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Disclosery

LVHI LEGG MASON ETF INVT

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FRANKLIN INTL LW (fund)

Filings received so far for Q3 2026: 37 13F filers report a position in LVHI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Insight Wealth Strategies, LLC885,376$36.9M3.65%+206,20413F-HRTimeline
Planning Strategies Inc.429,932$17.9M10.65%+35,81413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…174,719$7.28M0.01%-7,88013F-HRTimeline
Oak Grove Capital LLC171,800$7.17M0.43%+52,30013F-HRTimeline
Boyce & Associates Wealth Consulting, I…158,633$6.62M4.02%-10,40613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC158,015$6.59M0.12%+5,25013F-HRTimeline
Prota Financial, LLC131,526$5.45M3.48%+9,83413F-HRTimeline
Bison Wealth, LLC115,077$4.83M0.41%+31,28213F-HRTimeline
Focus Financial Network, Inc.113,216$4.72M0.14%+2,63113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…106,970$4.46M0.08%-3,53913F-HRTimelineGroup
Meridian Financial Advisors, LLC63,892$2.66M1.25%+8,40713F-HRTimeline
Cherry Creek Investment Advisors, Inc.63,654$2.66M1.02%-2,42613F-HRTimeline
Farther Finance Advisors, LLC60,590$2.53M0.02%-13,38813F-HRTimeline
IFS Advisors, LLC57,238$2.39M0.72%new13F-HRTimeline
Freestate Advisors LLC56,465$2.36M1.81%-1,25213F-HRTimeline
Dynamic Advisor Solutions LLC55,467$2.31M0.07%-1,63413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC44,245$1.85M0.12%-24313F-HRTimeline
Avidian Wealth Enterprises, LLC32,098$1.34M0.04%+24,44013F-HRTimeline
Galvin, Gaustad & Stein, LLC27,909$1.16M0.09%+3,00013F-HRTimeline
Balefire, LLC25,057$1.05M0.16%-2,23513F-HRTimeline
Shore Point Advisors, LLC23,407$976K0.31%-70713F-HRTimeline
Centurion Wealth Management LLC23,340$974K0.23%+31613F-HRTimeline
Nautilus Advisors LLC19,912$831K0.5%+87513F-HRTimeline
Midwest Financial Network, LLC16,219$676K0.46%-19,81813F-HRTimeline
Ignite Planners, LLC10,955$457K0.06%+1,06213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,853$369K0.6%-32,47813F-HRTimeline
Elm3 Financial Group, LLC7,302$305K0.2%-31213F-HRTimeline
Triumph Capital Management7,067$295K0.05%+3913F-HRTimeline
DAVENPORT & Co LLC7,015$293K<0.01%+52813F-HRTimeline
Harpswell Capital Advisors, LLC7,000$292K0.19%new13F-HRTimeline
ACT WEALTH MANAGEMENT, LLC5,938$248K0.07%+49713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…5,664$236K0.15%+66813F-HRTimeline
OxenFree Capital LLC5,493$229K0.1%+21113F-HRTimeline
First Heartland Consultants, Inc.5,062$211K0.01%new13F-HRTimeline
Bank of New Hampshire300$12.5K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC177$7.38K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.46$1.92K<0.01%013F-HRTimeline