LEGG MASON ETF INVT (LVHD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
119
Reporting holders
$289.2M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $43.7M | 992,542 | 0.00% | 35q | -1.5%-$649.0K |
| LPL Financial LLC | $33.6M | 764,164 | 0.01% | 31q | +2.7%+$875.7K |
| BANK OF AMERICA CORP /DE/ | $27.0M | 613,810 | 0.00% | 31q | +1.9%+$515.7K |
| UBS Group AG | $19.1M | 434,363 | 0.00% | 31q | +2.7%+$497.3K |
| Financial Engines Advisors L.L.C. | $16.7M | 379,995 | 0.03% | 31q | -60.7%-$25.8M |
| WELLS FARGO & COMPANY/MN | $12.1M | 273,897 | 0.00% | 31q | -47.1%-$10.7M |
| RAYMOND JAMES FINANCIAL INC | $9.3M | 211,191 | 0.00% | 7q | -3.7%-$356.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.9M | 180,172 | 0.01% | 31q | -1.8%-$147.8K |
| Sequent Planning LLC | $7.7M | 176,109 | 1.66% | 4q | +3.6%+$267.5K |
| Private Advisor Group, LLC | $7.7M | 175,756 | 0.04% | 31q | +9.2%+$651.0K |
| ROYAL BANK OF CANADA | $7.7M | 175,212 | 0.00% | 31q | +20.5%+$1.3M |
| Sovereign Investment Advisors, LLC | $6.8M | 154,793 | 1.28% | 27q | +0.8%+$51.5K |
| Cetera Investment Advisers | $5.5M | 126,001 | 0.01% | 19q | -9.6%-$585.5K |
| JONES FINANCIAL COMPANIES LLLP | $5.1M | 114,531 | 0.00% | 8q | +15.8%+$697.5K |
| CITIGROUP INC | $4.8M | 108,166 | 0.00% | 31q | +57.7%+$1.7M |
| Tidal Investments LLC | $4.7M | 106,212 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $4.0M | 90,453 | 0.00% | 5q | -4.2%-$175.9K |
| HEFFERNAN ADVISORY, INC | $3.9M | 89,021 | 3.28% | 3q | -1.0%-$40.9K |
| Allworth Financial LP | $3.8M | 86,708 | 0.02% | 28q | -5.7%-$231.3K |
| IFG Advisory, LLC | $3.3M | 74,932 | 0.12% | new | NEW |
| PERSPECTIVE WEALTH ADVISORS LLC | $3.2M | 72,158 | 1.75% | 3q | +5.3%+$158.7K |
| Wealthcare Advisory Partners LLC | $2.7M | 62,099 | 0.05% | 17q | -1.1%-$29.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.3M | 52,027 | 0.00% | 21q | +0.9%+$19.4K |
| Baird Financial Group, Inc. | $2.3M | 51,211 | 0.00% | 7q | +4.0%+$86.3K |
| JT Stratford LLC | $2.2M | 49,511 | 0.24% | 15q | +1.6%+$34.1K |
| AMERIPRISE FINANCIAL INC | $2.1M | 48,472 | 0.00% | 31q | -8.8%-$205.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.0M | 44,434 | 0.00% | 31q | -37.0%-$1.1M |
| OSAIC HOLDINGS, INC. | $2.0M | 44,362 | 0.00% | 26q | -9.8%-$212.1K |
| Triad Wealth Partners, LLC | $1.9M | 42,317 | 0.11% | 7q | -32.2%-$902.4K |
| XML Financial, LLC | $1.7M | 38,402 | 0.12% | 27q | -1.1%-$19.5K |
| Anson Capital, Inc. | $1.7M | 37,930 | 1.09% | 3q | +6.8%+$105.6K |
| Arkadios Wealth Advisors | $1.6M | 37,178 | 0.02% | 23q | +10.8%+$159.0K |
| STIFEL FINANCIAL CORP | $1.5M | 35,182 | 0.00% | 22q | -8.9%-$150.5K |
| Kestra Advisory Services, LLC | $1.4M | 32,883 | 0.00% | 16q | -8.5%-$134.7K |
| JPMORGAN CHASE & CO | $1.4M | 32,065 | 0.00% | 15q | +5.5%+$74.1K |
| Simplicity Wealth,LLC | $1.4M | 31,982 | 0.05% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 31,846 | 0.00% | 2q | +103.3%+$712.0K |
| Wealthcare Capital Partners, LLC | $1.1M | 24,380 | 0.44% | 5q | +16.9%+$155.1K |
| First Heartland Consultants, Inc. | $979.0K | 22,249 | 0.06% | 17q | +51.3%+$332.0K |
| Integrated Wealth Concepts LLC | $954.6K | 21,695 | 0.00% | 4q | +8.8%+$77.2K |
