Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 25 | 25 | 0.07% | 0.24% | 0.47% | Q3 2017 | Q3 2023 | 25 |
UBS Group AG | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
MORGAN STANLEY | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 14 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 20 |
Arden Trust Co | 19 | 19 | 0.22% | 5.17% | 8.17% | Q2 2019 | Q4 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2022 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q1 2023 | 16 |
Vestmark Advisory Solutions, Inc. | 14 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Indie Asset Partners, LLC | 13 | 13 | 0.28% | 0.53% | 0.74% | Q2 2020 | Q2 2023 | 13 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.03% | 0.10% | 0.14% | Q3 2019 | Q3 2022 | 13 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q2 2023 | 13 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 12 |
DAVENPORT & Co LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
Atlas Private Wealth Advisors | 9 | 2 | 0.08% | 0.17% | 0.26% | Q2 2020 | Q3 2023 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
IRON Financial LLC | 11 | 11 | 0.26% | 1.75% | 3.78% | Q2 2020 | Q4 2022 | 11 |
CITIGROUP INC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 11 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
QS Investors, LLC | 9 | 9 | 0.10% | 0.39% | 0.52% | Q2 2019 | Q2 2021 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Tower Research Capital LLC (TRC) | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
Advisor Group, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 9 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 1.18% | 1.65% | 2.09% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 7 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Insight Wealth Strategies, LLC | 5 | 5 | 0.20% | 0.41% | 0.86% | Q4 2018 | Q4 2019 | 5 |
IFP Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q3 2020 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
HSBC HOLDINGS PLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Brinker Capital Investments, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2020 | 3 |
MUFG Securities EMEA plc | 3 | 3 | 0.12% | 0.15% | 0.19% | Q3 2017 | Q1 2018 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BANK OF AMERICA CORP /DE/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 3 |
NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ACG Wealth | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q2 2022 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
COWA, LLC | 2 | 2 | 0.18% | 0.27% | 0.36% | Q2 2022 | Q3 2022 | 2 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own LEGG MASON ETF INVT TR or have owned LEGG MASON ETF INVT TR in the past.