LEGG MASON ETF INVT (LVHI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
303
Reporting holders
$3.1B
Reported value
0.0%
Held as options
+22
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $514.6M | 12,678,832 | 0.12% | 31q | +14.3%+$64.3M |
| MORGAN STANLEY | $206.2M | 5,080,377 | 0.01% | 16q | +10.6%+$19.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $187.7M | 4,624,597 | 0.10% | 13q | +5.9%+$10.5M |
| BANK OF AMERICA CORP /DE/ | $181.5M | 4,473,163 | 0.01% | 31q | +7.0%+$11.9M |
| RAYMOND JAMES FINANCIAL INC | $115.1M | 2,835,156 | 0.03% | 7q | +5.5%+$6.0M |
| WELLS FARGO & COMPANY/MN | $103.2M | 2,543,423 | 0.02% | 16q | -50.0%-$103.3M |
| AMERIPRISE FINANCIAL INC | $92.9M | 2,287,820 | 0.02% | 11q | -36.2%-$52.7M |
| ENVESTNET ASSET MANAGEMENT INC | $88.2M | 2,172,025 | 0.02% | 21q | +4.7%+$3.9M |
| JONES FINANCIAL COMPANIES LLLP | $83.4M | 2,053,081 | 0.03% | 10q | +28.7%+$18.6M |
| Cetera Investment Advisers | $69.6M | 1,715,248 | 0.06% | 17q | +14.0%+$8.6M |
| UBS Group AG | $68.7M | 1,692,909 | 0.01% | 21q | +9.7%+$6.1M |
| OSAIC HOLDINGS, INC. | $65.0M | 1,601,132 | 0.08% | 26q | +35.1%+$16.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | $63.5M | 1,565,039 | 1.00% | 14q | +7.1%+$4.2M |
| STIFEL FINANCIAL CORP | $62.0M | 1,527,434 | 0.05% | 18q | +3.7%+$2.2M |
| HighTower Advisors, LLC | $55.9M | 1,376,185 | 0.05% | 12q | -5.7%-$3.4M |
| ROYAL BANK OF CANADA | $53.5M | 1,318,123 | 0.01% | 31q | +1.6%+$823.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $52.0M | 1,281,198 | 0.07% | 31q | +6.1%+$3.0M |
| ASSETMARK, INC | $50.2M | 1,238,008 | 0.09% | 9q | -1.5%-$759.5K |
| Kestra Advisory Services, LLC | $48.8M | 1,203,044 | 0.16% | 15q | +6.7%+$3.1M |
| Private Advisor Group, LLC | $36.8M | 907,663 | 0.17% | 20q | -6.9%-$2.7M |
| Equitable Holdings, Inc. | $32.2M | 792,683 | 0.19% | 17q | +17.5%+$4.8M |
| Csenge Advisory Group | $32.0M | 788,590 | 1.30% | 17q | +3.5%+$1.1M |
| Insight Wealth Strategies, LLC | $27.4M | 679,172 | 2.68% | 10q | +8.5%+$2.1M |
| Pinnacle Financial Partners, Inc. | $26.5M | 654,043 | 0.18% | 3q | +12.0%+$2.8M |
| MOR Wealth Management, LLC | $21.6M | 531,044 | 8.58% | 3q | +15.8%+$2.9M |
| MML INVESTORS SERVICES, LLC | $21.4M | 528,439 | 0.04% | 21q | +50.0%+$7.1M |
| Frontier Asset Management, LLC | $20.9M | 514,245 | 3.74% | 10q | +2.9%+$592.5K |
| Howard Capital Management, LLC | $17.8M | 438,710 | 0.21% | new | NEW |
| SK Wealth Management, LLC | $17.5M | 406,952 | 3.94% | 8q | HELD |
| Curran Financial Partners, LLC | $16.6M | 408,814 | 2.47% | 5q | +8.8%+$1.3M |
| Planning Strategies Inc. | $16.0M | 394,118 | 9.98% | new | FIRST |
| Compass Wealth Management, LLC/GA | $14.6M | 360,154 | 5.83% | 5q | -0.8%-$119.5K |
| Keudell/Morrison Wealth Management | $13.5M | 333,256 | 2.56% | 3q | +36.5%+$3.6M |
| Cedar Mountain Advisors, LLC | $13.4M | 330,016 | 2.31% | 16q | -0.8%-$104.6K |
| FSA WEALTH PARTNERS, INC. | $13.2M | 324,659 | 3.30% | new | NEW |
| SIERRA OCEAN, LLC | $11.3M | 278,606 | 7.83% | 7q | +2.3%+$256.7K |
| Seros Financial, LLC | $11.2M | 275,127 | 5.82% | 2q | +2.0%+$223.8K |
| JPMORGAN CHASE & CO | $11.1M | 272,769 | 0.00% | 13q | +26.1%+$2.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $10.7M | 263,846 | 0.02% | 7q | +137.6%+$6.2M |
| SHP Wealth Management | $10.1M | 248,046 | 0.69% | 3q | -2.6%-$266.5K |
| Concurrent Investment Advisors, LLC | $10.1M | 247,759 | 0.09% | 5q | +0.9%+$87.0K |
| VestGen Advisors, LLC | $9.9M | 244,800 | 0.29% | 6q | +1.1%+$105.2K |
| Benchmark Financial Wealth Advisors, LLC | $9.9M | 243,547 | 2.44% | 11q | +18.3%+$1.5M |
| McKinney Capital Management, LLC | $9.2M | 227,608 | 3.64% | new | NEW |
| Forefront Wealth Partners, LLC | $8.9M | 220,479 | 2.77% | 7q | +26.2%+$1.9M |
| Sanctuary Advisors, LLC | $8.8M | 217,087 | 0.04% | 9q | +4.1%+$349.6K |
| BFSG, LLC | $8.8M | 216,742 | 0.78% | 5q | +7.1%+$585.7K |
| World Investment Advisors | $8.5M | 208,456 | 0.14% | 6q | HELD |
| Atria Investments, Inc | $8.3M | 203,404 | 0.08% | 14q | +3.7%+$298.0K |
| Integrated Wealth Concepts LLC | $8.2M | 203,218 | 0.04% | 2q | +2236.6%+$7.9M |
| Piedmont Capital Management, LLC/NC | $7.8M | 191,357 | 4.74% | 3q | +12.1%+$837.9K |
| Federation des caisses Desjardins du Quebec | $7.7M | 189,304 | 0.02% | 16q | +8.5%+$600.3K |
| PRINCIPAL SECURITIES, INC. | $7.7M | 189,204 | 0.09% | 11q | -61.6%-$12.3M |
| Laurel Wealth Planning LLC | $7.7M | 188,664 | 3.39% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.5M | 182,599 | 0.01% | 12q | +4.4%+$315.3K |
| Montis Financial, LLC | $7.5M | 185,438 | 1.54% | 10q | +10.6%+$723.9K |
| OPPENHEIMER & CO INC | $7.4M | 183,508 | 0.08% | 8q | +13.2%+$868.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | $7.4M | 182,352 | 0.38% | 3q | HELD |
| Horizon Investments, LLC | $7.4M | 181,854 | 0.08% | 2q | -50.2%-$7.4M |
| Centennial Wealth Advisory LLC | $7.1M | 174,146 | 1.53% | 6q | +8.7%+$565.2K |
| Per Stirling Capital Management, LLC. | $7.0M | 172,540 | 0.66% | 8q | +25.3%+$1.4M |
