LEGG MASON ETF INVT TR shareholder history

Current and past LEGG MASON ETF INVT TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 31310.01%0.03%0.06%Q1 2016Q3 202331
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.01%Q1 2016Q3 202331
ROYAL BANK OF CANADA 31310.00%0.00%0.00%Q1 2016Q3 202331
Private Advisor Group, LLC 31310.01%0.08%0.19%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 30300.01%0.01%0.03%Q2 2016Q3 202330
MORGAN STANLEY 30300.00%0.01%0.02%Q2 2016Q3 202330
Janney Montgomery Scott LLC 2910.01%0.03%0.08%Q1 2016Q3 202330
Cetera Advisor Networks LLC 30300.01%0.01%0.02%Q2 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 29290.00%0.00%0.01%Q3 2016Q3 202329
UBS Group AG 29290.00%0.00%0.01%Q3 2016Q3 202329
ENVESTNET ASSET MANAGEMENT INC 18100.00%0.01%0.24%Q3 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.00%0.01%Q4 2016Q3 202328
WELLS FARGO & COMPANY/MN 2170.00%0.00%0.01%Q3 2016Q3 202328
IFP Advisors, Inc 1310.00%0.01%0.02%Q1 2016Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1730.00%0.00%0.00%Q2 2016Q3 202327
Raymond James Financial Services Advisors, Inc. 27270.00%0.03%0.12%Q1 2017Q3 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25250.00%0.01%0.01%Q3 2017Q3 202325
CITIGROUP INC 25250.00%0.00%0.00%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.04%0.05%Q4 2017Q3 202324
FLAGSHIP HARBOR ADVISORS, LLC 2130.02%0.14%0.34%Q4 2016Q2 202324
IFG Advisory, LLC 24240.12%0.27%0.49%Q4 2017Q3 202324
CX Institutional 22220.05%0.98%3.02%Q2 2018Q3 202322
STEPHENS INC /AR/ 22220.01%0.01%0.02%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
American Portfolios Advisors 20200.01%0.03%0.07%Q4 2017Q3 202220
Financial Engines Advisors L.L.C. 20200.11%0.37%0.89%Q4 2018Q3 202320
JANE STREET GROUP, LLC 810.00%0.00%0.01%Q1 2016Q3 202218
Geneos Wealth Management Inc. 1710.00%0.00%0.01%Q2 2018Q3 202318
Migdal Insurance & Financial Holdings Ltd. 18180.00%0.02%0.09%Q2 2019Q3 202318
GOLDMAN SACHS GROUP INC 1710.00%0.00%0.00%Q1 2019Q3 202318
HOWE & RUSLING INC 18180.00%0.18%0.68%Q2 2018Q3 202218
Laird Norton Wetherby Wealth Management, LLC 18180.03%0.04%0.06%Q2 2019Q3 202318
Sterling Investment Advisors, Ltd. 18180.01%0.02%0.03%Q1 2018Q2 202218
AVANTAX ADVISORY SERVICES, INC. 18180.02%0.05%0.10%Q2 2019Q3 202318
Patriot Financial Group Insurance Agency, LLC 940.00%0.77%2.25%Q4 2016Q4 202118
Steward Partners Investment Advisory, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Stratos Wealth Partners, LTD. 1010.00%0.01%0.02%Q4 2017Q2 202317
PNC FINANCIAL SERVICES GROUP, INC. 1070.00%0.00%0.00%Q3 2018Q3 202317
Allworth Financial LP 17170.01%0.23%1.15%Q3 2019Q3 202317
Gradient Investments LLC 16160.00%0.76%2.15%Q4 2019Q3 202316
QS Investors, LLC 16161.79%2.13%2.44%Q3 2017Q2 202116
Wealthcare Advisory Partners LLC 910.00%0.04%0.16%Q1 2018Q3 202316
DAVENPORT & Co LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
XML Financial, LLC 16160.17%1.66%2.34%Q4 2019Q3 202316
STIFEL FINANCIAL CORP 1150.00%0.00%0.00%Q2 2019Q3 202316
Sovereign Investment Advisors, LLC 16161.48%1.89%2.18%Q4 2019Q3 202316
Western Wealth Management, LLC 880.02%0.05%0.16%Q3 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.04%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 1140.00%0.01%0.04%Q2 2017Q3 202315
