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Disclosery

LVHD LEGG MASON ETF INVT

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FRANKLIN US LOW (fund)

120 managers (122 13F filers) reported a position in LVHD shares at 2026-06-30, 6,651,480 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
120
13F filers
122
New
16
Added
48
Reduced
31
Sold out
9
Shares held by filers
6,651,480

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY992,542$43.7M<0.01%-14,75013F-HRTimelineGroup
LPL Financial LLC764,164$33.6M0.01%+19,90013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/613,810$27M<0.01%+11,71913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding434,576$19.1M+11,301Timeline
Financial Engines Advisors L.L.C.379,995$16.7M0.03%-587,23113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN273,897$12.1M<0.01%+15,17113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC211,191$9.29M<0.01%-8,09513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC180,172$7.93M0.01%-3,35913F-HRTimeline
Sequent Planning LLC176,109$7.75M1.66%+6,07913F-HRTimeline
Private Advisor Group, LLC175,756$7.73M0.04%+14,79513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA175,212$7.71M<0.01%+29,83813F-HRTimelineGroup
Sovereign Investment Advisors, LLC154,793$6.81M1.28%+1,17113F-HRTimeline
Cetera Investment Advisers126,001$5.54M0.01%-13,30513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP114,531$5.11M<0.01%+15,62213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC108,166$4.76M<0.01%+39,56913F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC106,212$4.67M0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC90,453$3.98M<0.01%-3,99813F-HRTimelineGroup
HEFFERNAN ADVISORY, INC89,021$3.92M3.28%-92913F-HRTimeline
Allworth Financial LP86,708$3.82M0.02%-5,25713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding86,479$3.81M+2,865Timeline
IFG Advisory, LLC74,932$3.3M0.12%new13F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC72,158$3.18M1.75%+3,60613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,027$2.29M<0.01%+44013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,211$2.25M<0.01%+1,96113F-HRTimelineGroup
JT Stratford LLC49,511$2.18M0.24%+77613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,472$2.13M<0.01%+21,89713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,434$1.96M<0.01%-26,10113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,362$1.95M<0.01%-4,82013F-HRTimelineGroup
Triad Wealth Partners, LLC42,317$1.9M0.11%-20,11513F-HRTimeline
Janney Montgomery Scott LLC39,683$1.75M<0.01%+16513F-HRTimeline
XML Financial, LLC38,402$1.69M0.12%-44313F-HRTimeline
Anson Capital, Inc.37,930$1.67M1.09%+2,40013F-HRTimeline
Arkadios Wealth Advisors37,178$1.64M0.03%+3,61413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,182$1.55M<0.01%-3,42113F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,226$1.46M<0.01%-55413F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,883$1.45M<0.01%-3,06213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,065$1.43M<0.01%+1,66513F-HRTimelineGroup
Simplicity Wealth,LLC31,982$1.41M0.05%new13F-HRTimeline
CX Institutional26,197$1.15M0.03%+19813F-HRTimeline
First Heartland Consultants, Inc.22,249$979K0.06%+7,54413F-HRTimeline
Integrated Wealth Concepts LLC21,695$955K<0.01%+1,75513F-HRTimeline
Centurion Wealth Management LLC21,581$950K0.23%-2,24513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,546$948K0.02%+13013F-HRTimelineGroup
Farther Finance Advisors, LLC20,736$912K0.01%+7313F-HRTimeline
Sanctuary Advisors, LLC18,657$821K<0.01%-5,30413F-HRTimeline
Prospera Financial Services Inc18,552$816K0.01%+2,11213F-HRTimeline
Pallas Capital Advisors LLC17,665$777K0.02%+1,03113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,923$701K<0.01%+25713F-HR/ATimeline
Atria Investments, Inc15,747$693K0.01%+7,61713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,455$636K0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,874$610K<0.01%+2,36113F-HRTimelineGroup
Oak Grove Capital LLC13,791$607K0.04%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,314$542K<0.01%-23513F-HRTimelineGroup
