Who owns LVHD
Which tracked institutional funds hold LVHD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LVHD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
19 tracked funds added or opened LVHD while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LVHD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LVHD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LVHD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 118 tracked filers holding LVHD, 66 increased or opened the position and 46 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LVHD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Tidal Investments LLC$5M
- IFG Advisory, LLC$3M
- Simplicity Wealth,LLC$1M
- Oak Grove Capital LLC$607K
Full exits 7
- GTS SECURITIES LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- Janney Montgomery Scott LLC$2M
- CWM, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Independent Advisor Alliance$1M
Largest adds
- LPL Financial LLC$2M
- CITIGROUP INC$2M
- ROYAL BANK OF CANADA$2M
- BANK OF AMERICA CORP /DE/$1M
- UBS Group AG$1M
- WELLS FARGO & COMPANY/MN$1M
Largest trims
- Financial Engines Advisors L.L.C.$24M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$793K
- Triad Wealth Partners, LLC$759K
- Cetera Investment Advisers$384K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 992,542 | $44M | 15.2% | 2026-Q2 |
| LPL Financial LLC added | 764,164 | $34M | 11.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 613,810 | $27M | 9.4% | 2026-Q2 |
| UBS Group AG added | 434,363 | $19M | 6.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 379,995 | $17M | 5.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 273,897 | $12M | 4.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 211,191 | $9M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 180,172 | $8M | 2.8% | 2026-Q2 |
| Sequent Planning LLC added | 176,109 | $8M | 2.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 175,756 | $8M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 175,212 | $8M | 2.7% | 2026-Q2 |
| Sovereign Investment Advisors, LLC added | 154,793 | $7M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 126,001 | $6M | 1.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 114,531 | $5M | 1.8% | 2026-Q2 |
| CITIGROUP INC added | 108,166 | $5M | 1.7% | 2026-Q2 |
| Tidal Investments LLC new | 106,212 | $5M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 90,453 | $4M | 1.4% | 2026-Q2 |
| HEFFERNAN ADVISORY, INC trimmed | 89,021 | $4M | 1.4% | 2026-Q2 |
| Allworth Financial LP trimmed | 86,708 | $4M | 1.3% | 2026-Q2 |
| IFG Advisory, LLC added | 74,932 | $3M | 1.1% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 72,158 | $3M | 1.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 62,099 | $3M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 52,027 | $2M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 51,211 | $2M | 0.8% | 2026-Q2 |
| JT Stratford LLC added | 49,511 | $2M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 48,472 | $2M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 44,434 | $2M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 44,362 | $2M | 0.7% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 42,317 | $2M | 0.7% | 2026-Q2 |
| XML Financial, LLC trimmed | 38,402 | $2M | 0.6% | 2026-Q2 |
| Anson Capital, Inc. added | 37,930 | $2M | 0.6% | 2026-Q2 |
| Arkadios Wealth Advisors added | 37,178 | $2M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 35,182 | $2M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 32,883 | $1M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 32,065 | $1M | 0.5% | 2026-Q2 |
| Simplicity Wealth,LLC new | 31,982 | $1M | 0.5% | 2026-Q2 |
| Wealthcare Capital Partners, LLC added | 24,380 | $1M | 0.4% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 22,249 | $979K | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 21,695 | $955K | 0.3% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 21,581 | $950K | 0.3% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 21,546 | $948K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 20,736 | $912K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 18,657 | $821K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 18,552 | $816K | 0.3% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 17,665 | $777K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 15,923 | $701K | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 15,747 | $693K | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ | 14,455 | $636K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 13,874 | $610K | 0.2% | 2026-Q2 |
| Oak Grove Capital LLC new | 13,791 | $607K | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 12,314 | $542K | 0.2% | 2026-Q2 |
| Private Advisory Group LLC added | 11,650 | $513K | 0.2% | 2026-Q2 |
| ALPHA CAPITAL ADVISORS INC /ADV | 11,241 | $495K | 0.2% | 2026-Q2 |
| LongView Wealth Management added | 9,662 | $425K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 9,622 | $423K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. | 9,338 | $411K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 8,988 | $396K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 8,865 | $390K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 8,746 | $385K | 0.1% | 2026-Q2 |
| WBH ADVISORY INC | 7,973 | $351K | 0.1% | 2026-Q2 |
| Sepio Capital, LP | 7,569 | $333K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 7,492 | $330K | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 7,453 | $329K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 7,249 | $319K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 7,017 | $309K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,008 | $312K | 0.1% | 2026-Q2 |
| Intrepid Financial Planning Group LLC added | 6,204 | $273K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC new | 5,858 | $258K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC new | 5,858 | $258K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,679 | $250K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 5,477 | $241K | 0.1% | 2026-Q2 |
| Investors Research Corp added | 5,271 | $232K | 0.1% | 2026-Q2 |
| Indivisible Partners new | 5,264 | $232K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 5,260 | $231K | 0.1% | 2026-Q2 |
| Lynx Investment Advisory new | 5,144 | $226K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 5,096 | $224K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 5,080 | $224K | 0.1% | 2026-Q2 |
| SYKON CAPITAL LLC added | 4,814 | $212K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. | 4,728 | $208K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 3,894 | $171K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 3,586 | $158K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 3,496 | $154K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 2,410 | $106K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 2,312 | $102K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 2,245 | $99K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,964 | $86K | 0.0% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 1,768 | $78K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 1,736 | $76K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,465 | $64K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,289 | $57K | 0.0% | 2026-Q2 |
| Hurley Capital, LLC | 1,255 | $55K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,200 | $53K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 1,000 | $44K | 0.0% | 2026-Q2 |
| VIMA LLC new | 929 | $41K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 880 | $39K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. new | 877 | $39K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 861 | $38K | 0.0% | 2026-Q2 |
| Westfuller Advisors, LLC added | 689 | $30K | 0.0% | 2026-Q2 |
| MidFirst Bank | 638 | $28K | 0.0% | 2026-Q2 |
| NVWM, LLC trimmed | 617 | $27K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.