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Disclosery

LVHI LEGG MASON ETF INVT

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FRANKLIN INTL LW (fund)

308 managers (311 13F filers) reported a position in LVHI shares at 2026-06-30, 77,506,735 shares in all. 40 filers opened a position and 23 filers sold out during the quarter.

Managers
308
13F filers
311
New
40
Added
164
Reduced
74
Sold out
23
Shares held by filers
77,506,735

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC12,678,832$515M0.12%+1,584,10713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,080,377$206M0.01%+488,28913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,624,597$188M0.1%+259,18813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,473,163$182M0.01%+292,62213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,835,156$115M0.03%+147,53813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,543,423$103M0.02%-1,03813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,287,820$92.9M0.02%+495,04213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,186,969$88.8M+96,721Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,053,081$83.4M0.03%+457,32913F-HRTimelineGroup
Cetera Investment Advisers1,715,248$69.6M0.06%+210,97513F-HRTimeline
UBS Group AGgroup of 2 filers holding1,692,909$68.7M+149,319Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,601,132$65M0.08%+415,85313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.1,565,039$63.5M1%+104,15713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,527,434$62M0.05%+54,32613F-HRTimelineGroup
HighTower Advisors, LLC1,376,185$55.9M0.05%-82,66613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,318,123$53.5M0.01%+20,28113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,281,198$52M0.07%+73,21913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,238,008$50.2M0.09%-18,71513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,211,074$49.2M+75,409Timeline
Private Advisor Group, LLC907,663$36.8M0.17%-67,57813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.792,683$32.2M0.19%+117,89813F-HRTimelineGroup
Csenge Advisory Group788,590$32M1.3%+26,87113F-HRTimeline
Insight Wealth Strategies, LLC679,172$27.4M2.68%+53,14413F-HRTimeline
Cambridge Investment Research Advisors,…667,607$27.1M0.06%+97,40813F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …654,043$26.5M0.18%+69,95913F-HRTimelineGroup
MOR Wealth Management, LLC531,044$21.6M8.58%+72,42713F-HRTimeline
MML INVESTORS SERVICES, LLC528,439$21.4M0.04%+176,08313F-HRTimeline
Janney Montgomery Scott LLC522,204$21.2M0.04%+84,52313F-HRTimeline
Frontier Asset Management, LLC514,245$20.9M3.74%+14,59813F-HRTimeline
Howard Capital Management, LLC438,710$17.8M0.21%new13F-HRTimeline
SK Wealth Management, LLC406,952$17.5M3.94%-1,35413F-HRTimeline
Curran Financial Partners, LLC408,814$16.6M2.47%+32,93213F-HRTimeline
Planning Strategies Inc.394,118$16M10%13F-HRTimeline
Compass Wealth Management, LLC/GA360,154$14.6M5.83%-2,94513F-HRTimeline
Keudell/Morrison Wealth Management333,256$13.5M2.56%+89,06013F-HRTimeline
Cedar Mountain Advisors, LLC330,016$13.4M2.31%-2,57713F-HRTimeline
FSA WEALTH PARTNERS, INC.324,659$13.2M3.3%new13F-HRTimeline
SIERRA OCEAN, LLC278,606$11.3M7.83%+6,32513F-HRTimeline
Seros Financial, LLC275,127$11.2M5.82%+5,51513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO272,769$11.1M<0.01%+56,54313F-HRTimelineGroup
SHP Wealth Management248,046$10.1M0.69%-6,56713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…247,759$10.1M0.09%+2,14313F-HRTimelineGroup
VestGen Advisors, LLC244,800$9.94M0.29%+2,59213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC243,547$9.88M2.44%+37,72413F-HRTimeline
