Legg Mason ETF InvtETF
13F holders, Q1 2024 (March 31)39holders
1famous investor
$52.08avg. 13F price*
At the end of Q1 2024, 39 institutions reported holding Legg Mason ETF Invt in their 13F filings. The largest holders were Morgan Stanley ($14.3M), Stifel Financial Corp. ($7.1M) and Raymond James Financial Services Advisors, Inc. ($5.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Legg Mason ETF Invt
- CUSIP
- 524682101
- Latest filing quarter
- Q1 2024
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.9M |
| Exits | 0 | $0 |
Ownership 39 holders
| Morgan Stanley | 0.00% | Add +1.7% | 275,060 | $14.3M |
| Stifel Financial Corp. | 0.01% | Add +11.9% | 137,145 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.4% | 97,837 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.0% | 90,003 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.0% | 62,512 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +26.9% | 58,649 | $3.1M |
| Barnes Pettey Financial Advisors, LLC | 2.50% | Reduce -2.6% | 55,664 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 51,231 | $2.7M |
| UBS Group AG | 0.00% | Add +0.1% | 44,315 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +164.0% | 35,899 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -14.8% | 31,490 | $1.6M |
| IHT Wealth Management, LLC | 0.07% | Reduce -3.6% | 31,185 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -26.4% | 30,494 | $1.6M |
| Arden Trust Co | 0.21% | Reduce -12.4% | 28,617 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.3% | 25,139 | $1.3M |
| Cetera Investment Advisers | 0.00% | New | 21,381 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | No change | 18,500 | $963K |
| Private Advisor Group, LLC | 0.01% | Reduce -1.0% | 17,891 | $932K |
| NewEdge Advisors, LLC | 0.01% | Reduce -24.4% | 16,434 | $856K |
| Raymond James & Associates | 0.00% | Reduce -1.7% | 15,438 | $804K |
| Stephens Inc. | 0.01% | No change | 11,547 | $601K |
| Citadel Advisors | 0.00% | New | 8,296 | $432K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.5% | 8,196 | $427K |
| PFG Investments, LLC | 0.02% | New | 6,810 | $355K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.4% | 6,240 | $325K |
| Creative Planning | 0.00% | Reduce -11.1% | 5,997 | $312K |
| Townsend Asset Management Corp. /NC/ | 0.11% | Add +25.2% | 5,345 | $278K |
| Investment Partners Asset Management, Inc. | 0.25% | No change | 5,300 | $276K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 4,738 | $247K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -55.4% | 4,100 | $214K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.1% | 3,890 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.3% | 647 | $34K |
| Sunbelt Securities, Inc. | 0.00% | No change | 498 | $26K |
| Lanark Financial, Inc. | 0.00% | Reduce -25.0% | 450 | $23K |
| JPMorgan Chase & Co. | 0.00% | New | 341 | $18K |
| Legacy Bridge, LLC | 0.01% | No change | 200 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $10K |
| Wells Fargo & Company | 0.00% | Add +573.3% | 101 | $5K |
| Comerica Bank | 0.00% | No change | 7 | $365 |
"% of holder's portfolio" is LEGG MASON ETF INVT's weight in each manager's 13F, not the share of Legg Mason ETF Invt the manager owns.