LEGG MASON ETF INVT

LVHD (LEGG MASON ETF INVT) is held by 52 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($43.7M), LPL Financial LLC ($33.6M), BANK OF AMERICA CORP /DE/ ($27M). Net institutional sentiment: Mixed.

52

Holders

(9 Elite)

$236.1M

Total Value

54% (48)

Consensus

26 buying - 22 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

LV

Smart Money Verdict

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Institutional (13F)49

Insider (Form 4)56

Activist (13D/13G)44

Congressional (STOCK Act)40

Holder Quality

51

★★★★★

Elite

11

★★★★

Strong

59

★★★

Solid

17

★★

Below

76

★

Weak

Held by 52 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for LVHD.

Top Holders

Top Holders (52)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	992,542(-1.5%)	$43.7M	0.0%	+32.42%	0
LPL Financial LLC	Increased	764,164(+2.7%)	$33.6M	0.0%	+41.53%	30
BANK OF AMERICA CORP /DE/	Increased	613,810(+1.9%)	$27M	0.0%	+17.85%	29
UBS Group AG	Increased	434,363(+2.7%)	$19.1M	0.0%	+47.86%	29
Financial Engines Advisors L.L.C.	Decreased	379,995(-60.7%)	$16.7M	0.0%	+100.67%	0
WELLS FARGO & COMPANY/MN	Increased	273,897(+5.9%)	$12.1M	0.0%	+39.36%	30
RAYMOND JAMES FINANCIAL INC	Decreased	211,191(-3.7%)	$9.3M	0.0%	+19.83%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	180,172(-1.8%)	$7.9M	0.0%	+56.05%	0
Private Advisor Group, LLC	Increased	175,756(+9.2%)	$7.7M	0.0%	+52.29%	30
ROYAL BANK OF CANADA	Increased	175,212(+20.5%)	$7.7M	0.0%	+16.25%	33
Cetera Investment Advisers	Decreased	126,001(-9.6%)	$5.5M	0.0%	+16.60%	0
JONES FINANCIAL COMPANIES LLLP	Increased	114,531(+15.8%)	$5.1M	0.0%	+11.69%	31
CITIGROUP INC	Increased	108,166(+57.7%)	$4.8M	0.0%	+6.76%	38
Tidal Investments LLC	New	106,212	$4.7M	0.0%	+2.07%	37
GOLDMAN SACHS GROUP INC	Decreased	90,453(-4.2%)	$4M	0.0%	+10.61%	0
Allworth Financial LP	Decreased	86,708(-5.7%)	$3.8M	0.0%	+37.16%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	52,027(+0.8%)	$2.3M	0.0%	+19.73%	26
Baird Financial Group, Inc.	Increased	51,211(+4.0%)	$2.3M	0.0%	+17.07%	27
AMERIPRISE FINANCIAL INC	Increased	48,472(+82.4%)	$2.1M	0.0%	+13.19%	40
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	44,434(-37.0%)	$2M	0.0%	+23.39%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer