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Disclosery

LVHI LEGG MASON ETF INVT

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FRANKLIN INTL LW (fund)

210 managers (213 13F filers) reported a position in LVHI shares at 2025-03-31, 45,002,351 shares in all. 60 filers opened a position and 12 filers sold out during the quarter.

Managers
210
13F filers
213
New
60
Added
100
Reduced
36
Sold out
12
Shares held by filers
45,002,351

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC6,396,666$207M0.08%+2,322,69613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,699,447$87.4M0.01%+452,19113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,622,143$84.9M0.07%+2,174,51313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,507,492$81.2M0.22%+2,507,01613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,188,270$70.8M0.02%+924,35613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,160,519$69.9M0.01%+247,52013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,819,777$58.9M0.02%+393,49013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,581,626$51.2M+39,662Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,238,436$40.1M0.86%+124,89913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,155,637$37.4M0.05%+92,13513F-HRTimeline
Cetera Investment Advisers1,125,292$36.4M0.07%+65,34913F-HRTimeline
UBS Group AGin group UBS Group AG1,081,663$35M0.01%+99,16913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,073,541$34.6M0.01%+229,19513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP921,921$29.8M0.03%+25,09413F-HRTimelineGroup
HighTower Advisors, LLC852,607$27.6M0.04%+34,57313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.779,009$25.2M0.06%+210,27813F-HRTimelineGroup
Insight Wealth Strategies, LLC718,863$23.3M3.13%+111,53713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP549,126$17.9M0.02%+282,89413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA534,788$17.3M<0.01%+86,62213F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC490,555$15.9M0.05%+93,19413F-HRTimeline
CWM, LLCin group CWM, LLC417,354$13.5M0.05%+133,83113F-HRTimelineGroup
Frontier Asset Management, LLC397,021$12.9M3.73%-13,31813F-HRTimeline
SK Wealth Management, LLC415,331$12.7M6.79%+8,71513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.377,051$12.2M0.12%+197,16813F-HRTimelineGroup
Pinnacle Financial Partners Inc373,769$12.1M0.24%+43,93213F-HRTimeline
Cornerstone Wealth Group, LLC373,114$12.1M1%+15,89913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC362,322$11.7M0.02%+275,26113F-HR/ATimelineGroup
Cedar Mountain Advisors, LLC340,458$11M2.47%+12,83613F-HRTimeline
Elevation Capital Advisory, LLC326,223$10.6M4.61%new13F-HRTimeline
Csenge Advisory Group319,981$9.88M0.56%+309,42113F-HRTimeline
Private Advisor Group, LLC279,997$9.06M0.05%+11,82113F-HRTimeline
Atria Investments, Inc253,624$8.21M0.11%+19,79113F-HRTimeline
Cambridge Investment Research Advisors,…236,636$7.66M0.03%+88,76713F-HRTimeline
Fermata Advisors, LLC225,733$7.31M1.32%new13F-HRTimeline
Steward Partners Investment Advisory, L…219,871$7.12M0.06%+210,78113F-HRTimeline
Sanctuary Advisors, LLC218,510$7.07M0.05%-3,57413F-HRTimeline
Atria Wealth Solutions, Inc.218,014$7.06M0.09%+16,04013F-HRTimeline
World Investment Advisors203,430$6.59M0.17%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…193,783$6.27M6.27%+8,96513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC193,644$6.27M0.73%+158,67513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…192,141$6.22M0.01%+43,63913F-HRTimeline
Per Stirling Capital Management, LLC.186,042$6.02M0.87%+27,99013F-HRTimeline
FMR LLCin group FMR LLC184,976$5.99M<0.01%+182,18313F-HRTimelineGroup
VestGen Advisors, LLC177,366$5.74M0.26%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…176,489$5.71M0.23%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…171,016$5.54M0.03%+2,63613F-HRTimeline
Montis Financial, LLC170,578$5.52M1.62%+51,32013F-HRTimeline
SIERRA OCEAN, LLC154,169$4.99M3.94%+8,80213F-HRTimeline
IFP Advisors, Inc139,373$4.51M0.14%-7,96913F-HRTimeline
AE Wealth Management LLC138,114$4.47M0.04%+137,91113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding130,795$4.23M+92,921Timeline
AVANTAX ADVISORY SERVICES, INC.126,426$4.09M0.02%+21,79613F-HRTimeline
Janney Montgomery Scott LLC119,039$3.85M0.01%+70,79313F-HRTimeline
D.A. DAVIDSON & CO.119,002$3.85M0.03%new13F-HRTimeline
GeoWealth Management, LLC118,647$3.84M0.15%+117,88013F-HRTimeline
Focus Financial Network, Inc.116,854$3.78M0.15%+9,53913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC114,009$3.69M0.07%-8,09913F-HRTimeline
Lakeridge Wealth Management LLC113,673$3.68M1.84%+6,55713F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …113,082$3.66M2.27%+3,07813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY109,735$3.55M3.61%+2,88413F-HRTimeline
Midwest Financial Network, LLC99,459$3.22M3.22%+2,38913F-HRTimeline
Principle Wealth Partners LLC94,233$3.05M0.22%-4,61013F-HRTimeline
M Holdings Securities, Inc.94,171$3.05M0.51%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …93,019$3.01M0.05%+56,80713F-HRTimelineGroup
Empire Life Investments Inc.90,100$2.92M0.19%new13F-HRTimeline
Ethos Financial Group, LLC94,065$2.87M0.27%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC87,750$2.84M1.07%-2,70113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC87,278$2.83M0.1%+4,06713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,780$2.81M0.01%+79,41813F-HRTimelineGroup
Sovran Advisors, LLC85,066$2.63M0.34%+4,35413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.79,541$2.57M0.14%-2,39613F-HRTimelineGroup
Jackson Wealth Management, LLC77,603$2.51M0.31%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…75,730$2.45M0.06%+14,20713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC62,316$2.02M<0.01%+4,01013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED61,777$2.01M0.19%+12,10813F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC59,884$1.94M0.74%-2,80513F-HRTimeline
Sigma Planning Corp58,348$1.89M0.06%-36313F-HRTimeline
Forefront Wealth Partners, LLC55,131$1.78M1.21%-4,13913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC54,100$1.75M<0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC53,007$1.72M0.19%-43,52513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,704$1.67M0.04%013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …51,235$1.66M0.11%+5,11113F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.51,095$1.65M0.86%+20,38813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT50,524$1.64M0.2%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC49,998$1.62M0.02%-6,34513F-HRTimeline
WealthCare Investment Partners, LLC52,365$1.6M0.68%new13F-HRTimeline
Trilogy Capital Inc.45,954$1.49M0.08%-2,33113F-HRTimeline
PFG Advisors45,121$1.46M0.08%+14,07113F-HRTimeline
Plan Group Financial, LLC44,808$1.45M0.52%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC44,105$1.43M0.12%+5,86813F-HRTimeline
Provident Wealth Management, LLC42,092$1.36M0.47%new13F-HRTimeline
Orion Porfolio Solutions, LLC40,615$1.31M0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC40,615$1.31M0.01%new13F-HR/ATimeline
Gladstone Institutional Advisory LLC40,484$1.31M0.06%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.39,341$1.27M0.61%new13F-HRTimeline
Lloyd Advisory Services, LLC.37,884$1.23M0.62%new13F-HRTimeline
Freestate Advisors LLC37,366$1.21M1.2%+17,30113F-HRTimeline
Empirical Asset Management, LLC36,687$1.19M0.4%+80713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,436$1.18M<0.01%+17,14413F-HRTimelineGroup
Perigon Wealth Management, LLC36,158$1.17M0.03%+14,05413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,939$1.15M0.07%+3,23713F-HRTimelineGroup
Dynamic Advisor Solutions LLC34,482$1.12M0.04%+4,90313F-HRTimeline
L.M. KOHN & COMPANY33,351$1.08M0.28%-6813F-HRTimeline
Aviance Capital Partners, LLC31,773$1.03M0.14%+98813F-HRTimeline
WEDBUSH SECURITIES INC29,878$967K0.04%-1,44413F-HRTimeline
Trademark Financial Management, LLC28,221$914K0.7%-13,61813F-HRTimeline
CHOREO, LLC28,005$907K0.01%-22913F-HRTimeline
RAINIER FAMILY WEALTH INC26,966$873K1.03%new13F-HRTimeline
IEQ CAPITAL, LLC26,813$868K0.01%013F-HRTimeline
CROBAN26,521$858K0.79%+5,83213F-HRTimeline
American Alpha Advisors, LLC25,716$832K0.74%+3,90513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,269$818K<0.01%+7,30313F-HRTimelineGroup
Shore Point Advisors, LLC24,551$795K0.42%-2413F-HRTimeline
HBW ADVISORY SERVICES LLC24,052$779K0.11%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…23,859$772K0.88%+12,40713F-HRTimeline
Golden State Wealth Management, LLC22,512$729K0.11%+43713F-HR/ATimeline
Advisory Services Network, LLC21,548$697K0.01%+1,70613F-HRTimeline
Fortis Group Advisors, LLC21,501$696K0.14%-1,74013F-HRTimeline
Total Clarity Wealth Management, Inc.22,683$692K0.23%013F-HRTimeline
True Vision MN LLC21,063$682K0.41%-69113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,953$678K0.02%+7013F-HRTimelineGroup
Haven Private, LLC20,374$660K0.37%new13F-HRTimeline
Park Square Financial Group, LLC19,819$642K0.51%+16,98513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,503$631K0.04%+1,59613F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC18,972$614K0.15%+5,87613F-HR/ATimeline
Maia Wealth LLC20,027$603K0.14%+11,42113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC18,433$597K0.03%new13F-HRTimelineGroup
Axis Wealth Partners, LLC18,359$594K0.44%+4,57013F-HRTimeline
Medallion Wealth Advisors, LLC17,987$583K0.26%-3,08813F-HRTimeline
Algorithmic Investment Models, LLC17,725$574K0.42%new13F-HRTimeline
Centennial Wealth Advisory LLC15,687$508K0.18%new13F-HRTimeline
VestGen Investment Management15,250$494K0.37%new13F-HRTimeline
Strategic Blueprint, LLC14,856$481K0.03%-98013F-HRTimeline
COMERICA BANK14,682$475K<0.01%-4,80913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,489$469K0.03%+1213F-HRTimeline
Magnus Financial Group LLC14,239$461K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.14,051$455K<0.01%-69413F-HRTimeline
Bay Capital Advisors, LLC13,303$431K0.36%new13F-HRTimeline
Rathbones Group PLC12,423$402K<0.01%-1013F-HRTimeline
IFG Advisory, LLC12,381$401K0.02%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC12,036$390K0.11%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,675$378K0.04%-49813F-HR/ATimeline
PFG Investments, LLC11,605$376K0.02%+1,10013F-HRTimeline
Arkadios Wealth Advisors11,491$372K0.01%+1,41613F-HRTimeline
BFI Infinity Ltd.11,455$371K0.4%new13F-HRTimeline
IHT Wealth Management, LLC11,340$367K0.01%-48913F-HRTimeline
Galvin, Gaustad & Stein, LLC11,018$357K0.03%new13F-HRTimeline
Berger Financial Group, Inc10,869$352K0.02%+1713F-HRTimeline
Kovack Advisors, Inc.10,780$349K0.04%+1,97813F-HRTimeline
Farther Finance Advisors, LLC10,700$347K0.01%+80113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,464$339K<0.01%+10,45613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.10,454$338K0.01%new13F-HRTimeline
LexAurum Advisors, LLC10,405$337K0.06%-19813F-HRTimeline
Waverly Advisors, LLC10,342$335K<0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…10,305$334K0.01%new13F-HRTimeline
Ignite Planners, LLC10,395$332K0.07%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC9,819$318K0.04%new13F-HRTimelineGroup
Clarus Group, Inc.9,725$315K0.12%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,397$304K<0.01%+98613F-HRTimelineGroup
Grant/GrossMendelsohn, LLC9,496$303K0.17%new13F-HRTimeline
Creekside Partners9,143$296K0.15%013F-HRTimeline
Indie Asset Partners, LLC8,883$288K0.25%-36613F-HRTimeline
Belpointe Asset Management LLC8,848$286K0.01%+8013F-HRTimeline
FLP Wealth Management, LLC8,708$282K0.9%new13F-HRTimeline
Geneos Wealth Management Inc.8,243$267K<0.01%+1,98513F-HRTimeline
Arete Wealth Advisors, LLC7,993$259K0.02%-64213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,868$255K0.02%+2,14113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,329$237K0.02%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,201$233K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd7,140$231K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA7,094$230K0.02%+1,02513F-HRTimeline
Savvy Advisors, Inc.7,037$228K0.02%-1,42813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,805$217K0.02%new13F-HRTimeline
GWN SECURITIES INC.6,630$215K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC6,457$209K0.15%013F-HRTimeline
Clear Point Advisors Inc.6,373$206K0.19%new13F-HRTimeline
Meridian Financial Advisors, LLC6,231$202K0.14%new13F-HRTimeline
AdvisorNet Financial, Inc5,670$184K0.01%+1,15013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,225$169K<0.01%-8313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,038$163K<0.01%-42413F-HRTimeline
Nova Wealth Management, Inc.4,985$161K0.14%+4,76313F-HR/ATimeline
Glass Jacobson Investment Advisors llc3,958$121K0.04%013F-HRTimeline
Key Financial Inc3,360$109K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,695$87.2K0.01%+1,44113F-HRTimeline
NewEdge Advisors, LLC2,156$69.8K<0.01%+83613F-HRTimeline
Bank of New Hampshire1,900$61.5K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,747$56.5K0.02%013F-HRTimeline
Cornerstone Planning Group LLC1,661$52.2K0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,600$51.8K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,538$49.8K0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,438$46K<0.01%+1,43713F-HRTimeline
Pineridge Advisors LLC1,327$43K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,202$38.9K<0.01%-47013F-HRTimelineGroup
Sunbelt Securities, Inc.807$26.1K<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…779$25.2K<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton603$19.5K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.512$16.6K0.02%new13F-HRTimeline
Stephens Consulting, LLC467$15.1K<0.01%013F-HRTimeline
Transce3nd, LLC418$13.5K0.01%-1,23213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.422$12.2K<0.01%new13F-HRTimelineGroup