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LVHD — Legg Mason ETF Invt Institutional Holders · Q3 2026

Who owns Legg Mason ETF Invt (LVHD)? 5 institutions reported holding $3.86M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($1.1M), CX Institutional ($1.1M), Farther Finance Advisors, LLC ($866,195).

RankInstitutionValueSharesChange
1First Heartland Consultants, Inc.$1.1M26,742Added
2CX Institutional$1.1M26,424Added
3Farther Finance Advisors, LLC$866,19520,932Added
4Oak Grove Capital LLC$570,68313,791Hold
5Investors Research Corp$225,2775,444Added

Source: SEC Form 13F filings · as of 2026-09-30