Legg Mason ETF Investment Trust - SQLV
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 | Added to | 40,053 | 1,765 | 0.3% | 0.25% | 1 | +8,312 | 26.19% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,319 | 895 | 0.0% | 0.0% | 2 | -401 | -1.94% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 15,709 | 692 | 0.0% | 0.0% | 3 | -1,466 | -8.54% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,858 | 479 | 0.0% | 0.0% | 4 | +1,359 | 14.31% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,545 | 420 | 0.0% | 0.0% | 5 | +482 | 5.32% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 6,043 | 266 | 0.0% | — | 6 | +6,043 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,539 | 111 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 811 | 35 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 450 | 19 | 0.0% | 0.0% | 9 | +3 | 0.67% | Q1 2026 | May 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 412 | 18 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 192 | 8 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 163 | 7 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 65 | 2 | 0.0% | — | 13 | +65 | New | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |