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Disclosery

LVHI LEGG MASON ETF INVT

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FRANKLIN INTL LW (fund)

292 managers (296 13F filers) reported a position in LVHI shares at 2026-03-31, 73,032,044 shares in all. 38 filers opened a position and 23 filers sold out during the quarter.

Managers
292
13F filers
296
New
38
Added
166
Reduced
68
Sold out
23
Shares held by filers
73,032,044

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC11,094,725$450M0.12%+1,121,20313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,592,088$186M0.01%+607,03813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,365,409$177M0.11%+544,67613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,180,541$169M0.01%+440,61313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,687,618$109M0.03%+282,48013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,544,461$103M0.02%+33,60113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,090,248$84.7M+171,056Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,792,778$72.7M0.02%+398,67013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,595,752$63.2M0.03%+353,16513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,543,590$62.6M+161,199Timeline
Cetera Investment Advisers1,504,273$61M0.06%+141,66513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,473,108$59.7M0.05%+204,65313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,460,882$59.2M1.08%+41,06513F-HRTimelineGroup
HighTower Advisors, LLC1,458,851$59.1M0.06%+65,88013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,297,842$52.6M0.01%+145,67313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,256,723$50.9M0.1%-949,19413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,207,979$49M0.07%-101,19313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,185,279$48.1M0.07%-60,80513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,178,190$47.8M0.13%+206,70313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,135,665$46M+245,548Timeline
Private Advisor Group, LLC975,241$39.5M0.19%+14,98713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…961,006$39M0.05%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC795,826$32.3M0.03%+435,82613F-HRTimelineGroup
Csenge Advisory Group761,719$30.9M1.41%+82,28613F-HRTimeline
Insight Wealth Strategies, LLC626,028$25.4M2.83%+30,87013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.674,785$24.8M0.16%+104,56413F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …584,084$23.7M0.18%+51,89913F-HRTimelineGroup
Cambridge Investment Research Advisors,…570,199$23.1M0.06%+142,46713F-HRTimeline
Frontier Asset Management, LLC499,647$20.3M4.25%+16,81413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC493,235$20M0.29%+118,01713F-HRTimelineGroup
MOR Wealth Management, LLC458,617$18.6M8.53%+5,89013F-HRTimeline
Janney Montgomery Scott LLC437,681$17.7M0.04%+171,13213F-HRTimeline
SK Wealth Management, LLC408,306$16.7M4.64%+61213F-HRTimeline
Curran Financial Partners, LLC375,882$15.2M2.73%+21,98713F-HRTimeline
Horizon Investments, LLC365,048$14.8M0.17%new13F-HRTimeline
Compass Wealth Management, LLC/GA363,099$14.7M6.29%-17,34513F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.352,974$14.3M3%+4,87913F-HRTimeline
MML INVESTORS SERVICES, LLC352,356$14.3M0.04%-209,94213F-HRTimeline
Cedar Mountain Advisors, LLC332,593$13.5M2.64%-4,63113F-HRTimeline
Steward Partners Investment Advisory, L…299,509$12.1M0.06%-77413F-HRTimeline
SIERRA OCEAN, LLC272,281$11M9.06%+5,69713F-HRTimeline
Seros Financial, LLC269,612$10.9M6.96%new13F-HRTimeline
