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Funds Holding LVHD

On this page, we present all of the funds holding LVHD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LVHD, with a link to that fund's top holdings. The next columns indicate the amount of LVHD stock held by each of the funds holding LVHD, followed by the LVHD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 104 funds holding LVHD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Albion Financial Group UT. For more details on the positions held by Albion Financial Group UT (or by any of the other funds holding LVHD), click the fund name in the "Holder" column of the funds-holding-LVHD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Albion Financial Group UT1,930,355$71,114 03/31/2024
     LVHD1,930,355$71,114 03/31/2024
Mill Creek Capital Advisors LLC1,497,546$54,436 12/31/2023
     LVHD1,497,546$54,436 12/31/2023
Morgan Stanley1,305,914$47,470 12/31/2023
     LVHD1,305,914$47,470 12/31/2023
LPL Financial LLC1,219,406$44,325 12/31/2023
     LVHD1,219,406$44,325 12/31/2023
Financial Engines Advisors L.L.C.1,187,920$43,431 12/31/2023
     LVHD1,187,920$43,431 12/31/2023
Allworth Financial LP710,645$26,180 03/31/2024
     LVHD710,645$26,180 03/31/2024
Bank of America Corp DE593,800$21,585 12/31/2023
     LVHD593,800$21,585 12/31/2023
Wells Fargo & Company MN498,383$18,116 12/31/2023
     LVHD498,383$18,116 12/31/2023
Commonwealth Equity Services LLC396,880$14,621 03/31/2024
     LVHD396,880$14,621 03/31/2024
UBS Group AG348,465$12,667 12/31/2023
     LVHD348,465$12,667 12/31/2023
Avantax Advisory Services Inc.224,573$8,163 12/31/2023
     LVHD224,573$8,163 12/31/2023
Royal Bank of Canada208,992$7,597 12/31/2023
     LVHD208,992$7,597 12/31/2023
Financial Advocates Investment Management176,536$6,397 12/31/2023
     LVHD176,536$6,397 12/31/2023
Private Advisor Group LLC163,357$6,018 03/31/2024
     LVHD163,357$6,018 03/31/2024
Envestnet Asset Management Inc.144,438$5,250 12/31/2023
     LVHD144,438$5,250 12/31/2023
Sovereign Investment Advisors LLC141,272$5,135 12/31/2023
     LVHD141,272$5,135 12/31/2023
Janney Montgomery Scott LLC139,671$5,077 12/31/2023
     LVHD139,671$5,077 12/31/2023
Advisor Group Holdings Inc.118,844$4,320 12/31/2023
     LVHD118,844$4,320 12/31/2023
Ameriprise Financial Inc.116,888$4,249 12/31/2023
     LVHD116,888$4,249 12/31/2023
Cetera Advisors LLC115,969$4,215 12/31/2023
     LVHD115,969$4,215 12/31/2023
JPMorgan Chase & Co.109,684$3,987 12/31/2023
     LVHD109,684$3,987 12/31/2023
Raymond James & Associates106,946$3,940 03/31/2024
     LVHD106,946$3,940 03/31/2024
TAP Consulting LLC95,234$3,508 03/31/2024
     LVHD95,234$3,508 03/31/2024
Raymond James Financial Services Advisors Inc.76,927$2,834 03/31/2024
     LVHD76,927$2,834 03/31/2024
Wealthcare Advisory Partners LLC72,152$2,658 03/31/2024
     LVHD72,152$2,658 03/31/2024
Atria Investments LLC59,240$2,153 12/31/2023
     LVHD59,240$2,153 12/31/2023
Northwestern Mutual Wealth Management Co.56,526$2,055 12/31/2023
     LVHD56,526$2,055 12/31/2023
