LEGG MASON ETF INVT (SQLV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
17
Reporting holders
$5.8M
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 |
|---|---|---|---|---|---|
| Encompass More Asset Management | $2.2M | 42,144 | 0.32% | 4q | +5.2%+$109.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 20,137 | 0.00% | 7q | -0.9%-$9.5K |
| LPL Financial LLC | $811.8K | 15,579 | 0.00% | 15q | -0.8%-$6.8K |
| ROYAL BANK OF CANADA | $763.0K | 14,644 | 0.00% | 31q | +34.9%+$197.3K |
| CITADEL ADVISORS LLC | $481.6K | 9,242 | 0.00% | 4q | -3.2%-$15.8K |
| Cetera Investment Advisers | $209.0K | 4,010 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $146.3K | 2,807 | 0.00% | 14q | +10.6%+$14.0K |
| Farther Finance Advisors, LLC | $42.3K | 811 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $23.4K | 450 | 0.00% | 12q | HELD |
| Glen Eagle Advisors, LLC | $21.5K | 412 | 0.00% | 32q | HELD |
| Integrated Wealth Concepts LLC | $13.0K | 250 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $3.4K | 65 | 0.00% | 2q | HELD |
| UBS Group AG | $2.5K | 48 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $1.8K | 34 | 0.00% | new | NEW |
| Harborfront Financial Group LLC | $1.1K | 21 | 0.00% | new | NEW |
| AE Wealth Management LLC | $313 | 6 | 0.00% | 2q | +200.0% |
| MORGAN STANLEY | $60 | 1 | 0.00% | new | NEW |
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 | 17 | $5.8M | 110,661 | 6 | 4 | 3 | 0.0% |
| Q1 2026 | 13 | $4.7M | 106,969 | 3 | 4 | 2 | 0.0% |
| Q4 2025 | 11 | $4.0M | 92,673 | 3 | 2 | 5 | 0.0% |
| Q3 2025 | 8 | $6.8M | 157,916 | 3 | 1 | 1 | 0.0% |
| Q2 2025 | 9 | $4.5M | 112,751 | 1 | 4 | 2 | 0.0% |
| Q1 2025 | 10 | $5.1M | 134,475 | 2 | 6 | 0 | 0.0% |
| Q4 2024 | 10 | $5.5M | 128,205 | 3 | 3 | 3 | 0.0% |
| Q3 2024 | 9 | $7.8M | 185,641 | 1 | 3 | 2 | 0.0% |
| Q2 2024 | 9 | $7.6M | 195,843 | 2 | 0 | 4 | 0.0% |
| Q1 2024 | 8 | $6.9M | 167,092 | 0 | 4 | 2 | 0.0% |
| Q4 2023 | 12 | $9.4M | 228,578 | 3 | 3 | 4 | 0.0% |
| Q3 2023 | 11 | $6.5M | 181,823 | 3 | 2 | 4 | 0.0% |
| Q2 2023 | 8 | $5.1M | 139,514 | 0 | 2 | 5 | 0.0% |
| Q1 2023 | 9 | $4.9M | 139,778 | 1 | 4 | 3 | 0.0% |
| Q4 2022 | 10 | $10.0M | 292,012 | 3 | 0 | 5 | 0.0% |
| Q3 2022 | 14 | $8.0M | 251,542 | 4 | 1 | 5 | 0.0% |
| Q2 2022 | 12 | $9.5M | 283,324 | 0 | 2 | 6 | 0.0% |
| Q1 2022 | 15 | $12.5M | 322,350 | 3 | 1 | 6 | 0.0% |
| Q4 2021 | 13 | $13.5M | 336,842 | 2 | 4 | 3 | 0.0% |
| Q3 2021 | 11 | $11.6M | 306,274 | 3 | 3 | 2 | 0.0% |
| Q2 2021 | 10 | $12.1M | 318,640 | 4 | 0 | 4 | 0.0% |
| Q1 2021 | 7 | $11.5M | 319,307 | 0 | 3 | 1 | 0.0% |
| Q4 2020 | 7 | $9.3M | 314,293 | 1 | 2 | 0 | 0.0% |
| Q3 2020 | 7 | $8.4M | 359,716 | 1 | 1 | 2 | 0.0% |
| Q2 2020 | 6 | $8.0M | 357,375 | 0 | 2 | 1 | 0.0% |
| Q1 2020 | 7 | $6.2M | 346,738 | 1 | 4 | 0 | 0.0% |
| Q4 2019 | 6 | $5.4M | 193,077 | 0 | 2 | 2 | 0.0% |
| Q3 2019 | 6 | $5.9M | 227,251 | 1 | 4 | 1 | 0.0% |
| Q2 2019 | 6 | $2.5M | 97,664 | 2 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $1.2M | 42,824 | 1 | 1 | 0 | 0.0% |
| Q4 2018 | 2 | $221.4K | 9,195 | 0 | 1 | 0 | 0.0% |