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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
   JANE STREET GROUP LLC 709 - 2024-03-31 406,885 $12,117,000 191,757
   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
   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
   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
   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
   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
   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
   WELLS FARGO & CO/MN 2312 - 2024-03-31 97,049 $2,890,000 96,928
   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
   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
   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
   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
   Benchmark Financial Wealth Advisors LLC 30 - 2024-03-31 35,671 $1,062,000 21,725
   Kestra Advisory Services LLC 1231 - 2024-03-31 33,533 $999,000 13,628
   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
   DFPG INVESTMENTS INC. 258 - 2023-12-31 31,276 $864,000 1,310
   AVIANCE CAPITAL PARTNERS, LLC 169 - 2024-03-31 27,730 $826,000 2,028
   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
   Total Clarity Wealth Management Inc. 155 - 2024-03-31 15,095 $450,000 5,693
   LexAurum Advisors LLC 181 - 2024-03-31 13,009 $387,000 8
   STEPHENS INC /AR/ 923 - 2024-03-31 12,778 $381,000 14
   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
   VERUS CAPITAL PARTNERS LLC 306 - 2024-03-31 7,954 $237,000 365
   PRIVATE TRUST CO NA 704 - 2024-03-31 5,643 $168,000 478
   Clear Point Advisors Inc. 116 - 2024-03-31 5,383 $160,000 7
   HARBOUR INVESTMENTS INC. 1042 - 2023-12-31 4,578 $127,000 1,087
   CREATIVE FINANCIAL DESIGNS INC /ADV 595 - 2024-03-31 2,944 $88,000 1,089
   Retirement Group LLC 216 - 2024-03-31 1,975 $59,000 250
   Geneos Wealth Management Inc. 1519 - 2024-03-31 386 $11,000 140
   GPS Wealth Strategies Group LLC 958 - 2024-03-31 200 $6,000 100
  62 Records found
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