Legg Mason ETF InvtETF

13F holders, Q3 2024 (September 30)
19holders
5new positions
5sold out
1famous investor
$20.77avg. 13F price*

At the end of Q3 2024, 19 institutions reported holding Legg Mason ETF Invt in their 13F filings, unchanged from Q2 2024. 5 opened new positions and 5 sold out. The largest holders were Allworth Financial LP ($5.1M), JPMorgan Chase & Co. ($3.6M) and Landmark Wealth Management, LLC ($3.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Legg Mason ETF Invt
CUSIP
52468L810
Latest filing quarter
Q2 2025

History

Number of 13F holders

05101520 Q1 2024: 20Q1 2024Q2 2024: 19Q2 2024Q3 2024: 19Q3 2024Q4 2024: 15Q4 2024Q1 2025: 13Q1 2025Q2 2025: 12Q2 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions5$3.6M
Exits5$21.1M

All 13F filers, Q2 2024 → Q3 2024: 193,318 shares bought and 1,273,911 shares sold, net −1,080,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Allworth Financial LP 0.03% Add +7.8% 245,432 $5.1M
JPMorgan Chase & Co. 0.00% Reduce -44.3% 175,293 $3.6M
Landmark Wealth Management, LLC 1.43% Add +1.5% 158,598 $3.3M
Citadel Advisors 0.00% New 85,697 $1.8M
LPL Financial LLC 0.00% Reduce -39.5% 77,196 $1.6M
Morgan Stanley 0.00% Add +0.6% 57,516 $1.2M
Flow Traders U.S. LLC 0.06% New 52,671 $1.1M
Royal Bank of Canada 0.00% Reduce -37.7% 24,794 $515K
Jane Street Group, LLC 0.00% New 23,172 $481K
Bill Few Associates, Inc. 0.15% Reduce -3.2% 20,885 $434K
Mercer Global Advisors Inc. 0.00% Reduce -4.1% 14,930 $309K
Verum Partners LLC 0.06% Add +0.0% 10,407 $216K
Destiny Wealth Partners, LLC 0.04% New 9,723 $202K
Larson Financial Group LLC 0.00% New 1,072 $22K
UBS Group AG 0.00% Add +602.4% 576 $12K
Osaic Holdings, Inc. 0.00% No change 445 $9K
American Capital Advisory, LLC 0.00% No change 173 $4K
Global Retirement Partners, LLC 0.00% No change 113 $2K
Wells Fargo & Company 0.00% No change 1 $12

"% 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.