Independent Advisor Alliance260,765$10.6M0.11%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC258,630$10.5M0.01%+27,60313F-HRTimelineGroup
SHP Wealth Management254,613$10.3M0.78%+10,52813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…245,616$9.96M0.11%+147,98013F-HRTimelineGroup
VestGen Advisors, LLC242,208$9.92M0.28%+63,15813F-HRTimeline
Keudell/Morrison Wealth Management244,196$9.9M2.02%+3,19613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO216,226$8.64M<0.01%+77,65013F-HR/ATimelineGroup
Sanctuary Advisors, LLC208,473$8.45M0.05%+29,70713F-HRTimeline
World Investment Advisors208,456$8.45M0.14%-144,82413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC205,823$8.34M2.31%+68,88813F-HRTimeline
BFSG, LLC202,311$8.2M0.78%+13,88913F-HRTimeline
Atria Investments, Inc196,061$7.95M0.09%+6,31813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC181,940$7.5M0.42%+174,58513F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…174,972$7.14M0.02%-22,01313F-HRTimeline
Forefront Wealth Partners, LLC174,665$7.08M2.96%+9,68313F-HRTimeline
Federation des caisses Desjardins du Qu…174,514$7.07M0.03%+78,87613F-HRTimeline
Ethos Financial Group, LLC171,465$6.95M0.51%+36,68513F-HRTimeline
Piedmont Capital Management, LLC/NC170,711$6.92M4.62%+8,75013F-HRTimeline
Montis Financial, LLC167,601$6.79M1.41%+1,87713F-HRTimeline
Boyce & Associates Wealth Consulting, I…165,056$6.69M5.07%-9,28713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …162,105$6.57M0.08%+35,04513F-HRTimelineGroup
Centennial Wealth Advisory LLC160,220$6.5M1.57%+46,96213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC154,367$6.26M0.14%-3,29713F-HR/ATimeline
CROBAN152,198$6.17M2.9%+60,73313F-HRTimeline
Haven Private, LLC151,403$6.14M2.67%-9,08613F-HRTimeline
D.A. DAVIDSON & CO.144,133$5.84M0.04%-41,52313F-HRTimeline
Per Stirling Capital Management, LLC.137,674$5.58M0.62%+6,19413F-HRTimeline
Cassady Wealth & Retirement Planning, L…132,489$5.43M2.81%+5,29613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED132,854$5.39M0.39%+48,55513F-HRTimeline
American Alpha Advisors, LLC132,556$5.37M3.14%-4,69413F-HRTimeline
Qube Research & Technologies Ltd130,360$5.28M0.01%+28,68413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY127,791$5.18M3.34%+8,30813F-HRTimeline
Meridian Wealth Management, LLC125,142$5.07M0.18%+10,94013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.122,451$4.96M0.01%+31,20013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC121,256$4.92M0.74%+29,49713F-HRTimeline
Lakeridge Wealth Management LLC118,604$4.81M2.07%-3,46113F-HRTimeline
Sunrise Financial Services, LLC117,648$4.77M3.38%+5,06913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …115,788$4.69M2.61%-2,55013F-HRTimeline
IFP Advisors, Inc114,792$4.65M0.1%+2,15913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC111,047$4.5M0.03%-3,52213F-HRTimeline
Focus Financial Network, Inc.109,065$4.42M0.16%-23,40313F-HRTimeline
Gateway Wealth Partners, LLC106,298$4.31M0.17%+79,70513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…100,673$4.08M0.08%+7,77713F-HRTimelineGroup
BLUELINE ADVISORS LLC100,135$4.06M3.15%+9,50313F-HRTimeline
Envision Financial Transparency, LLC99,656$4.04M3.93%13F-HRTimeline
Principle Wealth Partners LLC96,216$3.9M0.22%+2,24113F-HRTimeline
Asset One Wealth Management LLC93,730$3.78M0.42%+3,62813F-HRTimeline
Plan Group Financial, LLC89,965$3.65M0.86%-42,21213F-HRTimeline
Gladstone Institutional Advisory LLC83,977$3.4M0.13%+10,61813F-HRTimeline
Maia Wealth LLC83,859$3.4M0.58%+19,57813F-HRTimeline
