Back to Equitable Holdings, Inc. Equitable Holdings, Inc.

LVHI

17 quarters

Position history for Equitable Holdings, Inc.Equitable Holdings, Inc.'s holdings in LEGG MASON ETF INVT

Yes. Equitable Holdings holds 792,683 shares of LVHI (Legg Mason ETF Investment), worth $32.2M, as of its Q2 2026 13F filing. It increased the position by 117,898 shares (+17.5%) from Q1 2026. Equitable Holdings has held LVHI since Q2 2022, across 17 quarterly 13F filings. LVHI is 0.2% of Equitable Holdings' reported 13F portfolio.

Current Value

$32.2M

Current Shares

792,683

Total Value Change

+$31M

Total Shares Change

+746,157

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
792,683
+17.5%
$32.2M0.2%$40.24
40
2026-Q1
Increased
674,785
+18.3%
$24.8M0.2%$39.59
40
2025-Q4
Increased
570,221
+8.4%
$21M0.1%$35.81
37
2025-Q3
Increased
525,782
+17.1%
$18.3M0.1%$33.05
39
2025-Q2
Increased
449,160
+19.1%
$14.6M0.1%$30.67
40
2025-Q1
Increased
377,051
+109.6%
$12.2M0.1%$30.00
54
2024-Q4
Increased
179,883
+43.8%
$5.5M0.1%$28.17
36
2024-Q3
Decreased
125,140
-0.3%
$3.9M0.0%$28.00
0
2024-Q2
Increased
125,582
+15.9%
$3.7M0.0%$26.47
31
2024-Q1
Increased
108,345
+4.4%
$3.2M0.0%$26.20
28
2023-Q4
Increased
103,796
+48.4%
$2.9M0.0%$24.30
36
2023-Q3
Decreased
69,942
-23.7%
$1.9M0.0%$22.93
0
2023-Q2
Increased
91,690
+14.1%
$2.5M0.0%$22.61
30
2023-Q1
Increased
80,384
+0.2%
$2.2M0.0%$21.93
26
2022-Q4
Increased
80,213
+32.4%
$2M0.0%$20.69
33
2022-Q3
Increased
60,596
+30.2%
$1.5M0.0%$18.77
32
2022-Q2
New
46,526
-
$1.2M0.0%$19.77
35

Other major holders of LVHI: LPL Financial LLC

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