AdvisorNet Financial, Inc 1050.00%0.00%0.02%Q3 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Investors Research Corp 15150.01%0.03%0.05%Q1 2020Q3 202315
Ellis Investment Partners, LLC 14140.00%0.01%0.01%Q2 2019Q3 202214
ACG Wealth 910.01%0.22%1.27%Q4 2017Q2 202214
Jacobi Capital Management LLC 14140.00%0.00%0.01%Q2 2018Q3 202114
Arden Trust Co 14140.60%2.24%4.48%Q3 2020Q4 202314
Citadel Advisors 510.00%0.00%0.00%Q3 2017Q3 202314
SRS Capital Advisors, Inc. 1040.01%0.01%0.01%Q1 2020Q3 202314
FMR LLC 1220.00%0.00%0.00%Q1 2020Q3 202314
MONEYWISE, INC. 14140.18%0.37%0.60%Q3 2016Q4 201914
Virtu Financial LLC 510.04%0.13%0.71%Q2 2016Q1 202212
Arkadios Wealth Advisors 12120.01%0.06%0.14%Q4 2020Q3 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Spire Wealth Management 11110.00%0.03%0.07%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.02%Q4 2016Q2 201911
Good Life Advisors, LLC 740.03%0.20%0.68%Q1 2017Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.00%0.01%Q2 2017Q4 201911
Tradewinds Capital Management, LLC 11110.01%0.01%0.02%Q3 2018Q1 202111
Cornerstone Wealth Management, LLC 910.02%0.20%0.88%Q1 2016Q3 201810
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q1 2016Q4 202210
Strategic Blueprint, LLC 710.02%0.10%0.53%Q1 2020Q4 202210
NEXT Financial Group, Inc 640.00%0.01%0.01%Q2 2019Q4 202110
S. R. Schill & Associates 610.09%0.11%0.28%Q1 2020Q2 202310
SYNOVUS FINANCIAL CORP 10100.00%0.00%0.01%Q2 2021Q3 202310
Stonebridge Financial Planning Group, LLC 990.01%0.02%0.05%Q4 2019Q4 20219
Cetera Investment Advisers 810.00%0.01%0.04%Q2 2021Q3 20239
MARINER INDEPENDENT ADVISOR NETWORK, LLC 540.02%0.06%0.12%Q2 2017Q3 20199
US BANCORP \DE\ 710.00%0.00%0.00%Q4 2016Q3 20238
Andesa Financial Management Inc. 710.34%0.59%1.15%Q4 2017Q4 20198
VALLEY NATIONAL ADVISERS INC 880.00%0.00%0.00%Q1 2021Q4 20228
Stratos Investment Management, LLC 620.04%0.06%0.10%Q3 2021Q3 20238
FRANKLIN RESOURCES INC 880.00%0.04%0.07%Q3 2021Q2 20238
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q2 2019Q3 20238
Asset Dedication, LLC 880.00%0.00%0.00%Q2 2021Q1 20238
Koshinski Asset Management, Inc. 430.02%0.05%0.09%Q3 2021Q3 20237
Commonwealth Equity Services, Inc 770.01%0.03%0.04%Q1 2016Q3 20177
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q2 2020Q3 20237
Baird Financial Group, Inc. 660.01%0.04%0.07%Q4 2018Q1 20206
FLOW TRADERS U.S. LLC 410.01%0.03%0.05%Q4 2020Q2 20236
Greenwich Wealth Management LLC 660.04%0.05%0.06%Q3 2018Q4 20196
Covestor Ltd 660.01%0.01%0.02%Q4 2021Q1 20236
Atlas Private Wealth Advisors 660.07%0.08%0.09%Q2 2020Q3 20216
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.01%Q1 2021Q3 20236
Equitable Holdings, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
INVESTMENT CENTERS OF AMERICA INC 660.03%0.06%0.07%Q2 2016Q3 20176
Apexium Financial, LP 510.07%0.16%0.54%Q4 2019Q3 20236
First Heartland Consultants, Inc. 660.04%0.07%0.10%Q2 2022Q3 20236
360 Financial, Inc. 550.12%0.26%0.36%Q3 2022Q3 20235
LINCOLN NATIONAL CORP 550.02%0.02%0.02%Q3 2022Q3 20235
Kestra Advisory Services, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Joseph P. Lucia & Associates, LLC 320.00%0.00%0.00%Q1 2021Q2 20225
Certified Advisory Corp 550.23%0.33%0.38%Q2 2019Q2 20205
J.P. Morgan Private Wealth Advisors LLC 550.00%0.03%0.07%Q3 2022Q3 20235
Cetera Advisors LLC 550.01%0.06%0.08%Q3 2022Q3 20235
Integrated Wealth Concepts LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 410.00%0.00%0.00%Q1 2020Q4 20225
ALBION FINANCIAL GROUP /UT 552.17%4.92%6.83%Q3 2022Q3 20235
Magnus Financial Group LLC 550.08%0.11%0.20%Q1 2020Q1 20215
PSI Advisors, LLC 410.00%0.02%0.10%Q4 2019Q2 20225
CFS Investment Advisory Services, LLC 550.06%0.39%1.37%Q3 2021Q3 20225
Prospera Financial Services Inc 310.01%0.01%0.02%Q3 2020Q4 20225
Financial Advocates Investment Management 550.05%0.22%0.44%Q3 2022Q3 20235
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
Capital Analysts, LLC 310.00%0.00%0.00%Q4 2020Q1 20234
Global Financial Private Capital, Inc 440.01%0.01%0.01%Q4 2017Q3 20184
TAP Consulting, LLC 440.98%1.01%1.03%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Edelman Financial Services, LLC 440.00%0.99%1.35%Q1 2018Q4 20184
CAPTRUST FINANCIAL ADVISORS 310.00%0.02%0.06%Q3 2016Q3 20234
JT Stratford LLC 440.29%0.33%0.35%Q4 2022Q3 20234
Sound View Wealth Advisors Group, LLC 440.07%0.23%0.41%Q2 2019Q1 20204
CAMBRIDGE TRUST CO 440.00%0.00%0.01%Q1 2022Q4 20224
Mill Creek Capital Advisors, LLC 442.27%3.80%4.53%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 440.06%0.37%0.53%Q3 2022Q2 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.00%0.03%0.12%Q2 2022Q3 20234
Dynamic Advisor Solutions LLC 440.04%0.05%0.07%Q2 2019Q1 20204
Capital Asset Advisory Services LLC 440.03%0.03%0.04%Q4 2020Q3 20214
Summit Investment Advisory Services, LLC 440.15%0.19%0.28%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.74%1.63%1.96%Q4 2017Q3 20184
IHT Wealth Management, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Tennessee Valley Asset Management Partners 440.34%0.36%0.40%Q4 2022Q3 20234
Key Client Fiduciary Advisors, LLC 440.19%0.46%0.74%Q4 2022Q3 20234
Sowell Financial Services LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Centurion Wealth Management LLC 440.66%0.68%0.71%Q4 2022Q3 20234
ADE, LLC 330.55%0.59%0.64%Q4 2022Q2 20233
Belvedere Trading LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LEVEL FOUR ADVISORY SERVICES, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Hartford Financial Management Inc. 210.03%0.10%0.14%Q4 2020Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.03%Q4 2020Q4 20223
Betterment LLC 330.00%0.00%0.00%Q1 2023Q3 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Intrepid Financial Planning Group LLC 330.13%0.13%0.14%Q1 2023Q3 20233
MSI Financial Services Inc 330.00%0.02%0.03%Q2 2016Q4 20163
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Benchmark Financial Wealth Advisors, LLC 3310.03%11.30%12.86%Q1 2023Q3 20233
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q4 2018Q1 20203
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
SkyOak Wealth, LLC 330.14%0.18%0.23%Q4 2019Q2 20203
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Element Wealth, LLC 210.16%0.16%0.17%Q4 2021Q4 20223
Quaker Wealth Management, LLC 330.58%0.84%1.22%Q4 2019Q2 20203
M&T BANK CORP 330.00%0.00%0.00%Q2 2020Q4 20203
GW HENSSLER & ASSOCIATES LTD 330.02%0.02%0.02%Q2 2020Q4 20203
Capital Investment Advisory Services, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Bank of New York Mellon Corp 220.00%0.00%0.00%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.06%0.08%0.09%Q4 2019Q1 20202
