LVHD LEGG MASON ETF INVT
FollowFRANKLIN US LOW (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in LVHD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HEFFERNAN ADVISORY, INC | 87,418 | $3.62M | 2.43% | -1,603 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 26,742 | $1.11M | 0.07% | +4,493 | 13F-HRTimeline |
| CX Institutional | 26,424 | $1.09M | 0.03% | +227 | 13F-HRTimeline |
| SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT… | 22,459 | $929K | 0.02% | +913 | 13F-HRTimelineGroup |
| Centurion Wealth Management LLC | 21,581 | $893K | 0.22% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 20,932 | $866K | 0.01% | +196 | 13F-HRTimeline |
| Oak Grove Capital LLC | 13,791 | $571K | 0.03% | 0 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 6,998 | $295K | <0.01% | -10 | 13F-HRTimeline |
| Investors Research Corp | 5,444 | $225K | 0.04% | +173 | 13F-HRTimeline |