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Disclosery

LVHD LEGG MASON ETF INVT

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FRANKLIN US LOW (fund)

105 managers (107 13F filers) reported a position in LVHD shares at 2025-12-31, 6,905,727 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
105
13F filers
107
New
13
Added
37
Reduced
34
Sold out
12
Shares held by filers
6,905,727

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,051,881$42M<0.01%+11,91913F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.999,974$39.9M0.08%-23,88213F-HRTimeline
LPL Financial LLC747,791$29.8M0.01%-82,91713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/596,750$23.8M<0.01%-275,17713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding410,504$16.4M+7,866Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN255,932$10.2M<0.01%+9,43313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC219,642$8.76M<0.01%-18,61613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC181,320$7.23M0.01%-2,50013F-HRTimeline
Cetera Investment Advisers169,189$6.75M0.01%+3,74813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA165,038$6.58M<0.01%-8,10813F-HRTimelineGroup
Private Advisor Group, LLC163,172$6.51M0.03%+3,73613F-HRTimeline
Sequent Planning LLC162,722$6.49M1.65%+8,59913F-HRTimeline
Sovereign Investment Advisors, LLC151,971$6.11M1.53%+1,28513F-HRTimeline
Allworth Financial LP93,478$3.73M0.02%-5,21913F-HRTimeline
HEFFERNAN ADVISORY, INC88,457$3.53M3.38%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP83,523$3.33M<0.01%+14,87013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding79,759$3.18M+2,941Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…74,652$2.98M<0.01%-21,72113F-HR/ATimelineGroup
IFG Advisory, LLC67,441$2.69M0.12%+3,47513F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC61,874$2.47M1.76%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,350$2.25M<0.01%-67,60213F-HR/ATimelineGroup
JT Stratford LLC49,143$1.96M0.25%-1,48113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,056$1.88M<0.01%+1,68613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,889$1.87M<0.01%-34,92113F-HRTimelineGroup
Triad Wealth Partners, LLC46,853$1.87M0.18%+10,12613F-HRTimeline
XML Financial, LLC44,848$1.79M0.15%+2,99813F-HRTimeline
Janney Montgomery Scott LLC43,495$1.74M<0.01%-2,74113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,360$1.61M<0.01%+29213F-HRTimelineGroup
Centurion Wealth Management LLC39,437$1.57M0.35%+1,37113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,612$1.42M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,488$1.38M<0.01%-3,42113F-HRTimeline
Anson Capital, Inc.31,795$1.27M0.92%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,391$1.25M<0.01%+1,56213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,139$1.2M<0.01%+79213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,325$1.13M<0.01%-22413F-HRTimelineGroup
CX Institutional26,258$1.05M0.03%-37313F-HRTimeline
CWM, LLCin group CWM, LLC26,198$1.04M<0.01%+8,04513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,384$972K<0.01%-1,51613F-HRTimelineGroup
Sanctuary Advisors, LLC22,774$908K<0.01%+2,00113F-HRTimeline
Farther Finance Advisors, LLC20,560$820K0.01%+9,66813F-HRTimeline
Integrated Wealth Concepts LLC19,486$777K0.01%-3413F-HRTimeline
Mariner, LLCin group Mariner, LLC17,356$692K<0.01%+96413F-HRTimelineGroup
Pallas Capital Advisors LLC17,289$689K0.02%-1,25613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,090$642K<0.01%-33613F-HRTimelineGroup
First Heartland Consultants, Inc.14,495$578K0.04%+19813F-HRTimeline
Prospera Financial Services Inc14,259$569K0.01%-18013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,970$557K0.01%+17513F-HRTimelineGroup
Arkadios Wealth Advisors12,583$502K0.01%+9813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,549$500K<0.01%new13F-HRTimelineGroup
WBH ADVISORY INC12,021$479K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,687$466K<0.01%-13,70313F-HRTimelineGroup
ALPHA CAPITAL ADVISORS INC /ADV11,253$458K0.42%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,928$436K<0.01%+2,37213F-HRTimelineGroup
SYKON CAPITAL LLC10,645$425K0.14%+1,76213F-HRTimeline
NewEdge Advisors, LLC10,597$423K<0.01%+25713F-HRTimeline
MML INVESTORS SERVICES, LLC10,226$408K<0.01%-10613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,338$372K<0.01%13F-HR/ATimelineGroup
LongView Wealth Management8,791$356K0.09%+82113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,797$352K<0.01%new13F-HRTimeline
&PARTNERS8,269$330K<0.01%+2,73213F-HRTimeline
Atria Investments, Inc8,216$328K<0.01%+1,54813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,866$314K<0.01%-81813F-HRTimelineGroup
Sepio Capital, LP7,569$302K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.7,453$297K<0.01%+32413F-HRTimeline
Mill Creek Capital Advisors, LLC6,951$277K0.01%-1,17513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,531$260K<0.01%013F-HRTimelineGroup
Intrepid Financial Planning Group LLC6,054$241K0.09%013F-HRTimeline
World Investment Advisors6,012$240K<0.01%new13F-HR/ATimeline
Advisory Services Network, LLC5,410$216K<0.01%+413F-HRTimeline
Investors Research Corp4,944$197K0.04%+5913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,936$157K0.01%new13F-HRTimeline
AE Wealth Management LLC3,842$153K<0.01%-25013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,470$138K<0.01%+1213F-HRTimeline
Key Financial Inc2,600$104K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,410$96.1K0.01%-1,30613F-HRTimeline
Arax Advisory Partners2,307$92K<0.01%-2,48413F-HRTimeline
Sunrise Financial Services, LLC2,186$87.2K0.07%13F-HRTimeline
FMR LLCin group FMR LLC1,682$67.1K<0.01%-10713F-HRTimelineGroup
COMERICA BANK1,465$58.4K<0.01%+50013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,278$51K<0.01%-20613F-HR/ATimelineGroup
Hurley Capital, LLC1,255$50.1K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,250$49.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,000$39.9K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…880$35.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…861$34.3K<0.01%13F-HRTimeline
NVWM, LLC686$27.4K0.01%-15,01813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC684$27.3K<0.01%013F-HRTimeline
Westfuller Advisors, LLC676$27.2K0.01%+613F-HRTimeline
ALBION FINANCIAL GROUP /UT577$23K<0.01%-1,05813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources571$22.8K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.482$19.2K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…450$17.9K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.344$13.7K<0.01%new13F-HRTimeline
MAI Capital Management300$12K<0.01%013F-HRTimeline
SWAN Capital LLC274$10.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.250$9.97K<0.01%013F-HRTimeline
Triumph Capital Management200$7.98K<0.01%new13F-HRTimeline
Parallel Advisors, LLC168$6.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$6.58K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…150$6K<0.01%new13F-HRTimeline
Dunhill Financial, LLC109$4.34K<0.01%+613F-HRTimeline
Founders Financial Alliance, LLC83$3.31K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC60$2.39K<0.01%-2,95913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$558<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$96<0.01%-113F-HRTimelineGroup