HARBOUR INVESTMENTS, INC.81,622$3.31M0.05%+20,39213F-HRTimeline
Bay Capital Advisors, LLC78,231$3.17M1.95%+15,26913F-HRTimeline
WealthCare Investment Partners, LLC78,522$3.13M0.87%+89813F-HRTimeline
Perennial Investment Advisors, LLC76,388$3.1M0.25%+15,02713F-HRTimeline
Bison Wealth, LLC73,095$3.01M0.29%+3,72813F-HRTimeline
Nova Wealth Management, Inc.72,777$2.95M1.92%+19,66013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC71,955$2.92M1.89%+5,01713F-HRTimeline
Savvy Advisors, Inc.71,047$2.88M0.08%+21213F-HRTimeline
RAINIER FAMILY WEALTH INC69,664$2.82M1.89%+3,74013F-HRTimeline
Belpointe Asset Management LLC67,888$2.75M0.1%+59,04013F-HRTimeline
Founders Financial Alliance, LLC64,409$2.61M0.47%+7,06013F-HRTimeline
Cherry Creek Investment Advisors, Inc.63,949$2.59M1.13%+6,05813F-HRTimeline
Sigma Planning Corp63,421$2.57M0.07%+1,68813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC62,700$2.54M0.15%+3,24013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC61,700$2.5M<0.01%-25,47213F-HRTimeline
Perigon Wealth Management, LLC59,740$2.42M0.04%-59813F-HRTimeline
Sonoma Allocations LLC57,468$2.34M0.81%-4,22813F-HRTimeline
LANE BROTHERS & CO INC57,708$2.34M1.7%+3,34413F-HRTimeline
&PARTNERS57,228$2.32M0.01%+15,70113F-HRTimeline
Freestate Advisors LLC56,729$2.3M1.84%+27113F-HRTimeline
Dynamic Advisor Solutions LLC56,676$2.3M0.07%-5313F-HRTimeline
Provident Wealth Management, LLC55,461$2.25M0.68%+5,07313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT53,964$2.19M0.25%-1,82013F-HRTimeline
GeoWealth Management, LLC53,691$2.18M0.08%+10,53313F-HRTimeline
Huntleigh Advisors, Inc.52,869$2.14M0.37%+4,62213F-HRTimeline
Arkadios Wealth Advisors52,179$2.12M0.03%+22,18713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC52,139$2.11M0.45%-6,34113F-HRTimeline
Kingsview Wealth Management, LLC51,465$2.09M0.03%+25,52013F-HRTimeline
PFG Advisors51,446$2.09M0.1%-5,17813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC50,282$2.04M0.03%+16,24013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC48,516$1.97M0.15%-45413F-HRTimeline
Summit Financial, LLC47,271$1.92M0.02%+8,72213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers45,293$1.84M<0.01%+32,68213F-HRTimelineGroup
Mutual Advisors, LLC45,004$1.82M0.04%+3,53313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC44,898$1.82M0.14%-82713F-HRTimeline
WEDBUSH SECURITIES INC44,817$1.82M0.05%+7,68613F-HRTimeline
Midwest Financial Network, LLC44,633$1.81M1.44%-17,02313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.44,256$1.79M0.92%+11,01213F-HRTimeline
Meridian Financial Advisors, LLC43,835$1.78M0.97%+5,02713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,578$1.73M0.07%-12,49813F-HRTimelineGroup
Orion Porfolio Solutions, LLC41,987$1.7M0.01%+9913F-HRTimeline
CIBC WORLD MARKET INC.41,674$1.69M<0.01%+3,15313F-HRTimeline
Kovack Advisors, Inc.40,246$1.64M0.09%+1,73913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,244$1.63M<0.01%+4,41713F-HRTimelineGroup
Farther Finance Advisors, LLC39,317$1.6M0.02%+2,90713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,266$1.59M<0.01%+5,55213F-HRTimelineGroup
SCOTIA CAPITAL INC.38,829$1.57M0.01%+10,04313F-HRTimeline
Trilogy Capital Inc.35,350$1.43M0.06%-24813F-HRTimeline
MANNING & NAPIER ADVISORS LLC35,060$1.42M0.02%-7,70213F-HRTimeline
J.W. COLE ADVISORS, INC.34,955$1.42M0.05%+6,24513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…34,389$1.39M0.58%+3,80313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding33,730$1.36M-141Timeline
Valued Retirements, Inc.30,637$1.24M1.21%+1,33113F-HRTimeline
Aviance Capital Partners, LLC30,378$1.23M0.14%+713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…30,280$1.23M1%+3,11313F-HRTimeline
Axis Wealth Partners, LLC30,160$1.22M0.65%+4,18213F-HRTimeline
Balefire, LLC30,118$1.22M0.23%-23,46613F-HRTimeline
HBW ADVISORY SERVICES LLC29,629$1.2M0.13%+84613F-HRTimeline
Lifetime Wealth Management P.C.28,834$1.17M0.66%+1,29513F-HRTimeline
Vise Technologies, Inc.31,660$1.17M0.02%013F-HRTimeline
Robertson Stephens Wealth Management, L…28,703$1.16M0.03%+4,27113F-HRTimeline
CHOREO, LLC28,475$1.15M0.01%+1,43513F-HRTimeline
Golden State Wealth Management, LLC27,768$1.13M0.12%+13013F-HRTimeline
IEQ CAPITAL, LLC26,813$1.09M0.01%013F-HRTimeline
Regal Investment Advisors LLC26,366$1.07M0.06%-1,87713F-HRTimeline
Total Clarity Wealth Management, Inc.25,934$1.05M0.25%+12,73013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,790$1.05M0.09%+1713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.24,564$995K<0.01%+9,13613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.24,411$990K0.05%+20,01313F-HRTimeline
Shore Point Advisors, LLC24,231$982K0.39%-49913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,051$975K0.05%+4,07413F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC23,864$967K0.35%+14,02513F-HRTimeline
Fortis Group Advisors, LLC23,536$964K0.16%-6913F-HRTimeline
Galvin, Gaustad & Stein, LLC23,409$949K0.08%+3,06313F-HRTimeline
Centurion Wealth Management LLC23,075$935K0.21%+13,50313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …22,468$911K0.05%-1,02713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC21,974$891K<0.01%+18,09013F-HRTimelineGroup
True Vision MN LLC21,791$883K0.46%+2,02313F-HRTimeline
Prospera Financial Services Inc20,731$840K0.01%+14,42513F-HRTimeline
Advisory Services Network, LLC20,592$835K0.01%-44413F-HRTimeline
HighPoint Advisor Group LLC20,070$814K0.03%+41313F-HRTimeline
VectorGlobal IAG, Inc.20,031$812K0.21%13F-HRTimeline
Medallion Wealth Advisors, LLC19,641$796K0.26%-2,07513F-HRTimeline
Waverly Advisors, LLC19,473$789K0.01%+13113F-HRTimeline
Western Wealth Management, LLC19,368$785K0.03%+3,72013F-HR/ATimeline
PFG Investments, LLC19,333$784K0.04%+2,92613F-HRTimeline
Nautilus Advisors LLC19,067$773K0.53%+1,46213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,373$745K<0.01%+60313F-HRTimelineGroup
BFI Infinity Ltd.18,258$739K0.41%-1,45513F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,546$711K<0.01%+76313F-HRTimelineGroup
NewEdge Advisors, LLC17,062$692K<0.01%+13,16613F-HR/ATimeline
Foguth Wealth Management, LLC.16,076$658K0.08%new13F-HRTimeline
Algorithmic Investment Models, LLC15,787$640K0.79%-16,65413F-HRTimeline
Strategic Blueprint, LLC15,758$639K0.04%+4,93913F-HRTimeline
Magnus Financial Group LLC14,910$604K0.05%+67113F-HRTimeline
Sunbelt Securities, Inc.14,725$597K0.04%+4,16613F-HRTimeline
M Holdings Securities, Inc.14,631$596K0.04%-9,89213F-HRTimeline
Rathbones Group PLC14,381$583K<0.01%+51413F-HR/ATimeline
Stillwater Private Wealth, LLC14,233$577K0.49%13F-HRTimeline
AdvisorNet Financial, Inc13,920$564K0.03%+1,42013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,671$554K<0.01%+1,86013F-HRTimeline
Indivisible Partners13,474$546K0.05%+1,85913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,437$545K0.01%-1,50013F-HRTimelineGroup
Park Square Financial Group, LLC12,718$516K3.91%+11,61313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,487$506K0.19%+3,56513F-HRTimelineGroup
Sovran Advisors, LLC12,322$505K0.04%new13F-HRTimeline
IHT Wealth Management, LLC12,433$504K0.01%-1613F-HRTimeline
Arete Wealth Advisors, LLC12,369$501K0.04%-2,94013F-HR/ATimeline