Who owns LVHI (LVHI)
Which tracked institutional funds hold LVHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LVHI 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 LVHI is one-sided between 2025-Q4 and 2026-Q1: 131 added or opened and 28 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
LVHI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes LVHI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LVHI 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 291 tracked filers holding LVHI, 205 increased or opened the position and 98 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 LVHI 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 7
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$39M
- Horizon Investments, LLC$15M
- Seros Financial, LLC$11M
- Independent Advisor Alliance$11M
- Envision Financial Transparency, LLC$4M
- DIVERSIFY WEALTH MANAGEMENT, LLC$1M
Full exits 13
- PLANWISER FINANCIAL, LLC$2M
- Legacy Wealth Partners, LLC$2M
- Global Retirement Partners, LLC$2M
- Diversify Advisory Services, LLC$1M
- IFG Advisory, LLC$1M
- Elevation Capital Advisory, LLC$1M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$176M
- LPL Financial LLC$83M
- MORGAN STANLEY$39M
- BANK OF AMERICA CORP /DE/$32M
- AMERIPRISE FINANCIAL INC$21M
- RAYMOND JAMES FINANCIAL INC$20M
Largest trims
- ASSETMARK, INC$30M
- Cornerstone Wealth Group, LLC$13M
- MML INVESTORS SERVICES, LLC$6M
- World Investment Advisors$5M
- Plan Group Financial, LLC$1M
- D.A. DAVIDSON & CO.$993K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 11,094,725 | $450M | 15.9% | 2026-Q1 |
| MORGAN STANLEY added | 4,592,088 | $186M | 6.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,365,409 | $177M | 6.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,180,541 | $169M | 6.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,687,618 | $109M | 3.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,544,461 | $103M | 3.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,074,736 | $84M | 3.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,792,778 | $73M | 2.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,595,752 | $63M | 2.2% | 2026-Q1 |
| UBS Group AG added | 1,543,314 | $63M | 2.2% | 2026-Q1 |
| Cetera Investment Advisers added | 1,504,273 | $61M | 2.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,473,108 | $60M | 2.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,460,882 | $59M | 2.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,458,851 | $59M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,297,842 | $53M | 1.9% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,256,723 | $51M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,207,979 | $49M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,185,279 | $48M | 1.7% | 2026-Q1 |
| CWM, LLC added | 1,178,190 | $48M | 1.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,127,751 | $46M | 1.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 975,241 | $40M | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 961,006 | $39M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 795,826 | $32M | 1.1% | 2026-Q1 |
| Csenge Advisory Group added | 761,719 | $31M | 1.1% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 626,028 | $25M | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 674,785 | $25M | 0.9% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 584,084 | $24M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 570,199 | $23M | 0.8% | 2026-Q1 |
| Frontier Asset Management, LLC added | 499,647 | $20M | 0.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 493,235 | $20M | 0.7% | 2026-Q1 |
| MOR Wealth Management, LLC added | 458,617 | $19M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 437,681 | $18M | 0.6% | 2026-Q1 |
| SK Wealth Management, LLC added | 408,306 | $17M | 0.6% | 2026-Q1 |
| Curran Financial Partners, LLC added | 375,882 | $15M | 0.5% | 2026-Q1 |
| Horizon Investments, LLC new | 365,048 | $15M | 0.5% | 2026-Q1 |
| Compass Wealth Management, LLC/GA trimmed | 363,099 | $15M | 0.5% | 2026-Q1 |
| Beacon Harbor Wealth Advisors, Inc. added | 352,974 | $14M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 352,356 | $14M | 0.5% | 2026-Q1 |
| Cedar Mountain Advisors, LLC trimmed | 332,593 | $13M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 299,509 | $12M | 0.4% | 2026-Q1 |
| SIERRA OCEAN, LLC added | 272,281 | $11M | 0.4% | 2026-Q1 |
| Seros Financial, LLC new | 269,612 | $11M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 260,765 | $11M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 258,630 | $10M | 0.4% | 2026-Q1 |
| SHP Wealth Management added | 254,613 | $10M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 245,616 | $10M | 0.4% | 2026-Q1 |
| VestGen Advisors, LLC added | 242,208 | $10M | 0.4% | 2026-Q1 |
| Keudell/Morrison Wealth Management added | 244,196 | $10M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 216,226 | $9M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 208,473 | $8M | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 208,456 | $8M | 0.3% | 2026-Q1 |
| Benchmark Financial Wealth Advisors, LLC added | 205,823 | $8M | 0.3% | 2026-Q1 |
| BFSG, LLC added | 202,311 | $8M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 196,061 | $8M | 0.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 181,940 | $7M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 174,972 | $7M | 0.3% | 2026-Q1 |
| Forefront Wealth Partners, LLC added | 174,665 | $7M | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 174,514 | $7M | 0.3% | 2026-Q1 |
| Ethos Financial Group, LLC added | 171,465 | $7M | 0.2% | 2026-Q1 |
| Piedmont Capital Management, LLC/NC added | 170,711 | $7M | 0.2% | 2026-Q1 |
| Montis Financial, LLC added | 167,601 | $7M | 0.2% | 2026-Q1 |
| Boyce & Associates Wealth Consulting, Inc. trimmed | 165,056 | $7M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 162,105 | $7M | 0.2% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 160,220 | $6M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 152,254 | $6M | 0.2% | 2026-Q1 |
| CROBAN added | 152,198 | $6M | 0.2% | 2026-Q1 |
| Haven Private, LLC trimmed | 151,403 | $6M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 144,133 | $6M | 0.2% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 137,674 | $6M | 0.2% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC added | 132,489 | $5M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 132,854 | $5M | 0.2% | 2026-Q1 |
| American Alpha Advisors, LLC trimmed | 132,556 | $5M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 130,360 | $5M | 0.2% | 2026-Q1 |
| RETIREMENT PLANNING GROUP, LLC / NY added | 127,791 | $5M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 125,142 | $5M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 122,451 | $5M | 0.2% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 121,256 | $5M | 0.2% | 2026-Q1 |
| Lakeridge Wealth Management LLC trimmed | 118,604 | $5M | 0.2% | 2026-Q1 |
| Sunrise Financial Services, LLC added | 117,648 | $5M | 0.2% | 2026-Q1 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. trimmed | 115,788 | $5M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 114,792 | $5M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 111,047 | $5M | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 109,065 | $4M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 106,298 | $4M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 100,673 | $4M | 0.1% | 2026-Q1 |
| BLUELINE ADVISORS LLC added | 100,135 | $4M | 0.1% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 99,656 | $4M | 0.1% | 2026-Q1 |
| Principle Wealth Partners LLC added | 96,216 | $4M | 0.1% | 2026-Q1 |
| Asset One Wealth Management LLC added | 93,730 | $4M | 0.1% | 2026-Q1 |
| Plan Group Financial, LLC trimmed | 89,965 | $4M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 83,977 | $3M | 0.1% | 2026-Q1 |
| Maia Wealth LLC added | 83,859 | $3M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 81,622 | $3M | 0.1% | 2026-Q1 |
| Bay Capital Advisors, LLC added | 78,231 | $3M | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC added | 78,522 | $3M | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 76,388 | $3M | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners Inc added | 509,072 | $18M | 0.6% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 231,842 | $8M | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 183,473 | $6M | 0.2% | 2025-Q2 stale |
| KWB Wealth added | 122,902 | $4M | 0.1% | 2025-Q3 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.