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Disclosery

LVHD LEGG MASON ETF INVT

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FRANKLIN US LOW (fund)

90 managers (91 13F filers) reported a position in LVHD shares at 2024-12-31, 7,264,313 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
90
13F filers
91
New
13
Added
27
Reduced
36
Sold out
6
Shares held by filers
7,264,313

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Engines Advisors L.L.C.1,123,232$43.1M0.09%-15,71813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY990,574$38M<0.01%-67,11813F-HR/ATimelineGroup
ALBION FINANCIAL GROUP /UT837,466$32.1M2.2%-301,25913F-HRTimeline
LPL Financial LLC750,348$28.8M0.01%-13,54813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/470,400$18M<0.01%-40,32113F-HRTimelineGroup
UBS Group AGin group UBS Group AG401,849$15.4M<0.01%+5,32613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN288,734$11.1M<0.01%+10,37813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC237,969$9.13M0.01%+7,19513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.209,804$8.05M0.05%+87113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA209,088$8.02M<0.01%+1,08913F-HRTimelineGroup
Private Advisor Group, LLC157,406$6.04M0.03%+46313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC156,227$5.99M<0.01%13F-HR/ATimelineGroup
Sovereign Investment Advisors, LLC146,972$5.64M1.68%+1,33713F-HRTimeline
Allworth Financial LP107,127$4.14M0.02%-27,90413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO60,398$2.32M<0.01%-17513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …59,988$2.3M0.06%-4,75613F-HRTimelineGroup
Janney Montgomery Scott LLC55,964$2.15M0.01%-33413F-HRTimeline
IFG Advisory, LLC54,401$2.09M0.12%+98613F-HRTimeline
Cetera Investment Advisers47,246$1.81M<0.01%-13,90913F-HRTimeline
XML Financial, LLC44,664$1.71M0.16%-4,62213F-HRTimeline
JT Stratford LLC44,291$1.7M0.28%+2,25813F-HRTimeline
Cambridge Investment Research Advisors,…40,126$1.54M0.01%-44013F-HRTimeline
GTS SECURITIES LLC38,437$1.47M0.07%+28,43713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,595$1.4M<0.01%-3,74113F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,533$1.4M<0.01%+37613F-HRTimelineGroup
Sanctuary Advisors, LLC33,574$1.31M0.01%-23913F-HRTimeline
Centurion Wealth Management LLC33,753$1.29M0.4%-5,79013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,728$1.26M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding32,644$1.25M-4,024Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,349$1.13M<0.01%+30313F-HRTimelineGroup
Independent Advisor Alliance29,282$1.12M0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,250$1.12M<0.01%-14,79113F-HRTimelineGroup
CX Institutional26,631$1.02M0.04%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,016$998K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,608$829K<0.01%+1,16513F-HRTimelineGroup
Integrated Wealth Concepts LLC19,612$752K0.01%-1013F-HRTimeline
Mill Creek Capital Advisors, LLC19,486$747K0.02%-7,30213F-HRTimeline
HARBOUR INVESTMENTS, INC.17,464$670K0.02%+8,02113F-HRTimeline
Pallas Capital Advisors LLC17,460$670K0.03%+18113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,620$638K<0.01%-11,50313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,432$630K<0.01%+6213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,235$623K<0.01%-28,38613F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…15,708$603K0.03%013F-HRTimeline
Triad Wealth Partners, LLC15,506$595K0.21%new13F-HRTimeline
First Heartland Consultants, Inc.14,818$568K0.06%-74413F-HRTimeline
Apexium Financial, LP13,988$541K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,333$511K<0.01%-4,62113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,265$509K0.01%-25013F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,679$487K0.01%+42513F-HRTimeline
Arkadios Wealth Advisors10,471$402K0.02%+1,07313F-HRTimeline
SYNOVUS FINANCIAL CORP9,338$358K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,865$340K<0.01%+3,38113F-HRTimelineGroup
Key Financial Inc8,800$338K0.08%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,743$335K<0.01%-24,96113F-HRTimelineGroup
SYKON CAPITAL LLC8,302$318K0.11%-7,27513F-HRTimeline
Sepio Capital, LP7,569$290K0.02%new13F-HRTimeline
Composition Wealth, LLC7,427$285K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.7,262$278K<0.01%new13F-HRTimeline
Intrepid Financial Planning Group LLC6,872$264K0.11%-7013F-HRTimeline
Advisory Services Network, LLC6,579$252K<0.01%+55913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,561$252K<0.01%+48113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,906$227K<0.01%-3713F-HRTimelineGroup
Good Life Advisors, LLC5,905$227K0.02%-37313F-HRTimeline
CWM, LLCin group CWM, LLC4,617$177K<0.01%+69113F-HRTimelineGroup
Investors Research Corp4,498$173K0.04%+7013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,359$129K<0.01%-5,00013F-HRTimelineGroup
Global Retirement Partners, LLC3,012$116K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,533$97.2K<0.01%-1013F-HRTimelineGroup
Arax Advisory Partners2,231$85.6K0.01%+2113F-HRTimeline
Steward Partners Investment Advisory, L…1,850$71K<0.01%-90013F-HRTimeline
COMERICA BANK1,608$61.7K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC1,531$58.7K<0.01%-43113F-HRTimelineGroup
Hurley Capital, LLC1,255$48.2K0.04%13F-HRTimeline
PRIVATE TRUST CO NA1,256$48.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC952$36.5K<0.01%+26213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…670$25.7K<0.01%-92913F-HRTimelineGroup
Continuum Advisory, LLC540$20.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…444$17K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management400$15.3K<0.01%-6,86513F-HRTimelineGroup
Sunbelt Securities, Inc.317$12.2K<0.01%-2813F-HRTimeline
MAI Capital Management300$11.5K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…269$10K0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC257$9.86K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.184$7.06K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$6.33K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…145$5.58K<0.01%+113F-HRTimeline
SIMPLEX TRADING, LLC29$1K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC8$307<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.