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Get Institutions for : 
Legg Mason International Low Volatility High Dividend Etf (LVHI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 104    3
Total shares held : 
 14,080,148  
% of shares held : 
 15.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 428,833  
% of shares held change : 
   0.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 182,473
 1.3%
 
Increased Positions :
53
 1,724,904
 12.25%
 
Unchanged Positions :
14
 199,854
 1.42%
 
Decreased Positions :
29
-1,431,655
-10.17%
 
Closed Positions :
5
-46,889
-0.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 468 - 2024-03-31 2,119,726 $63,125,000 254,770
   BANK OF AMERICA CORP /DE/ 1197 - 2024-03-31 1,960,407 $58,381,000 216,951
   MORGAN STANLEY 1820 - 2024-03-31 1,557,643 $46,387,000 306,583
   Cetera Investment Advisers 321 - 2024-03-31 833,768 $24,830,000 771,029
   STIFEL FINANCIAL CORP 509 - 2024-03-31 748,904 $22,302,000 100,191
   GREAT VALLEY ADVISOR GROUP INC. 35 - 2024-03-31 703,399 $20,947,000 129,737
   COMMONWEALTH EQUITY SERVICES LLC. 507 - 2024-03-31 644,692 $19,199,000 161,979
   HIGHTOWER ADVISORS, LLC 505 - 2024-03-31 595,995 $17,743,000 61,916
   Advisor Group Holdings Inc. 478 - 2024-03-31 550,342 $16,380,000 59,654
   UBS Group AG 1409 - 2024-03-31 463,260 $13,796,000 13,232
   MULTIFINANCIAL SECURITIES CORP 176 - 2024-03-31 454,128 $13,524,000 30,281
   Insight Wealth Strategies LLC 16 *New 2024-03-31 425,272 $12,665,000 425,272
   JANE STREET GROUP LLC 709 - 2024-03-31 406,885 $12,117,000 191,757
   MML INVESTORS SERVICES LLC 402 - 2024-03-31 344,511 $10,260,000 -44,813
   FINANCIAL ARCHITECTS INC 16 - 2023-06-30 333,328 $9,063,000 109,549
   Cedar Mountain Advisors LLC 13 - 2024-03-31 297,368 $8,856,000 4,255
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 887 - 2024-03-31 279,816 $8,333,000 -48,280
   ENVESTNET ASSET MANAGEMENT INC 1683 - 2024-03-31 260,048 $7,744,000 66,782
   ROYAL BANK OF CANADA 1670 - 2024-03-31 251,749 $7,497,000 28,117
   AMERIPRISE FINANCIAL INC 1996 - 2024-03-31 250,144 $7,449,000 224,173
   Private Advisor Group LLC 346 - 2024-03-31 242,295 $7,216,000 -10,592
   FINANCIAL NETWORK 507 - 2024-03-31 228,490 $6,804,000 64,910
   PINNACLE FINANCIAL PARTNERS INC 150 - 2024-03-31 220,588 $6,569,000 35,807
   ATRIA INVESTMENTS LLC 279 - 2024-03-31 212,074 $6,316,000 -175,491
   RAYMOND JAMES & ASSOCIATES 1496 - 2024-03-31 188,259 $5,606,000 9,122
   CWM LLC 411 - 2024-03-31 173,550 $5,168,000 63,175
   Federation des caisses Desjardins du Quebec 303 - 2024-03-31 166,436 $4,956,000 0
   BKA Wealth Consulting Inc. 6 - 2024-03-31 151,886 $4,523,000 11,835
   First Capital Advisors Group LLC. 9 - 2023-06-30 157,248 $4,276,000 7,078
   Atria Wealth Solutions Inc. 387 - 2024-03-31 138,653 $4,129,000 1,938
   Cornerstone Wealth Group LLC 67 - 2024-03-31 133,734 $3,983,000 -5,212
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 890 - 2024-03-31 129,212 $3,848,000 15,565
   J P MORGAN CHASE & CO 2664 - 2024-03-31 116,555 $3,471,000 114,261
   Equitable Holdings Inc. 329 - 2024-03-31 108,345 $3,227,000 4,549
   Sigma Planning Corp 203 - 2024-03-31 107,732 $3,208,000 59,610
   TITLEIST ASSET MANAGEMENT LTD. 32 - 2022-12-31 123,162 $3,147,000 17,535
   FOCUS FINANCIAL NETWORK INC /ADV 157 - 2023-12-31 109,824 $3,038,000 0
   Focus Financial Network Inc. 121 - 2024-03-31 101,722 $2,963,000 0
   WELLS FARGO & CO/MN 2312 - 2024-03-31 97,049 $2,890,000 96,928
   Mason & Associates LLC 15 - 2024-03-31 95,594 $2,847,000 0
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 15 - 2024-03-31 95,594 $2,847,000 5,266
   H D Vest Advisory Services 449 - 2024-03-31 93,514 $2,785,000 487
   Principle Wealth Partners LLC 114 - 2024-03-31 80,555 $2,399,000 2,485
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 892 - 2024-03-31 77,126 $2,297,000 -15,908
   OLD MISSION CAPITAL LLC 216 - 2024-03-31 75,292 $2,242,000 -76,774
