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Disclosery

LVHI LEGG MASON ETF INVT

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FRANKLIN INTL LW (fund)

230 managers (233 13F filers) reported a position in LVHI shares at 2025-09-30, 58,221,689 shares in all. 24 filers opened a position and 22 filers sold out during the quarter.

Managers
230
13F filers
233
New
24
Added
129
Reduced
62
Sold out
22
Shares held by filers
58,221,689

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC8,578,955$298M0.09%+655,60613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,714,861$129M0.09%+69,66513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,631,093$126M0.01%+382,48213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,351,358$116M0.01%+542,24913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,505,688$87.1M0.02%+275,75213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,430,391$84.5M0.18%-170,07713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,158,286$75M0.02%+198,48713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,743,079$60.6M+26,271Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,690,259$58.7M0.01%+73,17913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,524,226$52.9M0.07%+112,01913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,359,101$47.2M0.95%-47,63113F-HRTimelineGroup
HighTower Advisors, LLC1,338,794$46.5M0.05%+417,48113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,329,535$46.2M0.06%-351,96713F-HRTimeline
UBS Group AGin group UBS Group AG1,320,509$45.9M0.01%+94,87913F-HRTimelineGroup
Cetera Investment Advisers1,319,660$45.9M0.05%+157,59313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP984,921$34.2M0.02%+194,90313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP981,028$34.1M0.03%+29,68013F-HRTimelineGroup
Private Advisor Group, LLC921,484$32M0.16%+240,79413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA835,534$29M0.01%+77,30713F-HRTimelineGroup
CWM, LLCin group CWM, LLC735,338$25.6M0.08%+180,59413F-HRTimelineGroup
Csenge Advisory Group595,444$20.7M0.99%+276,01813F-HRTimeline
Insight Wealth Strategies, LLC586,010$20.4M2.4%-132,81413F-HRTimeline
MML INVESTORS SERVICES, LLC541,060$18.8M0.05%-21,85013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.525,782$18.3M0.13%+76,62213F-HRTimelineGroup
Pinnacle Financial Partners Inc509,072$17.7M0.42%+77,38113F-HRTimeline
Frontier Asset Management, LLC450,868$15.7M3.91%-3,74613F-HRTimeline
SK Wealth Management, LLC443,582$15.6M5.83%+17,06413F-HRTimeline
Compass Wealth Management, LLC/GA397,575$13.8M6.12%-4,96813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC374,473$13M0.21%+96,82413F-HRTimelineGroup
World Investment Advisors356,663$12.4M0.25%+11,46913F-HRTimeline
Cambridge Investment Research Advisors,…354,445$12.3M0.03%+121,73713F-HRTimeline
Janney Montgomery Scott LLC353,820$12.3M0.03%+50,57513F-HRTimeline
Cornerstone Wealth Group, LLC352,748$12.3M0.83%-11,17613F-HRTimeline
Cedar Mountain Advisors, LLC336,162$11.7M2.27%-10,32313F-HRTimeline
Curran Financial Partners, LLC300,090$10.4M2.06%+91,60913F-HRTimeline
Steward Partners Investment Advisory, L…299,173$10.4M0.06%+3,25313F-HRTimeline
SIERRA OCEAN, LLC258,743$8.99M7.55%+99,58013F-HRTimeline
Federation des caisses Desjardins du Qu…234,179$8.14M0.03%+57,79913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC225,887$7.85M0.01%-494,11313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC219,177$7.62M0.01%+108,66113F-HRTimelineGroup