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Summit Financial Wealth Advisors, LLC 220.06%0.09%0.12%Q2 2019Q3 20192
HighTower Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Laffer Tengler Investments, Inc. 220.00%0.00%0.01%Q2 2020Q3 20202
Hefty Wealth Partners 220.59%1.05%1.51%Q4 2017Q1 20182
Baystate Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q4 20212
Gladstone Institutional Advisory LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Oak Point Wealth Management 220.94%1.66%2.38%Q4 2017Q1 20182
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q2 20222
EPG Wealth Management LLC 220.04%0.05%0.06%Q4 2019Q1 20202
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
Pallas Capital Advisors LLC 220.02%0.03%0.03%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
SVB WEALTH LLC 220.00%0.00%0.00%Q4 2019Q1 20202
CWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20222
Realta Investment Advisors 220.00%0.00%0.01%Q3 2019Q4 20192
Sound View Wealth Advisors, LLC 220.43%0.44%0.44%Q4 2018Q1 20192
TBH Global Asset Management, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Kingsview Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Van Leeuwen & Company, LLC 110.24%0.24%0.24%Q3 2019Q3 20191
SYKON CAPITAL LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Nilsine Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Hanlon Investment Management, Inc. 110.59%0.59%0.59%Q4 2019Q4 20191
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2021Q2 20211
RFG Advisory, LLC 110.10%0.10%0.10%Q1 2018Q1 20181
Lion Street Advisors, LLC 113.18%3.18%3.18%Q2 2021Q2 20211
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Leicht Financial Planning & Wealth Management, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MinichMacGregor Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Professional Financial Advisors, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Atria Investments, Inc 110.03%0.03%0.03%Q3 2023Q3 20231
CXI Advisors 110.12%0.12%0.12%Q4 2019Q4 20191
Crabel Capital Management, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2019Q4 20191
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2022Q4 20221
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RGT Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2018Q4 20181
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Atlantic Union Bankshares Corp 110.08%0.08%0.08%Q1 2019Q1 20191
Cornerstone Wealth Group, LLC 111.57%1.57%1.57%Q1 2019Q1 20191
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Harvest Fund Management Co., Ltd 110.25%0.25%0.25%Q4 2016Q4 20161
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisor Resource Council 110.19%0.19%0.19%Q2 2022Q2 20221
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
SILVER OAK SECURITIES, INCORPORATED 110.39%0.39%0.39%Q1 2022Q1 20221
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cherry Creek Investment Advisors, Inc. 110.16%0.16%0.16%Q4 2022Q4 20221
Lakewood Asset Management LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Platte River Wealth Advisors, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Sageworth Trust Co 110.01%0.01%0.01%Q2 2019Q2 20191
Creative Planning 110.00%0.00%0.00%Q2 2023Q2 20231
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.