% |
| Sovereign Investment Advisors, LLC | 127,189 | $3,767,000 | 1.48% |
| Virtu Financial LLC | 140,623 | $4,155,000 | 0.71% |
| CX Institutional | 217,070 | $6,430,000 | 0.69% |
| Financial Engines Advisors L.L.C. | 2,907,234 | $86,112,000 | 0.34% |
| IFG Advisory, LLC | 40,969 | $1,213,000 | 0.20% |
| Atlas Private Wealth Advisors | 3,550 | $105,000 | 0.09% |