Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
98 tracked funds added or opened LVHI while 43 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
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 2026-Q1 and 2026-Q2, across 298 tracked filers holding LVHI, 197 increased or opened the position and 112 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 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 20
- Howard Capital Management, LLC$18M
- Planning Strategies Inc.$16M
- FSA WEALTH PARTNERS, INC.$13M
- McKinney Capital Management, LLC$9M
- Laurel Wealth Planning LLC$8M
- Mirae Asset Global Investments Co., Ltd.$6M
Full exits 17
- HighTower Advisors, LLC$59M
- CWM, LLC$48M
- Cambridge Investment Research Advisors, Inc.$23M
- Janney Montgomery Scott LLC$18M
- Beacon Harbor Wealth Advisors, Inc.$14M
- Envision Financial Transparency, LLC$4M
Largest adds
- LPL Financial LLC$65M
- JONES FINANCIAL COMPANIES LLLP$20M
- AMERIPRISE FINANCIAL INC$20M
- MORGAN STANLEY$20M
- OSAIC HOLDINGS, INC.$17M
- BANK OF AMERICA CORP /DE/$12M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$37M
- JANE STREET GROUP, LLC$27M
- PRINCIPAL SECURITIES, INC.$12M
- Independent Advisor Alliance$10M
- Steward Partners Investment Advisory, LLC$8M
- Horizon Investments, LLC$7M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 12,678,832 | $515M | 18.0% | 2026-Q2 |
| MORGAN STANLEY added | 5,080,377 | $206M | 7.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,624,597 | $188M | 6.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,473,163 | $182M | 6.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,835,156 | $115M | 4.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,543,423 | $103M | 3.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,287,820 | $93M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,172,025 | $88M | 3.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,053,081 | $83M | 2.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,715,248 | $70M | 2.4% | 2026-Q2 |
| UBS Group AG added | 1,692,909 | $69M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,601,132 | $65M | 2.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,565,039 | $64M | 2.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,527,434 | $62M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,318,123 | $53M | 1.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,281,198 | $52M | 1.8% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,238,008 | $50M | 1.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,203,044 | $49M | 1.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 907,663 | $37M | 1.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 792,683 | $32M | 1.1% | 2026-Q2 |
| Csenge Advisory Group added | 788,590 | $32M | 1.1% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 679,172 | $27M | 1.0% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 654,043 | $27M | 0.9% | 2026-Q2 |
| MOR Wealth Management, LLC added | 531,044 | $22M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 528,439 | $21M | 0.8% | 2026-Q2 |
| Frontier Asset Management, LLC added | 514,245 | $21M | 0.7% | 2026-Q2 |
| Howard Capital Management, LLC new | 438,710 | $18M | 0.6% | 2026-Q2 |
| Curran Financial Partners, LLC added | 408,814 | $17M | 0.6% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 406,952 | $17M | 0.6% | 2026-Q2 |
| Planning Strategies Inc. new | 394,118 | $16M | 0.6% | 2026-Q2 |
| Compass Wealth Management, LLC/GA trimmed | 360,154 | $15M | 0.5% | 2026-Q2 |
| Keudell/Morrison Wealth Management added | 333,256 | $14M | 0.5% | 2026-Q2 |
| Cedar Mountain Advisors, LLC trimmed | 330,016 | $13M | 0.5% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. new | 324,659 | $13M | 0.5% | 2026-Q2 |
| SIERRA OCEAN, LLC added | 278,606 | $11M | 0.4% | 2026-Q2 |
| Seros Financial, LLC added | 275,127 | $11M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 272,769 | $11M | 0.4% | 2026-Q2 |
| SHP Wealth Management trimmed | 248,046 | $10M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 247,759 | $10M | 0.4% | 2026-Q2 |
| VestGen Advisors, LLC added | 244,800 | $10M | 0.3% | 2026-Q2 |
| Benchmark Financial Wealth Advisors, LLC added | 243,547 | $10M | 0.3% | 2026-Q2 |
| McKinney Capital Management, LLC new | 227,608 | $9M | 0.3% | 2026-Q2 |
| Forefront Wealth Partners, LLC added | 220,479 | $9M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 217,087 | $9M | 0.3% | 2026-Q2 |
| BFSG, LLC added | 216,742 | $9M | 0.3% | 2026-Q2 |
| World Investment Advisors | 208,456 | $8M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 203,404 | $8M | 0.3% | 2026-Q2 |
| Piedmont Capital Management, LLC/NC added | 191,357 | $8M | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 189,304 | $8M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 189,204 | $8M | 0.3% | 2026-Q2 |
| Laurel Wealth Planning LLC new | 188,664 | $8M | 0.3% | 2026-Q2 |
| Montis Financial, LLC added | 185,438 | $8M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 183,508 | $7M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 182,599 | $8M | 0.3% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 182,352 | $7M | 0.3% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 181,854 | $7M | 0.3% | 2026-Q2 |
| Centennial Wealth Advisory LLC added | 174,146 | $7M | 0.2% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 172,540 | $7M | 0.2% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. added | 169,039 | $7M | 0.2% | 2026-Q2 |
| Haven Private, LLC added | 156,507 | $6M | 0.2% | 2026-Q2 |
| CROBAN added | 154,562 | $6M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 153,454 | $6M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 152,765 | $6M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 152,000 | $6M | 0.2% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 147,442 | $6M | 0.2% | 2026-Q2 |
| American Alpha Advisors, LLC added | 146,533 | $6M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 144,084 | $6M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 141,092 | $6M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 136,819 | $6M | 0.2% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY added | 136,096 | $6M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 135,415 | $5M | 0.2% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 134,757 | $5M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 131,923 | $5M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 129,721 | $5M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 129,539 | $5M | 0.2% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 127,584 | $5M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 123,904 | $5M | 0.2% | 2026-Q2 |
| Prota Financial, LLC new | 121,692 | $5M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 120,818 | $5M | 0.2% | 2026-Q2 |
| Oak Grove Capital LLC new | 119,500 | $5M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 117,809 | $5M | 0.2% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. trimmed | 114,176 | $5M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 112,271 | $5M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 110,585 | $4M | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 110,509 | $4M | 0.2% | 2026-Q2 |
| BLUELINE ADVISORS LLC added | 103,013 | $4M | 0.1% | 2026-Q2 |
| Maia Wealth LLC added | 102,242 | $4M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 100,389 | $4M | 0.1% | 2026-Q2 |
| Principle Wealth Partners LLC trimmed | 96,150 | $4M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 92,281 | $4M | 0.1% | 2026-Q2 |
| Bay Capital Advisors, LLC added | 89,748 | $4M | 0.1% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 88,435 | $4M | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 84,827 | $3M | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 84,759 | $3M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 84,333 | $3M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 84,194 | $3M | 0.1% | 2026-Q2 |
| Bison Wealth, LLC added | 83,795 | $3M | 0.1% | 2026-Q2 |
| RAINIER FAMILY WEALTH INC added | 78,376 | $3M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 78,014 | $3M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 77,959 | $3M | 0.1% | 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.