DOSSIER · 13F Holders · Q2 2026
SQLV

LEGG MASON ETF INVT

20 institutions still hold LEGG MASON ETF INVT as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 52468L877·20 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$6M
visible holders
Holders
20
filers reporting
Concentration
37.98%
Encompass More Asset Management #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported SQLV in Q2 2026. Encompass More Asset Management leads at 38.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Encompass More Asset Management
CIK 0002011218
$2M42K0.32%Q2 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M20K0.00%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$812K16K0.00%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$763K15K0.00%Q2 2026
05
CITADEL ADVISORS LLC
CIK 0001423053
$482K9K0.00%Q2 2026
06
Cetera Investment Advisers
CIK 0001666741
$209K4K0.00%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$146K3K0.00%Q2 2026
08
Farther Finance Advisors, LLC
CIK 0001992825
$42K8110.00%Q2 2026
09
Geneos Wealth Management Inc.
CIK 0001764754
$23K4500.00%Q2 2026
10
Glen Eagle Advisors, LLC
CIK 0002029317
$21K4120.00%Q2 2026
11
Integrated Wealth Concepts LLC
CIK 0001737109
$13K2500.00%Q2 2026
12
COMERICA BANK
CIK 0000901541
$8K1920.00%Q4 2025
13
CWM, LLC
CIK 0001535847
$7K1630.00%Q1 2026
14
FIFTH THIRD BANCORP
CIK 0000035527
$3K650.00%Q2 2026
15
UBS Group AG
CIK 0001610520
$3K480.00%Q2 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$2K340.00%Q2 2026
17
Harborfront Financial Group LLC
CIK 0002110061
$1K210.00%Q2 2026
18
AE Wealth Management LLC
CIK 0001697723
$31360.00%Q2 2026
19
MORGAN STANLEY
CIK 0000895421
$6010.00%Q2 2026
20
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025