# LEGG MASON ETF INVT (LVHD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LVHD/

- Reporting holders: 4
- Reported value: $2.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.1M | 26,742 | 0.1% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $866.2K | 20,932 | 0.0% | 6 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $570.7K | 13,791 | 0.0% | 2 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $225.3K | 5,444 | 0.0% | 27 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1.1K | 26,424 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $2.8M |
| Q2 2026 | 122 | $298.2M |
| Q1 2026 | 116 | $312.4M |
| Q4 2025 | 107 | $275.5M |
| Q3 2025 | 103 | $300.5M |
| Q2 2025 | 99 | $281.3M |
| Q1 2025 | 85 | $261.6M |
| Q4 2024 | 91 | $278.7M |
| Q3 2024 | 84 | $320.9M |
| Q2 2024 | 88 | $325.8M |
| Q1 2024 | 93 | $482.3M |
| Q4 2023 | 112 | $644.9M |