Legg Mason ETF Investment Trust - SQLV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 31,741 | 1,370 | 0.25% | 0.26% | 1 | -221 | -0.69% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,720 | 894 | 0.0% | 0.0% | 2 | -541 | -2.54% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 17,175 | 741 | 0.0% | 0.0% | 3 | -75,493 | -81.47% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,499 | 410 | 0.0% | — | 4 | +9,499 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,063 | 391 | 0.0% | 0.0% | 5 | -13,162 | -59.22% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,539 | 109 | 0.0% | 0.0% | 6 | -1,160 | -31.36% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 811 | 35 | 0.0% | — | 7 | +811 | New | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 447 | 19 | 0.0% | 0.0% | 8 | +29 | 6.94% | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 412 | 17 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | New | 192 | 8 | 0.0% | — | 10 | +192 | New | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | New | 163 | 7 | 0.0% | — | 11 | +163 | New | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 74 | 3 | 0.0% | — | 12 | +74 | New | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -4,704 | -100.0% | Q3 2025 | Nov 14, 2025 |