Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / Western Asset Total Return ETF
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
4,951,244
-
Shares change
-
+430,922
-
Total reported value, excl. options
-
$133,466,000
-
Value change
-
+$11,536,538
-
Number of buys
-
20
-
Number of sells
-
-8
-
Price
-
$26.95
Significant Holders of Legg Mason ETF Investment Trust - Western Asset Total Return ETF (WBND) as of Q3 2021
33 filings reported holding WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF as of Q3 2021.
Legg Mason ETF Investment Trust - Western Asset Total Return ETF (WBND) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,951,244 shares
.
Largest 10 shareholders include MERCER GLOBAL ADVISORS INC /ADV (888,464 shares), ENVESTNET ASSET MANAGEMENT INC (798,088 shares), Magnus Financial Group LLC (594,123 shares), Arden Trust Co (547,228 shares), Edmonds Duncan Registered Investment Advisors, LLC (533,048 shares), FRANKLIN RESOURCES INC (441,876 shares), Destiny Wealth Partners, LLC (223,491 shares), TRUIST FINANCIAL CORP (162,136 shares), ADVISOR GROUP HOLDINGS, INC. (137,770 shares), and LPL Financial LLC (107,577 shares).
This table shows the top 29 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.