VestGen Advisors, LLC202,103$7.02M0.23%+2,44713F-HRTimeline
Atria Investments, Inc185,671$6.45M0.07%-79,13113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…183,168$6.44M0.01%+13,38013F-HRTimeline
Sanctuary Advisors, LLC182,780$6.35M0.04%-54,87313F-HR/ATimeline
BFSG, LLC181,090$6.29M0.61%+25,19213F-HRTimeline
Boyce & Associates Wealth Consulting, I…176,898$6.15M5.03%-34,21313F-HRTimeline
D.A. DAVIDSON & CO.175,485$6.1M0.04%+48,67113F-HRTimeline
Montis Financial, LLC166,022$5.77M1.33%-8,38713F-HRTimeline
Haven Private, LLC152,724$5.31M2.34%+6,36613F-HRTimeline
American Alpha Advisors, LLC141,079$4.9M3.54%+10,40613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC140,827$4.89M0.12%+8,51513F-HRTimeline
Forefront Wealth Partners, LLC138,126$4.8M1.21%+52,48913F-HRTimeline
Ethos Financial Group, LLC131,480$4.57M0.36%+3,58213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC131,221$4.56M0.01%+48,52113F-HRTimeline
Focus Financial Network, Inc.130,790$4.54M0.16%+10,16413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC129,660$4.51M1.36%+34,30013F-HRTimeline
Plan Group Financial, LLC129,360$4.5M1.21%+13,95713F-HRTimeline
Sonoma Allocations LLC123,328$4.33M1.57%13F-HRTimeline
Lakeridge Wealth Management LLC118,814$4.13M1.84%+41413F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …117,423$4.08M2.29%+1,79913F-HRTimeline
Per Stirling Capital Management, LLC.116,966$4.06M0.49%-71,32513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding115,920$4.03M-15,577Timeline
RETIREMENT PLANNING GROUP, LLC / NY115,865$4.03M3.01%+4,14713F-HRTimeline
KWB Wealth122,902$4M0.44%+36,23813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC112,065$3.89M0.04%-62613F-HRTimeline
Meridian Wealth Management, LLC110,460$3.84M0.15%+4,31513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …109,895$3.82M0.05%-1,54713F-HRTimelineGroup
IFP Advisors, Inc109,520$3.81M0.1%-63,23213F-HR/ATimeline
Algorithmic Investment Models, LLC107,448$3.73M2.48%-5,49513F-HRTimeline
Centennial Wealth Advisory LLC105,920$3.68M1.02%+35,99013F-HRTimeline
Principle Wealth Partners LLC93,965$3.27M0.19%+413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.88,609$3.08M<0.01%+1,99813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…87,842$3.05M0.07%+5,43813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding86,531$3.01M+4,346Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…85,539$2.97M0.05%+27,86413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED80,696$2.8M0.21%+12,53713F-HRTimeline
WealthCare Investment Partners, LLC71,313$2.49M0.81%+7,45213F-HRTimeline
REGATTA CAPITAL GROUP, LLC68,181$2.37M0.37%+30,27213F-HRTimeline
Qube Research & Technologies Ltd65,298$2.27M<0.01%+38,11213F-HRTimeline
Midwest Financial Network, LLC64,900$2.26M1.83%-31,85013F-HRTimeline
Perennial Investment Advisors, LLC62,911$2.19M0.18%-4,24213F-HRTimeline
Sigma Planning Corp61,093$2.12M0.06%-71213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,640$2.11M0.13%+29713F-HRTimeline
Dynamic Advisor Solutions LLC60,256$2.09M0.06%+18,91413F-HRTimeline
HARBOUR INVESTMENTS, INC.59,853$2.08M0.05%+54,50513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC58,298$2.03M0.5%-1,01913F-HRTimeline
Cherry Creek Investment Advisors, Inc.57,354$1.99M0.86%-2,00113F-HRTimeline
Maia Wealth LLC54,545$1.98M0.33%+10,60113F-HRTimeline
Perigon Wealth Management, LLC56,329$1.96M0.04%-5,93613F-HRTimeline
PFG Advisors56,053$1.95M0.08%+17,44813F-HRTimeline
Bay Capital Advisors, LLC55,649$1.93M1.26%+15,38213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT55,113$1.92M0.22%+3,60913F-HRTimeline
