Institutional Ownership
Legg Mason ETF Invt
CUSIP 524682309FRANKLIN CLEARBRYLDEQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
18.2%
Max % of class reported
Institutional Holders
41
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 29, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 29, 2026 | Bank Of New York Mellon Corp | 13G/A | — | 2 | SEC |
| 2 | Apr 7, 2025 | Bank Of New York Mellon Corp | 13G/A | 8.2% | 165.0K | SEC |
| 3 | Oct 29, 2024 | Bank Of New York Mellon Corp | 13G/A | 16.1% | 160.8K | SEC |
| 4 | Feb 9, 2024 | Bank Of New York Mellon Corp | 13G/A | 18.2% | 173.2K | SEC |
| 5 | Jan 24, 2024 | Bank Of New York Mellon Corp | 13G/A | 11.9% | 100.8K | SEC |
| 6 | Sep 11, 2023 | Bank Of New York Mellon Corp | 13G | 15.2% | 106.6K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 916.5K | $49.49M |
| 2 | Ameriprise Financial Inc | 259.0K | $13.98M |
| 3 | Shira Ridge Wealth Management | 189.4K | $10.22M |
| 4 | Cetera Investment Advisers | 96.7K | $5.22M |
| 5 | Private Advisor Group, LLC | 84.9K | $4.58M |
| 6 | Cwm, LLC | 63.1K | $3.41M |
| 7 | Osaic Holdings, Inc. | 51.0K | $2.75M |
| 8 | Envestnet Asset Management Inc | 39.3K | $2.12M |
| 9 | Royal Bank Of Canada | 38.1K | $2.06M |
| 10 | Brookstone Capital Management | 23.0K | $1.24M |