14 institutions reported holding $4.7M of LEGG MASON ETF INVT (SQLV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Encompass More Asset Management ($1.8M), COMMONWEALTH EQUITY SERVICES, LLC ($895,470), LPL Financial LLC ($692,296), Royal Bank of Canada ($479,000), CITADEL ADVISORS LLC ($420,648). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Encompass More Asset Management | $1.8M | 40,053 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $895,470 | 20,319 | Trimmed |
| 3 | LPL Financial LLC | $692,296 | 15,709 | Trimmed |
| 4 | Royal Bank of Canada | $479,000 | 10,858 | Added |
| 5 | CITADEL ADVISORS LLC | $420,648 | 9,545 | Added |
| 6 | Independent Advisor Alliance | $266,316 | 6,043 | New |
| 7 | OSAIC HOLDINGS, INC. | $111,892 | 2,539 | Hold |
| 8 | Farther Finance Advisors, LLC | $35,967 | 811 | Hold |
| 9 | Geneos Wealth Management Inc. | $19,832 | 450 | Added |
| 10 | Glen Eagle Advisors, LLC | $18,157 | 412 | Hold |
| 11 | CWM, LLC | $7,183 | 163 | Hold |
| 12 | FIFTH THIRD BANCORP | $2,858 | 65 | New |
| 13 | AE Wealth Management LLC | $88 | 2 | New |
| 14 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31