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 | $33,406 | -30.2% | 986 | -24.5% | 0.00% | – |
| Q2 2023 | $47,891 | -54.0% | 1,306 | -53.2% | 0.00% | – |
| Q1 2023 | $104,012 | +74.3% | 2,790 | +77.8% | 0.00% | – |
| Q4 2022 | $59,685 | -5.3% | 1,569 | -14.9% | 0.00% | – |
| Q3 2022 | $63,000 | +215.0% | 1,844 | +239.0% | 0.00% | – |
| Q2 2022 | $20,000 | -23.1% | 544 | -16.9% | 0.00% | – |
| Q1 2022 | $26,000 | 0.0% | 655 | 0.0% | 0.00% | – |
| Q4 2021 | $26,000 | -25.7% | 655 | -31.9% | 0.00% | – |
| Q3 2021 | $35,000 | +133.3% | 962 | +138.7% | 0.00% | – |
| Q2 2021 | $15,000 | +1400.0% | 403 | +2021.1% | 0.00% | – |
| Q1 2021 | $1,000 | – | 19 | +850.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 2 | -99.9% | 0.00% | – |
| Q2 2020 | $43,000 | +230.8% | 1,492 | +188.6% | 0.00% | – |
| Q1 2020 | $13,000 | – | 517 | – | 0.00% | – |
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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% |