LEGG MASON ETF INVT
CUSIP 524682309
Legg Mason Etf Invt has 41 institutional holders in Filings Flow’s 13F database, together reporting 1.98M shares worth $107M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Franklin Resources Inc, and Ameriprise Financial Inc.
Institutional Holders
41
Q1 2026
Reported Value
$107M
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 |
|---|---|---|---|---|
| Shira Ridge Wealth Management$287M AUM | 3.66% | $10M | 188.7K | Q2 2026 |
| Sonoma Allocations LLC$322M AUM | 0.26% | $846,311 | 15.2K | Q2 2026 |
| Alta Wealth Advisors LLC$308M AUM | 0.16% | $499,326 | 9.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.09% | $784,251 | 14.5K | Q1 2026OLDER |
| Hamilton Capital, LLC$1.9B AUM | 0.04% | $838,026 | 15.5K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.03% | $460,432 | 8.3K | Q2 2026 |
| Ameliora Wealth Management Ltd.$314M AUM | 0.03% | $107,986 | 2.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.03% | $77,264 | 1.4K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.03% | $1M | 22.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 84.9K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.02% | $138,942 | 2.5K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 23.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 20.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 23.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $49M | 916.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $61,514 | 1.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $206,699 | 3.8K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 63.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $512,307 | 9.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 96.7K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $22M | 409.0K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $724,208 | 13.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 51.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 259.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $264,726 | 4.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $25,377 | 470 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $9M | 170.0K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $29,534 | 547 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $89,441 | 1.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $354,983 | 6.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $242,969 | 4.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $21,759 | 403 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $2,676 | 49 | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $407,360 | 7.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 39.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $957,342 | 17.7K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,209 | 115 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 38.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $21,783 | 402 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $4,227 | 78 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $476,056 | 8.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $21,705 | 402 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $4,751 | 88 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $92,795 | 1.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $21,997 | 407 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $50,353 | 946 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.