# LEGG MASON ETF INVT (LVHI)

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

- Reporting holders: 19
- Reported value: $80.1M
- 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 |
|---|---|---|---|---|
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $36.9M | 885,376 | 3.7% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $17.9M | 429,932 | 10.6% | 2 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $7.2M | 171,800 | 0.3% | 2 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $5.5M | 131,526 | 3.5% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.5M | 60,590 | 0.0% | 9 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $2.4M | 56,465 | 1.8% | 9 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.8M | 44,245 | 0.1% | 15 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.3M | 32,098 | 0.0% | 3 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.2M | 27,909 | 0.1% | 7 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.0M | 25,057 | 0.2% | 6 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $830.5K | 19,912 | 0.5% | 6 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $304.6K | 7,302 | 0.2% | 4 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $292.0K | 7,000 | 0.2% | 1 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $247.7K | 5,938 | 0.1% | 2 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $236.3K | 5,664 | 0.2% | 3 |
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $229.2K | 5,493 | 0.1% | 3 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $211.1K | 5,062 | 0.0% | 1 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $12.5K | 300 | 0.0% | 7 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $7.4K | 177 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $80.1M |
| Q2 2026 | 314 | $3.3B |
| Q1 2026 | 293 | $3.1B |
| Q4 2025 | 278 | $2.4B |
| Q3 2025 | 233 | $2.0B |
| Q2 2025 | 232 | $1.9B |
| Q1 2025 | 211 | $1.5B |
| Q4 2024 | 166 | $914.9M |
| Q3 2024 | 150 | $838.4M |
| Q2 2024 | 133 | $622.8M |
| Q1 2024 | 120 | $611.4M |
| Q4 2023 | 107 | $430.4M |