Legg Mason ETF InvtETF
13F holders, Q1 2024 (March 31)20holders
$20.17avg. 13F price*
At the end of Q1 2024, 20 institutions reported holding Legg Mason ETF Invt in their 13F filings. The largest holders were JPMorgan Chase & Co. ($6.0M), Atria Investments, Inc ($4.7M) and Allworth Financial LP ($4.5M).
- Company
- Legg Mason ETF Invt
- CUSIP
- 52468L810
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $407K |
| Exits | 4 | $1.5M |
Ownership 20 holders
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 296,104 | $6.0M |
| Atria Investments, Inc | 0.06% | Add +0.5% | 232,120 | $4.7M |
| Allworth Financial LP | 0.03% | Add +2.4% | 220,858 | $4.5M |
| Landmark Wealth Management, LLC | 1.60% | Add +5.0% | 171,036 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +17.9% | 142,485 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -80.3% | 104,105 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +99.8% | 83,104 | $1.7M |
| Cary Street Partners Asset Management LLC | 0.23% | Add +18.6% | 74,685 | $1.5M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 70,391 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +21.3% | 55,636 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +56.7% | 29,747 | $600K |
| Bill Few Associates, Inc. | 0.17% | Add +3.7% | 21,178 | $427K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -35.9% | 20,059 | $405K |
| Flow Traders U.S. LLC | 0.02% | New | 18,502 | $373K |
| Verum Partners LLC | 0.08% | Add +0.0% | 10,572 | $213K |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 2,234 | $45K |
| UBS Group AG | 0.00% | New | 1,691 | $34K |
| American Capital Advisory, LLC | 0.00% | Reduce -5.8% | 163 | $3K |
| Global Retirement Partners, LLC | 0.00% | Add +22.8% | 156 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $18 |
"% 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.