LVHD institutional holders

LEGG MASON ETF INVT · 13F, 2026Q2

Managers holding122
Shares held6,684,706
Reported value$294.3m
Quarter flows18 new, 49 added, 30 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY992,542$43.7m0.0%
LPL Financial LLC764,164$33.6m0.0%
BANK OF AMERICA CORP /DE/613,810$27.0m0.0%
UBS Group AG434,363$19.1m0.0%
Financial Engines Advisors L.L.C.379,995$16.7m0.0%
WELLS FARGO & COMPANY/MN273,897$12.1m0.0%
RAYMOND JAMES FINANCIAL INC211,191$9.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC180,172$7.9m0.0%
Sequent Planning LLC176,109$7.7m1.7%
Private Advisor Group, LLC175,756$7.7m0.0%
ROYAL BANK OF CANADA175,212$7.7m0.0%
Sovereign Investment Advisors, LLC154,793$6.8m1.3%
Cetera Investment Advisers126,001$5.5m0.0%
JONES FINANCIAL COMPANIES LLLP114,531$5.1m0.0%
CITIGROUP INC108,166$4.8m0.0%
Tidal Investments LLC106,212$4.7m0.0%
GOLDMAN SACHS GROUP INC90,453$4.0m0.0%
HEFFERNAN ADVISORY, INC89,021$3.9m3.3%
Allworth Financial LP86,708$3.8m0.0%
IFG Advisory, LLC74,932$3.3m0.1%
PERSPECTIVE WEALTH ADVISORS LLC72,158$3.2m1.7%
Cambridge Investment Research Advisors, Inc.66,452$2.9m0.0%
Wealthcare Advisory Partners LLC62,099$2.7m0.1%
ENVESTNET ASSET MANAGEMENT INC52,027$2.3m0.0%
Baird Financial Group, Inc.51,211$2.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LVHD"). LVHD price history · All 13F data

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