Who Owns LEGG MASON ETF INVT (LVHD)? -- Institutional Holders (2026-06-30)
131 institutions reported holding $292.8M of LEGG MASON ETF INVT (LVHD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($43.7M), LPL Financial LLC ($33.6M), BANK OF AMERICA CORP /DE/ ($27.0M), UBS Group AG ($19.1M), Financial Engines Advisors L.L.C. ($16.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $43.7M | 992,542 | Trimmed |
| 2 | LPL Financial LLC | $33.6M | 764,164 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $27.0M | 613,810 | Added |
| 4 | UBS Group AG | $19.1M | 434,363 | Added |
| 5 | Financial Engines Advisors L.L.C. | $16.7M | 379,995 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $12.1M | 273,897 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $9.3M | 211,191 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $7.9M | 180,172 | Trimmed |
| 9 | Sequent Planning LLC | $7.7M | 176,109 | Added |
| 10 | Private Advisor Group, LLC | $7.7M | 175,756 | Added |
| 11 | Royal Bank of Canada | $7.7M | 175,212 | Added |
| 12 | Sovereign Investment Advisors, LLC | $6.8M | 154,793 | Added |
| 13 | Cetera Investment Advisers | $5.5M | 126,001 | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $5.1M | 114,531 | Added |
| 15 | CITIGROUP INC | $4.8M | 108,166 | Added |
| 16 | Tidal Investments LLC | $4.7M | 106,212 | New |
| 17 | GOLDMAN SACHS GROUP INC | $4.0M | 90,453 | Trimmed |
| 18 | HEFFERNAN ADVISORY, INC | $3.9M | 89,021 | Trimmed |
| 19 | Allworth Financial LP | $3.8M | 86,708 | Trimmed |
| 20 | IFG Advisory, LLC | $3.3M | 74,932 | New |
| 21 | PERSPECTIVE WEALTH ADVISORS LLC | $3.2M | 72,158 | Added |
| 22 | Wealthcare Advisory Partners LLC | $2.7M | 62,099 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 52,027 | Added |
| 24 | Baird Financial Group, Inc. | $2.3M | 51,211 | Added |
| 25 | JT Stratford LLC | $2.2M | 49,511 | Added |
Source: SEC Form 13F filings · as of 2026-06-30