| Boyce & Associates Wealth Consulting, Inc. | $6.9M | 169,039 | 4.76% | 14q | +2.4%+$161.7K |
| Haven Private, LLC | $6.4M | 156,507 | 2.41% | 6q | +3.4%+$207.1K |
| CROBAN | $6.3M | 154,562 | 2.76% | 7q | +1.6%+$95.9K |
| Mariner, LLC | $6.2M | 153,454 | 0.01% | 10q | -40.7%-$4.3M |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.2M | 152,765 | 0.12% | 6q | -1.0%-$65.0K |
| Mirae Asset Global Investments Co., Ltd. | $6.2M | 152,000 | 0.01% | new | NEW |
| REGATTA CAPITAL GROUP, LLC | $6.0M | 147,442 | 0.80% | 5q | +21.6%+$1.1M |
| American Alpha Advisors, LLC | $5.9M | 146,533 | 3.21% | 8q | +10.5%+$567.3K |
| Ethos Financial Group, LLC | $5.9M | 136,819 | 0.39% | 7q | -20.2%-$1.5M |
| Ameritas Advisory Services, LLC | $5.8M | 144,084 | 0.12% | 3q | +238.4%+$4.1M |
| Qube Research & Technologies Ltd | $5.7M | 141,092 | 0.01% | 6q | +8.2%+$435.6K |
| RETIREMENT PLANNING GROUP, LLC / NY | $5.5M | 136,096 | 3.01% | 7q | +6.5%+$337.1K |
| D.A. DAVIDSON & CO. | $5.5M | 135,415 | 0.03% | 6q | -6.0%-$353.8K |
| Cassady Wealth & Retirement Planning, LLC | $5.5M | 134,757 | 2.54% | 3q | +1.7%+$92.0K |
| Kingsview Wealth Management, LLC | $5.3M | 129,721 | 0.06% | 3q | +152.1%+$3.2M |
| Meridian Wealth Management, LLC | $5.3M | 129,539 | 0.16% | 5q | +3.5%+$178.5K |
| Sunrise Financial Services, LLC | $5.2M | 127,584 | 3.08% | 3q | +8.4%+$403.3K |
| JANE STREET GROUP, LLC | $5.0M | 123,904 | 0.00% | 21q | -84.4%-$27.3M |
| Prota Financial, LLC | $4.9M | 121,692 | 3.24% | new | NEW |
| IFP Advisors, Inc | $4.9M | 120,818 | 0.09% | 18q | +5.2%+$244.6K |
| Oak Grove Capital LLC | $4.8M | 119,500 | 0.23% | new | NEW |
| Baird Financial Group, Inc. | $4.8M | 117,809 | 0.01% | 13q | -3.8%-$188.4K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $4.6M | 114,176 | 2.25% | 13q | -1.4%-$65.4K |
| Arkadios Wealth Advisors | $4.6M | 112,271 | 0.07% | 9q | +115.2%+$2.4M |
| Focus Financial Network, Inc. | $4.5M | 110,585 | 0.14% | 15q | +1.4%+$61.7K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.5M | 110,509 | 0.08% | 9q | +9.8%+$399.2K |
| BLUELINE ADVISORS LLC | $4.2M | 103,013 | 2.90% | 3q | +2.9%+$116.8K |
| Maia Wealth LLC | $4.1M | 102,242 | 0.61% | 7q | +21.9%+$746.1K |
| Steward Partners Investment Advisory, LLC | $4.1M | 100,389 | 0.02% | 13q | -66.5%-$8.1M |
| Principle Wealth Partners LLC | $3.9M | 96,150 | 0.19% | 12q | HELD |
| Gladstone Institutional Advisory LLC | $3.7M | 92,281 | 0.12% | 6q | +9.9%+$337.0K |
