17 institutions reported holding $5.8M of LEGG MASON ETF INVT (SQLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Encompass More Asset Management ($2.2M), COMMONWEALTH EQUITY SERVICES, LLC ($1.0M), LPL Financial LLC ($811,839), Royal Bank of Canada ($763,000), CITADEL ADVISORS LLC ($481,611). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Encompass More Asset Management | $2.2M | 42,144 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 20,137 | Trimmed |
| 3 | LPL Financial LLC | $811,839 | 15,579 | Trimmed |
| 4 | Royal Bank of Canada | $763,000 | 14,644 | Added |
| 5 | CITADEL ADVISORS LLC | $481,611 | 9,242 | Trimmed |
| 6 | Cetera Investment Advisers | $208,966 | 4,010 | New |
| 7 | OSAIC HOLDINGS, INC. | $146,271 | 2,807 | Added |
| 8 | Farther Finance Advisors, LLC | $42,262 | 811 | Hold |
| 9 | Geneos Wealth Management Inc. | $23,450 | 450 | Hold |
| 10 | Glen Eagle Advisors, LLC | $21,470 | 412 | Hold |
| 11 | FIFTH THIRD BANCORP | $3,379 | 65 | Hold |
| 12 | UBS Group AG | $2,501 | 48 | New |
| 13 | JPMORGAN CHASE & CO | $1,771 | 34 | New |
| 14 | Harborfront Financial Group LLC | $1,094 | 21 | New |
| 15 | AE Wealth Management LLC | $313 | 6 | Added |
| 16 | MORGAN STANLEY | $60 | 1 | New |
| 17 | Independent Advisor Alliance | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30