13FBOX
LEGG MASON ETF INVT · 13F Institutional Holdings
Options Calculator Rankings
L

LEGG MASON ETF INVT

SQLV
Institutions
17
Combined AUM (Q2 2026)
$5.8M
Combined Shares (Q2 2026)
110,661
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+10,513
10 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6,821
5 · 2 Exit · ≈
⚖️ Net
+3,692
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.8M
Institutions
17
New Buys
6
Adds
4
Reduces
3
Exits
2
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Encompass More Asset Management
0.32%0.3%#1$2.2M42,144$1.8M40,053+2,091+5.22%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#4$1.0M20,137$895,47020,319-182-0.90%Reduce
LPL Financial LLC
<0.01%<0.01%#8$811,83915,579$692,29615,709-130-0.83%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#10$763,00014,644$479,00010,858+3,786+34.87%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#12$481,6119,242$420,6489,545-303-3.17%Reduce
Cetera Investment Advisers
<0.01%#7$208,9664,010$00+4,010New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$146,2712,807$111,8922,539+268+10.56%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#6$42,262811$35,96781100.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#5$23,450450$19,83245000.00%Unchanged
Glen Eagle Advisors, LLC
<0.01%<0.01%#3$21,470412$18,15741200.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#11$13,028250$00+250New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#13$3,37965$2,8586500.00%Unchanged
UBS Group AG
<0.01%#15$2,50148$00+48New Buy
JPMORGAN CHASE & CO
<0.01%#16$1,77134$00+34New Buy
Harborfront Financial Group LLC
<0.01%#2$1,09421$00+21New Buy
AE Wealth Management LLC
<0.01%<0.01%#14$3136$882+4+200.00%Add
MORGAN STANLEY
<0.01%#17$601$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow