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Disclosery

LVHI LEGG MASON ETF INVT

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FRANKLIN INTL LW (fund)

167 managers (168 13F filers) reported a position in LVHI shares at 2024-12-31, 30,134,667 shares in all. 22 filers opened a position and 15 filers sold out during the quarter.

Managers
167
13F filers
168
New
22
Added
78
Reduced
43
Sold out
15
Shares held by filers
30,134,667

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC4,073,970$124M0.05%+950,51313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,247,256$68.6M<0.01%+155,58013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,912,999$58.4M0.01%+169,58613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,541,964$47.1M-386,071Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,426,287$43.5M0.02%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,263,914$38.6M0.01%+202,10013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,113,537$34M0.76%+103,23813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,063,502$32.5M0.05%+182,31913F-HRTimeline
Cetera Investment Advisers1,059,943$32.3M0.07%+51,90113F-HRTimeline
UBS Group AGin group UBS Group AG982,494$30M0.01%+32,99213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP896,827$27.4M0.03%-40,87013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC844,346$25.8M0.01%+207,81313F-HRTimelineGroup
HighTower Advisors, LLC818,034$25M0.03%+29,33113F-HRTimeline
Insight Wealth Strategies, LLC607,326$18.5M2.49%+21,38813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.568,731$17.4M0.04%-113,23313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA448,166$13.7M<0.01%+159,54613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…447,630$13.7M0.01%+193,75013F-HRTimelineGroup
Frontier Asset Management, LLC410,339$12.5M4.13%-30,35713F-HRTimeline
SK Wealth Management, LLC406,616$12.4M6.32%+1,24713F-HRTimeline
MML INVESTORS SERVICES, LLC397,361$12.1M0.04%-45,74613F-HRTimeline
Cornerstone Wealth Group, LLC357,215$10.9M0.89%+2,08313F-HRTimeline
Pinnacle Financial Partners Inc329,837$10.1M0.2%+53,36713F-HRTimeline
Cedar Mountain Advisors, LLC327,622$10M2.2%-63913F-HRTimeline
CWM, LLCin group CWM, LLC283,523$8.65M0.04%+35,61613F-HRTimelineGroup
Private Advisor Group, LLC268,176$8.18M0.05%+39,93213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP266,232$8.13M0.01%+124,67613F-HRTimelineGroup
Atria Investments, Inc233,833$7.14M0.09%+21,39013F-HRTimeline
Sanctuary Advisors, LLC222,084$7.01M0.04%+3,27213F-HRTimeline
Atria Wealth Solutions, Inc.201,974$6.16M0.07%+39,17313F-HRTimeline
Boyce & Associates Wealth Consulting, I…184,818$5.64M5.71%+17,01713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.179,883$5.49M0.05%+54,74313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…168,380$5.14M0.03%-13413F-HRTimeline
Kolinsky Wealth Management, LLC166,325$5.08M3.1%new13F-HRTimeline
Per Stirling Capital Management, LLC.158,052$4.82M0.68%+39,03313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…148,502$4.53M0.01%+93,47913F-HR/ATimeline
Cambridge Investment Research Advisors,…147,869$4.51M0.02%+3,86213F-HRTimeline
IFP Advisors, Inc147,342$4.5M0.15%+63,60113F-HRTimeline
SIERRA OCEAN, LLC145,367$4.44M3.62%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC122,108$3.73M0.08%new13F-HRTimeline
Montis Financial, LLC119,258$3.64M1.12%+10,10413F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …110,004$3.36M1.96%+4,99913F-HRTimeline
Focus Financial Network, Inc.107,315$3.28M0.13%+89613F-HRTimeline
Lakeridge Wealth Management LLC107,116$3.27M1.69%+2,35413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY106,851$3.26M3.59%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.104,630$3.19M0.02%+4,58213F-HRTimeline
Principle Wealth Partners LLC98,843$3.02M0.21%+8,34213F-HRTimeline
Midwest Financial Network, LLC97,070$2.96M3.08%13F-HRTimeline
Perennial Investment Advisors, LLC96,532$2.95M0.35%+83,10713F-HRTimeline
Ethos Financial Group, LLC94,065$2.87M0.37%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC90,451$2.76M0.88%+28,08213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC87,061$2.66M<0.01%-290,97113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC83,211$2.54M0.08%-10,61613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.81,937$2.5M0.12%+6,30413F-HRTimelineGroup
Smart Money Group LLC81,220$2.48M0.86%+3,21013F-HRTimeline
Sovran Advisors, LLC80,712$2.47M0.35%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC62,689$1.91M0.74%-2,89913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…61,523$1.88M0.05%+2,66013F-HRTimelineGroup
Forefront Wealth Partners, LLC59,270$1.81M1.35%13F-HRTimeline
Sigma Planning Corp58,711$1.79M0.06%-78913F-HRTimeline
Mariner, LLCin group Mariner, LLC58,306$1.78M<0.01%+1,77913F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC56,343$1.72M0.02%-5,83713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,704$1.67M0.04%+31,53513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED49,669$1.51M0.14%new13F-HRTimeline
Trilogy Capital Inc.48,285$1.47M0.08%-6,34313F-HRTimeline
Janney Montgomery Scott LLC48,246$1.47M<0.01%-45,34113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …46,124$1.41M0.12%new13F-HRTimelineGroup
Trademark Financial Management, LLC41,839$1.28M1.01%+57813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC38,237$1.17M0.1%+4,22813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,874$1.16M0.01%+3,51313F-HRTimelineGroup
GG Group Ventures, LLC37,817$1.15M1.52%-2,02813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,212$1.11M0.02%+22,81513F-HRTimelineGroup
Empirical Asset Management, LLC35,880$1.1M0.37%-1,06513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC34,969$1.07M0.12%+1,44613F-HRTimeline
L.M. KOHN & COMPANY33,419$1.02M0.26%+46413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …32,702$999K0.06%-3213F-HRTimelineGroup
WEDBUSH SECURITIES INC31,322$956K0.03%-18713F-HRTimeline
PFG Advisors31,050$948K0.06%new13F-HRTimeline
Aviance Capital Partners, LLC30,785$940K0.13%+98013F-HRTimeline
Cherry Creek Investment Advisors, Inc.30,707$937K0.46%+71813F-HRTimeline
Dynamic Advisor Solutions LLC29,579$903K0.04%+30613F-HRTimeline
CHOREO, LLC28,234$862K0.01%-17513F-HRTimeline
IEQ CAPITAL, LLC26,813$818K0.01%013F-HRTimeline
WCG Wealth Advisors LLC25,207$769K0.05%+13,25413F-HRTimeline
Shore Point Advisors, LLC24,575$750K0.4%+50613F-HRTimeline
Fortis Group Advisors, LLC23,241$709K0.13%+1,03213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,960$701K<0.01%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.22,683$692K0.23%-15,68813F-HRTimeline
Perigon Wealth Management, LLC22,104$680K0.02%+37913F-HRTimeline
Golden State Wealth Management, LLC22,075$674K0.1%13F-HRTimeline
American Alpha Advisors, LLC21,811$666K0.61%-1,32113F-HRTimeline
True Vision MN LLC21,754$664K0.39%+49213F-HRTimeline
Medallion Wealth Advisors, LLC21,075$643K0.32%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,883$637K0.02%new13F-HRTimelineGroup
CROBAN20,689$631K0.62%13F-HRTimeline
Freestate Advisors LLC20,065$612K0.63%+38113F-HRTimeline
Advisory Services Network, LLC19,842$606K0.01%+1,27513F-HRTimeline
COMERICA BANK19,491$595K<0.01%-20,93113F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,292$589K<0.01%+11,07013F-HRTimelineGroup
Regal Investment Advisors LLC18,473$564K0.04%+1,28013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,966$548K<0.01%-3,11113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,907$547K0.03%+10,51313F-HRTimelineGroup
Vise Technologies, Inc.17,531$535K0.04%new13F-HRTimeline
Strategic Blueprint, LLC15,836$483K0.03%-1,03413F-HRTimeline
CIBC WORLD MARKET INC.14,745$450K<0.01%-8,87413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,477$441K0.03%+2,72113F-HRTimeline
Magnus Financial Group LLC14,239$435K0.04%-20,00013F-HRTimeline
Mutual Advisors, LLC13,715$422K0.01%new13F-HRTimeline
Axis Wealth Partners, LLC13,789$421K0.35%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,681$418K<0.01%-1,65513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,408$409K<0.01%+69913F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC13,096$400K0.11%new13F-HRTimeline
Rathbones Group PLC12,433$379K<0.01%+1,58513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,173$372K0.04%+2,37213F-HR/ATimeline
IHT Wealth Management, LLC11,829$361K0.01%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,452$350K0.37%+5013F-HRTimeline
Berger Financial Group, Inc10,852$331K0.02%-1,90813F-HRTimeline
LexAurum Advisors, LLC10,603$324K0.06%-1,08713F-HRTimeline
Csenge Advisory Group10,560$322K0.02%-2,35513F-HRTimeline
PFG Investments, LLC10,505$321K0.02%+4,03013F-HRTimeline
Arkadios Wealth Advisors10,075$307K0.02%+40713F-HRTimeline
Farther Finance Advisors, LLC9,899$302K0.01%-6,98513F-HRTimeline
Aptus Capital Advisors, LLC9,725$297K<0.01%new13F-HRTimeline
Clarus Group, Inc.9,725$297K0.11%-2513F-HRTimeline
Indie Asset Partners, LLC9,249$282K0.22%+70413F-HRTimeline
Creekside Partners9,143$279K0.14%013F-HRTimeline
Steward Partners Investment Advisory, L…9,090$277K<0.01%+1,67413F-HRTimeline
Belpointe Asset Management LLC8,768$273K0.02%013F-HRTimeline
Independent Advisor Alliance8,844$270K<0.01%new13F-HRTimeline
Maia Wealth LLC8,606$269K0.06%new13F-HRTimeline
Kovack Advisors, Inc.8,802$269K0.03%+87813F-HRTimeline
Arete Wealth Advisors, LLC8,635$263K0.02%-2,64813F-HRTimeline
Kelly Financial Services LLC8,502$259K0.09%-5,08013F-HR/ATimeline
Savvy Advisors, Inc.8,465$258K0.03%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,411$257K<0.01%+1,57713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,362$225K<0.01%-5,26413F-HRTimelineGroup
LongView Wealth Management6,723$205K0.06%-80113F-HRTimeline
Atlantic Private Wealth, LLC6,457$197K0.15%013F-HRTimeline
Geneos Wealth Management Inc.6,258$191K0.01%-96013F-HRTimeline
PRIVATE TRUST CO NA6,069$185K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,727$175K0.01%+2,65113F-HRTimeline
HARBOUR INVESTMENTS, INC.5,462$167K<0.01%+8713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,308$162K<0.01%-96,90413F-HRTimelineGroup
AdvisorNet Financial, Inc4,520$138K0.01%-40013F-HRTimeline
Glass Jacobson Investment Advisors llc3,958$121K0.04%+1,07413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc3,360$103K0.02%new13F-HRTimeline
Global Retirement Partners, LLC3,194$97.5K<0.01%+10613F-HRTimeline
Park Square Financial Group, LLC2,834$86.5K0.06%13F-HRTimeline
FMR LLCin group FMR LLC2,793$85.3K<0.01%+1,65813F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,747$54.6K0.03%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,672$51K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC1,650$50.4K0.02%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,600$48.8K0.03%13F-HRTimeline
NewEdge Advisors, LLC1,320$40.3K<0.01%+88513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,254$38.3K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC986$30.6K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.805$24.4K<0.01%-17713F-HRTimeline
GeoWealth Management, LLC767$23.4K<0.01%-1,39313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC476$14.5K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC467$14.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC273$8.33K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC251$7.67K<0.01%+5113F-HRTimeline
Nova Wealth Management, Inc.222$6.78K0.01%13F-HRTimeline
AE Wealth Management LLC203$6.2K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.15$458<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8$244<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1$43<0.01%-1,43713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.