Legg Mason ETF Investment Trust - 52468L786
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Encompass More Asset Management | History | New | 106,634 | 2,589 | 0.61% | — | 1 | +106,634 | New | Q2 2025 | Aug 07, 2025 |
| LPL Financial LLC | History | Reduced | 43,224 | 1,049 | 0.0% | 0.0% | 2 | -2,940 | -6.37% | Q2 2025 | Aug 12, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 29,511 | 716 | 0.0% | 0.0% | 3 | +7,111 | 31.75% | Q2 2025 | Aug 14, 2025 |
| CITADEL ADVISORS LLC | History | Reduced | 28,748 | 698 | 0.0% | 0.0% | 4 | -3,444 | -10.7% | Q2 2025 | Aug 14, 2025 |
| CHOREO, LLC | History | Reduced | 23,695 | 575 | 0.01% | 0.01% | 5 | -390 | -1.62% | Q2 2025 | Aug 13, 2025 |
| Per Stirling Capital Management, LLC. | History | New | 20,356 | 494 | 0.06% | — | 6 | +20,356 | New | Q2 2025 | Aug 13, 2025 |
| Integrated Wealth Concepts LLC | History | Reduced | 8,618 | 209 | 0.0% | 0.0% | 7 | -1,996 | -18.81% | Q2 2025 | Aug 14, 2025 |
| Private Advisor Group, LLC | History | New | 8,453 | 205 | 0.0% | — | 8 | +8,453 | New | Q2 2025 | Aug 11, 2025 |
| Allworth Financial LP | History | No change | 2,423 | 58 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2025 | Aug 07, 2025 |
| UBS Group AG | History | Added to | 270 | 6 | 0.0% | — | 10 | +259 | 2354.55% | Q2 2025 | Aug 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 240 | 5 | 0.0% | 0.0% | 11 | +110 | 84.62% | Q2 2025 | Sep 04, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,469 | -100.0% | Q1 2025 | May 06, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2025 | May 15, 2025 |