LEGG MASON ETF INVT (LVHI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
19
Reporting holders
$80.1M
Reported value
0.0%
Calls
0.0%
Puts
-295
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | $36.9M | 885,376 | 3.65% | 11q | +30.4%+$8.6M |
| Planning Strategies Inc. | $17.9M | 429,932 | 10.62% | 2q | +9.1%+$1.5M |
| Oak Grove Capital LLC | $7.2M | 171,800 | 0.32% | 2q | +43.8%+$2.2M |
| Prota Financial, LLC | $5.5M | 131,526 | 3.48% | 2q | +8.1%+$407.5K |
| Farther Finance Advisors, LLC | $2.5M | 60,590 | 0.02% | 9q | -18.1%-$558.4K |
| Freestate Advisors LLC | $2.4M | 56,465 | 1.81% | 9q | -2.2%-$52.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.8M | 44,245 | 0.12% | 15q | -0.5%-$10.1K |
| Avidian Wealth Enterprises, LLC | $1.3M | 32,098 | 0.04% | 3q | +319.1%+$1.0M |
| Galvin, Gaustad & Stein, LLC | $1.2M | 27,909 | 0.09% | 7q | +12.0%+$125.1K |
| Balefire, LLC | $1.0M | 25,057 | 0.16% | 6q | -8.2%-$93.2K |
| Nautilus Advisors LLC | $830.5K | 19,912 | 0.50% | 6q | +4.6%+$36.5K |
| Elm3 Financial Group, LLC | $304.6K | 7,302 | 0.20% | 4q | -4.1%-$13.0K |
| Harpswell Capital Advisors, LLC | $292.0K | 7,000 | 0.19% | new | NEW |
| ACT WEALTH MANAGEMENT, LLC | $247.7K | 5,938 | 0.07% | 2q | +9.1%+$20.7K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $236.3K | 5,664 | 0.15% | 3q | +13.4%+$27.9K |
| OxenFree Capital LLC | $229.2K | 5,493 | 0.10% | 3q | +4.0%+$8.8K |
| First Heartland Consultants, Inc. | $211.1K | 5,062 | 0.01% | new | NEW |
| Bank of New Hampshire | $12.5K | 300 | 0.00% | 7q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $7.4K | 177 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $80.1M | 1,921,846 | 3 | 10 | 5 | 0.0% |
| Q2 2026 | 314 | $3.3B | 80,730,930 | 44 | 160 | 60 | 0.0% |
| Q1 2026 | 293 | $3.1B | 77,300,464 | 37 | 157 | 61 | 0.0% |
| Q4 2025 | 278 | $2.4B | 65,262,784 | 45 | 143 | 45 | 0.0% |
| Q3 2025 | 233 | $2.0B | 58,429,679 | 24 | 119 | 60 | 0.0% |
| Q2 2025 | 232 | $1.9B | 57,002,712 | 43 | 128 | 36 | 0.0% |
| Q1 2025 | 211 | $1.5B | 44,914,789 | 60 | 94 | 33 | 0.0% |
| Q4 2024 | 166 | $914.9M | 29,966,559 | 24 | 76 | 38 | 0.0% |
| Q3 2024 | 150 | $838.4M | 26,981,416 | 28 | 65 | 30 | 0.0% |
| Q2 2024 | 133 | $622.8M | 21,003,849 | 22 | 62 | 25 | 0.0% |
| Q1 2024 | 120 | $611.4M | 20,533,512 | 16 | 53 | 28 | 0.0% |
| Q4 2023 | 107 | $430.4M | 15,559,694 | 9 | 52 | 29 | 0.0% |
| Q3 2023 | 100 | $374.4M | 13,736,403 | 17 | 48 | 19 | 0.0% |
| Q2 2023 | 89 | $353.2M | 12,991,371 | 17 | 52 | 15 | 0.0% |
| Q1 2023 | 76 | $265.0M | 9,827,413 | 21 | 32 | 14 | 0.0% |
| Q4 2022 | 65 | $181.2M | 7,111,327 | 23 | 33 | 5 | 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% |