Legg Mason ETF Investment Trust - LVHD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,051,881 | 41,950 | 0.0% | 0.0% | 1 | +11,919 | 1.15% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 999,974 | 39,880 | 0.08% | 0.08% | 2 | -23,882 | -2.33% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 747,791 | 29,823 | 0.01% | 0.01% | 3 | -82,917 | -9.98% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 596,750 | 23,799 | 0.0% | 0.0% | 4 | -275,177 | -31.56% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 410,291 | 16,363 | 0.0% | 0.0% | 5 | +7,653 | 1.9% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 255,932 | 10,206 | 0.0% | 0.0% | 6 | +9,433 | 3.83% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 219,642 | 8,759 | 0.0% | 0.0% | 7 | -18,616 | -7.81% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 181,320 | 7,231 | 0.01% | 0.01% | 8 | -2,500 | -1.36% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 169,189 | 6,747 | 0.01% | 0.01% | 9 | +3,748 | 2.27% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 165,038 | 6,582 | 0.0% | — | 10 | +165,038 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 163,172 | 6,507 | 0.03% | 0.03% | 11 | +3,736 | 2.34% | Q4 2025 | Feb 17, 2026 |
| Sequent Planning LLC | History | Added to | 162,722 | 6,489 | 1.65% | 1.81% | 12 | +8,599 | 5.58% | Q4 2025 | Feb 05, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 151,971 | 6,114 | 1.53% | 1.7% | 13 | +1,285 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 93,478 | 3,728 | 0.02% | — | 14 | +93,478 | New | Q4 2025 | Feb 05, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 88,457 | 3,527 | 3.38% | — | 15 | +88,457 | New | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 83,523 | 3,330 | 0.0% | 0.0% | 16 | +14,870 | 21.66% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 74,652 | 2,977 | 0.0% | 0.0% | 17 | -21,721 | -22.54% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 67,441 | 2,689 | 0.12% | 0.12% | 18 | +3,475 | 5.43% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 63,569 | 2,535 | 0.05% | 0.06% | 19 | -1,720 | -2.63% | Q4 2025 | Jan 14, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 61,874 | 2,467 | 1.76% | — | 20 | +61,874 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 56,350 | 2,247 | 0.0% | 0.0% | 21 | -67,602 | -54.54% | Q4 2025 | Mar 25, 2026 |
| JT Stratford LLC | History | Reduced | 49,143 | 1,959 | 0.25% | 0.28% | 22 | -1,481 | -2.93% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 47,056 | 1,876 | 0.0% | 0.0% | 23 | +1,686 | 3.72% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 46,889 | 1,871 | 0.0% | 0.0% | 24 | -34,921 | -42.69% | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 46,853 | 1,868 | 0.18% | 0.2% | 25 | +10,126 | 27.57% | Q4 2025 | Jan 22, 2026 |
| XML Financial, LLC | History | Added to | 44,848 | 1,788 | 0.15% | 0.14% | 26 | +2,998 | 7.16% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 43,495 | 1,735 | 0.0% | 0.0% | 27 | -2,741 | -5.93% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 40,360 | 1,609 | 0.0% | 0.0% | 28 | +292 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 39,437 | 1,572 | 0.34% | 0.36% | 29 | +1,371 | 3.6% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 35,612 | 1,420 | 0.0% | — | 30 | +35,612 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,488 | 1,375 | 0.0% | 0.0% | 31 | -3,421 | -9.02% | Q4 2025 | Feb 05, 2026 |
| Anson Capital, Inc. | History | New | 31,795 | 1,268 | 0.92% | — | 32 | +31,795 | New | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 31,391 | 1,251 | 0.0% | 0.0% | 33 | +1,562 | 5.24% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,139 | 1,202 | 0.0% | 0.01% | 34 | +792 | 2.7% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,325 | 1,129 | 0.0% | 0.0% | 35 | -224 | -0.78% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Reduced | 26,258 | 1,047 | 0.03% | 0.03% | 36 | -373 | -1.4% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 26,198 | 1,045 | 0.0% | 0.0% | 37 | +8,045 | 44.32% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 24,384 | 972 | 0.0% | 0.0% | 38 | -1,516 | -5.85% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,774 | 908 | 0.0% | 0.01% | 39 | -9,728 | -29.93% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,560 | 819 | 0.01% | 0.01% | 40 | +9,668 | 88.76% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 19,486 | 777 | 0.01% | 0.01% | 41 | -34 | -0.17% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 17,356 | 692 | 0.0% | 0.0% | 42 | +964 | 5.88% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 17,289 | 689 | 0.02% | 0.03% | 43 | -1,256 | -6.77% | Q4 2025 | Jan 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 16,190 | 645 | 0.3% | 0.22% | 44 | +4,661 | 40.43% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Reduced | 16,090 | 641 | 0.0% | 0.0% | 45 | -336 | -2.05% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 14,495 | 578 | 0.04% | 0.05% | 46 | +198 | 1.38% | Q4 2025 | Jan 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,259 | 568 | 0.01% | 0.01% | 47 | -180 | -1.25% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 13,970 | 557 | 0.01% | 0.01% | 48 | +175 | 1.27% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,583 | 501 | 0.01% | 0.01% | 49 | +98 | 0.78% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 12,549 | 500 | 0.0% | — | 50 | +12,549 | New | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | No change | 12,021 | 479 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,687 | 466 | 0.0% | 0.0% | 52 | -13,703 | -53.97% | Q4 2025 | Feb 17, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 11,253 | 457 | 0.42% | — | 53 | +11,253 | New | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,928 | 435 | 0.0% | 0.0% | 54 | +2,372 | 27.72% | Q4 2025 | Feb 06, 2026 |
| SYKON CAPITAL LLC | History | Added to | 10,645 | 424 | 0.14% | 0.12% | 55 | +1,762 | 19.84% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,597 | 422 | 0.0% | 0.0% | 56 | +257 | 2.49% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,226 | 407 | 0.0% | 0.0% | 57 | -106 | -1.03% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,338 | 372 | 0.0% | — | 58 | +9,338 | New | Q4 2025 | Feb 18, 2026 |
| LongView Wealth Management | History | Added to | 8,791 | 355 | 0.09% | 0.09% | 59 | +821 | 10.3% | Q4 2025 | Jan 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,797 | 352 | 0.0% | — | 60 | +8,797 | New | Q4 2025 | Jan 08, 2026 |
| &PARTNERS | History | Added to | 8,269 | 329 | 0.0% | 0.0% | 61 | +2,732 | 49.34% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 8,216 | 327 | 0.0% | 0.0% | 62 | +1,548 | 23.22% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,866 | 313 | 0.0% | 0.01% | 63 | -818 | -9.42% | Q4 2025 | Jan 29, 2026 |
| Sepio Capital, LP | History | No change | 7,569 | 301 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,453 | 296 | 0.0% | 0.0% | 65 | +324 | 4.54% | Q4 2025 | Jan 27, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 6,951 | 277 | 0.01% | 0.01% | 66 | -1,175 | -14.46% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,531 | 260 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 6,054 | 241 | 0.09% | 0.1% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 6,012 | 239 | 0.0% | — | 69 | +6,012 | New | Q4 2025 | Mar 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,410 | 215 | 0.0% | 0.0% | 70 | +4 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Added to | 4,944 | 197 | 0.04% | 0.04% | 71 | +59 | 1.21% | Q4 2025 | Jan 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,936 | 156 | 0.01% | — | 72 | +3,936 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,842 | 153 | 0.0% | 0.0% | 73 | -250 | -6.11% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,470 | 138 | 0.0% | 0.0% | 74 | +12 | 0.35% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | No change | 2,600 | 103 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,410 | 96 | 0.01% | 0.01% | 76 | -1,306 | -35.15% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 2,307 | 91 | 0.0% | 0.0% | 77 | -2,484 | -51.85% | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 2,186 | 87 | 0.07% | — | 78 | +2,186 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 1,682 | 67 | 0.0% | 0.0% | 79 | -107 | -5.98% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 1,465 | 58 | 0.0% | 0.0% | 80 | +500 | 51.81% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,278 | 50 | 0.0% | 0.0% | 82 | -206 | -13.88% | Q4 2025 | Mar 16, 2026 |
| Hurley Capital, LLC | History | No change | 1,255 | 50 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,250 | 49 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,000 | 39 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 880 | 35 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 861 | 34 | 0.0% | — | 86 | +861 | New | Q4 2025 | Feb 09, 2026 |
| NVWM, LLC | History | Reduced | 686 | 27 | 0.01% | 0.15% | 88 | -15,018 | -95.63% | Q4 2025 | Jan 20, 2026 |
| Westfuller Advisors, LLC | History | Added to | 676 | 27 | 0.01% | 0.01% | 89 | +6 | 0.9% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 684 | 27 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 577 | 23 | 0.0% | 0.0% | 90 | -1,058 | -64.71% | Q4 2025 | Jan 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 571 | 22 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 482 | 19 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 450 | 17 | 0.0% | — | 93 | +450 | New | Q4 2025 | Feb 03, 2026 |
| Raleigh Capital Management Inc. | History | New | 344 | 13 | 0.0% | — | 94 | +344 | New | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | No change | 300 | 11 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SWAN Capital LLC | History | No change | 274 | 10 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 250 | 9 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 213 | 8 | 0.0% | — | 98 | +213 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 200 | 7 | 0.0% | — | 99 | +200 | New | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 150 | 6 | 0.0% | — | 100 | +150 | New | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | No change | 168 | 6 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 165 | 6 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 109 | 4 | 0.0% | 0.0% | 103 | +6 | 5.83% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | New | 83 | 3 | 0.0% | — | 104 | +83 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 60 | 2 | 0.0% | 0.0% | 105 | -2,959 | -98.01% | Q4 2025 | Feb 06, 2026 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -10,222 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,542 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,461 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,467 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,787 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,541 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,515 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -396 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -383 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Russell Investments Group, Ltd. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 13, 2026 |