Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Legg Mason ETF Invt (LVHD)

113 + 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
↑ +9
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — LVHD

Based on 114 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
114 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.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

59 buying45 selling
Last quarter: 59 funds bought or added vs 45 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 — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 16 → 19 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new
56 out of 114 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

11 → 17 → 16 → 19 → 19 new funds/Q
New funds entering each quarter: 17 → 16 → 19 → 19. A growing number of institutions are discovering LVHD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 114 holders: 67 (59%) are 2+ year veterans, 15 entered 1–2 years ago, and 32 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
17 of 114 holders are among the 100 largest funds by AUM, controlling 52% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — LVHD

In 2026 Q1, 59 hedge funds were net buyers of LVHD (19 opened a new position, 40 added to an existing one), while 45 reduced or exited (35 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in LVHD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 114.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Legg Mason ETF Invt (LVHD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LVHD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
LVHD
+1.0%
SPY
+13.9%

LVHD outperformed SPY by -12.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
LVHD
+2.5%
SPY
+0.2%

Since the filing became public, LVHD outperformed SPY by +2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: LVHD
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 105 7.62%
13F Shares 7M 7M 1.81%
Total Value $294M $275M 7.09%
New Positions 19 19 -
Increased Positions 40 35 +5
Closed Positions 11 15 -4
Reduced Positions 34 33 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LVHD

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Institutional Holders (2026 Q1)

113 + investors

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

QUARTER:
Top 25 LVHD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heffernan Advisory, Inc 3.55% 89,950 $3.8M
2 Perspective Wealth Advisors LLC 1.89% 68,552 $2.9M
3 Sequent Planning LLC 1.75% 170,030 $7.2M
4 Sovereign Investment Advisors, LLC 1.38% 153,622 $6.5M
5 Anson Capital, Inc. 1.03% 35,530 $1.5M
6 Alpha Capital Advisors Inc /Adv 0.46% 11,241 $478K
7 Wealthcare Capital Partners, LLC 0.42% 20,855 $888K
8 JT Stratford LLC 0.26% 48,735 $2.1M
9 Centurion Wealth Management LLC 0.23% 23,826 $1.0M
10 Triad Wealth Partners, LLC 0.21% 62,432 $2.7M
11 XML Financial, LLC 0.13% 38,845 $1.7M
12 Intrepid Financial Planning Group LLC 0.10% 6,054 $258K
13 LongView Wealth Management 0.10% 9,603 $412K
14 Financial Engines Advisors L.L.C. 0.08% 967,226 $41.2M
15 Gts Securities LLC 0.07% 45,649 $1.9M
16 Sykon Capital LLC 0.07% 4,790 $204K
17 Florida Financial Advisors, LLC 0.06% 5,409 $230K
18 Wealthcare Advisory Partners LLC 0.05% 62,759 $2.7M
19 First Heartland Consultants, Inc. 0.05% 14,705 $626K
20 Investors Research Corp 0.04% 5,075 $216K
21 Sunrise Financial Services, LLC 0.04% 1,345 $57K
22 Private Advisor Group, LLC 0.03% 160,961 $6.9M
23 Private Advisory Group LLC 0.03% 11,423 $486K
24 Hurley Capital, LLC 0.03% 1,255 $53K
25 Pallas Capital Advisors LLC 0.03% 16,634 $708K
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 — 4 quarters in a row: For 4 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 — 57% buying: Last quarter: 59 funds bought or added vs 45 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 — 52% AUM from top-100 funds: 17 of 114 holders are among the 100 largest funds by AUM, controlling 52% 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?

49% of holders stayed for 2+ years: 56 out of 114 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.

Is it too late to buy Legg Mason ETF Invt (LVHD) following the 2026 Q1 hedge fund 13F filings?

As of today, LVHD has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), LVHD has gained +1.0% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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