   Smart Money Group LLC 33 - 2024-03-31 71,624 $2,111,000 1,268
   Stratos Wealth Advisors LLC 201 - 2024-03-31 64,123 $1,910,000 14,452
   Trilogy Capital Inc. 138 - 2024-03-31 63,089 $1,879,000 -24,752
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 808 - 2024-03-31 62,909 $1,873,000 7,623
   J.W. COLE ADVISORS INC. 221 - 2024-03-31 62,636 $1,865,000 6,029
   Integrated Wealth Concepts LLC 544 - 2024-03-31 61,916 $1,843,000 992
   Frontier Asset Management LLC 33 *New 2024-03-31 60,323 $1,796,000 60,323
   FLOW TRADERS U.S. LLC 226 *New 2024-03-31 50,210 $1,495,000 50,210
   MARINER WEALTH ADVISORS, LLC 1317 *New 2024-03-31 45,199 $1,346,000 45,199
   IFP Advisors Inc 322 - 2023-12-31 47,892 $1,325,000 579
   FinTrust Capital Advisors LLC 83 - 2024-03-31 44,130 $1,314,000 35,345
   OneAscent Financial Services LLC 99 - 2024-03-31 42,751 $1,273,000 1,253
   COMERICA BANK 1440 - 2024-03-31 40,391 $1,203,000 -529
   Arden Trust Co 97 - 2024-03-31 38,392 $1,143,000 -1,308
   Magnus Financial Group LLC 126 - 2024-03-31 36,739 $1,094,000 0
   Benchmark Financial Wealth Advisors LLC 30 - 2024-03-31 35,671 $1,062,000 21,725
   ETFIDEA LLC 49 - 2024-03-31 34,713 $1,034,000 -214
   Dynamic Advisors Solutions LLC 446 - 2024-03-31 33,712 $1,004,000 -791
   Kestra Advisory Services LLC 1231 - 2024-03-31 33,533 $999,000 13,628
   Diversify Advisory Services LLC 257 - 2024-03-31 32,776 $976,000 0
   TITLEIST ASSET MANAGEMENT LLC 103 - 2024-03-31 32,342 $963,000 -877
   L.M. KOHN & COMPANY 81 - 2024-03-31 32,096 $956,000 4,735
   RSM US WEALTH MANAGEMENT LLC 290 - 2024-03-31 31,742 $945,000 5
   WEDBUSH MORGAN SECURITIES INC 410 - 2024-03-31 31,066 $925,000 -1,804
   DFPG INVESTMENTS INC. 258 - 2023-12-31 31,276 $864,000 1,310
   Csenge Advisory Group 297 - 2024-03-31 28,418 $846,000 -3,726
   AVIANCE CAPITAL PARTNERS, LLC 169 - 2024-03-31 27,730 $826,000 2,028
   CIBC WORLD MARKETS INC. 814 - 2024-03-31 25,214 $751,000 -4
   Shore Point Advisors LLC 33 - 2024-03-31 23,712 $706,000 -2,804
   RAYMOND JAMES TRUST CO 605 - 2024-03-31 21,674 $645,000 245
   Fortis Group Advisors LLC 118 - 2024-03-31 20,881 $622,000 4,543
   Financial Advocates Investment Management 421 - 2024-03-31 20,208 $602,000 -632
   REGAL INVESTMENT ADVISORS, LLC 338 - 2024-03-31 18,345 $546,000 -577
   GeoWealth Management LLC 416 - 2024-03-31 17,920 $534,000 -5,433
   JANNEY MONTGOMERY SCOTT LLC 1959 - 2024-03-31 17,464 $520,000 0
   PRINCIPAL SECURITIES INC. 696 - 2024-03-31 15,540 $463,000 -582
   Perennial Investment Advisors LLC 192 - 2024-03-31 15,504 $462,000 -4,793
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3540 *New 2024-03-31 15,256 $454,000 15,256
   Montis Financial LLC 49 *New 2024-03-31 15,203 $453,000 15,203
   Total Clarity Wealth Management Inc. 155 - 2024-03-31 15,095 $450,000 5,693
   RATHBONE BROTHERS PLC 428 - 2024-03-31 14,892 $443,000 -5,685
   Baird Financial Group Inc. 1448 - 2024-03-31 14,080 $419,000 -811
   LexAurum Advisors LLC 181 - 2024-03-31 13,009 $387,000 8
   STEPHENS INC /AR/ 923 - 2024-03-31 12,778 $381,000 14
   D E SHAW & CO INC 2371 *New 2024-03-31 12,687 $378,000 12,687
   Berger Financial Group Inc 247 - 2024-03-31 12,338 $367,000 50
   WCG Wealth Advisors LLC 239 - 2024-03-31 12,286 $366,000 1,770
   HRT FINANCIAL LLC 1369 *New 2024-03-31 12,061 $359,000 12,061
   Cedar Brook Financial Partners LLC 279 *New 2024-03-31 11,967 $356,000 11,967
   ADVISORY SERVICES NETWORK, LLC 1117 - 2024-03-31 10,754 $320,000 -485
   THRIVENT FINANCIAL FOR LUTHERANS 2299 *New 2024-03-31 10,161 $303,000 10,161
   THOROUGHBRED FINANCIAL SERVICES LLC 373 - 2024-03-31 9,632 $286,000 -2,047
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 274 *New 2024-03-31 9,286 $277,000 9,286
   Belpointe Asset Management LLC 648 - 2024-03-31 8,780 $261,000 0
   Koshinski Asset Management Inc. 491 - 2024-03-31 8,024 $239,000 -10,912
  100 Records found
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