Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Legg Mason ETF Invt (LVHI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — LVHI

Based on 311 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LVHI 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
311 hedge funds hold LVHI 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
+82 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.
🟢

More buyers than sellers — 67% buying

209 buying102 selling
Last quarter: 209 funds were net buyers (46 opened a brand new position + 163 added to an existing one). Only 102 were sellers (74 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 61 → 50 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 32% new

■ 31% conviction (2yr+) ■ 37% medium ■ 32% new
Of the 311 current holders: 95 (31%) held >2 years, 115 held 1–2 years, and 101 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

48 → 26 → 61 → 50 → 46 new funds/Q
New funds entering each quarter: 26 → 61 → 50 → 46. A growing number of institutions are discovering LVHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 29% veterans, 41% new entrants

■ 29% veterans ■ 30% 1-2yr ■ 41% new
Of 311 current holders: 91 (29%) held 2+ years, 93 held 1–2 years, 127 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
20 of 310 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in LVHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — LVHI

In 2026 Q2, 209 hedge funds were net buyers of LVHI (46 opened a new position, 163 added to an existing one), while 102 reduced or exited (74 trimmed, 28 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in LVHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 311.

Hedge Fund Ownership: LVHI

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

Market Analysis: LVHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LVHI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 20 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: LVHI
310 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 310 293 5.8%
13F Shares 78M 73M 6.48%
Total Value $3.07B $2.89B 6.24%
New Positions 46 50 -4
Increased Positions 163 160 +3
Closed Positions 28 29 -1
Reduced Positions 74 66 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LVHI

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Institutional Holders (2026 Q2)

310 + investors

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

QUARTER:
Top 25 LVHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MOR Wealth Management, LLC 8.58% 531,044 $21.6M
2 Sierra Ocean, LLC 7.83% 278,606 $11.3M
3 Compass Wealth Management, LLC/GA 5.83% 360,154 $14.6M
4 Seros Financial, LLC 5.82% 275,127 $11.2M
5 Boyce & Associates Wealth Consulting, Inc. 4.76% 169,039 $6.9M
6 Piedmont Capital Management, LLC/NC 4.74% 191,357 $7.8M
7 SK Wealth Management, LLC 3.94% 406,952 $17.5M
8 Park Square Financial Group, LLC 3.86% 10,544 $428K
9 Frontier Asset Management, LLC 3.74% 514,245 $20.9M
10 McKinney Capital Management, LLC 3.64% 227,608 $9.2M
11 Laurel Wealth Planning LLC 3.39% 188,664 $7.7M
12 Fsa Wealth Partners, INC. 3.30% 324,659 $13.2M
13 Prota Financial, LLC 3.24% 121,692 $4.9M
14 American Alpha Advisors, LLC 3.21% 146,533 $5.9M
15 Sunrise Financial Services, LLC 3.08% 127,584 $5.2M
16 Retirement Planning Group, LLC / Ny 3.01% 136,096 $5.5M
17 Blueline Advisors LLC 2.90% 103,013 $4.2M
18 Forefront Wealth Partners, LLC 2.77% 220,479 $8.9M
19 Croban 2.76% 154,562 $6.3M
20 Insight Wealth Strategies, LLC 2.68% 679,172 $27.4M
21 Keudell/Morrison Wealth Management 2.56% 333,256 $13.5M
22 Cassady Wealth & Retirement Planning, LLC 2.54% 134,757 $5.5M
23 Curran Financial Partners, LLC 2.47% 408,814 $16.6M
24 Benchmark Financial Wealth Advisors, LLC 2.44% 243,547 $9.9M
25 Haven Private, LLC 2.41% 156,507 $6.4M
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 (LVHI)

What does the Smart Money Trend signal show for LVHI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LVHI 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 LVHI?

More buyers than sellers — 67% buying: Last quarter: 209 funds were net buyers (46 opened a brand new position + 163 added to an existing one). Only 102 were sellers (74 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LVHI holders?

Elite ownership — 54% AUM from top-100 funds: 20 of 310 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in LVHI. 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 LVHI?

Mixed — 31% long-term, 32% new: Of the 311 current holders: 95 (31%) held >2 years, 115 held 1–2 years, and 101 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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