LVHI · Insider trading · 13F holders · Congress trades
Legg Mason ETF Invt (LVHI)
Who is buying and selling LVHI: 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
- 72
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
LVHI at a glance
- No open-market insider purchases or sales of LVHI were filed in the last 90 days.
- 72 13F filers hold LVHI among their 50 largest positions, worth $563.8M combined. The biggest bets by portfolio weight are Planning Strategies Inc. (10.7%), MOR Wealth Management, LLC (8.6%) and Sierra Ocean, LLC (7.8%). In their latest 13Fs, 2 managers opened a new position and 31 added to one.
- No member of Congress has disclosed a trade in LVHI.
LVHI insider trading
No open-market insider purchases or sales of LVHI were filed in the last 90 days.
Who owns LVHI? Hedge funds and superinvestors
72 13F filers hold LVHI among their 50 largest positions, worth $563.8M combined. The biggest bets by portfolio weight are Planning Strategies Inc. (10.7%), MOR Wealth Management, LLC (8.6%) and Sierra Ocean, LLC (7.8%). In their latest 13Fs, 2 managers opened a new position and 31 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc.Wealth manager | 1.0% | $63.5M | 1,565,039 | +7.1% shares | Q2 2026 |
| Insight Wealth Strategies, LLCWealth manager | 3.7% | $36.9M | 885,376 | +30.4% shares | Q3 2026 |
| Csenge Advisory GroupWealth manager | 1.3% | $32.0M | 788,590 | +3.5% shares | Q2 2026 |
| MOR Wealth Management, LLCWealth manager | 8.6% | $21.6M | 531,044 | +15.8% shares | Q2 2026 |
| Frontier Asset Management, LLCInstitutional asset manager | 4.0% | $21.3M | 510,946 | -0.6% shares | Q3 2026 |
| Howard Capital Management, LLCWealth manager | 0.2% | $19.2M | 459,455 | +4.7% shares | Q3 2026 |
| Planning Strategies Inc.Wealth manager | 10.7% | $17.9M | 429,932 | +9.1% shares | Q3 2026 |
| SK Wealth Management, LLCWealth manager | 3.9% | $17.5M | 406,952 | -0.3% shares | Q2 2026 |
| Curran Financial Partners, LLCWealth manager | 2.5% | $16.6M | 408,814 | +8.8% shares | Q2 2026 |
| Compass Wealth Management, LLC/GAWealth manager | 5.8% | $14.6M | 360,154 | -0.8% shares | Q2 2026 |
| Keudell/Morrison Wealth ManagementWealth manager | 2.5% | $14.3M | 342,026 | +2.6% shares | Q3 2026 |
| Seros Financial, LLCWealth manager | 7.1% | $14.0M | 336,070 | +22.2% shares | Q3 2026 |
| Fsa Wealth Partners, Inc.Wealth manager | 3.7% | $13.6M | 325,600 | +0.3% shares | Q3 2026 |
| Cedar Mountain Advisors, LLCWealth manager | 2.2% | $12.9M | 310,001 | -6.1% shares | Q3 2026 |
| Benchmark Financial Wealth Advisors, LLCWealth manager | 2.8% | $11.6M | 278,180 | +14.2% shares | Q3 2026 |
| Sierra Ocean, LLCWealth manager | 7.8% | $11.3M | 278,606 | +2.3% shares | Q2 2026 |
| SHP Wealth ManagementWealth manager | 0.7% | $10.1M | 248,046 | -2.6% shares | Q2 2026 |
| McKinney Capital Management, LLCWealth manager | 3.6% | $9.2M | 227,608 | New | Q2 2026 |
| Forefront Wealth Partners, LLCWealth manager | 2.8% | $8.9M | 220,479 | +26.2% shares | Q2 2026 |
| Bfsg, LLCWealth manager | 0.8% | $8.8M | 216,742 | +7.1% shares | Q2 2026 |
| Piedmont Capital Management, LLC/NCHedge fund | 5.0% | $8.4M | 201,551 | +5.3% shares | Q3 2026 |
| Centennial Wealth Advisory LLCWealth manager | 1.6% | $7.7M | 184,386 | +5.9% shares | Q3 2026 |
| Laurel Wealth Planning LLCWealth manager | 3.4% | $7.7M | 188,664 | — | Q2 2026 |
| Montis Financial, LLCWealth manager | 1.5% | $7.5M | 185,438 | +10.6% shares | Q2 2026 |
| Regatta Capital Group, LLCWealth manager | 0.9% | $7.4M | 176,222 | +19.5% shares | Q3 2026 |
| Oak Grove Capital LLCWealth manager | 0.4% | $7.2M | 171,800 | +43.8% shares | Q3 2026 |
| Per Stirling Capital Management, LLC.Wealth manager | 0.7% | $7.0M | 172,540 | +25.3% shares | Q2 2026 |
| Boyce & Associates Wealth Consulting, Inc.Wealth manager | 4.0% | $6.6M | 158,633 | -6.2% shares | Q3 2026 |
| Haven Private, LLCWealth manager | 2.6% | $6.6M | 158,603 | +1.3% shares | Q3 2026 |
| CrobanInvestment manager | 2.8% | $6.3M | 154,562 | +1.6% shares | Q2 2026 |
The 30 largest of 72 positions, by value. Each manager counts with its latest 13F (Q3 2026: 39, Q2 2026: 32, Q1 2026: 1). Screen LVHI in the grand portfolio →
LVHI stock trades by members of Congress
No member of Congress has disclosed a trade in LVHI.
LVHI questions and answers
Are insiders buying LVHI stock?
No open-market insider purchases or sales of LVHI were filed in the last 90 days.
Which hedge funds own LVHI?
72 13F filers hold LVHI among their 50 largest positions, worth $563.8M combined. The biggest bets by portfolio weight are Planning Strategies Inc. (10.7%), MOR Wealth Management, LLC (8.6%) and Sierra Ocean, LLC (7.8%). In their latest 13Fs, 2 managers opened a new position and 31 added to one.
Has Congress traded LVHI?
No member of Congress has disclosed a trade in LVHI.
Who is the largest holder of LVHI?
Among 13F filers, Great Valley Advisor Group, Inc. reports the largest LVHI position, $63.5M (1,565,039 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Planning Strategies Inc.'s: 10.7% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.