McKinney Capital Management, LLC227,608$9.24M3.64%new13F-HRTimeline
Forefront Wealth Partners, LLC220,479$8.95M2.77%+45,81413F-HRTimeline
Sanctuary Advisors, LLC217,087$8.81M0.04%+8,61413F-HRTimeline
BFSG, LLC216,742$8.8M0.78%+14,43113F-HRTimeline
World Investment Advisors208,456$8.45M0.14%013F-HRTimeline
Atria Investments, Inc203,404$8.26M0.08%+7,34313F-HRTimeline
Integrated Wealth Concepts LLC203,218$8.25M0.04%+194,52113F-HRTimeline
Piedmont Capital Management, LLC/NC191,357$7.77M4.74%+20,64613F-HRTimeline
Federation des caisses Desjardins du Qu…189,304$7.68M0.02%+14,79013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC189,204$7.68M0.09%-304,03113F-HRTimelineGroup
Laurel Wealth Planning LLC188,664$7.66M3.39%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…182,599$7.55M0.01%+7,62713F-HRTimeline
Montis Financial, LLC185,438$7.53M1.54%+17,83713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …183,508$7.45M0.08%+21,40313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC182,352$7.4M0.38%+41213F-HRTimeline
Horizon Investments, LLC181,854$7.38M0.08%-183,19413F-HRTimeline
Centennial Wealth Advisory LLC174,146$7.07M1.53%+13,92613F-HRTimeline
Per Stirling Capital Management, LLC.172,540$7M0.67%+34,86613F-HRTimeline
Boyce & Associates Wealth Consulting, I…169,039$6.86M4.76%+3,98313F-HRTimeline
Haven Private, LLC156,507$6.35M2.41%+5,10413F-HRTimeline
CROBAN154,562$6.27M2.76%+2,36413F-HRTimeline
Mariner, LLCin group Mariner, LLC153,454$6.23M0.01%-105,17613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC152,765$6.2M0.12%-1,60213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…152,000$6.17M0.01%new13F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC147,442$5.98M0.8%+26,18613F-HRTimeline
American Alpha Advisors, LLC146,533$5.95M3.52%+13,97713F-HRTimeline
Ethos Financial Group, LLC136,819$5.86M0.39%-34,64613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…144,084$5.85M0.12%+101,50613F-HRTimelineGroup
Qube Research & Technologies Ltd141,092$5.73M0.01%+10,73213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY136,096$5.52M3.01%+8,30513F-HRTimeline
D.A. DAVIDSON & CO.135,415$5.5M0.03%-8,71813F-HRTimeline
Cassady Wealth & Retirement Planning, L…134,757$5.47M2.54%+2,26813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC131,923$5.35M0.03%+20,87613F-HR/ATimeline
Kingsview Wealth Management, LLC129,721$5.26M0.06%+78,25613F-HRTimeline
Meridian Wealth Management, LLC129,539$5.26M0.16%+4,39713F-HRTimeline
Sunrise Financial Services, LLC127,584$5.18M3.08%+9,93613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC123,904$5.03M<0.01%-671,92213F-HRTimelineGroup
Prota Financial, LLC121,692$4.92M3.24%new13F-HRTimeline
IFP Advisors, Inc120,818$4.9M0.09%+6,02613F-HRTimeline
Oak Grove Capital LLC119,500$4.85M0.36%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.117,809$4.78M0.01%-4,64213F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …114,176$4.63M2.25%-1,61213F-HRTimeline
Arkadios Wealth Advisors112,271$4.56M0.07%+60,09213F-HRTimeline
Focus Financial Network, Inc.110,585$4.49M0.14%+1,52013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…110,509$4.48M0.08%+9,83613F-HRTimelineGroup
BLUELINE ADVISORS LLC103,013$4.18M2.9%+2,87813F-HRTimeline
Maia Wealth LLC102,242$4.15M0.61%+18,38313F-HRTimeline
Steward Partners Investment Advisory, L…100,389$4.07M0.02%-199,12013F-HRTimeline
Principle Wealth Partners LLC96,150$3.9M0.19%-6613F-HRTimeline
Gladstone Institutional Advisory LLC92,281$3.75M0.12%+8,30413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers91,153$3.7M<0.01%+45,86013F-HRTimelineGroup
