13F Insight
DOSSIER · 13F Holders · Q2 2026
LVHD

LEGG MASON ETF INVT

136 institutions still hold LEGG MASON ETF INVT as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 52468L406·136 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$239M
visible holders
Holders
136
filers reporting
Concentration
18.26%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

136 institutions reported LVHD in Q2 2026. MORGAN STANLEY leads at 18.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$44M993K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$34M764K0.01%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M614K0.00%Q2 202604
UBS Group AG
CIK 0001610520
$19M434K0.00%Q2 202605
Financial Engines Advisors L.L.C.
CIK 0001420473
$17M380K0.03%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M274K0.00%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M211K0.00%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M180K0.01%Q2 202609
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$8M198K0.04%Q2 202510
Sequent Planning LLC
CIK 0002009724
$8M176K1.66%Q2 202611
Private Advisor Group, LLC
CIK 0001567755
$8M176K0.04%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$8M175K0.00%Q2 202613
Sovereign Investment Advisors, LLC
CIK 0001908165
$7M155K1.28%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$6M126K0.01%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M115K0.00%Q2 202616
CITIGROUP INC
CIK 0000831001
$5M108K0.00%Q2 202617
Tidal Investments LLC
CIK 0001600064
$5M106K0.01%Q2 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M90K0.00%Q2 202619
HEFFERNAN ADVISORY, INC
CIK 0001536230
$4M89K3.28%Q2 202620
Allworth Financial LP
CIK 0001555170
$4M87K0.02%Q2 2026
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