Legg Mason ETF Investment Trust - LVHD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$300.3M

QoQ value delta ($000)

+$24.85M (+9.02%)

Implied price effect (QoQ)

+6.68%

Total shares

7,057,532

QoQ shares delta

+151,805 (+2.2%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 115 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	42,870	1,007,292	0.0%
Financial Engines Advisors L.L.C.	41,165	967,226	0.08%
LPL Financial LLC	31,675	744,264	0.01%
BANK OF AMERICA CORP /DE/	25,625	602,091	0.0%
UBS Group AG	18,005	423,062	0.0%
WELLS FARGO & COMPANY/MN	11,011	258,726	0.0%
RAYMOND JAMES FINANCIAL INC	9,332	219,286	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	7,811	183,531	0.01%
Sequent Planning LLC	7,236	170,030	1.75%
Private Advisor Group, LLC	6,850	160,961	0.03%
Sovereign Investment Advisors, LLC	6,538	153,622	1.38%
ROYAL BANK OF CANADA	6,188	145,374	0.0%
Cetera Investment Advisers	5,928	139,306	0.01%
JONES FINANCIAL COMPANIES LLLP	4,192	98,909	0.0%
GOLDMAN SACHS GROUP INC	4,019	94,451	0.0%
Allworth Financial LP	3,914	91,965	0.02%
HEFFERNAN ADVISORY, INC	3,828	89,950	3.55%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,001	70,535	0.0%
CITIGROUP INC	2,919	68,597	0.0%
PERSPECTIVE WEALTH ADVISORS LLC	2,917	68,552	1.89%
Wealthcare Advisory Partners LLC	2,671	62,759	0.05%
Triad Wealth Partners, LLC	2,657	62,432	0.21%
ENVESTNET ASSET MANAGEMENT INC	2,195	51,587	0.0%
Baird Financial Group, Inc.	2,096	49,250	0.0%
OSAIC HOLDINGS, INC.	2,093	49,182	0.0%