LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 71 filers reported holding LEGG MASON ETF INVT TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,820 | -0.9% | 6,134 | +7.3% | 0.05% | +1.9% |
| Q2 2023 | $209,642 | +4.3% | 5,717 | +6.0% | 0.05% | +1.9% |
| Q1 2023 | $201,088 | +8.9% | 5,394 | +11.2% | 0.05% | +4.0% |
| Q4 2022 | $184,570 | +23.0% | 4,852 | +10.3% | 0.05% | +8.7% |
| Q3 2022 | $150,000 | +5.6% | 4,398 | +16.6% | 0.05% | +7.0% |
| Q2 2022 | $142,000 | +6.0% | 3,772 | +11.5% | 0.04% | +13.2% |
| Q1 2022 | $134,000 | +21.8% | 3,382 | +23.3% | 0.04% | +15.2% |
| Q4 2021 | $110,000 | +44.7% | 2,742 | +30.4% | 0.03% | +26.9% |
| Q3 2021 | $76,000 | +4.1% | 2,102 | +4.7% | 0.03% | +4.0% |
| Q2 2021 | $73,000 | +40.4% | 2,007 | +34.1% | 0.02% | +25.0% |
| Q1 2021 | $52,000 | +6.1% | 1,497 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $49,000 | +28.9% | 1,497 | +18.2% | 0.02% | +5.6% |
| Q3 2020 | $38,000 | +5.6% | 1,267 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $36,000 | +89.5% | 1,267 | +74.0% | 0.02% | +50.0% |
| Q1 2020 | $19,000 | – | 728 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 721,349 | $25,215,000 | 4.24% |
| QS Investors, LLC | 5,483,779 | $191,686,000 | 2.23% |
| XML Financial, LLC | 247,141 | $8,639,000 | 2.11% |
| Sovereign Investment Advisors, LLC | 129,372 | $4,522,000 | 1.80% |
| Gradient Investments LLC | 935,558 | $32,702,000 | 1.06% |
| CX Institutional | 160,181 | $5,599,000 | 0.50% |
| Financial Engines Advisors L.L.C. | 2,519,972 | $88,086,000 | 0.28% |
| Magnus Financial Group LLC | 24,000 | $839,000 | 0.20% |
| IFG Advisory, LLC | 39,506 | $1,380,000 | 0.17% |
| Virtu Financial LLC | 42,816 | $1,496,000 | 0.11% |