How many shares of LVHI does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 12.7M shares of LVHI (LEGG MASON ETF INVT).

What is LPL Financial LLC's LVHI position worth?

As of 2026-Q2, LPL Financial LLC's LVHI position is worth $514.6M.

In 2026-Q2, LPL Financial LLC increased their LVHI position (+14.3% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in LVHI in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in LEGG MASON ETF INVT

Current Value

$514.6M

Current Shares

12.7M

Total Value Change

+$513.6M

Total Shares Change

+12.6M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	12.7M	+14.3%	$514.6M	0.1%	$40.59	43
2026-Q1	Increased	11.1M	+11.2%	$449.8M	0.1%	$40.47	42
2025-Q4	Increased	10M	+16.3%	$367.2M	0.1%	$36.98	43
2025-Q3	Increased	8.6M	+8.3%	$298.1M	0.1%	$33.94	34
2025-Q2	Increased	7.9M	+23.9%	$257.9M	0.1%	$31.62	37
2025-Q1	Increased	6.4M	+57.0%	$207.1M	0.1%	$30.99	43
2024-Q4	Increased	4.1M	+30.4%	$124.3M	0.1%	$28.78	38
2024-Q3	Increased	3.1M	+14.0%	$97.1M	0.0%	$28.95	34
2024-Q2	Increased	2.7M	+29.3%	$81.2M	0.0%	$27.21	37
2024-Q1	Increased	2.1M	+13.7%	$63.1M	0.0%	$26.94	33
2023-Q4	Increased	1.9M	+27.9%	$51.6M	0.0%	$24.99	37
2023-Q3	Increased	1.5M	+27.1%	$39.8M	0.0%	$23.58	36
2023-Q2	Increased	1.1M	+115.1%	$31.2M	0.0%	$23.06	47
2023-Q1	Increased	533,237	+62.3%	$14.4M	0.0%	$22.45	41
2022-Q4	Increased	328,633	+70.8%	$8.4M	0.0%	$21.27	41
2022-Q3	Increased	192,387	+8.6%	$4.6M	0.0%	$19.33	29
2022-Q2	Increased	177,128	+130.7%	$4.5M	0.0%	$20.54	43
2022-Q1	Increased	76,768	+19.7%	$2.1M	0.0%	$21.12	31
2021-Q4	Increased	64,154	+29.7%	$1.7M	0.0%	$20.49	32
2021-Q3	Increased	49,453	+21.2%	$1.3M	0.0%	$19.72	30
2021-Q2	Increased	40,794	+33.4%	$1.1M	0.0%	$19.63	32
2021-Q1	Increased	30,590	+14.4%	$776,000	0.0%	$19.10	28
2020-Q4	Increased	26,745	+6.1%	$626,000	0.0%	$17.46	26
2020-Q3	Decreased	25,214	-9.9%	$554,000	0.0%	$15.98	0
2020-Q2	Decreased	27,988	-9.0%	$619,000	0.0%	$15.93	0
2020-Q1	Increased	30,741	+3.0%	$636,000	0.0%	$14.76	25
2019-Q4	Increased	29,855	+0.8%	$797,000	0.0%	$19.08	25
2019-Q3	Increased	29,626	+22.5%	$792,000	0.0%	$18.18	30
2019-Q2	Decreased	24,181	-7.9%	$636,000	0.0%	$17.93	0
2019-Q1	Decreased	26,259	-34.5%	$680,000	0.0%	$17.44	0
2018-Q4	New	40,087	-	$968,000	0.0%	$16.11	35