Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LEGG MASON ETF INVT (LVHD)

103 + Investors. Track Smart Money conviction in LVHD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — LVHD

Based on 103 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LVHD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
103 hedge funds hold LVHD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

53 buying46 selling
Last quarter: 53 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 16 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 19% medium ■ 24% new
58 out of 103 hedge funds have held LVHD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 11 → 16 → 16 → 18 new funds/Q
New funds entering each quarter: 11 → 16 → 16 → 18. A growing number of institutions are discovering LVHD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 7% 1-2yr ■ 29% new
Of 103 current holders: 66 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
16 of 103 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in LVHD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LVHD

How many hedge funds hold LVHD — quarterly history vs. share price
Quarterly hedge fund ownership of LVHD vs. share price

Market Analysis: LVHD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LVHD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: LVHD
2026 Q1 Stats Unlock in 21 days 103 + Investors

Track Smart Money conviction in LVHD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 103 99 4.04%
13F Shares 7M 7M -5.16%
Total Value $271M $297M -8.62%
New Positions 18 16 +2
Increased Positions 35 39 -4
Closed Positions 14 9 +5
Reduced Positions 32 28 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LVHD

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

103 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LVHD. Verified SEC 13F-HR filings.

Top 25 institutional holders of LVHD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HEFFERNAN ADVISORY, INC 3.55% 89,950 $3.8M
2 Sequent Planning LLC 1.75% 170,030 $7.2M
3 Wealthcare Capital Partners, LLC 0.42% 20,855 $888K
4 Centurion Wealth Management LLC 0.23% 23,826 $1.0M
5 Triad Wealth Partners, LLC 0.21% 62,432 $2.7M
6 XML Financial, LLC 0.13% 38,845 $1.7M
7 LongView Wealth Management 0.10% 9,603 $412K
8 SYKON CAPITAL LLC 0.07% 4,790 $204K
9 Wealthcare Advisory Partners LLC 0.05% 62,759 $2.7M
10 First Heartland Consultants, Inc. 0.05% 14,705 $626K
11 Investors Research Corp 0.04% 5,075 $216K
12 Sunrise Financial Services, LLC 0.04% 1,345 $57K
13 CX Institutional 0.03% 25,999 $1K
14 Private Advisor Group, LLC 0.03% 160,961 $6.9M
15 Pallas Capital Advisors LLC 0.03% 16,634 $708K
16 WBH ADVISORY INC 0.03% 7,973 $339K
17 Key FInancial Inc 0.02% 2,600 $111K
18 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% 21,416 $911K
19 Westfuller Advisors, LLC 0.01% 683 $29K
20 Prospera Financial Services Inc 0.01% 16,440 $700K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 183,531 $7.8M
22 Farther Finance Advisors, LLC 0.01% 20,663 $878K
23 STEPHENS INC /AR/ 0.01% 14,455 $615K
24 NVWM, LLC 0.01% 630 $27K
25 Janney Montgomery Scott LLC 0.00% 39,518 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LEGG MASON ETF INVT (LVHD)

What does the Smart Money Trend signal show for LVHD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LVHD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LVHD?

Slight buying edge — 54% buying: Last quarter: 53 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LVHD holders?

Elite ownership — 51% AUM from top-100 funds: 16 of 103 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in LVHD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LVHD?

56% of holders stayed for 2+ years: 58 out of 103 hedge funds have held LVHD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.