LVHI — Legg Mason ETF Invt Institutional Holders · Q3 2026
Who owns Legg Mason ETF Invt (LVHI)? 22 institutions reported holding $80.12M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Insight Wealth Strategies, LLC ($36.9M), Planning Strategies Inc. ($17.9M), Oak Grove Capital LLC ($7.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Insight Wealth Strategies, LLC | $36.9M | 885,376 | Added |
| 2 | Planning Strategies Inc. | $17.9M | 429,932 | Added |
| 3 | Oak Grove Capital LLC | $7.2M | 171,800 | Added |
| 4 | Prota Financial, LLC | $5.5M | 131,526 | Added |
| 5 | Farther Finance Advisors, LLC | $2.5M | 60,590 | Trimmed |
| 6 | Freestate Advisors LLC | $2.4M | 56,465 | Trimmed |
| 7 | TITLEIST ASSET MANAGEMENT, LLC | $1.8M | 44,245 | Trimmed |
| 8 | Avidian Wealth Enterprises, LLC | $1.3M | 32,098 | Added |
| 9 | Galvin, Gaustad & Stein, LLC | $1.2M | 27,909 | Added |
| 10 | Balefire, LLC | $1.0M | 25,057 | Trimmed |
| 11 | Nautilus Advisors LLC | $830,543 | 19,912 | Added |
| 12 | Elm3 Financial Group, LLC | $304,566 | 7,302 | Trimmed |
| 13 | Harpswell Capital Advisors, LLC | $291,970 | 7,000 | New |
| 14 | ACT WEALTH MANAGEMENT, LLC | $247,654 | 5,938 | Added |
| 15 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $236,264 | 5,664 | Added |
| 16 | OxenFree Capital LLC | $229,236 | 5,493 | Added |
| 17 | First Heartland Consultants, Inc. | $211,124 | 5,062 | New |
| 18 | Bank of New Hampshire | $12,513 | 300 | Hold |
| 19 | ARMSTRONG ADVISORY GROUP, INC | $7,383 | 177 | New |
| 20 | Trust Co | $0 | 0 | Exited |
| 21 | CoreCap Advisors, LLC | $0 | 0 | Exited |
| 22 | Retireful, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30