LVHI — Legg Mason ETF Invt 机构持仓 · 2026年Q3
谁持有 Legg Mason ETF Invt(LVHI)?2026年Q3(报告期截至 2026-09-30)共有 22 家机构在 SEC 13F 申报中报告持有,合计 8,012.48 万美元。前几大持有机构:Insight Wealth Strategies, LLC(3,690.00 万美元)、Planning Strategies Inc.(1,790.00 万美元)、Oak Grove Capital LLC(720.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Insight Wealth Strategies, LLC | $36.9M | 885,376 | 增持 |
| 2 | Planning Strategies Inc. | $17.9M | 429,932 | 增持 |
| 3 | Oak Grove Capital LLC | $7.2M | 171,800 | 增持 |
| 4 | Prota Financial, LLC | $5.5M | 131,526 | 增持 |
| 5 | Farther Finance Advisors, LLC | $2.5M | 60,590 | 减持 |
| 6 | Freestate Advisors LLC | $2.4M | 56,465 | 减持 |
| 7 | TITLEIST ASSET MANAGEMENT, LLC | $1.8M | 44,245 | 减持 |
| 8 | Avidian Wealth Enterprises, LLC | $1.3M | 32,098 | 增持 |
| 9 | Galvin, Gaustad & Stein, LLC | $1.2M | 27,909 | 增持 |
| 10 | Balefire, LLC | $1.0M | 25,057 | 减持 |
| 11 | Nautilus Advisors LLC | $830,543 | 19,912 | 增持 |
| 12 | Elm3 Financial Group, LLC | $304,566 | 7,302 | 减持 |
| 13 | Harpswell Capital Advisors, LLC | $291,970 | 7,000 | 新建仓 |
| 14 | ACT WEALTH MANAGEMENT, LLC | $247,654 | 5,938 | 增持 |
| 15 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $236,264 | 5,664 | 增持 |
| 16 | OxenFree Capital LLC | $229,236 | 5,493 | 增持 |
| 17 | First Heartland Consultants, Inc. | $211,124 | 5,062 | 新建仓 |
| 18 | Bank of New Hampshire | $12,513 | 300 | 持平 |
| 19 | ARMSTRONG ADVISORY GROUP, INC | $7,383 | 177 | 新建仓 |
| 20 | Trust Co | $0 | 0 | 清仓 |
| 21 | CoreCap Advisors, LLC | $0 | 0 | 清仓 |
| 22 | Retireful, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30