Asset One Wealth Management LLC88,435$3.69M0.39%-5,29513F-HRTimeline
Bay Capital Advisors, LLC89,748$3.64M1.95%+11,51713F-HRTimeline
WealthCare Investment Partners, LLC84,827$3.44M0.84%+6,30513F-HRTimeline
Bison Wealth, LLC83,795$3.44M0.32%+10,70013F-HRTimeline
Nova Wealth Management, Inc.84,759$3.44M1.9%+11,98213F-HRTimeline
HARBOUR INVESTMENTS, INC.84,333$3.42M0.05%+2,71113F-HRTimeline
Savvy Advisors, Inc.84,194$3.42M0.07%+13,14713F-HRTimeline
RAINIER FAMILY WEALTH INC78,376$3.18M1.81%+8,71213F-HRTimeline
Belpointe Asset Management LLC78,014$3.17M0.1%+10,12613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED77,959$3.16M0.19%-54,89513F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC75,653$3.07M1.69%+3,69813F-HRTimeline
Plan Group Financial, LLC75,180$3.05M0.63%-14,78513F-HRTimeline
Gateway Wealth Partners, LLC74,508$3.02M0.18%-31,79013F-HRTimeline
Farther Finance Advisors, LLC73,978$3M0.02%+34,66113F-HRTimeline
Vise Technologies, Inc.70,685$2.87M0.03%+39,02513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding67,198$2.86M+33,468Timeline
Sigma Planning Corp69,298$2.81M0.07%+5,87713F-HRTimeline
Perennial Investment Advisors, LLC67,314$2.73M0.18%-9,07413F-HRTimeline
Perigon Wealth Management, LLC67,316$2.73M0.04%+7,57613F-HRTimeline
Cherry Creek Investment Advisors, Inc.66,080$2.68M1.06%+2,13113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC63,833$2.59M0.12%+1,13313F-HRTimeline
Trademark Financial Management, LLC63,209$2.57M1.05%new13F-HRTimeline
Provident Wealth Management, LLC61,134$2.48M0.64%+5,67313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC60,479$2.45M0.03%+10,19713F-HRTimelineGroup
Summit Financial, LLC59,065$2.4M0.03%+11,79413F-HRTimeline
PFG Advisors58,537$2.38M0.12%+7,09113F-HRTimeline
LANE BROTHERS & CO INC58,282$2.37M1.55%+57413F-HRTimeline
&PARTNERS57,828$2.35M0.01%+60013F-HRTimeline
Freestate Advisors LLC57,717$2.34M1.75%+98813F-HRTimeline
Dynamic Advisor Solutions LLC57,101$2.32M0.07%+42513F-HRTimeline
Meridian Financial Advisors, LLC55,485$2.25M1.08%+11,65013F-HRTimeline
Huntleigh Advisors, Inc.53,401$2.17M0.3%+53213F-HRTimeline
Robertson Stephens Wealth Management, L…52,334$2.12M0.05%+23,63113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC50,800$2.06M0.39%-1,33913F-HRTimeline
Total Clarity Wealth Management, Inc.50,128$2.03M0.4%+24,19413F-HRTimeline
IFG Advisory, LLC48,196$1.96M0.07%new13F-HRTimeline
Mutual Advisors, LLC48,017$1.95M0.04%+3,01313F-HRTimeline
Kovack Advisors, Inc.47,081$1.91M0.09%+6,83513F-HRTimeline
WEDBUSH SECURITIES INC46,358$1.88M0.05%+1,54113F-HRTimeline
Global Retirement Partners, LLC45,952$1.86M0.03%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,890$1.86M<0.01%+5,64613F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.45,512$1.85M0.79%+1,25613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,149$1.83M<0.01%-915,85713F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC44,488$1.81M0.12%-41013F-HRTimeline
Sonoma Allocations LLC44,543$1.8M0.56%-12,92513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC44,008$1.79M0.07%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.42,869$1.74M0.07%+18,45813F-HRTimeline
CIBC WORLD MARKET INC.42,229$1.71M<0.01%+55513F-HRTimeline
NewEdge Advisors, LLC41,847$1.7M0.01%+24,78513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…41,331$1.68M0.61%+6,94213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,646$1.61M<0.01%+38013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.39,327$1.6M0.03%+4,37213F-HRTimeline
Illumine Investment Management, LLC0$1.6M1.04%new13F-HRTimelineAmount filed as zero, left out of ratios.
