# LEGG MASON ETF INVT TR (CACG)

> Institutional ownership reported to the SEC as of Q1 2024, from Form 13F filings. Source: https://holderbook.com/stocks/CACG/

- Reporting holders: 39
- Reported value: $92.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $43.0M | 825,180 | 0.0% | 26 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $7.1M | 137,145 | 0.0% | 18 |
| [Raymond James Financial Services Advisors, Inc.](https://holderbook.com/funds/1462284-raymond-james-financial-services-advisors-inc/) | $5.1M | 97,837 | 0.0% | 16 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $4.7M | 90,003 | 0.0% | 19 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $3.3M | 62,512 | 0.0% | 15 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $3.1M | 58,649 | 0.0% | 22 |
| [BARNES PETTEY FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1908288-barnes-pettey-financial-advisors-llc/) | $2.9M | 55,664 | 2.5% | 10 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $2.7M | 51,231 | 0.0% | 20 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.3M | 44,315 | 0.0% | 22 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.9M | 35,899 | 0.0% | 15 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $1.6M | 31,490 | 0.0% | 18 |
| [IHT Wealth Management, LLC](https://holderbook.com/funds/1697490-iht-wealth-management-llc/) | $1.6M | 31,185 | 0.1% | 22 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.6M | 30,494 | 0.0% | 22 |
| [Arden Trust Co](https://holderbook.com/funds/1780607-arden-trust-co/) | $1.5M | 28,617 | 0.2% | 20 |
| [AVANTAX ADVISORY SERVICES, INC.](https://holderbook.com/funds/1303042-avantax-advisory-services-inc/) | $1.3M | 25,139 | 0.0% | 20 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $1.1M | 21,381 | 0.0% | 1 |
| [Gladstone Institutional Advisory LLC](https://holderbook.com/funds/1766530-gladstone-institutional-advisory-llc/) | $963.5K | 18,500 | 0.1% | 9 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $931.8K | 17,891 | 0.0% | 22 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $855.9K | 16,434 | 0.0% | 4 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $804.0K | 15,438 | 0.0% | 22 |
| [STEPHENS INC /AR/](https://holderbook.com/funds/757657-stephens-inc-ar/) | $601.4K | 11,547 | 0.0% | 22 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $432.1K | 8,296 | 0.0% | 1 |
| [CENTRAL TRUST Co](https://holderbook.com/funds/44365-central-trust-co/) | $426.9K | 8,196 | 0.0% | 12 |
| [PFG Investments, LLC](https://holderbook.com/funds/1973224-pfg-investments-llc/) | $354.7K | 6,810 | 0.0% | 1 |
| [WEDBUSH SECURITIES INC](https://holderbook.com/funds/1142495-wedbush-securities-inc/) | $325.0K | 6,240 | 0.0% | 17 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 39 | $92.1M |
| Q4 2023 | 36 | $69.0M |
| Q3 2023 | 37 | $48.4M |
| Q2 2023 | 38 | $58.7M |
| Q1 2023 | 37 | $54.2M |
| Q4 2022 | 38 | $91.6M |
| Q3 2022 | 41 | $118.7M |
| Q2 2022 | 43 | $129.8M |
| Q1 2022 | 44 | $168.8M |
| Q4 2021 | 43 | $183.3M |
| Q3 2021 | 39 | $183.3M |
| Q2 2021 | 39 | $194.4M |