Private Advisory Group LLC11,650$513K0.03%+22713F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV11,241$495K0.43%013F-HRTimeline
LongView Wealth Management9,662$425K0.11%+5913F-HRTimeline
Mariner, LLCin group Mariner, LLC9,622$423K<0.01%-4,86213F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,338$411K<0.01%013F-HRTimelineGroup
Compound Planning, Inc.8,988$396K0.01%+33713F-HRTimeline
MML INVESTORS SERVICES, LLC8,865$390K<0.01%-6813F-HRTimeline
NewEdge Advisors, LLC8,746$385K<0.01%-1,08013F-HRTimeline
WBH ADVISORY INC7,973$351K0.02%013F-HRTimeline
Sepio Capital, LP7,569$333K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,492$330K<0.01%-34813F-HRTimelineGroup
TD Waterhouse Canada Inc.7,453$329K<0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,249$319K<0.01%+42113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,008$312K<0.01%-65213F-HRTimeline
&PARTNERS7,017$309K<0.01%-4913F-HRTimeline
Intrepid Financial Planning Group LLC6,204$273K0.09%+15013F-HRTimeline
Belpointe Asset Management LLC5,858$258K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,858$258K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,679$250K<0.01%-18,83113F-HRTimelineGroup
Advisory Services Network, LLC5,477$241K<0.01%+6213F-HRTimeline
Investors Research Corp5,271$232K0.04%+19613F-HRTimeline
Indivisible Partners5,264$232K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,260$231K<0.01%+20613F-HRTimelineGroup
Lynx Investment Advisory5,144$226K0.07%new13F-HRTimeline
D.A. DAVIDSON & CO.5,096$224K<0.01%+16013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,080$224K<0.01%-2413F-HRTimelineGroup
SYKON CAPITAL LLC4,814$212K0.07%+2413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,728$208K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,894$171K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners3,586$158K<0.01%+1,25413F-HRTimeline
HARBOUR INVESTMENTS, INC.3,496$154K<0.01%-19113F-HRTimeline
PRIVATE TRUST CO NA2,410$106K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.2,312$102K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,245$98.8K<0.01%+82913F-HRTimeline
FMR LLCin group FMR LLC1,964$86.4K<0.01%+38313F-HRTimelineGroup
Sunrise Financial Services, LLC1,768$77.8K0.05%+42313F-HRTimeline
Aptus Capital Advisors, LLC1,736$76.4K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,465$64.5K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,289$56.7K<0.01%+413F-HRTimelineGroup
Hurley Capital, LLC1,255$55.2K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,200$52.8K<0.01%-5013F-HRTimeline
LANARK FINANCIAL, INC.1,000$44K<0.01%013F-HRTimeline
VIMA LLC929$40.9K0.04%13F-HRTimeline
Federation des caisses Desjardins du Qu…880$38.7K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.877$38.6K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…861$37.9K<0.01%013F-HRTimeline
Westfuller Advisors, LLC689$30.3K0.01%+613F-HRTimeline
MidFirst Bank638$28.1K<0.01%013F-HRTimeline
NVWM, LLC617$27.1K0.01%-1313F-HRTimeline
Continuum Advisory, LLC540$23.8K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT456$20.1K<0.01%-5513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…450$19.9K<0.01%013F-HRTimeline
Advantage Trust Co383$16.9K0.01%new13F-HRTimeline
AE Wealth Management LLC330$14.5K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.275$12.1K<0.01%new13F-HRTimeline
SWAN Capital LLC274$12.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC253$11.1K<0.01%013F-HRTimeline
Triumph Capital Management200$8.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.200$8.8K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$7.26K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…153$6.75K<0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150$5.76K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC112$4.97K<0.01%+213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC72$3.19K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc16$704<0.01%013F-HRTimeline
Global Retirement Partners, LLC7$308<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$106<0.01%013F-HRTimelineGroup