13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
LVHI

LEGG MASON ETF INVT

329 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 52468L505·Exchange Traded Fund·329 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.2B
visible holders
Holders
329
filers reporting
Concentration
23.29%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

329 institutions reported LVHI in Q2 2026. LPL Financial LLC leads at 23.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$515M12.7M0.12%Q2 202602
MORGAN STANLEY
CIK 0000895421
$206M5.1M0.01%Q2 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$188M4.6M0.10%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$182M4.5M0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$115M2.8M0.03%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$103M2.5M0.02%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$93M2.3M0.02%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$88M2.2M0.02%Q2 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$83M2.1M0.03%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$70M1.7M0.06%Q2 202611
UBS Group AG
CIK 0001610520
$69M1.7M0.01%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$65M1.6M0.08%Q2 202613
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$64M1.6M1.00%Q2 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$62M1.5M0.05%Q2 202615
HighTower Advisors, LLC
CIK 0001462245
$56M1.4M0.05%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$53M1.3M0.01%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$52M1.3M0.07%Q2 202618
ASSETMARK, INC
CIK 0001344551
$50M1.2M0.09%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$49M1.2M0.16%Q2 202620
CWM, LLC
CIK 0001535847
$48M1.2M0.13%Q1 2026
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