Spire Wealth Management50,077$1,845 03/31/2024
     LVHD50,077$1,845 03/31/2024
Susquehanna International Group LLP49,323$1,793 12/31/2023
     LVHD49,323$1,793 12/31/2023
IFG Advisory LLC46,548$1,692 12/31/2023
     LVHD46,548$1,692 12/31/2023
Kestra Advisory Services LLC44,584$1,621 12/31/2023
     LVHD44,584$1,621 12/31/2023
Centurion Wealth Management LLC42,136$1,552 03/31/2024
     LVHD42,136$1,552 03/31/2024
Cambridge Investment Research Advisors Inc.41,648$1,534 03/31/2024
     LVHD41,648$1,534 03/31/2024
Stifel Financial Corp42,123$1,531 12/31/2023
     LVHD42,123$1,531 12/31/2023
XML Financial LLC41,342$1,503 12/31/2023
     LVHD41,342$1,503 12/31/2023
Cetera Advisor Networks LLC39,615$1,440 12/31/2023
     LVHD39,615$1,440 12/31/2023
MML Investors Services LLC35,612$1,295 12/31/2023
     LVHD35,612$1,295 12/31/2023
JT Stratford LLC34,525$1,255 12/31/2023
     LVHD34,525$1,255 12/31/2023
Cetera Investment Advisers33,183$1,206 12/31/2023
     LVHD33,183$1,206 12/31/2023
Goldman Sachs Group Inc.31,397$1,141 12/31/2023
     LVHD31,397$1,141 12/31/2023
Citadel Advisors LLC29,506$1,073 12/31/2023
     LVHD29,506$1,073 12/31/2023
Citigroup Inc.28,270$1,028 12/31/2023
     LVHD28,270$1,028 12/31/2023
CX Institutional26,631$981 03/31/2024
     LVHD26,631$981 03/31/2024
Integrated Wealth Concepts LLC21,665$788 12/31/2023
     LVHD21,665$788 12/31/2023
Lincoln National Corp21,627$786 12/31/2023
     LVHD21,627$786 12/31/2023
Mariner LLC19,802$720 12/31/2023
     LVHD19,802$720 12/31/2023
Koshinski Asset Management Inc.19,548$711 12/31/2023
     LVHD19,548$711 12/31/2023
GTS Securities LLC18,673$679 12/31/2023
     LVHD18,673$679 12/31/2023
First Heartland Consultants Inc.18,282$665 12/31/2023
     LVHD18,282$665 12/31/2023
Millennium Management LLC16,966$617 12/31/2023
     LVHD16,966$617 12/31/2023
Atria Wealth Solutions Inc.15,991$582 12/31/2023
     LVHD15,991$582 12/31/2023
Apexium Financial LP15,709$579 03/31/2024
     LVHD15,709$579 03/31/2024
Wetherby Asset Management Inc.15,708$571 12/31/2023
     LVHD15,708$571 12/31/2023
Pallas Capital Advisors LLC13,699$505 03/31/2024
     LVHD13,699$505 03/31/2024
The PNC Financial Services Group Inc.13,806$502 12/31/2023
     LVHD13,806$502 12/31/2023
Stephens Inc. AR13,515$491 12/31/2023
     LVHD13,515$491 12/31/2023
Sykon Capital LLC12,850$467 12/31/2023
     LVHD12,850$467 12/31/2023
Concurrent Investment Advisors LLC11,734$427 12/31/2023
     LVHD11,734$427 12/31/2023
Jane Street Group LLC10,582$385 12/31/2023
     LVHD10,582$385 12/31/2023
TBH Global Asset Management LLC10,591$385 12/31/2023
     LVHD10,591$385 12/31/2023
Synovus Financial Corp10,517$382 12/31/2023
     LVHD10,517$382 12/31/2023
AlphaCore Capital LLC10,084$369 12/31/2023
     LVHD10,084$369 12/31/2023
IHT Wealth Management LLC8,042$292 12/31/2023
     LVHD8,042$292 12/31/2023
Good Life Advisors LLC7,856$286 12/31/2023
     LVHD7,856$286 12/31/2023
Arkadios Wealth Advisors7,530$277 03/31/2024
     LVHD7,530$277 03/31/2024
Comerica Bank7,619$277 12/31/2023
     LVHD7,619$277 12/31/2023
Intrepid Financial Planning Group LLC7,307$266 12/31/2023
     LVHD7,307$266 12/31/2023
Equitable Holdings Inc.6,872$250 12/31/2023
     LVHD6,872$250 12/31/2023
Betterment LLC6,324$230 12/31/2023
     LVHD6,324$230 12/31/2023
SILVER OAK SECURITIES Inc6,290$229 12/31/2023
     LVHD6,290$229 12/31/2023
Stratos Wealth Partners LTD.6,080$224 03/31/2024
     LVHD6,080$224 03/31/2024
Advisory Services Network LLC6,011$218 12/31/2023
     LVHD6,011$218 12/31/2023
Harbour Investments Inc.5,931$216 12/31/2023
     LVHD5,931$216 12/31/2023
Investors Research Corp5,738$209 12/31/2023
     LVHD5,738$209 12/31/2023
S. R. Schill & Associates5,649$208 03/31/2024
     LVHD5,649$208 03/31/2024
Captrust Financial Advisors5,726$208 12/31/2023
     LVHD5,726$208 12/31/2023
Western Wealth Management LLC5,690$207 12/31/2023
     LVHD5,690$207 12/31/2023
Wealth Enhancement Advisory Services LLC5,585$206 03/31/2024
     LVHD5,585$206 03/31/2024
Element Wealth LLC5,680$206 12/31/2023
     LVHD5,680$206 12/31/2023
Geneos Wealth Management Inc.5,228$190 12/31/2023
     LVHD5,228$190 12/31/2023
Migdal Insurance & Financial Holdings Ltd.4,610$168 12/31/2023
     LVHD4,610$168 12/31/2023
Steward Partners Investment Advisory LLC3,450$125 12/31/2023
     LVHD3,450$125 12/31/2023
CWM LLC3,085$114 03/31/2024
     LVHD3,085$114 03/31/2024
Principal Securities Inc.2,775$101 12/31/2023
     LVHD2,775$101 12/31/2023
SRS Capital Advisors Inc.2,144$78 12/31/2023
     LVHD2,144$78 12/31/2023
GWM Advisors LLC2,067$75 12/31/2023
     LVHD2,067$75 12/31/2023
Brown Brothers Harriman & Co.2,000$73 12/31/2023
     LVHD2,000$73 12/31/2023
Tower Research Capital LLC TRC 1,453$53 12/31/2023
     LVHD1,453$53 12/31/2023
Resurgent Financial Advisors LLC1,400$51 12/31/2023
     LVHD1,400$51 12/31/2023
Proequities Inc. $41 12/31/2023
     LVHD1,113$41 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
FMR LLC985$36 12/31/2023
     LVHD985$36 12/31/2023
AdvisorNet Financial Inc944$35 03/31/2024
     LVHD944$35 03/31/2024
Vima LLC929$34 12/31/2023
     LVHD929$34 12/31/2023
Harbor Investment Advisory LLC368$14 03/31/2024
     LVHD368$14 03/31/2024
Sunbelt Securities Inc.345$13 03/31/2024
     LVHD345$13 03/31/2024
US Bancorp DE348$13 12/31/2023
     LVHD348$13 12/31/2023
Creative Financial Designs Inc. ADV258$9 12/31/2023
     LVHD258$9 12/31/2023
Householder Group Estate & Retirement Specialist LLC259$9 12/31/2023
     LVHD259$9 12/31/2023
Qube Research & Technologies Ltd219$8 12/31/2023
     LVHD219$8 12/31/2023
Abich Financial Wealth Management LLC190$7 12/31/2023
     LVHD190$7 12/31/2023
Gradient Investments LLC165$6 03/31/2024
     LVHD165$6 03/31/2024
EverSource Wealth Advisors LLC165$6 12/31/2023
     LVHD165$6 12/31/2023
Ronald Blue Trust Inc.114$4 12/31/2023
     LVHD114$4 12/31/2023
GPS Wealth Strategies Group LLC47$2 03/31/2024
     LVHD47$2 03/31/2024
Transamerica Financial Advisors Inc.3$1 12/31/2023
     LVHD3$1 12/31/2023

See Summary: Institutional Holders of LVHD
See Details: Top 10 Hedge Funds Holding LVHD
Also See: LVHD Holdings Changes

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