LEGG MASON ETF INVT
CUSIP 52468L406
Legg Mason Etf Invt has 116 institutional holders in Filings Flow’s 13F database, together reporting 7.10M shares worth $295M as of Q1 2026. The largest reported holders are Morgan Stanley, Financial Engines Advisors L.L.C., and Lpl Financial LLC.
Institutional Holders
116
Q1 2026
Reported Value
$295M
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 |
|---|---|---|---|---|
| HEFFERNAN ADVISORY, INC$108M AUM | 3.55% | $4M | 90.0K | Q1 2026OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 1.89% | $3M | 68.6K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 1.75% | $7M | 170.0K | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 1.38% | $7M | 153.6K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 1.03% | $2M | 35.5K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 0.46% | $478,435 | 11.2K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.44% | $1M | 24.4K | Q2 2026 |
| JT Stratford LLC$786M AUM | 0.26% | $2M | 48.7K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.23% | $949,629 | 21.6K | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.21% | $3M | 62.4K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.13% | $2M | 38.8K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.11% | $425,141 | 9.7K | Q2 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.10% | $257,651 | 6.1K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.08% | $41M | 967.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 45.6K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.07% | $203,862 | 4.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.06% | $979,015 | 22.2K | Q2 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.06% | $230,213 | 5.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $3M | 62.1K | Q2 2026 |
| North Capital, Inc.$118M AUM | 0.05% | $62,630 | 1.5K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.04% | $215,992 | 5.1K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.04% | $57,243 | 1.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 161.0K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.03% | $486,163 | 11.4K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.03% | $53,413 | 1.3K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.03% | $556,684 | 13.5K | Q3 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.03% | $707,924 | 16.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $636,968 | 15.4K | Q3 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.03% | $338,718 | 8.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 33.6K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.02% | $110,656 | 2.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $911,481 | 21.4K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.02% | $322,137 | 7.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $4M | 92.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 28.9K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.01% | $29,084 | 683 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $368,190 | 8.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $699,705 | 16.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 183.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $156,537 | 3.8K | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $287,685 | 7.0K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $102,570 | 2.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $32M | 744.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $877,814 | 20.7K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $615,205 | 14.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $156,974 | 3.9K | Q4 2025OLDER |
| Advantage Trust Co$223M AUM | 0.01% | $15,833 | 383 | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $848,652 | 19.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 139.3K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.01% | $26,813 | 630 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $36,644 | 861 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 35.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 24.0K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.01% | $247,410 | 5.8K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $13,719 | 344 | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $386,033 | 9.3K | Q3 2025OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $11,661 | 274 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $256,960 | 6.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $111,179 | 2.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 35.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $346,013 | 8.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $333,667 | 7.8K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $46,383 | 1.1K | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $533,834 | 12.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 49.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $42,560 | 1.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 49.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $230,477 | 5.4K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $397,425 | 9.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 219.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $99,237 | 2.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $18M | 423.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $42M | 1.05M | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $217,226 | 5.1K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $6,747 | 153 | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $156,921 | 3.7K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $27,153 | 638 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 258.7K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 98.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $26M | 602.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 70.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $8,512 | 200 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $105,045 | 2.5K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $418,202 | 9.8K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 38.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 43.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $300,709 | 7.1K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $21,749 | 511 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $19,117 | 450 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $201,224 | 4.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $210,076 | 4.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 68.6K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $10,768 | 253 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $4,684 | 110 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 145.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $380,202 | 8.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $666,745 | 15.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $316,305 | 7.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $616,465 | 14.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $10,643 | 250 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $327,248 | 7.7K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $3,310 | 83 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 51.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 94.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $60,265 | 1.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $215,098 | 5.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $489,979 | 11.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $53,200 | 1.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 26.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $58,426 | 1.5K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,022 | 165 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $37,453 | 880 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $7,150 | 168 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 24.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $62,350 | 1.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $54,690 | 1.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $16,371 | 396 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 30.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $14,045 | 330 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $184,666 | 4.5K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $12,768 | 300 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $466,096 | 11.7K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $290,602 | 6.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,393 | 60 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $19,223 | 482 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $681 | 16 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $3,082 | 72 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $102 | 2 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $22,772 | 571 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $67,272 | 1.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $9,065 | 213 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,107 | 26 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8,512 | 200 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.