| Centurion Wealth Management LLC | $949.6K | 21,581 | 0.23% | 14q | -9.4%-$98.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $948.1K | 21,546 | 0.02% | 2q | +0.6%+$5.7K |
| Farther Finance Advisors, LLC | $912.4K | 20,736 | 0.01% | 5q | HELD |
| Sanctuary Advisors, LLC | $821.0K | 18,657 | 0.00% | 9q | -22.1%-$233.4K |
| Prospera Financial Services Inc | $816.4K | 18,552 | 0.01% | 5q | +12.8%+$92.9K |
| Pallas Capital Advisors LLC | $777.3K | 17,665 | 0.02% | 13q | +6.2%+$45.4K |
| Atria Investments, Inc | $692.9K | 15,747 | 0.01% | 6q | +93.7%+$335.2K |
| STEPHENS INC /AR/ | $636.1K | 14,455 | 0.01% | 31q | HELD |
| PNC Financial Services Group, Inc. | $610.5K | 13,874 | 0.00% | 18q | +20.5%+$103.9K |
| Oak Grove Capital LLC | $606.8K | 13,791 | 0.03% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $541.6K | 12,314 | 0.00% | 3q | -1.9%-$10.3K |
| Private Advisory Group LLC | $512.6K | 11,650 | 0.03% | 2q | +2.0%+$10.0K |
| ALPHA CAPITAL ADVISORS INC /ADV | $494.7K | 11,241 | 0.43% | 3q | HELD |
| LongView Wealth Management | $425.1K | 9,662 | 0.11% | 5q | +0.6%+$2.6K |
| Mariner, LLC | $423.4K | 9,622 | 0.00% | 13q | -33.6%-$213.9K |
| Pinnacle Financial Partners, Inc. | $410.9K | 9,338 | 0.00% | 3q | HELD |
| Compound Planning, Inc. | $395.5K | 8,988 | 0.01% | 2q | +3.9%+$14.8K |
| MML INVESTORS SERVICES, LLC | $390.1K | 8,865 | 0.00% | 22q | -0.8%-$3.0K |
| NewEdge Advisors, LLC | $384.9K | 8,746 | 0.00% | new | NEW |
| WBH ADVISORY INC | $350.8K | 7,973 | 0.02% | 5q | HELD |
| Sepio Capital, LP | $333.1K | 7,569 | 0.02% | 7q | HELD |
| Concurrent Investment Advisors, LLC | $329.7K | 7,492 | 0.00% | 6q | -4.4%-$15.3K |
| TD Waterhouse Canada Inc. | $329.3K | 7,453 | 0.00% | 7q | HELD |
| Bank of New York Mellon Corp | $319.0K | 7,249 | 0.00% | 2q | +6.2%+$18.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $312.2K | 7,008 | 0.00% | 3q | -8.5%-$29.0K |
| &PARTNERS | $308.8K | 7,017 | 0.00% | 4q | -0.7%-$2.2K |
| Intrepid Financial Planning Group LLC | $273.0K | 6,204 | 0.09% | 14q | +2.5%+$6.6K |
| Belpointe Asset Management LLC | $257.8K | 5,858 | 0.01% | new | NEW |
| Pathstone Holdings, LLC | $257.7K | 5,858 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $249.9K | 5,679 | 0.00% | 3q | -76.8%-$828.6K |
| Advisory Services Network, LLC | $241.0K | 5,477 | 0.00% | 11q | +1.1%+$2.7K |
| Investors Research Corp | $231.9K | 5,271 | 0.04% | 26q | +3.9%+$8.6K |
| Indivisible Partners | $231.6K | 5,264 | 0.01% | new | NEW |
| TRUIST FINANCIAL CORP | $231.5K | 5,260 | 0.00% | 2q | +4.1%+$9.1K |
| Lynx Investment Advisory | $226.4K | 5,144 | 0.07% | new | NEW |
| D.A. DAVIDSON & CO. | $224.2K | 5,096 | 0.00% | 2q | +3.2%+$7.0K |
| Stratos Wealth Partners, LTD. | $223.5K | 5,080 | 0.00% | 11q | HELD |
| SYKON CAPITAL LLC | $211.8K | 4,814 | 0.07% | 12q | +0.5%+$1.1K |
| Equitable Holdings, Inc. | $208.0K | 4,728 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $171.3K | 3,894 | 0.00% | new | NEW |
| Arax Advisory Partners | $157.8K | 3,586 | 0.00% | 25q | +53.8%+$55.2K |
| HARBOUR INVESTMENTS, INC. | $153.8K | 3,496 | 0.00% | 15q | -5.2%-$8.4K |