RMR Wealth Builders38,256$1.55M0.1%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT37,245$1.51M0.15%-16,71913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC37,116$1.51M<0.01%+15,14213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC36,700$1.49M<0.01%-25,00013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC36,528$1.48M0.14%-11,98813F-HRTimeline
Midwest Financial Network, LLC36,037$1.46M1%-8,59613F-HRTimeline
Axis Wealth Partners, LLC35,969$1.46M0.7%+5,80913F-HRTimeline
Trilogy Capital Inc.34,933$1.42M0.06%-41713F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC34,425$1.4M0.42%+10,56113F-HRTimeline
Elevation Capital Advisory, LLC33,722$1.37M0.53%new13F-HRTimeline
Advisory Services Network, LLC33,631$1.36M0.02%+13,03913F-HRTimeline
HBW ADVISORY SERVICES LLC31,321$1.27M0.11%+1,69213F-HRTimeline
Valued Retirements, Inc.30,819$1.25M1.12%+18213F-HRTimeline
Golden State Wealth Management, LLC30,778$1.25M0.11%+3,01013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…30,386$1.23M0.83%+10613F-HRTimeline
MANNING & NAPIER ADVISORS LLC30,189$1.23M0.02%-4,87113F-HRTimeline
Aviance Capital Partners, LLC30,269$1.23M0.13%-10913F-HRTimeline
Prospera Financial Services Inc30,236$1.23M0.02%+9,50513F-HRTimeline
Lifetime Wealth Management P.C.29,293$1.19M0.69%+45913F-HRTimeline
Western Wealth Management, LLC28,547$1.16M0.04%+9,17913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,100$1.14M0.05%+4,04913F-HRTimeline
CHOREO, LLC28,061$1.14M0.01%-41413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,333$1.11M0.09%+1,54313F-HRTimelineGroup
Balefire, LLC27,292$1.11M0.18%-2,82613F-HRTimeline
Orion Porfolio Solutions, LLC27,045$1.1M0.01%-14,94213F-HRTimeline
IEQ CAPITAL, LLC26,813$1.09M0.01%013F-HRTimeline
Regal Investment Advisors LLC26,353$1.07M0.06%-1313F-HRTimeline
SCOTIA CAPITAL INC.26,154$1.06M<0.01%-12,67513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,608$1.04M<0.01%+7,23513F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC24,909$1.01M0.07%+1,50013F-HRTimeline
Fortis Group Advisors, LLC24,577$997K0.16%+1,04113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC23,143$986K0.12%13F-HRTimeline
Shore Point Advisors, LLC24,114$979K0.33%-11713F-HRTimeline
Lakeridge Wealth Management LLC23,366$948K0.35%-95,23813F-HRTimeline
Centurion Wealth Management LLC23,024$934K0.22%-5113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …22,506$913K0.04%+3813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,963$810K<0.01%+6,29213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,762$802K<0.01%+2,21613F-HRTimelineGroup
Indivisible Partners19,691$799K0.05%+6,21713F-HRTimeline
HighPoint Advisor Group LLC19,511$792K0.03%-55913F-HRTimeline
Nautilus Advisors LLC19,037$787K0.46%-3013F-HRTimeline
PFG Investments, LLC19,377$786K0.03%+4413F-HRTimeline
Collaborative Wealth Managment Inc.19,106$775K0.33%new13F-HRTimeline
Waverly Advisors, LLC18,827$764K<0.01%-64613F-HRTimeline
BFI Infinity Ltd.18,258$741K0.36%013F-HRTimeline
Optivise Advisory Services LLC17,259$700K0.36%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,245$659K<0.01%+5,05713F-HRTimelineGroup
FMR LLCin group FMR LLC15,898$645K<0.01%+3,85613F-HRTimelineGroup
Algorithmic Investment Models, LLC15,882$645K0.75%+9513F-HRTimeline
AdvisorNet Financial, Inc15,225$618K0.03%+1,30513F-HRTimeline
Strategic Blueprint, LLC14,556$591K0.03%-1,20213F-HRTimeline
MAI Capital Management14,306$581K<0.01%+4,31913F-HRTimeline