LEGG MASON ETF INVT (WBND)
Institutional ownership reported to the SEC as of Q2 2025, across 27 quarters.
12
Reporting holders
$10.8M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Allworth Financial LP | $3.3M | 162,447 | 0.02% | 15q | -15.6%-$609.0K |
| JPMORGAN CHASE & CO | $3.0M | 149,360 | 0.00% | 8q | -7.0%-$227.3K |
| Royal Bank of Canada | $1.5M | 72,104 | 0.00% | 27q | +295.7%+$1.1M |
| JANE STREET GROUP, LLC | $1.2M | 59,503 | 0.00% | 4q | +263.6%+$872.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 49,795 | 0.00% | 3q | HELD |
| LPL Financial LLC | $421.4K | 20,839 | 0.00% | 23q | -71.3%-$1.0M |
| CITADEL ADVISORS LLC | $366.1K | 18,104 | 0.00% | new | NEW |
| MORGAN STANLEY | $42.1K | 2,083 | 0.00% | 21q | +40.2%+$12.1K |
| Promus Capital, LLC | $6.4K | 318 | 0.00% | 3q | +100.0%+$3.2K |
| Global Retirement Partners, LLC | $687 | 34 | 0.00% | 13q | -68.8%-$1.5K |
| American Capital Advisory, LLC | $203 | 10 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $11 | 1 | 0.00% | 18q | -99.8%-$6.0K |
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 2025 | 12 | $10.8M | 534,598 | 1 | 4 | 5 | 0.0% |
| Q1 2025 | 12 | $10.5M | 523,173 | 0 | 1 | 9 | 0.0% |
| Q4 2024 | 14 | $17.0M | 868,909 | 1 | 5 | 4 | 0.0% |
| Q3 2024 | 17 | $19.2M | 922,718 | 4 | 3 | 5 | 0.0% |
| Q2 2024 | 18 | $43.6M | 2,197,585 | 0 | 8 | 8 | 0.0% |
| Q1 2024 | 17 | $35.9M | 1,782,116 | 1 | 10 | 4 | 0.0% |
| Q4 2023 | 19 | $43.8M | 2,109,083 | 2 | 10 | 4 | 0.0% |
| Q3 2023 | 18 | $25.5M | 1,314,343 | 3 | 8 | 6 | 0.0% |
| Q2 2023 | 19 | $21.2M | 1,035,445 | 3 | 6 | 7 | 0.0% |
| Q1 2023 | 18 | $12.8M | 614,816 | 1 | 7 | 6 | 0.0% |
| Q4 2022 | 24 | $23.5M | 1,166,582 | 4 | 4 | 10 | 0.0% |
| Q3 2022 | 27 | $36.4M | 1,880,352 | 3 | 8 | 11 | 0.0% |
| Q2 2022 | 29 | $56.1M | 2,667,058 | 3 | 5 | 18 | 0.0% |
| Q1 2022 | 31 | $103.9M | 4,526,294 | 5 | 14 | 9 | 0.0% |
| Q4 2021 | 28 | $131.3M | 5,019,868 | 2 | 9 | 14 | 0.0% |
| Q3 2021 | 30 | $133.9M | 4,955,739 | 4 | 16 | 4 | 0.0% |
| Q2 2021 | 31 | $135.3M | 4,961,798 | 3 | 16 | 7 | 0.0% |
| Q1 2021 | 33 | $131.8M | 4,910,665 | 6 | 14 | 10 | 0.0% |
| Q4 2020 | 34 | $111.9M | 3,974,547 | 10 | 11 | 6 | 0.0% |
| Q3 2020 | 23 | $123.8M | 4,355,889 | 6 | 10 | 5 | 0.0% |
| Q2 2020 | 19 | $133.7M | 4,775,481 | 2 | 8 | 7 | 0.0% |
| Q1 2020 | 21 | $104.9M | 4,171,749 | 9 | 6 | 4 | 0.0% |
| Q4 2019 | 13 | $109.7M | 4,071,418 | 7 | 4 | 0 | 0.0% |
| Q3 2019 | 12 | $49.7M | 1,815,196 | 3 | 5 | 2 | 0.0% |
| Q2 2019 | 11 | $35.3M | 1,305,258 | 5 | 1 | 1 | 0.0% |
| Q1 2019 | 6 | $25.4M | 970,258 | 1 | 0 | 2 | 0.0% |
| Q4 2018 | 5 | $25.1M | 997,292 | 0 | 0 | 0 | 0.0% |