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Disclosery

LVHD LEGG MASON ETF INVT

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FRANKLIN US LOW (fund)

86 managers (86 13F filers) reported a position in LVHD shares at 2025-03-31, 6,405,581 shares in all. 8 filers opened a position and 12 filers sold out during the quarter.

Managers
86
13F filers
86
New
8
Added
27
Reduced
28
Sold out
12
Shares held by filers
6,405,581

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.1,122,760$46M0.1%-47213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,045,598$42.8M<0.01%+55,02413F-HRTimelineGroup
LPL Financial LLC753,218$30.9M0.01%+2,87013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/476,629$19.5M<0.01%+6,22913F-HRTimelineGroup
UBS Group AGin group UBS Group AG392,944$16.1M<0.01%-8,90513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254,992$10.4M<0.01%-33,74213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC228,317$9.35M0.01%-9,65213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA203,475$8.34M<0.01%-5,61313F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.198,491$8.13M0.05%-11,31313F-HRTimeline
Private Advisor Group, LLC154,812$6.34M0.04%-2,59413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,720$6.3M<0.01%-2,50713F-HRTimelineGroup
Sovereign Investment Advisors, LLC142,652$5.26M1.83%-4,32013F-HRTimeline
Allworth Financial LP105,719$4.18M0.02%-1,40813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…79,565$3.26M<0.01%+50,31513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,392$2.64M0.01%+27,79713F-HRTimelineGroup
IFG Advisory, LLC60,282$2.47M0.14%+5,88113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,096$2.38M0.06%-1,89213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,539$2.19M<0.01%-6,85913F-HRTimelineGroup
Janney Montgomery Scott LLC52,572$2.15M0.01%-3,39213F-HRTimeline
Cetera Investment Advisers52,410$2.15M<0.01%+5,16413F-HRTimeline
JT Stratford LLC45,302$1.86M0.33%+1,01113F-HRTimeline
XML Financial, LLC40,742$1.67M0.16%-3,92213F-HRTimeline
Cambridge Investment Research Advisors,…36,872$1.51M0.01%-3,25413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,588$1.5M<0.01%+5513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding32,665$1.34M+21Timeline
Sanctuary Advisors, LLC32,502$1.33M0.01%-1,07213F-HRTimeline
Centurion Wealth Management LLC33,753$1.29M0.41%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,102$1.15M<0.01%-1,24713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,964$1.15M<0.01%+1,94813F-HRTimelineGroup
CX Institutional26,631$1.09M0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,705$1.01M<0.01%+15,96213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,944$927K<0.01%+14,07913F-HR/ATimelineGroup
Triad Wealth Partners, LLC21,922$898K0.28%+6,41613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,678$847K<0.01%-93013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.18,217$746K0.02%+75313F-HRTimeline
Integrated Wealth Concepts LLC17,824$730K0.01%-1,78813F-HRTimeline
Pallas Capital Advisors LLC17,790$729K0.03%+33013F-HRTimeline
Mariner, LLCin group Mariner, LLC16,477$675K<0.01%+4513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC16,437$673K<0.01%-18313F-HRTimelineGroup
SFG Wealth Management, LLC.15,995$655K0.32%new13F-HRTimeline
First Heartland Consultants, Inc.14,818$607K0.06%013F-HRTimeline
Arkadios Wealth Advisors14,603$598K0.02%+4,13213F-HRTimeline
Apexium Financial, LP13,988$573K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,265$543K0.01%013F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,459$510K0.01%-22013F-HRTimeline
SYKON CAPITAL LLC11,091$454K0.17%+2,78913F-HRTimeline
MML INVESTORS SERVICES, LLC9,669$396K<0.01%-3,66413F-HRTimeline
SYNOVUS FINANCIAL CORP9,338$383K<0.01%013F-HRTimeline
Key Financial Inc8,800$361K0.08%013F-HRTimeline
Mill Creek Capital Advisors, LLC8,010$328K0.01%-11,47613F-HRTimeline
Sepio Capital, LP7,569$310K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.7,394$302K<0.01%+13213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,677$274K0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC6,674$273K0.01%13F-HRTimeline
GWN SECURITIES INC.6,862$270K0.02%new13F-HRTimeline
Advisory Services Network, LLC6,584$270K0.01%+513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,561$269K<0.01%013F-HRTimelineGroup
Intrepid Financial Planning Group LLC6,365$261K0.12%-50713F-HRTimeline
Good Life Advisors, LLC5,919$243K0.02%+1413F-HRTimeline
Atria Investments, Inc5,109$209K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,661$191K<0.01%+4413F-HRTimelineGroup
Investors Research Corp4,514$185K0.04%+1613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,104$168K<0.01%-1,80213F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,359$138K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,533$97.2K<0.01%013F-HRTimelineGroup
Arax Advisory Partners2,254$92.4K0.01%+2313F-HRTimeline
ALBION FINANCIAL GROUP /UT1,692$69.3K<0.01%-835,77413F-HRTimeline
COMERICA BANK1,608$65.9K<0.01%013F-HRTimeline
North Capital, Inc.1,514$62K0.06%13F-HRTimeline
PRIVATE TRUST CO NA1,466$60.1K0.01%+21013F-HRTimeline
FMR LLCin group FMR LLC1,430$58.6K<0.01%-10113F-HRTimelineGroup
Hurley Capital, LLC1,255$51.4K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…1,250$51.2K<0.01%-60013F-HRTimeline
NewEdge Advisors, LLC952$39K<0.01%013F-HRTimeline
Continuum Advisory, LLC540$22.1K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources473$19.4K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…444$18.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.317$13K<0.01%013F-HRTimeline
MAI Capital Management300$12.3K<0.01%013F-HRTimeline
SWAN Capital LLC274$11.2K0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC228$9.34K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$6.76K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…147$6.03K<0.01%+213F-HRTimeline
SIGNATUREFD, LLC50$2.05K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$1K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.