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Disclosery

LVHD LEGG MASON ETF INVT

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FRANKLIN US LOW (fund)

102 managers (103 13F filers) reported a position in LVHD shares at 2025-09-30, 7,196,249 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
102
13F filers
103
New
15
Added
41
Reduced
29
Sold out
7
Shares held by filers
7,196,249

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,039,962$43M<0.01%-45,33613F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.1,023,856$42.3M0.08%-34,96313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/871,927$36M<0.01%+200,68613F-HR/ATimelineGroup
LPL Financial LLC830,708$34.3M0.01%+37,30013F-HRTimeline
UBS Group AGgroup of 2 filers holding402,638$16.6M+6,235Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN246,499$10.2M<0.01%+4,89513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC238,258$9.85M<0.01%+16,02513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC183,820$7.6M0.01%-31,65213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,146$7.16M<0.01%-12,37813F-HRTimelineGroup
Cetera Investment Advisers165,441$6.84M0.01%+117,78113F-HRTimeline
Private Advisor Group, LLC159,436$6.59M0.03%-1113F-HRTimeline
Sequent Planning LLC154,123$6.37M1.81%new13F-HRTimeline
Sovereign Investment Advisors, LLC150,686$6.23M1.7%+1,21613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC123,952$5.12M<0.01%+71,42113F-HRTimelineGroup
Allworth Financial LP98,697$4.08M0.02%-3,95813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…96,373$3.98M<0.01%-6,68813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,810$3.37M<0.01%+8,78713F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding76,818$3.18M+6,608Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68,653$2.82M<0.01%+19,31613F-HRTimelineGroup
IFG Advisory, LLC63,966$2.64M0.12%+4,16613F-HRTimeline
JT Stratford LLC50,624$2.09M0.28%+2,45313F-HRTimeline
Janney Montgomery Scott LLC46,236$1.91M<0.01%+57213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,370$1.88M<0.01%+9,44713F-HRTimelineGroup
XML Financial, LLC41,850$1.73M0.14%-31613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,068$1.66M<0.01%+1,01713F-HRTimelineGroup
Centurion Wealth Management LLC38,066$1.57M0.36%+53913F-HRTimeline
Cambridge Investment Research Advisors,…37,909$1.57M<0.01%+18,90013F-HRTimeline
Triad Wealth Partners, LLC36,727$1.52M0.2%+10,34413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,829$1.23M<0.01%-1,50913F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,347$1.21M0.01%-3,03213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,549$1.18M<0.01%-7,27313F-HRTimelineGroup
CX Institutional26,631$1.1M0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,900$1.07M<0.01%-21,41913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,390$1.05M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC20,773$859K<0.01%+18913F-HR/ATimeline
NATURAL INVESTMENTS, LLC10,222$852K0.21%new13F-HRTimeline
Integrated Wealth Concepts LLC19,520$807K0.01%new13F-HRTimeline
Pallas Capital Advisors LLC18,545$767K0.03%+32913F-HRTimeline
CWM, LLCin group CWM, LLC18,153$750K<0.01%+80513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC16,426$679K<0.01%+2413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,392$678K<0.01%-80213F-HRTimelineGroup
NVWM, LLC15,704$649K0.15%+65213F-HRTimeline
Laird Norton Wetherby Wealth Management…15,408$637K0.03%-30013F-HRTimeline
Prospera Financial Services Inc14,439$597K0.01%+4,25013F-HRTimeline
First Heartland Consultants, Inc.14,297$591K0.05%-4,84613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,795$570K0.01%+53013F-HRTimelineGroup
Apexium Financial, LP13,466$557K0.03%-52213F-HRTimeline
Arkadios Wealth Advisors12,485$516K0.01%-8513F-HRTimeline
WBH ADVISORY INC12,021$497K0.04%013F-HRTimeline
Farther Finance Advisors, LLC10,892$450K0.01%+10,62713F-HRTimeline
NewEdge Advisors, LLC10,340$427K<0.01%-3113F-HRTimeline
MML INVESTORS SERVICES, LLC10,332$427K<0.01%+6713F-HRTimeline
SYNOVUS FINANCIAL CORP9,338$386K<0.01%013F-HRTimeline
SYKON CAPITAL LLC8,883$367K0.12%+11313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,684$359K0.01%-2,82913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,556$354K<0.01%+3,10913F-HRTimelineGroup
GTS SECURITIES LLC8,542$353K0.01%-18,94013F-HRTimeline
Mill Creek Capital Advisors, LLC8,126$336K0.01%+6613F-HRTimeline
LongView Wealth Management7,970$329K0.09%+2,76913F-HRTimeline
HRT FINANCIAL LP7,661$316K<0.01%new13F-HRTimeline
Sepio Capital, LP7,569$313K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.7,129$294K<0.01%013F-HRTimeline
VestGen Advisors, LLC6,959$288K0.01%-1013F-HRTimeline
Atria Investments, Inc6,668$276K<0.01%+26613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,531$270K<0.01%013F-HRTimelineGroup
Arax Advisory Partners4,791$253K<0.01%+2,52213F-HRTimeline
Intrepid Financial Planning Group LLC6,054$250K0.1%-26113F-HRTimeline
&PARTNERS5,537$229K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,461$226K<0.01%new13F-HRTimeline
Advisory Services Network, LLC5,406$223K<0.01%+413F-HRTimeline
Investors Research Corp4,885$202K0.04%+17313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.4,467$185K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,092$169K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,787$157K0.01%-4313F-HRTimelineGroup
PRIVATE TRUST CO NA3,716$154K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,458$143K<0.01%-25813F-HRTimeline
Global Retirement Partners, LLC3,019$125K<0.01%+713F-HRTimeline
Key Financial Inc2,600$107K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,541$105K<0.01%-2113F-HRTimelineGroup
FMR LLCin group FMR LLC1,789$74K<0.01%-1413F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,635$67.6K<0.01%013F-HRTimeline
North Capital, Inc.1,515$62.6K0.05%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,484$61.4K<0.01%new13F-HRTimelineGroup
Hurley Capital, LLC1,255$51.9K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,250$51.7K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,122$46.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,000$41.3K<0.01%new13F-HRTimeline
COMERICA BANK965$39.9K<0.01%-64313F-HRTimeline
Federation des caisses Desjardins du Qu…880$36.4K<0.01%+18613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC684$28.3K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC670$27.7K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources571$23.6K<0.01%+9813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.482$19.9K<0.01%-72913F-HRTimelineGroup
Wealthspire Advisors, LLC396$16.4K<0.01%new13F-HRTimeline
Advantage Trust Co383$15.8K0.01%013F-HRTimeline
MAI Capital Management300$12.4K<0.01%013F-HRTimeline
SWAN Capital LLC274$11.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.250$10.3K<0.01%-6713F-HRTimeline
Parallel Advisors, LLC168$6.95K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$6.82K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC103$4.26K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$100<0.01%013F-HRTimelineGroup