LEGG MASON ETF INVT

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LVHI·52468L505·US·ETF·Unknown - Unknown

LVHI (LEGG MASON ETF INVT) is held by 69 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($514.6M), MORGAN STANLEY ($206.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($187.7M). Net institutional sentiment: Mixed.

69

Holders

(11 Elite)

$2.3B

Total Value

65% (69)

Consensus

45 buying - 24 selling

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

Smart Money Verdict

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Institutional (13F)69

Insider (Form 4)75

Activist (13D/13G)73

Congressional (STOCK Act)82

Holder Quality

62

★★★★★

Elite

64

★★★★

Strong

70

★★★

Solid

28

★★

Below

81

★

Weak

Held by 69 funds

11 elite

Who's Trading

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

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

Top Holders

Top Holders (69)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	12.7M(+14.3%)	$514.6M	0.1%	+33.58%	43
MORGAN STANLEY	Increased	5.1M(+10.6%)	$206.2M	0.0%	+34.09%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	4.6M(+5.9%)	$187.7M	0.1%	+31.80%	39
BANK OF AMERICA CORP /DE/	Increased	4.5M(+7.0%)	$181.5M	0.0%	+32.25%	33
RAYMOND JAMES FINANCIAL INC	Increased	2.8M(+5.5%)	$115.1M	0.0%	+34.28%	32
WELLS FARGO & COMPANY/MN	Decreased	2.5M(-0.0%)	$103.2M	0.0%	+43.34%	0
AMERIPRISE FINANCIAL INC	Increased	2.3M(+27.6%)	$92.9M	0.0%	+26.94%	37
ENVESTNET ASSET MANAGEMENT INC	Increased	2.2M(+4.7%)	$88.2M	0.0%	+38.86%	31
JONES FINANCIAL COMPANIES LLLP	Increased	2.1M(+28.7%)	$83.4M	0.0%	+21.24%	37
Cetera Investment Advisers	Increased	1.7M(+14.0%)	$69.6M	0.1%	+39.71%	34
UBS Group AG	Increased	1.7M(+9.7%)	$68.7M	0.0%	+44.30%	32
OSAIC HOLDINGS, INC.	Increased	1.6M(+35.1%)	$65M	0.1%	+35.71%	38
STIFEL FINANCIAL CORP	Increased	1.5M(+3.7%)	$62M	0.1%	+44.56%	31
HighTower Advisors, LLC	Decreased	1.4M(-5.7%)	$55.9M	0.1%	+47.36%	0
ROYAL BANK OF CANADA	Increased	1.3M(+1.6%)	$53.5M	0.0%	+28.72%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.3M(+6.1%)	$52M	0.1%	+52.02%	31
ASSETMARK, INC	Decreased	1.2M(-1.5%)	$50.2M	0.1%	+38.91%	0
Kestra Advisory Services, LLC	Increased	1.2M(+6.7%)	$48.8M	0.2%	+15.31%	37
Private Advisor Group, LLC	Decreased	907,663(-6.9%)	$36.8M	0.2%	+41.06%	0
Pinnacle Financial Partners, Inc.	Increased	654,043(+12.0%)	$26.5M	0.2%	+14.45%	38

Showing 1-20 of 73

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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