LEGG MASON ETF INVT TR shareholder history

Current and past LEGG MASON ETF INVT TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ROYAL BANK OF CANADA 20200.00%0.00%0.00%Q4 2018Q3 202320
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q2 2017Q3 202320
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 19190.28%1.68%5.94%Q1 2019Q3 202319
FinTrust Capital Advisors, LLC 18180.02%0.04%0.05%Q2 2019Q3 202318
UBS Group AG 1530.00%0.00%0.00%Q1 2018Q3 202318
IFP Advisors, Inc 810.00%0.00%0.00%Q1 2016Q1 202217
LPL Financial LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
MORGAN STANLEY 17170.00%0.00%0.00%Q3 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 1420.00%0.01%0.04%Q4 2018Q3 202316
ENVESTNET ASSET MANAGEMENT INC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
WELLS FARGO & COMPANY/MN 1140.00%0.00%0.00%Q4 2019Q3 202315
Archer Investment Corp 960.01%0.01%0.02%Q4 2019Q3 202315
STIFEL FINANCIAL CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
AdvisorNet Financial, Inc 13130.00%0.00%0.01%Q3 2020Q3 202313
Prospera Financial Services Inc 13130.01%0.05%0.30%Q3 2020Q3 202313
QS Investors, LLC 1020.00%0.00%0.00%Q1 2018Q1 202112
Sage Advisory Services, Ltd.Co. 12120.08%0.16%0.32%Q2 2019Q1 202212
Opal Wealth Advisors, LLC 121210.21%20.31%31.54%Q4 2020Q3 202312
OPPENHEIMER ASSET MANAGEMENT INC. 12120.00%0.02%0.03%Q4 2020Q3 202312
Ameritas Investment Partners, Inc. 12120.00%0.00%0.00%Q2 2019Q1 202212
Vestmark Advisory Solutions, Inc. 11110.02%0.03%0.04%Q4 2020Q2 202311
Citadel Advisors 510.00%0.00%0.00%Q1 2020Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
Cetera Advisor Networks LLC 10100.00%0.01%0.01%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.00%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.02%0.09%Q4 2019Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Cetera Investment Advisers 10100.00%0.01%0.01%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
GOLDMAN SACHS GROUP INC 990.00%0.00%0.00%Q3 2021Q3 20239
PFS INVESTMENTS INC. 990.01%0.04%0.06%Q1 2020Q1 20229
WEDBUSH SECURITIES INC 880.01%0.08%0.20%Q3 2019Q2 20218
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
Menard Financial Group LLC 881.22%2.80%8.72%Q1 2020Q4 20218
Corundum Group, Inc. 770.23%0.27%0.32%Q1 2022Q3 20237
Gladstone Institutional Advisory LLC 770.07%0.08%0.09%Q1 2022Q3 20237
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q3 2021Q1 20237
Addison Advisors LLC 770.02%0.04%0.04%Q1 2022Q3 20237
American Portfolios Advisors 770.00%0.00%0.00%Q1 2021Q3 20227
Covestor Ltd 660.01%0.02%0.03%Q4 2021Q1 20236
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q1 2019Q1 20236
RAYMOND JAMES TRUST N.A. 660.01%0.01%0.01%Q2 2022Q3 20236
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
MML INVESTORS SERVICES, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Avestar Capital, LLC 550.01%0.01%0.01%Q2 2018Q2 20195
Milestone Investment Advisors LLC 440.06%0.07%0.09%Q4 2022Q3 20234
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q4 2018Q2 20204
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.01%0.01%Q4 2020Q3 20214
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MGO ONE SEVEN LLC 210.02%0.02%0.03%Q4 2018Q3 20234
Kestra Advisory Services, LLC 220.00%0.00%0.01%Q3 2020Q3 20234
FMR LLC 110.00%0.00%0.00%Q2 2020Q4 20224
Advisor Group, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q1 2021Q4 20214
BANK OF AMERICA CORP /DE/ 310.00%0.00%0.00%Q2 2019Q3 20234
EverSource Wealth Advisors, LLC 440.02%0.03%0.05%Q4 2021Q3 20224
Sowell Financial Services LLC 440.00%0.01%0.01%Q2 2020Q1 20214
FLOW TRADERS U.S. LLC 440.03%0.05%0.07%Q3 2021Q2 20224
DOLIVER ADVISORS, LP 440.12%0.21%0.35%Q2 2020Q1 20214
Family Management Corp 440.06%0.07%0.08%Q4 2022Q3 20234
Capital Analysts, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q4 2017Q2 20183
Mutual Advisors, LLC 220.13%0.13%0.13%Q1 2021Q2 20212
Future Financial Wealth Managment LLC 220.05%0.06%0.06%Q4 2021Q1 20222
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2023Q3 20232
Cribstone Capital Management, LLC 220.01%0.02%0.02%Q2 2019Q3 20192
APPLETON PARTNERS INC/MA 220.02%0.02%0.02%Q3 2021Q4 20212
Good Life Advisors, LLC 220.06%0.06%0.06%Q3 2019Q4 20192
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2019Q2 20191
Pinnacle Private Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Worth Asset Management, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PFG Advisors 110.08%0.08%0.08%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CGN Advisors LLC 110.09%0.09%0.09%Q4 2020Q4 20201
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.