LVHI institutional holders

LEGG MASON ETF INVT · 13F, 2026Q2

Managers holding309
Shares held78,090,761
Reported value$3.2bn
Quarter flows42 new, 163 added, 74 trimmed, 28 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC12,678,832$514.6m0.1%
MORGAN STANLEY5,080,377$206.2m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,624,597$187.7m0.1%
BANK OF AMERICA CORP /DE/4,473,163$181.5m0.0%
RAYMOND JAMES FINANCIAL INC2,835,156$115.1m0.0%
WELLS FARGO & COMPANY/MN2,543,423$103.2m0.0%
AMERIPRISE FINANCIAL INC2,287,820$92.9m0.0%
ENVESTNET ASSET MANAGEMENT INC2,172,025$88.2m0.0%
JONES FINANCIAL COMPANIES LLLP2,053,081$83.4m0.0%
Cetera Investment Advisers1,715,248$69.6m0.1%
UBS Group AG1,692,909$68.7m0.0%
OSAIC HOLDINGS, INC.1,601,132$65.0m0.1%
GREAT VALLEY ADVISOR GROUP, INC.1,565,039$63.5m1.0%
STIFEL FINANCIAL CORP1,527,434$62.0m0.1%
HighTower Advisors, LLC1,376,185$55.9m0.1%
Cambridge Investment Research Advisors, Inc.1,336,392$54.2m0.1%
ROYAL BANK OF CANADA1,318,123$53.5m0.0%
COMMONWEALTH EQUITY SERVICES, LLC1,281,198$52.0m0.1%
ASSETMARK, INC1,238,008$50.2m0.1%
Kestra Advisory Services, LLC1,203,044$48.8m0.2%
Private Advisor Group, LLC907,663$36.8m0.2%
Equitable Holdings, Inc.792,683$32.2m0.2%
Csenge Advisory Group788,590$32.0m1.3%
Insight Wealth Strategies, LLC679,172$27.4m2.7%
Pinnacle Financial Partners, Inc.654,043$26.5m0.2%

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

Get a free API keySee history bundlesDownload free samples