LEGG MASON ETF INVT

$LVHI
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Institutional coverage

280 13F filers hold $LVHI.

13F holders
280
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$LVHI is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.29%, with an average of 0.11% of portfolio. Largest holder: Principal Securities, Inc. at 0.29%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Principal Securities, Inc.
0.29% held
α +21.3pts
02
ProVise Management Group, LLC
0.03% held
α +11.2pts
03
Citigroup Inc.
0.00% held
α +26.3pts
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 280 · Source: 13F-HR
01
Banyan Capital Management, Inc.
0.01% of portfolio
18,364,300 sh
02
Taconic Capital Advisors LP
0.12% of portfolio
11,094,725 sh
03
1834 Investment Advisors Co.
0.11% of portfolio
4,365,409 sh
04
Sheaff Brock Investment Advisors, LLC
0.07% of portfolio
3,540,303 sh
05
State Farm Mutual Automobile Insurance Co.
0.02% of portfolio
2,542,716 sh
06
Marquette Asset Management, LLC
0.02% of portfolio
2,074,736 sh
07
Arrow Financial Corp.
0.03% of portfolio
1,595,752 sh
08
FengHe Fund Management Pte. Ltd.
0.06% of portfolio
1,504,273 sh
09
Shulman DeMeo Asset Management LLC
1.08% of portfolio
1,460,882 sh
10
Private Harbour Investment Management & Counsel, LLC
0.06% of portfolio
1,458,851 sh
See all 280 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $LVHI in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $LVHI in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:27 UTC.