LVHI: Legg Mason Etf Invt insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
312 institutions reported holding $3.09B of Legg Mason Etf Invt on Form 13F (296 the quarter before). 40 opened a new position and 23 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 12,678,832 | $514.57M |
| MORGAN STANLEY | 5,080,377 | $206.19M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,624,597 | $187.69M |
| BANK OF AMERICA CORP /DE/ | 4,473,163 | $181.54M |
| RAYMOND JAMES FINANCIAL INC | 2,835,156 | $115.06M |
| WELLS FARGO & COMPANY/MN | 2,543,423 | $103.22M |
| AMERIPRISE FINANCIAL INC | 2,287,820 | $92.93M |
| ENVESTNET ASSET MANAGEMENT INC | 2,172,025 | $88.15M |
| JONES FINANCIAL COMPANIES LLLP | 2,053,081 | $83.42M |
| Cetera Investment Advisers | 1,715,248 | $69.61M |
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