LEGG MASON ETF INVT (LRGE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
74
Reporting holders
$293.4M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | $58.4M | 681,595 | 12.61% | 23q | +2.8%+$1.6M |
| UBS Group AG | $38.2M | 446,279 | 0.00% | 26q | +1.4%+$524.8K |
| LPL Financial LLC | $33.5M | 391,188 | 0.01% | 28q | -3.5%-$1.2M |
| MORGAN STANLEY | $28.7M | 334,673 | 0.00% | 28q | -5.2%-$1.6M |
| Cetera Investment Advisers | $24.3M | 283,104 | 0.02% | 21q | -1.9%-$461.9K |
| STIFEL FINANCIAL CORP | $17.3M | 202,085 | 0.01% | 25q | -5.3%-$962.5K |
| ROYAL BANK OF CANADA | $11.4M | 132,907 | 0.00% | 31q | -47.9%-$10.5M |
| RAYMOND JAMES FINANCIAL INC | $8.3M | 97,279 | 0.00% | 7q | -6.0%-$527.8K |
| ENVESTNET ASSET MANAGEMENT INC | $8.1M | 95,063 | 0.00% | 26q | +1.8%+$146.3K |
| M&T Bank Corp | $7.4M | 86,580 | 0.02% | 8q | -18.8%-$1.7M |
| Kestra Advisory Services, LLC | $5.2M | 60,220 | 0.02% | 13q | +800.3%+$4.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 54,660 | 0.01% | 31q | -16.8%-$946.8K |
| AA Financial Advisors, LLC | $4.5M | 52,655 | 0.54% | 10q | +2.3%+$103.5K |
| TRUIST FINANCIAL CORP | $4.1M | 47,565 | 0.00% | 10q | +10.2%+$376.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.9M | 45,450 | 0.00% | 23q | +109.3%+$2.0M |
| HighTower Advisors, LLC | $3.7M | 43,456 | 0.00% | 11q | -0.8%-$29.4K |
| Gladstone Institutional Advisory LLC | $3.1M | 36,737 | 0.10% | 18q | HELD |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $2.4M | 27,861 | 0.75% | 9q | -4.8%-$119.2K |
| PFG Advisors | $2.0M | 23,734 | 0.10% | 12q | +2.0%+$40.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 19,565 | 0.00% | 19q | HELD |
| PNC Financial Services Group, Inc. | $1.6M | 19,049 | 0.00% | 21q | -7.2%-$125.8K |
| GOLDMAN SACHS GROUP INC | $1.4M | 16,428 | 0.00% | 5q | +2.3%+$31.9K |
| Private Advisor Group, LLC | $1.3M | 14,839 | 0.01% | 9q | +8.7%+$101.9K |
| Cascades Capital Asset Management, LLC | $1.2M | 13,925 | 0.44% | 8q | -3.2%-$39.6K |
| Fortitude Family Office, LLC | $1.2M | 13,600 | 0.23% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $1.0M | 12,124 | 0.00% | 26q | -4.5%-$48.7K |
| Gateway Wealth Partners, LLC | $1.0M | 11,794 | 0.06% | 2q | +259.1%+$728.9K |
| Family Manage LLC | $981.1K | 11,453 | 0.10% | 15q | HELD |
| WELLS FARGO & COMPANY/MN | $970.8K | 11,333 | 0.00% | 15q | -49.1%-$935.1K |
| IHT Wealth Management, LLC | $874.8K | 10,212 | 0.02% | 9q | -3.0%-$27.2K |
| PFG Investments, LLC | $772.3K | 9,016 | 0.03% | 9q | HELD |
| STEPHENS INC /AR/ | $672.9K | 7,856 | 0.01% | 9q | HELD |
| Rockefeller Capital Management L.P. | $621.3K | 7,251 | 0.00% | 4q | +33.5%+$155.8K |
| Prospera Financial Services Inc | $603.6K | 7,045 | 0.01% | 24q | -5.2%-$32.9K |
| Golden State Wealth Management, LLC | $600.3K | 7,008 | 0.05% | 7q | -6.8%-$43.7K |
| Corundum Group, Inc. | $547.3K | 6,389 | 0.16% | 18q | HELD |
| Nuveen, LLC | $493.1K | 5,757 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $480.1K | 5,605 | 0.00% | 13q | HELD |
| May Hill Capital, LLC | $468.0K | 5,464 | 0.10% | 6q | -3.3%-$16.2K |
| AdvisorNet Financial, Inc | $454.4K | 5,305 | 0.02% | 24q | +164.3%+$282.5K |
| MGO ONE SEVEN LLC | $388.6K | 4,536 | 0.01% | 12q | -4.9%-$20.0K |
| RFG Advisory, LLC | $382.4K | 4,464 | 0.01% | 7q | -13.1%-$57.7K |
| Creative Planning | $347.1K | 4,053 | 0.00% | 9q | HELD |
| Rossby Financial, LCC | $339.2K | 3,960 | 0.06% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $339.1K | 3,872 | 0.00% | 9q | HELD |
| Kestra Investment Management, LLC | $336.8K | 3,932 | 0.01% | 8q | HELD |
| MML INVESTORS SERVICES, LLC | $335.3K | 3,914 | 0.00% | 13q | -21.5%-$91.9K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $278.0K | 3,245 | 0.13% | 3q | HELD |
| Avantax Planning Partners, Inc. | $273.9K | 3,197 | 0.01% | 10q | HELD |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $264.1K | 3,083 | 0.08% | 9q | HELD |
