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Disclosery

LVHD LEGG MASON ETF INVT

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FRANKLIN US LOW (fund)

98 managers (100 13F filers) reported a position in LVHD shares at 2025-06-30, 6,868,905 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
98
13F filers
100
New
15
Added
39
Reduced
24
Sold out
5
Shares held by filers
6,868,905

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,085,298$43.3M<0.01%+39,70013F-HRTimelineGroup
Financial Engines Advisors L.L.C.1,058,819$42.2M0.08%-63,94113F-HRTimeline
LPL Financial LLC793,408$31.6M0.01%+40,19013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/671,241$26.8M<0.01%+194,61213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding396,403$15.8M+3,459Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN241,604$9.63M<0.01%-13,38813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC222,233$8.86M<0.01%+68,51313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC215,472$8.59M0.01%-12,84513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.197,978$7.89M0.04%-51313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA185,524$7.39M<0.01%-17,95113F-HR/ATimelineGroup
Private Advisor Group, LLC159,447$6.36M0.03%+4,63513F-HRTimeline
Sovereign Investment Advisors, LLC149,470$5.96M1.64%+6,81813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…103,061$4.11M<0.01%+23,49613F-HRTimelineGroup
Allworth Financial LP102,655$4.09M0.02%-3,06413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,023$2.91M0.01%+8,63113F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding70,210$2.8M+12,114Timeline
IFG Advisory, LLC59,800$2.38M0.12%-48213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC52,531$2.09M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,337$1.96M<0.01%+26,39313F-HRTimelineGroup
JT Stratford LLC48,171$1.92M0.29%+2,86913F-HRTimeline
Cetera Investment Advisers47,660$1.9M<0.01%-4,75013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,319$1.89M<0.01%+26,64113F-HRTimelineGroup
Janney Montgomery Scott LLC45,664$1.82M<0.01%-6,90813F-HRTimeline
XML Financial, LLC42,166$1.68M0.15%+1,42413F-HRTimeline
IronOak Wealth LLC.40,882$1.63M1.58%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,051$1.56M<0.01%+2,46313F-HRTimelineGroup
Centurion Wealth Management LLC37,527$1.5M0.43%+3,77413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,923$1.43M<0.01%+7,95913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,822$1.43M<0.01%+7,72013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,379$1.29M0.01%-28613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,338$1.25M<0.01%-22,20113F-HRTimelineGroup
GTS SECURITIES LLC27,482$1.1M0.05%new13F-HRTimeline
CX Institutional26,631$1.06M0.04%013F-HR/ATimeline
Triad Wealth Partners, LLC26,383$1.05M0.21%+4,46113F-HRTimeline
Sanctuary Advisors, LLC20,584$820K0.01%-11,91813F-HRTimeline
First Heartland Consultants, Inc.19,143$763K0.07%+4,32513F-HRTimeline
Cambridge Investment Research Advisors,…19,009$758K<0.01%-17,86313F-HRTimeline
Pallas Capital Advisors LLC18,216$726K0.03%+42613F-HRTimeline
CWM, LLCin group CWM, LLC17,348$691K<0.01%+12,68713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,194$685K<0.01%+71713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC16,402$654K<0.01%-3513F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…15,708$626K0.03%13F-HRTimeline
NVWM, LLC15,052$600K0.14%new13F-HRTimeline
Apexium Financial, LP13,988$558K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,265$529K0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors12,570$501K0.02%-2,03313F-HRTimeline
Atria Wealth Solutions, Inc.12,469$497K0.01%+1013F-HRTimeline
WBH ADVISORY INC12,021$479K0.04%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,513$459K0.01%+4,83613F-HRTimelineGroup
NewEdge Advisors, LLC10,371$413K<0.01%+9,41913F-HRTimeline
MML INVESTORS SERVICES, LLC10,265$409K<0.01%+59613F-HRTimeline
Prospera Financial Services Inc10,189$406K0.01%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd9,967$397K0.01%new13F-HRTimelineGroup
SYNOVUS FINANCIAL CORP9,338$372K<0.01%013F-HRTimeline
SYKON CAPITAL LLC8,770$350K0.13%-2,32113F-HRTimeline
Mill Creek Capital Advisors, LLC8,060$321K0.01%+5013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,844$313K<0.01%-16,86113F-HRTimelineGroup
Sepio Capital, LP7,569$302K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.7,129$288K<0.01%-26513F-HRTimeline
VestGen Advisors, LLC6,969$285K0.01%+29513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,531$260K<0.01%-3013F-HRTimelineGroup
Atria Investments, Inc6,402$255K<0.01%+1,29313F-HRTimeline
Intrepid Financial Planning Group LLC6,315$252K0.11%-5013F-HRTimeline
Good Life Advisors, LLC5,928$236K0.01%+913F-HRTimeline
Advisory Services Network, LLC5,402$219K<0.01%-1,18213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,447$217K<0.01%+1,34313F-HRTimelineGroup
LongView Wealth Management5,201$207K0.06%new13F-HRTimeline
Investors Research Corp4,712$188K0.04%+19813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,830$153K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,716$148K<0.01%-14,50113F-HRTimeline
PRIVATE TRUST CO NA3,716$148K0.01%+2,25013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,359$134K<0.01%013F-HR/ATimelineGroup
Global Retirement Partners, LLC3,012$120K<0.01%13F-HRTimeline
Key Financial Inc2,600$104K0.02%-6,20013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,562$102K<0.01%+2913F-HRTimelineGroup
Arax Advisory Partners2,269$90.4K<0.01%+1513F-HRTimeline
FMR LLCin group FMR LLC1,803$71.9K<0.01%+37313F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,635$65.2K<0.01%-5713F-HRTimeline
COMERICA BANK1,608$64.1K<0.01%013F-HRTimeline
North Capital, Inc.1,514$60.3K0.05%013F-HRTimeline
Hurley Capital, LLC1,255$50K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…1,250$49.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,211$48.3K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,122$44.7K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…694$27.7K<0.01%+25013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources473$18.9K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…448$17.9K<0.01%+30113F-HRTimeline
Advantage Trust Co383$15.3K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.317$12.2K<0.01%013F-HRTimeline
MAI Capital Management300$12K<0.01%013F-HRTimeline
SWAN Capital LLC274$10.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC265$10.6K<0.01%new13F-HRTimeline
Parallel Advisors, LLC168$6.7K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$6.58K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc100$3.99K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC50$1.99K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$97<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.