Inst. Holders
50 funds
LV
LVHD
LEGG MASON ETF INVT
$41.51 ▲ +0.39%
Prev close $41.355 New Institutional Positions4 Institutional Exits
Snapshot
The big-picture read on LVHD right now — valuation, ownership and activity at a glance.
Inst. Value
$237.8M
Inst. Activity
5 buys / 4 sells
Price chart 30d -6.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: LVHD — 0.1M shares, 621 trades
Week starting 2026-09-07. Total ATS volume: 68,995 shares across 621 trades.
Jun 30, 2026 Inst.
Financial Engines Advisors L.L.C. — TRIM
379,995 shares ($16.7M)
Jun 30, 2026 Inst.
CITIGROUP INC — ADD
108,166 shares ($4.8M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: LVHD — 0.1M shares, 621 trades
Week starting 2026-09-07. Total ATS volume: 68,995 shares across 621 trades.
Sep 2, 2026
ftd
FTD: LVHD — 23,267 shares ($1.0M) failed to deliver
Settlement: 20260902, Price: $43.94, FTD Value: $1,022,351.98, FRANKLIN U.S. LOW VOLATILITY H
Aug 5, 2026
ftd
FTD: LVHD — 17,532 shares ($0.8M) failed to deliver
Settlement: 20260805, Price: $44.99, FTD Value: $788,764.68, FRANKLIN U.S. LOW VOLATILITY H
Jul 7, 2026
ftd
FTD: LVHD — 41,753 shares ($1.9M) failed to deliver
Settlement: 20260707, Price: $44.63, FTD Value: $1,863,436.39, FRANKLIN U.S. LOW VOLATILITY H
Jul 6, 2026
ftd
FTD: LVHD — 44,104 shares ($2.0M) failed to deliver
Settlement: 20260706, Price: $45.12, FTD Value: $1,989,972.48, FRANKLIN U.S. LOW VOLATILITY H
Institutional ownership
Which big funds own LVHD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $237.8M total value (5,402,048 shares) as of 2026-Q2. Top holders: MORGAN, LPL, BANK. Net buying activity: 5 institutions added/increased vs 4 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 992,542 | $43.7M | 18.4% | — |
| LPL Financial LLC | 764,164 | $33.6M | 14.1% | — |
| BANK OF AMERICA CORP /DE/ | 613,810 | $27.0M | 11.4% | TRIM -31.6% |
| UBS Group AG | 434,363 | $19.1M | 8.0% | — |
| Financial Engines Advisors L.L.C. | 379,995 | $16.7M | 7.0% | TRIM -60.7% |
| WELLS FARGO & COMPANY/MN | 273,897 | $12.1M | 5.1% | — |
| RAYMOND JAMES FINANCIAL INC | 211,191 | $9.3M | 3.9% | ADD +44.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 180,172 | $7.9M | 3.3% | — |
| Private Advisor Group, LLC | 175,756 | $7.7M | 3.3% | — |
| ROYAL BANK OF CANADA | 175,212 | $7.7M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | TRIM | 967,226 | 379,995 | -60.7% | $16.7M |
| CITIGROUP INC | ADD | 68,597 | 108,166 | +57.7% | $4.8M |
| AMERIPRISE FINANCIAL INC | ADD | 26,575 | 48,472 | +82.4% | $2.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 70,535 | 44,434 | -37.0% | $2.0M |
| Atria Investments, Inc | ADD | 8,130 | 15,747 | +93.7% | $692.9K |
| Mariner, LLC | TRIM | 14,484 | 9,622 | -33.6% | $423.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | NEAR_EXIT | 24,510 | 5,679 | -76.8% | $249.9K |
| Arax Advisory Partners | ADD | 2,332 | 3,586 | +53.8% | $157.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 1,416 | 2,245 | +58.5% | $98.8K |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 28,325 | 51,587 | +82.1% | $2.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LVHD.
Shares short
88,307
Settlement Sep 15, 2026
Change vs prior
+17.8%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume