Who Owns LEGG MASON ETF INVT FRANKLIN (LVHI)? -- Institutional Holders (2026-06-30)

334 institutions reported holding $3.17B of LEGG MASON ETF INVT FRANKLIN (LVHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($514.6M), MORGAN STANLEY ($206.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($187.7M), BANK OF AMERICA CORP /DE/ ($181.5M), RAYMOND JAMES FINANCIAL INC ($115.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$514.6M12.7MAdded
2MORGAN STANLEY$206.2M5.1MAdded
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$187.7M4.6MAdded
4BANK OF AMERICA CORP /DE/$181.5M4.5MAdded
5RAYMOND JAMES FINANCIAL INC$115.1M2.8MAdded
6WELLS FARGO & COMPANY/MN$103.2M2.5MTrimmed
7AMERIPRISE FINANCIAL INC$92.9M2.3MAdded
8ENVESTNET ASSET MANAGEMENT INC$88.2M2.2MAdded
9JONES FINANCIAL COMPANIES LLLP$83.4M2.1MAdded
10Cetera Investment Advisers$69.6M1.7MAdded
11UBS Group AG$68.7M1.7MAdded
12OSAIC HOLDINGS, INC.$65.0M1.6MAdded
13GREAT VALLEY ADVISOR GROUP, INC.$63.5M1.6MAdded
14STIFEL FINANCIAL CORP$62.0M1.5MAdded
15HighTower Advisors, LLC$55.9M1.4MTrimmed
16Cambridge Investment Research Advisors, Inc.$54.2M1.3MAdded
17Royal Bank of Canada$53.5M1.3MAdded
18COMMONWEALTH EQUITY SERVICES, LLC$52.0M1.3MAdded
19ASSETMARK, INC$50.2M1.2MTrimmed
20Kestra Advisory Services, LLC$48.8M1.2MAdded
21Private Advisor Group, LLC$36.8M907,663Trimmed
22Equitable Holdings, Inc.$32.2M792,683Added
23Csenge Advisory Group$32.0M788,590Added
24Insight Wealth Strategies, LLC$27.4M679,172Added
25Pinnacle Financial Partners, Inc.$26.5M654,043Added

Source: SEC Form 13F filings · as of 2026-06-30