| Asset One Wealth Management LLC | $3.7M | 88,435 | 0.39% | 3q | -5.6%-$220.7K |
| Bay Capital Advisors, LLC | $3.6M | 89,748 | 1.95% | 6q | +14.7%+$467.4K |
| WealthCare Investment Partners, LLC | $3.4M | 84,827 | 0.84% | 6q | +8.0%+$255.9K |
| Bison Wealth, LLC | $3.4M | 83,795 | 0.32% | 3q | +14.6%+$439.6K |
| Nova Wealth Management, Inc. | $3.4M | 84,759 | 1.90% | 7q | +16.5%+$486.3K |
| HARBOUR INVESTMENTS, INC. | $3.4M | 84,333 | 0.05% | 15q | +3.3%+$110.0K |
| Savvy Advisors, Inc. | $3.4M | 84,194 | 0.07% | 7q | +18.5%+$533.6K |
| RAINIER FAMILY WEALTH INC | $3.2M | 78,376 | 1.81% | 6q | +12.5%+$353.6K |
Showing the largest 100 of 314 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 | 303 | $3.1B | 76,212,323 | 43 | 151 | 61 | 0.0% |
| Q1 2026 | 281 | $3.1B | 75,980,704 | 37 | 149 | 60 | 0.0% |
| Q4 2025 | 263 | $2.3B | 63,410,854 | 39 | 139 | 42 | 0.0% |
| Q3 2025 | 223 | $1.9B | 55,529,150 | 23 | 113 | 58 | 0.0% |
| Q2 2025 | 217 | $1.7B | 53,265,638 | 41 | 118 | 34 | 0.0% |
| Q1 2025 | 198 | $1.4B | 42,286,869 | 58 | 86 | 31 | 0.0% |
| Q4 2024 | 154 | $851.4M | 27,888,936 | 23 | 70 | 33 | 0.0% |
| Q3 2024 | 135 | $774.0M | 24,910,843 | 25 | 57 | 28 | 0.0% |
| Q2 2024 | 119 | $574.2M | 19,363,093 | 21 | 54 | 23 | 0.0% |
| Q1 2024 | 106 | $566.6M | 19,029,264 | 13 | 48 | 25 | 0.0% |
| Q4 2023 | 95 | $395.5M | 14,299,599 | 8 | 47 | 24 | 0.0% |
| Q3 2023 | 89 | $335.5M | 12,308,515 | 15 | 42 | 17 | 0.0% |
| Q2 2023 | 78 | $322.9M | 11,876,374 | 16 | 45 | 13 | 0.0% |
| Q1 2023 | 64 | $242.7M | 8,998,877 | 19 | 25 | 12 | 0.0% |
| Q4 2022 | 52 | $150.0M | 5,892,524 | 16 | 28 | 4 | 0.0% |
| Q3 2022 | 47 | $97.3M | 4,025,063 | 14 | 21 | 4 | 0.0% |
| Q2 2022 | 35 | $68.1M | 2,656,402 | 8 | 15 | 7 | 0.0% |
| Q1 2022 | 30 | $70.7M | 2,624,382 | 6 | 12 | 7 | 0.0% |
| Q4 2021 | 24 | $53.8M | 2,029,460 | 1 | 10 | 7 | 0.0% |
| Q3 2021 | 27 | $58.7M | 2,243,188 | 8 | 11 | 2 | 0.0% |
| Q2 2021 | 21 | $48.8M | 1,895,220 | 6 | 9 | 2 | 0.0% |
| Q1 2021 | 18 | $42.2M | 1,663,811 | 1 | 8 | 6 | 0.0% |
| Q4 2020 | 23 | $38.9M | 1,660,181 | 5 | 6 | 7 | 0.0% |
| Q3 2020 | 17 | $34.6M | 1,571,710 | 2 | 3 | 8 | 0.0% |
| Q2 2020 | 18 | $32.9M | 1,488,125 | 4 | 3 | 9 | 0.0% |
| Q1 2020 | 18 | $35.6M | 1,719,270 | 2 | 8 | 4 | 0.0% |
| Q4 2019 | 18 | $40.7M | 1,508,921 | 3 | 8 | 3 | 0.0% |
| Q3 2019 | 14 | $37.0M | 1,384,797 | 2 | 6 | 3 | 0.0% |
| Q2 2019 | 12 | $36.6M | 1,390,909 | 2 | 1 | 7 | 0.0% |
| Q1 2019 | 12 | $38.0M | 1,468,533 | 1 | 2 | 4 | 0.0% |
| Q4 2018 | 11 | $36.3M | 1,503,668 | 0 | 0 | 1 | 0.0% |