| Intrua Financial, LLC | $214.0K | 2,498 | 0.02% | new | NEW |
| Russell Investments Group, Ltd. | $200.6K | 2,342 | 0.00% | 9q | HELD |
| CITADEL ADVISORS LLC | $200.4K | 2,340 | 0.00% | new | NEW |
| CENTRAL TRUST Co | $183.9K | 2,147 | 0.00% | 9q | -1.4%-$2.6K |
| JPMORGAN CHASE & CO | $178.3K | 2,109 | 0.00% | 9q | -69.9%-$414.7K |
| NewEdge Advisors, LLC | $162.8K | 1,901 | 0.00% | new | NEW |
| Arax Advisory Partners | $111.4K | 1,300 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $90.4K | 1,055 | 0.00% | 3q | HELD |
| Investors Research Corp | $73.7K | 860 | 0.01% | 9q | HELD |
| HARBOUR INVESTMENTS, INC. | $68.3K | 797 | 0.00% | 21q | HELD |
| Addison Advisors LLC | $65.4K | 764 | 0.03% | 18q | HELD |
| Noble Wealth Management PBC | $60.0K | 700 | 0.03% | 6q | HELD |
| First Command Advisory Services, Inc. | $58.0K | 677 | 0.00% | new | NEW |
| SHP Wealth Management | $51.1K | 596 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $44.2K | 516 | 0.00% | 9q | -66.3%-$86.9K |
| LANARK FINANCIAL, INC. | $35.3K | 412 | 0.00% | 6q | HELD |
| ASSETMARK, INC | $33.8K | 395 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $29.4K | 343 | 0.00% | new | NEW |
| ST GERMAIN D J CO INC | $27.4K | 320 | 0.00% | 5q | HELD |
| Financial Perspectives, Inc | $14.7K | 171 | 0.00% | 20q | HELD |
| Cullen/Frost Bankers, Inc. | $13.3K | 155 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $9.0K | 105 | 0.00% | 7q | HELD |
| VANGUARD ADVISERS INC | $5.1K | 59 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $4.0K | 46,821 | 0.01% | new | NEW |
| FMR LLC | $3.7K | 44 | 0.00% | 10q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.4K | 40,256 | 0.00% | 25q | +73.3%+$1.5K |
| NATURAL INVESTMENTS, LLC | $1.4K | 16,181 | 0.30% | 3q | +5.5% |
| HRT FINANCIAL LP | $618 | 7,225 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $246 | 2,875 | 0.01% | 9q | -7.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | $293.4M | 3,424,971 | 6 | 13 | 24 | 0.0% |
| Q1 2026 | 78 | $267.8M | 3,560,772 | 5 | 25 | 23 | 0.0% |
| Q4 2025 | 78 | $277.6M | 3,370,829 | 7 | 22 | 25 | 0.0% |
| Q3 2025 | 75 | $275.6M | 3,306,335 | 3 | 17 | 24 | 0.0% |
| Q2 2025 | 80 | $301.1M | 3,797,525 | 6 | 21 | 26 | 0.0% |
| Q1 2025 | 76 | $231.5M | 3,317,778 | 4 | 21 | 30 | 0.0% |
| Q4 2024 | 80 | $236.0M | 3,135,434 | 13 | 17 | 27 | 0.0% |
| Q3 2024 | 72 | $233.1M | 3,191,628 | 7 | 20 | 20 | 0.0% |
| Q2 2024 | 68 | $210.2M | 3,014,023 | 23 | 21 | 10 | 0.0% |
| Q1 2024 | 47 | $178.6M | 2,661,475 | 9 | 17 | 12 | 0.0% |
| Q4 2023 | 38 | $130.4M | 2,185,367 | 3 | 10 | 12 | 0.0% |
| Q3 2023 | 38 | $100.8M | 1,944,930 | 3 | 15 | 8 | 0.0% |
| Q2 2023 | 36 | $102.0M | 1,879,704 | 3 | 10 | 10 | 0.0% |
| Q1 2023 | 35 | $88.6M | 1,857,821 | 2 | 8 | 11 | 0.0% |
| Q4 2022 | 33 | $76.7M | 1,879,926 | 4 | 8 | 10 | 0.0% |
| Q3 2022 | 39 | $103.9M | 2,620,627 | 2 | 13 | 12 | 0.0% |
| Q2 2022 | 40 | $109.6M | 2,627,695 | 3 | 17 | 11 | 0.0% |
| Q1 2022 | 43 | $166.1M | 3,088,249 | 5 | 17 | 13 | 0.0% |
| Q4 2021 | 45 | $159.7M | 2,629,524 | 4 | 21 | 5 | 0.0% |
| Q3 2021 | 39 | $116.1M | 2,053,826 | 7 | 16 | 9 | 0.0% |
| Q2 2021 | 35 | $113.0M | 2,022,399 | 3 | 15 | 12 | 0.0% |
| Q1 2021 | 36 | $98.3M | 1,946,829 | 7 | 12 | 11 | 0.0% |
| Q4 2020 | 33 | $93.1M | 1,860,646 | 7 | 12 | 7 | 0.0% |
| Q3 2020 | 24 | $68.6M | 1,496,731 | 2 | 16 | 1 | 0.0% |
| Q2 2020 | 27 | $49.5M | 1,213,681 | 7 | 9 | 6 | 0.0% |
| Q1 2020 | 22 | $152.3M | 4,699,124 | 7 | 4 | 4 | 0.0% |
| Q4 2019 | 18 | $173.0M | 4,545,287 | 4 | 6 | 3 | 0.0% |
| Q3 2019 | 17 | $147.6M | 4,242,773 | 4 | 5 | 3 | 0.0% |
| Q2 2019 | 16 | $139.2M | 3,995,259 | 8 | 4 | 2 | 0.0% |
| Q1 2019 | 10 | $113.1M | 3,412,480 | 3 | 3 | 2 | 0.0% |
| Q4 2018 | 10 | $5.9M | 204,551 | 0 | 1 | 0 | 0.0% |