RAINIER FAMILY WEALTH INC52,217$1.81M1.62%+12,84613F-HRTimeline
Balefire, LLC50,943$1.77M0.35%+1,95413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC48,339$1.68M0.11%+23313F-HRTimeline
Provident Wealth Management, LLC47,731$1.66M0.5%+4,64413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC47,225$1.64M0.14%-146,54813F-HRTimeline
MANNING & NAPIER ADVISORS LLC47,112$1.64M0.02%-1,02713F-HRTimeline
Freestate Advisors LLC45,984$1.6M1.34%+2,23713F-HRTimeline
CROBAN45,625$1.59M1.06%+17,30513F-HRTimeline
Huntleigh Advisors, Inc.42,151$1.46M0.25%+1,52813F-HRTimeline
Gladstone Institutional Advisory LLC41,432$1.44M0.06%+47013F-HRTimeline
AE Wealth Management LLC41,273$1.43M0.01%new13F-HRTimeline
Global Retirement Partners, LLC40,253$1.4M0.03%+1,78013F-HRTimeline
Orion Porfolio Solutions, LLC40,207$1.4M0.01%-77213F-HRTimeline
Mutual Advisors, LLC38,173$1.35M0.03%+2,15013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,602$1.31M<0.01%+28,11913F-HR/ATimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …36,319$1.29M0.04%+31113F-HRTimelineGroup
Trilogy Capital Inc.36,959$1.28M0.06%-2,63913F-HRTimeline
WEDBUSH SECURITIES INC36,642$1.27M0.04%+4,68513F-HRTimeline
Lloyd Advisory Services, LLC.36,550$1.27M0.6%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,404$1.2M<0.01%+2,89213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,895$1.18M<0.01%+14,53013F-HRTimelineGroup
Nova Wealth Management, Inc.32,274$1.12M0.79%+22,05313F-HRTimeline
&PARTNERS32,245$1.12M0.01%+2,36313F-HRTimeline
Summit Financial, LLC31,775$1.1M0.02%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.30,474$1.06M0.52%-8,52113F-HRTimeline
Regal Investment Advisors LLC29,941$1.04M0.07%+3,55413F-HRTimeline
Aviance Capital Partners, LLC29,044$1.01M0.12%-3113F-HRTimeline
Arkadios Wealth Advisors27,750$964K0.02%+14,95713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,722$963K0.12%-15,12013F-HR/ATimelineGroup
Meridian Financial Advisors, LLC27,159$944K0.53%+11,59013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,970$937K0.02%new13F-HRTimelineGroup
IEQ CAPITAL, LLC26,813$932K<0.01%013F-HRTimeline
CHOREO, LLC26,758$930K0.01%-1,32313F-HRTimeline
Golden State Wealth Management, LLC26,749$930K0.1%-7813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,494$886K0.05%+1,54813F-HRTimelineGroup
CIBC WORLD MARKET INC.25,463$885K<0.01%+2,39513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.25,200$876K<0.01%+9,84913F-HRTimelineGroup
HBW ADVISORY SERVICES LLC24,808$862K0.1%+14213F-HRTimeline
Shore Point Advisors, LLC24,469$850K0.38%-39213F-HRTimeline
Axis Wealth Partners, LLC23,636$821K0.48%+1,84413F-HRTimeline
Fortis Group Advisors, LLC23,089$818K0.14%+73013F-HRTimeline
J.W. COLE ADVISORS, INC.23,546$818K0.02%+5,56613F-HRTimeline
Fortitude Financial, LLC39,699$814K0.67%+4513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…23,141$804K0.8%+7013F-HRTimeline
Coppell Advisory Solutions LLC22,737$789K0.08%+5,41413F-HRTimeline
IFG Advisory, LLC22,138$769K0.03%+3,78313F-HRTimeline
Advisory Services Network, LLC20,529$713K0.01%-45813F-HRTimeline
VestGen Investment Management20,400$709K0.43%+2,91813F-HRTimeline
Y-Intercept (Hong Kong) Ltd20,340$707K0.02%new13F-HRTimeline
Valued Retirements, Inc.21,398$697K0.79%013F-HRTimeline
Robertson Stephens Wealth Management, L…20,004$695K0.02%013F-HRTimeline
SCOTIA CAPITAL INC.19,902$692K<0.01%+90013F-HRTimeline
True Vision MN LLC19,784$687K0.36%-1,72013F-HRTimeline
Medallion Wealth Advisors, LLC19,766$687K0.24%+72613F-HRTimeline
Park Square Financial Group, LLC19,276$670K2.89%+1,91113F-HRTimeline
Galvin, Gaustad & Stein, LLC19,274$670K0.05%+5,10613F-HRTimeline
Waverly Advisors, LLC19,215$668K0.01%+4,01213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,514$643K0.02%-17813F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC17,521$609K0.22%-2,80213F-HRTimeline
Empirical Asset Management, LLC17,508$608K0.17%-19,71613F-HRTimeline
PFG Investments, LLC16,320$567K0.03%-82813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,770$548K0.02%-1,99213F-HRTimelineGroup
Arete Wealth Advisors, LLC15,574$542K0.03%-9613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,385$535K0.01%013F-HRTimelineGroup
COMERICA BANK14,968$520K<0.01%+37313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,914$520K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,575$506K<0.01%+96213F-HRTimelineGroup
Magnus Financial Group LLC14,239$495K0.04%013F-HRTimeline
Nautilus Advisors LLC14,231$495K0.33%+4,29713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,188$493K0.03%new13F-HRTimeline
Savvy Advisors, Inc.13,547$471K0.02%-61713F-HRTimeline
Dentgroup LLC13,427$467K0.3%new13F-HRTimeline
Total Clarity Wealth Management, Inc.13,227$460K0.12%-1,30813F-HRTimeline
Kovack Advisors, Inc.12,636$439K0.04%+6013F-HRTimeline
Rathbones Group PLC12,158$422K<0.01%-36013F-HRTimeline
GTS SECURITIES LLC12,088$420K0.02%+1,31413F-HRTimeline
BFI Infinity Ltd.12,075$419K0.28%-63513F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,944$415K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc11,725$407K0.02%013F-HRTimeline
IHT Wealth Management, LLC11,711$407K0.01%+28913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,687$406K0.03%+413F-HR/ATimeline
Western Wealth Management, LLC11,679$406K0.02%+4,48413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,498$400K<0.01%013F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC11,265$391K0.09%new13F-HRTimeline
FMR LLCin group FMR LLC10,984$382K<0.01%-1,102,60813F-HRTimelineGroup
Berger Financial Group, Inc10,888$378K0.02%+4313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,673$371K<0.01%+91613F-HRTimelineGroup
Strategic Blueprint, LLC10,059$350K0.02%-3,38313F-HRTimeline
LexAurum Advisors, LLC10,035$349K0.05%-44513F-HRTimeline
Clarus Group, Inc.9,725$338K0.12%013F-HRTimeline
Farther Finance Advisors, LLC9,692$337K0.01%-1,27113F-HRTimeline
Ignite Planners, LLC9,628$335K0.05%-43313F-HRTimeline
Sunbelt Securities, Inc.9,567$332K0.02%+8,76213F-HRTimeline
Marks Group Wealth Management, Inc9,310$324K0.03%013F-HRTimeline
PRIVATE TRUST CO NA9,192$319K0.03%+58613F-HRTimeline
Creekside Partners9,143$318K0.14%013F-HRTimeline
Belpointe Asset Management LLC8,848$307K0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,420$293K0.02%+38713F-HRTimeline
Foundations Investment Advisors, LLC8,395$292K<0.01%+55013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…8,254$287K0.11%+1,32913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV8,110$282K0.02%-913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,223$251K<0.01%new13F-HRTimeline
ProVise Management Group, LLC6,881$239K0.02%new13F-HRTimeline
Clear Point Advisors Inc.6,540$227K0.18%+6213F-HRTimeline
Atlantic Private Wealth, LLC6,457$224K0.14%013F-HRTimeline
SMITH, MOORE & CO.6,310$219K0.02%+5013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,928$206K0.41%-56,06613F-HRTimeline
Integrated Wealth Concepts LLC5,817$202K<0.01%new13F-HRTimeline