| PRIVATE TRUST CO NA | $106.0K | 2,410 | 0.01% | 8q | HELD |
| Institute for Wealth Management, LLC. | $101.7K | 2,312 | 0.01% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $98.8K | 2,245 | 0.00% | 4q | +58.5%+$36.5K |
| FMR LLC | $86.4K | 1,964 | 0.00% | 22q | +24.2%+$16.9K |
| Sunrise Financial Services, LLC | $77.8K | 1,768 | 0.05% | 3q | +31.4%+$18.6K |
| Aptus Capital Advisors, LLC | $76.4K | 1,736 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $64.5K | 1,465 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $56.7K | 1,289 | 0.00% | 4q | HELD |
| Hurley Capital, LLC | $55.2K | 1,255 | 0.03% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $52.8K | 1,200 | 0.00% | 28q | -4.0%-$2.2K |
| LANARK FINANCIAL, INC. | $44.0K | 1,000 | 0.00% | 4q | HELD |
| VIMA LLC | $40.9K | 929 | 0.04% | new | NEW |
| Federation des caisses Desjardins du Quebec | $38.7K | 880 | 0.00% | 18q | HELD |
| GHP Investment Advisors, Inc. | $38.6K | 877 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $37.9K | 861 | 0.00% | 3q | HELD |
| Westfuller Advisors, LLC | $30.3K | 689 | 0.01% | 4q | +0.9% |
| MidFirst Bank | $28.1K | 638 | 0.00% | 2q | HELD |
| NVWM, LLC | $27.1K | 617 | 0.01% | 5q | -2.1% |
Showing the largest 100 of 122 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 119 | $289.2M | 6,568,297 | 18 | 42 | 31 | 0.0% |
| Q1 2026 | 113 | $308.2M | 7,241,517 | 18 | 38 | 29 | 0.0% |
| Q4 2025 | 103 | $270.3M | 6,775,288 | 13 | 32 | 32 | 0.0% |
| Q3 2025 | 96 | $286.4M | 6,927,948 | 13 | 35 | 24 | 0.0% |
| Q2 2025 | 92 | $267.7M | 6,716,681 | 17 | 36 | 17 | 0.0% |
| Q1 2025 | 77 | $246.7M | 6,043,497 | 8 | 19 | 23 | 0.0% |
| Q4 2024 | 82 | $265.1M | 6,908,894 | 12 | 21 | 30 | 0.0% |
| Q3 2024 | 73 | $302.3M | 7,425,075 | 4 | 21 | 34 | 0.0% |
| Q2 2024 | 79 | $310.8M | 8,667,557 | 5 | 17 | 38 | 0.0% |
| Q1 2024 | 85 | $461.9M | 12,538,659 | 1 | 30 | 37 | 0.0% |
| Q4 2023 | 101 | $618.4M | 17,006,569 | 9 | 30 | 42 | 0.0% |
| Q3 2023 | 100 | $600.3M | 17,718,179 | 13 | 35 | 33 | 0.0% |
| Q2 2023 | 93 | $710.8M | 19,371,085 | 6 | 37 | 32 | 0.1% |
| Q1 2023 | 91 | $762.7M | 20,444,688 | 12 | 42 | 22 | 0.1% |
| Q4 2022 | 85 | $604.1M | 15,860,334 | 25 | 30 | 13 | 0.1% |
| Q3 2022 | 81 | $417.0M | 12,578,139 | 16 | 41 | 11 | 0.0% |
| Q2 2022 | 77 | $344.2M | 9,138,735 | 10 | 32 | 17 | 0.0% |
| Q1 2022 | 78 | $473.5M | 11,891,788 | 11 | 31 | 15 | 0.0% |
| Q4 2021 | 75 | $516.0M | 12,875,598 | 7 | 28 | 20 | 0.0% |
| Q3 2021 | 71 | $494.4M | 13,737,483 | 7 | 21 | 18 | 0.0% |
| Q2 2021 | 74 | $527.2M | 14,450,834 | 10 | 22 | 27 | 0.0% |
| Q1 2021 | 69 | $496.1M | 14,193,707 | 8 | 16 | 26 | 0.0% |
| Q4 2020 | 69 | $513.3M | 15,960,193 | 11 | 16 | 31 | 0.0% |
| Q3 2020 | 63 | $498.1M | 16,815,651 | 6 | 15 | 28 | 0.0% |
| Q2 2020 | 67 | $439.5M | 15,271,297 | 8 | 15 | 29 | 0.0% |
| Q1 2020 | 74 | $455.6M | 17,678,825 | 10 | 25 | 26 | 0.0% |
| Q4 2019 | 78 | $628.1M | 18,458,367 | 11 | 33 | 11 | 0.0% |
| Q3 2019 | 63 | $577.8M | 17,201,056 | 9 | 28 | 13 | 0.0% |
| Q2 2019 | 59 | $523.5M | 16,279,490 | 13 | 21 | 12 | 0.0% |
| Q1 2019 | 50 | $501.0M | 15,752,424 | 5 | 25 | 11 | 0.0% |
| Q4 2018 | 50 | $445.7M | 15,541,143 | 0 | 2 | 1 | 0.0% |