LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 103 filers reported holding LEGG MASON ETF INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,955,497 | -2.8% | 57,718 | +5.2% | 0.07% | 0.0% |
| Q2 2023 | $2,011,569 | +12.4% | 54,856 | +14.3% | 0.07% | +5.7% |
| Q1 2023 | $1,789,572 | +288075.8% | 48,004 | +194.0% | 0.07% | +100.0% |
| Q4 2022 | $621 | -99.8% | 16,327 | +45.4% | 0.04% | +52.2% |
| Q3 2022 | $384,000 | +2460.0% | 11,232 | +2708.0% | 0.02% | +2200.0% |
| Q2 2022 | $15,000 | -6.2% | 400 | 0.0% | 0.00% | – |
| Q1 2022 | $16,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q4 2021 | $16,000 | +14.3% | 400 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | -6.7% | 400 | 0.0% | 0.00% | – |
| Q2 2021 | $15,000 | +7.1% | 400 | 0.0% | 0.00% | – |
| Q1 2021 | $14,000 | – | 400 | – | 0.00% | – |
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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% |