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Disclosery

LVHD LEGG MASON ETF INVT

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FRANKLIN US LOW (fund)

114 managers (116 13F filers) reported a position in LVHD shares at 2026-03-31, 7,062,727 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers
114
13F filers
116
New
17
Added
40
Reduced
37
Sold out
6
Shares held by filers
7,062,727

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,007,292$42.9M<0.01%-44,58913F-HRTimelineGroup
Financial Engines Advisors L.L.C.967,226$41.2M0.08%-32,74813F-HRTimeline
LPL Financial LLC744,264$31.7M0.01%-3,52713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/602,091$25.6M<0.01%+5,34113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding423,275$18M+12,771Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN258,726$11M<0.01%+2,79413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC219,286$9.33M<0.01%-35613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC183,531$7.81M0.01%+2,21113F-HRTimeline
Sequent Planning LLC170,030$7.24M1.75%+7,30813F-HRTimeline
Private Advisor Group, LLC160,961$6.85M0.03%-2,21113F-HRTimeline
Sovereign Investment Advisors, LLC153,622$6.54M1.38%+1,65113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA145,374$6.19M<0.01%-19,66413F-HRTimelineGroup
Cetera Investment Advisers139,306$5.93M0.01%-29,88313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP98,909$4.19M<0.01%+15,38613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,451$4.02M<0.01%+38,10113F-HRTimelineGroup
Allworth Financial LP91,965$3.91M0.02%-1,51313F-HRTimeline
HEFFERNAN ADVISORY, INC89,950$3.83M3.55%+1,49313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding83,614$3.56M+3,855Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70,535$3M<0.01%-4,11713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC68,597$2.92M<0.01%+52,50713F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC68,552$2.92M1.89%+6,67813F-HRTimeline
Triad Wealth Partners, LLC62,432$2.66M0.21%+15,57913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,587$2.2M<0.01%+23,26213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,250$2.1M<0.01%+2,19413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,182$2.09M<0.01%+2,29313F-HRTimelineGroup
JT Stratford LLC48,735$2.07M0.26%-40813F-HRTimeline
GTS SECURITIES LLC45,649$1.94M0.07%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP43,600$1.86M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC39,518$1.68M<0.01%-3,97713F-HRTimeline
XML Financial, LLC38,845$1.65M0.13%-6,00313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,603$1.64M<0.01%-1,75713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,945$1.53M0.01%+5,80613F-HRTimelineGroup
Anson Capital, Inc.35,530$1.51M1.03%+3,73513F-HRTimeline
CWM, LLCin group CWM, LLC35,519$1.51M<0.01%+9,32113F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,780$1.44M<0.01%-70813F-HRTimeline
Arkadios Wealth Advisors33,564$1.43M0.02%+20,98113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO30,400$1.29M<0.01%-99113F-HR/ATimelineGroup
Independent Advisor Alliance28,948$1.23M0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,575$1.14M<0.01%+2,19113F-HR/ATimelineGroup
CX Institutional25,999$1.11M0.03%-25913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,510$1.04M<0.01%-11,10213F-HRTimelineGroup
Sanctuary Advisors, LLC23,961$1.02M0.01%+1,18713F-HRTimeline
Centurion Wealth Management LLC23,826$1.01M0.23%-15,61113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,416$911K0.02%new13F-HRTimelineGroup
Farther Finance Advisors, LLC20,663$878K0.01%+10313F-HRTimeline
Integrated Wealth Concepts LLC19,940$849K0.01%+45413F-HRTimeline
Pallas Capital Advisors LLC16,634$708K0.03%-65513F-HRTimeline
Prospera Financial Services Inc16,440$700K0.01%+2,18113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,666$667K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.14,705$626K0.05%+21013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,484$616K<0.01%-2,87213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…14,455$615K0.01%+48513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,549$534K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,513$490K<0.01%+58513F-HRTimelineGroup
Private Advisory Group LLC11,423$486K0.03%new13F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV11,241$478K0.46%-1213F-HRTimeline
NewEdge Advisors, LLC9,826$418K<0.01%-77113F-HR/ATimeline
LongView Wealth Management9,603$412K0.1%+81213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,338$397K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,933$380K<0.01%-1,29313F-HRTimeline
Compound Planning, Inc.8,651$368K0.01%new13F-HRTimeline
Atria Investments, Inc8,130$346K<0.01%-8613F-HRTimeline
WBH ADVISORY INC7,973$339K0.03%-4,04813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,840$334K<0.01%-2613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,660$327K<0.01%-1,13713F-HRTimeline
Sepio Capital, LP7,569$322K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.7,453$316K<0.01%013F-HRTimeline
&PARTNERS7,066$301K<0.01%-1,20313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,828$291K<0.01%new13F-HRTimelineGroup
Intrepid Financial Planning Group LLC6,054$258K0.1%013F-HRTimeline
World Investment Advisors6,038$257K<0.01%+2613F-HRTimeline
Mill Creek Capital Advisors, LLC5,813$247K0.01%-1,13813F-HRTimeline
Advisory Services Network, LLC5,415$230K<0.01%+513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,409$230K0.06%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,104$217K<0.01%-1,42713F-HRTimelineGroup
Investors Research Corp5,075$216K0.04%+13113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,054$215K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.4,936$210K<0.01%new13F-HRTimeline
SYKON CAPITAL LLC4,790$204K0.07%-5,85513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,728$201K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,687$157K<0.01%+21713F-HRTimeline
Key Financial Inc2,600$111K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,410$103K0.01%013F-HRTimeline
Arax Advisory Partners2,332$99.2K<0.01%+2513F-HRTimeline
FMR LLCin group FMR LLC1,581$67.3K<0.01%-10113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,465$62.4K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,416$60.3K<0.01%+73213F-HRTimeline
Sunrise Financial Services, LLC1,345$57.2K0.04%-84113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,285$54.7K<0.01%+713F-HRTimelineGroup
Hurley Capital, LLC1,255$53.4K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,250$53.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,000$42.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…880$37.5K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…861$36.6K0.01%013F-HRTimeline
Westfuller Advisors, LLC683$29.1K0.01%+713F-HRTimeline
MidFirst Bank638$27.2K<0.01%new13F-HRTimeline
NVWM, LLC630$26.8K0.01%-5613F-HRTimeline
ALBION FINANCIAL GROUP /UT511$21.7K<0.01%-6613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…450$19.1K<0.01%013F-HRTimeline
AE Wealth Management LLC330$14K<0.01%-3,51213F-HRTimeline
MAI Capital Management300$12.8K<0.01%013F-HRTimeline
SWAN Capital LLC274$11.7K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC253$10.8K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.250$10.6K<0.01%013F-HRTimeline
Triumph Capital Management200$8.51K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.200$8.51K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC168$7.15K<0.01%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…165$7.02K<0.01%013F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…152$6.48K<0.01%+213F-HRTimeline
Dunhill Financial, LLC110$4.68K<0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC72$3.08K<0.01%13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…26$1.11K<0.01%+1213F-HRTimelineGroup
IFP Advisors, Inc16$681<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$102<0.01%013F-HRTimelineGroup