13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
LVHI

LEGG MASON ETF INVT

307 institutions still hold LEGG MASON ETF INVT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 52468L505·Exchange Traded Fund·307 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$2.0B
54.0% inst. owned
of float
Holders
307
-50 QoQ
filers reporting
Activity
+39 / −53
+866 added · −705 reduced
this quarter
Concentration
22.04%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

307 institutions reported LVHI in Q1 2026. LPL Financial LLC leads at 22.0% of the visible book. -50 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$450M11.1M0.12%Q1 202602
MORGAN STANLEY
CIK 0000895421
$186M4.6M0.01%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$177M4.4M0.11%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$169M4.2M0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$109M2.7M0.03%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$103M2.5M0.02%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$84M2.1M0.02%Q1 202608
ASSETMARK, INC
CIK 0001344551
$81M2.2M0.17%Q4 202509
AMERIPRISE FINANCIAL INC
CIK 0000820027
$73M1.8M0.02%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$63M1.6M0.03%Q1 202611
UBS Group AG
CIK 0001610520
$63M1.5M0.01%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$61M1.5M0.06%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$60M1.5M0.05%Q1 202614
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$59M1.5M1.08%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$59M1.5M0.06%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$53M1.3M0.01%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$49M1.2M0.07%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$48M1.2M0.07%Q1 202619
CWM, LLC
CIK 0001535847
$48M1.2M0.13%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$46M1.1M0.17%Q1 2026
Page 1 of 16
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