Legg Mason ETF Investment Trust - LVHD
Detailed investor-level table based on 13F positions.
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 | No change | 992,542 | 43,674 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 764,164 | 33,625 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 613,810 | 27,009 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 434,363 | 19,113 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 379,995 | 16,720 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 273,897 | 12,052 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 211,191 | 9,292 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 180,172 | 7,928 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequent Planning LLC | History | No change | 176,109 | 7,749 | 1.66% | 1.66% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 175,756 | 7,733 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 175,212 | 7,710 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 154,793 | 6,811 | 1.28% | 1.28% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 126,001 | 5,544 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 114,531 | 5,113 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 108,166 | 4,759 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | No change | 106,212 | 4,673 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 90,453 | 3,980 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 89,021 | 3,917 | 3.28% | 3.28% | 18 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 86,708 | 3,815 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 74,932 | 3,297 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 72,158 | 3,175 | 1.75% | 1.75% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 62,099 | 2,732 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 52,027 | 2,289 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 51,211 | 2,253 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JT Stratford LLC | History | No change | 49,511 | 2,178 | 0.24% | 0.24% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 48,472 | 2,132 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 44,434 | 1,955 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 44,362 | 1,952 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 42,317 | 1,898 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 39,683 | 1,746 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XML Financial, LLC | History | No change | 38,402 | 1,689 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anson Capital, Inc. | History | No change | 37,930 | 1,669 | 1.09% | 1.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 37,178 | 1,635 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 35,182 | 1,548 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 33,226 | 1,462 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 32,883 | 1,446 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 32,065 | 1,427 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 31,982 | 1,407 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Added to | 26,424 | 1,093 | 0.03% | 0.03% | 39 | +227 | 0.87% | Q3 2026 | Oct 02, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 24,380 | 1,072 | 0.44% | 0.44% | 40 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Heartland Consultants, Inc. | History | No change | 22,249 | 979 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Centurion Wealth Management LLC | History | No change | 21,581 | 949 | 0.23% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 21,546 | 948 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 20,736 | 912 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,581 | 905 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,657 | 820 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 18,552 | 816 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 17,665 | 777 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,923 | 700 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Atria Investments, Inc | History | No change | 15,747 | 692 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 14,455 | 636 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,874 | 610 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oak Grove Capital LLC | History | No change | 13,791 | 606 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,314 | 541 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisory Group LLC | History | No change | 11,650 | 512 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 11,241 | 494 | 0.43% | 0.43% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LongView Wealth Management | History | No change | 9,662 | 425 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 9,622 | 423 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 9,338 | 410 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 8,988 | 395 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,865 | 390 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,746 | 384 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | No change | 7,973 | 350 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sepio Capital, LP | History | No change | 7,569 | 333 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 7,453 | 329 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,492 | 329 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,249 | 318 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,008 | 312 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 7,017 | 308 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 6,204 | 272 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,858 | 257 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,858 | 257 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,679 | 249 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 5,477 | 241 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,260 | 231 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investors Research Corp | History | No change | 5,271 | 231 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Indivisible Partners | History | No change | 5,264 | 231 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lynx Investment Advisory | History | No change | 5,144 | 226 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,096 | 224 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,080 | 223 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYKON CAPITAL LLC | History | No change | 4,814 | 211 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,728 | 208 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,894 | 171 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 3,586 | 157 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,496 | 153 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,410 | 106 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,312 | 101 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,245 | 98 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,964 | 86 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 1,768 | 77 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,736 | 76 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,465 | 64 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,289 | 56 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hurley Capital, LLC | History | No change | 1,255 | 55 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,200 | 52 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,000 | 44 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VIMA LLC | History | No change | 929 | 40 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 877 | 38 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 880 | 38 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 861 | 37 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 689 | 30 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MidFirst Bank | History | No change | 638 | 28 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NVWM, LLC | History | No change | 617 | 27 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 540 | 23 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 456 | 20 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 450 | 19 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advantage Trust Co | History | No change | 383 | 16 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 330 | 14 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SWAN Capital LLC | History | No change | 274 | 12 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 275 | 12 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 253 | 11 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 213 | 9 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 200 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | No change | 200 | 8 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 165 | 7 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 153 | 6 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 150 | 5 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | No change | 112 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 72 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |