Who Owns LEGG MASON ETF INVT FRANKLIN (LVHI)? -- Institutional Holders (2026-03-31)

315 institutions reported holding $2.95B of LEGG MASON ETF INVT FRANKLIN (LVHI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($449.8M), MORGAN STANLEY ($186.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($177.0M), BANK OF AMERICA CORP /DE/ ($169.5M), RAYMOND JAMES FINANCIAL INC ($109.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$449.8M11.1MAdded
2MORGAN STANLEY$186.2M4.6MAdded
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$177.0M4.4MAdded
4BANK OF AMERICA CORP /DE/$169.5M4.2MAdded
5RAYMOND JAMES FINANCIAL INC$109.0M2.7MAdded
6WELLS FARGO & COMPANY/MN$103.2M2.5MAdded
7ENVESTNET ASSET MANAGEMENT INC$84.1M2.1MAdded
8AMERIPRISE FINANCIAL INC$72.7M1.8MAdded
9JONES FINANCIAL COMPANIES LLLP$63.2M1.6MAdded
10UBS Group AG$62.6M1.5MAdded
11Cetera Investment Advisers$61.0M1.5MAdded
12STIFEL FINANCIAL CORP$59.7M1.5MAdded
13GREAT VALLEY ADVISOR GROUP, INC.$59.2M1.5MAdded
14HighTower Advisors, LLC$59.1M1.5MAdded
15Royal Bank of Canada$52.6M1.3MAdded
16ASSETMARK, INC$50.9M1.3MTrimmed
17COMMONWEALTH EQUITY SERVICES, LLC$49.0M1.2MTrimmed
18OSAIC HOLDINGS, INC.$48.1M1.2MTrimmed
19CWM, LLC$47.8M1.2MAdded
20Kestra Advisory Services, LLC$45.7M1.1MAdded
21Private Advisor Group, LLC$39.5M975,241Added
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$39.0M961,006New
23JANE STREET GROUP, LLC$32.3M795,826Added
24Csenge Advisory Group$30.9M761,719Added
25Insight Wealth Strategies, LLC$25.4M626,028Added

Source: SEC Form 13F filings · as of 2026-03-31