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-Q1 13F filings. 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
The tracked-fund tape on LVHD is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 6 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 116 tracked filers holding LVHD, 60 increased or opened the position and 47 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 2025-Q4 and 2026-Q1 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 5
- GTS SECURITIES LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- Independent Advisor Alliance$1M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$911K
- MERCER GLOBAL ADVISORS INC /ADV$667K
Full exits 2
- IFG Advisory, LLC$3M
- PLANWISER FINANCIAL, LLC$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- CITIGROUP INC$2M
- LPL Financial LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- GOLDMAN SACHS GROUP INC$2M
- UBS Group AG$2M
Largest trims
- Cetera Investment Advisers$819K
- Centurion Wealth Management LLC$559K
- ROYAL BANK OF CANADA$394K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$377K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,007,292 | $43M | 13.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 967,226 | $41M | 12.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 744,264 | $32M | 9.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 602,091 | $26M | 8.0% | 2026-Q1 |
| UBS Group AG added | 423,062 | $18M | 5.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 258,726 | $11M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 219,286 | $9M | 2.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 183,531 | $8M | 2.4% | 2026-Q1 |
| Sequent Planning LLC added | 170,030 | $7M | 2.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 160,961 | $7M | 2.1% | 2026-Q1 |
| Sovereign Investment Advisors, LLC added | 153,622 | $7M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 145,374 | $6M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 139,306 | $6M | 1.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 98,909 | $4M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 94,451 | $4M | 1.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 91,965 | $4M | 1.2% | 2026-Q1 |
| HEFFERNAN ADVISORY, INC added | 89,950 | $4M | 1.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 70,535 | $3M | 0.9% | 2026-Q1 |
| CITIGROUP INC added | 68,597 | $3M | 0.9% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 68,552 | $3M | 0.9% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 62,759 | $3M | 0.8% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 62,432 | $3M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 51,587 | $2M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 49,250 | $2M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 49,182 | $2M | 0.7% | 2026-Q1 |
| JT Stratford LLC trimmed | 48,735 | $2M | 0.6% | 2026-Q1 |
| GTS SECURITIES LLC added | 45,649 | $2M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 43,600 | $2M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 39,518 | $2M | 0.5% | 2026-Q1 |
| XML Financial, LLC trimmed | 38,845 | $2M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 38,603 | $2M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 35,945 | $2M | 0.5% | 2026-Q1 |
| Anson Capital, Inc. added | 35,530 | $2M | 0.5% | 2026-Q1 |
| CWM, LLC added | 35,519 | $2M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 33,780 | $1M | 0.4% | 2026-Q1 |
| Arkadios Wealth Advisors added | 33,564 | $1M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 30,400 | $1M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 28,948 | $1M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 26,575 | $1M | 0.4% | 2026-Q1 |
| CX Institutional trimmed | 25,999 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,510 | $1M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 23,961 | $1M | 0.3% | 2026-Q1 |
| Centurion Wealth Management LLC trimmed | 23,826 | $1M | 0.3% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 21,416 | $911K | 0.3% | 2026-Q1 |
| Wealthcare Capital Partners, LLC added | 20,855 | $888K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 20,663 | $878K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 19,940 | $849K | 0.3% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 16,634 | $708K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 16,440 | $700K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 15,666 | $667K | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 14,705 | $626K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 14,484 | $616K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 14,455 | $615K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,549 | $534K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 11,513 | $490K | 0.2% | 2026-Q1 |
| Private Advisory Group LLC new | 11,423 | $486K | 0.2% | 2026-Q1 |
| ALPHA CAPITAL ADVISORS INC /ADV trimmed | 11,241 | $478K | 0.1% | 2026-Q1 |
| LongView Wealth Management added | 9,603 | $412K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. | 9,338 | $397K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 8,933 | $380K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. new | 8,651 | $368K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 8,130 | $346K | 0.1% | 2026-Q1 |
| WBH ADVISORY INC trimmed | 7,973 | $339K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 7,840 | $334K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,660 | $327K | 0.1% | 2026-Q1 |
| Sepio Capital, LP | 7,569 | $322K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 7,453 | $316K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 7,066 | $301K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 6,828 | $291K | 0.1% | 2026-Q1 |
| Intrepid Financial Planning Group LLC | 6,054 | $258K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 6,038 | $257K | 0.1% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC trimmed | 5,813 | $247K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 5,415 | $230K | 0.1% | 2026-Q1 |
| FLORIDA FINANCIAL ADVISORS, LLC new | 5,409 | $230K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 5,104 | $217K | 0.1% | 2026-Q1 |
| Investors Research Corp added | 5,075 | $216K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 5,054 | $215K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. new | 4,936 | $210K | 0.1% | 2026-Q1 |
| SYKON CAPITAL LLC trimmed | 4,790 | $204K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 4,728 | $201K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 197,978 | $8M | 2.5% | 2025-Q2 stale |
| IFG Advisory, LLC added | 67,441 | $3M | 0.8% | 2025-Q4 stale |
| PLANWISER FINANCIAL, LLC new | 61,874 | $2M | 0.8% | 2025-Q4 stale |
| IronOak Wealth LLC. new | 40,882 | $2M | 0.5% | 2025-Q2 stale |
| Efficient Advisors, LLC new | 31,545 | $1M | 0.4% | 2025-Q1 stale |
| NATURAL INVESTMENTS, LLC new | 10,222 | $852K | 0.3% | 2025-Q3 stale |
| SFG Wealth Management, LLC. new | 15,995 | $655K | 0.2% | 2025-Q1 stale |
| Laird Norton Wetherby Wealth Management, LLC trimmed | 15,408 | $637K | 0.2% | 2025-Q3 stale |
| Apexium Financial, LP trimmed | 13,466 | $557K | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 12,469 | $497K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 11,687 | $466K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 10,597 | $423K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 9,967 | $397K | 0.1% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP | 9,338 | $386K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 7,661 | $316K | 0.1% | 2025-Q3 stale |
| VestGen Advisors, LLC trimmed | 6,959 | $288K | 0.1% | 2025-Q3 stale |
| GWN SECURITIES INC. new | 6,862 | $270K | 0.1% | 2025-Q1 stale |
| Good Life Advisors, LLC added | 5,928 | $236K | 0.1% | 2025-Q2 stale |
| Optiver Holding B.V. new | 4,467 | $185K | 0.1% | 2025-Q3 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 3,936 | $157K | 0.0% | 2025-Q4 stale |
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.