LVHD · Insider trading · 13F holders · Congress trades
Legg Mason ETF Invt (LVHD)
Who is buying and selling LVHD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
LVHD at a glance
- No open-market insider purchases or sales of LVHD were filed in the last 90 days.
- 6 13F filers hold LVHD among their 50 largest positions, worth $23.4M combined. The biggest bets by portfolio weight are Heffernan Advisory, Inc (2.4%), Perspective Wealth Advisors LLC (1.7%) and Sequent Planning LLC (1.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in LVHD.
LVHD insider trading
No open-market insider purchases or sales of LVHD were filed in the last 90 days.
Who owns LVHD? Hedge funds and superinvestors
6 13F filers hold LVHD among their 50 largest positions, worth $23.4M combined. The biggest bets by portfolio weight are Heffernan Advisory, Inc (2.4%), Perspective Wealth Advisors LLC (1.7%) and Sequent Planning LLC (1.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sequent Planning LLCWealth manager | 1.7% | $7.7M | 176,109 | +3.6% shares | Q2 2026 |
| Sovereign Investment Advisors, LLCAsset manager | 1.3% | $6.8M | 154,793 | +0.8% shares | Q2 2026 |
| Heffernan Advisory, IncWealth manager | 2.4% | $3.6M | 87,418 | -1.8% shares | Q3 2026 |
| Perspective Wealth Advisors LLCWealth manager | 1.7% | $3.2M | 72,158 | +5.3% shares | Q2 2026 |
| Anson Capital, Inc.Wealth manager | 1.0% | $1.6M | 37,592 | -0.9% shares | Q3 2026 |
| Alpha Capital Advisors Inc /advHedge fund | 0.4% | $495K | 11,241 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 4). Screen LVHD in the grand portfolio →
LVHD stock trades by members of Congress
No member of Congress has disclosed a trade in LVHD.
LVHD questions and answers
Are insiders buying LVHD stock?
No open-market insider purchases or sales of LVHD were filed in the last 90 days.
Which hedge funds own LVHD?
6 13F filers hold LVHD among their 50 largest positions, worth $23.4M combined. The biggest bets by portfolio weight are Heffernan Advisory, Inc (2.4%), Perspective Wealth Advisors LLC (1.7%) and Sequent Planning LLC (1.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded LVHD?
No member of Congress has disclosed a trade in LVHD.
Who is the largest holder of LVHD?
Among 13F filers, Sequent Planning LLC reports the largest LVHD position, $7.7M (176,109 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Heffernan Advisory, Inc's: 2.4% of its portfolio.
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