LEGG MASON ETF INVT
CUSIP 524682200
Legg Mason Etf Invt has 81 institutional holders in Filings Flow’s 13F database, together reporting 3.60M shares worth $270M as of Q1 2026. The largest reported holders are Opal Wealth Advisors, LLC, Ubs Group AG, and Lpl Financial LLC.
Institutional Holders
81
Q1 2026
Reported Value
$270M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Opal Wealth Advisors, LLC$442M AUM | 11.27% | $50M | 662.9K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.96% | $2M | 29.3K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.54% | $4M | 51.4K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.45% | $1M | 14.4K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 0.35% | $373,443 | 5.0K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.23% | $1M | 13.6K | Q1 2026OLDER |
| Corundum Group, Inc.$299M AUM | 0.16% | $480,453 | 6.4K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.13% | $496,740 | 6.0K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.12% | $244,024 | 3.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.11% | $444,207 | 5.9K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.10% | $861,266 | 11.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.10% | $3M | 36.8K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.09% | $335,162 | 4.0K | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.09% | $2M | 23.3K | Q1 2026OLDER |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.08% | $231,878 | 3.1K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.06% | $100,023 | 1.2K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.06% | $565,354 | 7.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.06% | $299,137 | 3.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.06% | $3M | 33.7K | Q3 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.03% | $110,093 | 1.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $678,013 | 9.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.03% | $8M | 106.6K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.03% | $59,962 | 700 | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 0.02% | $232,438 | 2.8K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $22M | 288.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $791,781 | 10.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $16M | 213.3K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $447,140 | 5.9K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $57,453 | 764 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.01% | $64,672 | 860 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 13.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $246,892 | 3.3K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $348,286 | 4.2K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $558,762 | 7.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $30M | 405.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $150,926 | 2.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $590,771 | 7.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $358,629 | 4.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $386,405 | 5.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 65.7K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $240,414 | 3.2K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $295,687 | 3.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $33M | 440.2K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $6,251 | 75 | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 13.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 43.2K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $12,886 | 171 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 43.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $44,820 | 596 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 255.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $163,711 | 2.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $97,760 | 1.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 103.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $30,982 | 412 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $502,989 | 6.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 93.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $29M | 357.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $26,019 | 346 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $32,441 | 394 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $954,480 | 12.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $15,190 | 202 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $375,048 | 5.0K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $24,064 | 320 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $59,934 | 797 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 19.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 20.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $79,916 | 1.1K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $421,496 | 5.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $408,698 | 5.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $292,942 | 3.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $115,132 | 1.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $213,418 | 2.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $142,956 | 1.9K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $447,590 | 6.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $19,432 | 236 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,896 | 105 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $304,751 | 4.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $176,650 | 2.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 21.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 13.2K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $836,598 | 11.1K | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 16.1K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $11,656 | 155 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $29,704 | 395 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $509,076 | 7.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $15,856 | 193 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $4,437 | 59 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $28,653 | 348 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $412 | 5 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $376 | 5 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3,284 | 44 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.