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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Albion Financial Group UT | 1,930,355 | $71,114 | 03/31/2024 | LVHD | 1,930,355 | $71,114 | 03/31/2024 | Mill Creek Capital Advisors LLC | 1,497,546 | $54,436 | 12/31/2023 | LVHD | 1,497,546 | $54,436 | 12/31/2023 | Morgan Stanley | 1,305,914 | $47,470 | 12/31/2023 | LVHD | 1,305,914 | $47,470 | 12/31/2023 | LPL Financial LLC | 1,219,406 | $44,325 | 12/31/2023 | LVHD | 1,219,406 | $44,325 | 12/31/2023 | Financial Engines Advisors L.L.C. | 1,187,920 | $43,431 | 12/31/2023 | LVHD | 1,187,920 | $43,431 | 12/31/2023 | Allworth Financial LP | 710,645 | $26,180 | 03/31/2024 | LVHD | 710,645 | $26,180 | 03/31/2024 | Bank of America Corp DE | 593,800 | $21,585 | 12/31/2023 | LVHD | 593,800 | $21,585 | 12/31/2023 | Wells Fargo & Company MN | 498,383 | $18,116 | 12/31/2023 | LVHD | 498,383 | $18,116 | 12/31/2023 | Commonwealth Equity Services LLC | 396,880 | $14,621 | 03/31/2024 | LVHD | 396,880 | $14,621 | 03/31/2024 | UBS Group AG | 348,465 | $12,667 | 12/31/2023 | LVHD | 348,465 | $12,667 | 12/31/2023 | Avantax Advisory Services Inc. | 224,573 | $8,163 | 12/31/2023 | LVHD | 224,573 | $8,163 | 12/31/2023 | Royal Bank of Canada | 208,992 | $7,597 | 12/31/2023 | LVHD | 208,992 | $7,597 | 12/31/2023 | Financial Advocates Investment Management | 176,536 | $6,397 | 12/31/2023 | LVHD | 176,536 | $6,397 | 12/31/2023 | Private Advisor Group LLC | 163,357 | $6,018 | 03/31/2024 | LVHD | 163,357 | $6,018 | 03/31/2024 | Envestnet Asset Management Inc. | 144,438 | $5,250 | 12/31/2023 | LVHD | 144,438 | $5,250 | 12/31/2023 | Sovereign Investment Advisors LLC | 141,272 | $5,135 | 12/31/2023 | LVHD | 141,272 | $5,135 | 12/31/2023 | Janney Montgomery Scott LLC | 139,671 | $5,077 | 12/31/2023 | LVHD | 139,671 | $5,077 | 12/31/2023 | Advisor Group Holdings Inc. | 118,844 | $4,320 | 12/31/2023 | LVHD | 118,844 | $4,320 | 12/31/2023 | Ameriprise Financial Inc. | 116,888 | $4,249 | 12/31/2023 | LVHD | 116,888 | $4,249 | 12/31/2023 | Cetera Advisors LLC | 115,969 | $4,215 | 12/31/2023 | LVHD | 115,969 | $4,215 | 12/31/2023 | JPMorgan Chase & Co. | 109,684 | $3,987 | 12/31/2023 | LVHD | 109,684 | $3,987 | 12/31/2023 | Raymond James & Associates | 106,946 | $3,940 | 03/31/2024 | LVHD | 106,946 | $3,940 | 03/31/2024 | TAP Consulting LLC | 95,234 | $3,508 | 03/31/2024 | LVHD | 95,234 | $3,508 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 76,927 | $2,834 | 03/31/2024 | LVHD | 76,927 | $2,834 | 03/31/2024 | Wealthcare Advisory Partners LLC | 72,152 | $2,658 | 03/31/2024 | LVHD | 72,152 | $2,658 | 03/31/2024 | Atria Investments LLC | 59,240 | $2,153 | 12/31/2023 | LVHD | 59,240 | $2,153 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 56,526 | $2,055 | 12/31/2023 | LVHD | 56,526 | $2,055 | 12/31/2023 | Spire Wealth Management | 50,077 | $1,845 | 03/31/2024 | LVHD | 50,077 | $1,845 | 03/31/2024 | Susquehanna International Group LLP | 49,323 | $1,793 | 12/31/2023 | LVHD | 49,323 | $1,793 | 12/31/2023 | IFG Advisory LLC | 46,548 | $1,692 | 12/31/2023 | LVHD | 46,548 | $1,692 | 12/31/2023 | Kestra Advisory Services LLC | 44,584 | $1,621 | 12/31/2023 | LVHD | 44,584 | $1,621 | 12/31/2023 | Centurion Wealth Management LLC | 42,136 | $1,552 | 03/31/2024 | LVHD | 42,136 | $1,552 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 41,648 | $1,534 | 03/31/2024 | LVHD | 41,648 | $1,534 | 03/31/2024 | Stifel Financial Corp | 42,123 | $1,531 | 12/31/2023 | LVHD | 42,123 | $1,531 | 12/31/2023 | XML Financial LLC | 41,342 | $1,503 | 12/31/2023 | LVHD | 41,342 | $1,503 | 12/31/2023 | Cetera Advisor Networks LLC | 39,615 | $1,440 | 12/31/2023 | LVHD | 39,615 | $1,440 | 12/31/2023 | MML Investors Services LLC | 35,612 | $1,295 | 12/31/2023 | LVHD | 35,612 | $1,295 | 12/31/2023 | JT Stratford LLC | 34,525 | $1,255 | 12/31/2023 | LVHD | 34,525 | $1,255 | 12/31/2023 | Cetera Investment Advisers | 33,183 | $1,206 | 12/31/2023 | LVHD | 33,183 | $1,206 | 12/31/2023 | Goldman Sachs Group Inc. | 31,397 | $1,141 | 12/31/2023 | LVHD | 31,397 | $1,141 | 12/31/2023 | Citadel Advisors LLC | 29,506 | $1,073 | 12/31/2023 | LVHD | 29,506 | $1,073 | 12/31/2023 | Citigroup Inc. | 28,270 | $1,028 | 12/31/2023 | LVHD | 28,270 | $1,028 | 12/31/2023 | CX Institutional | 26,631 | $981 | 03/31/2024 | LVHD | 26,631 | $981 | 03/31/2024 | Integrated Wealth Concepts LLC | 21,665 | $788 | 12/31/2023 | LVHD | 21,665 | $788 | 12/31/2023 | Lincoln National Corp | 21,627 | $786 | 12/31/2023 | LVHD | 21,627 | $786 | 12/31/2023 | Mariner LLC | 19,802 | $720 | 12/31/2023 | LVHD | 19,802 | $720 | 12/31/2023 | Koshinski Asset Management Inc. | 19,548 | $711 | 12/31/2023 | LVHD | 19,548 | $711 | 12/31/2023 | GTS Securities LLC | 18,673 | $679 | 12/31/2023 | LVHD | 18,673 | $679 | 12/31/2023 | First Heartland Consultants Inc. | 18,282 | $665 | 12/31/2023 | LVHD | 18,282 | $665 | 12/31/2023 | Millennium Management LLC | 16,966 | $617 | 12/31/2023 | LVHD | 16,966 | $617 | 12/31/2023 | Atria Wealth Solutions Inc. | 15,991 | $582 | 12/31/2023 | LVHD | 15,991 | $582 | 12/31/2023 | Apexium Financial LP | 15,709 | $579 | 03/31/2024 | LVHD | 15,709 | $579 | 03/31/2024 | Wetherby Asset Management Inc. | 15,708 | $571 | 12/31/2023 | LVHD | 15,708 | $571 | 12/31/2023 | Pallas Capital Advisors LLC | 13,699 | $505 | 03/31/2024 | LVHD | 13,699 | $505 | 03/31/2024 | The PNC Financial Services Group Inc. | 13,806 | $502 | 12/31/2023 | LVHD | 13,806 | $502 | 12/31/2023 | Stephens Inc. AR | 13,515 | $491 | 12/31/2023 | LVHD | 13,515 | $491 | 12/31/2023 | Sykon Capital LLC | 12,850 | $467 | 12/31/2023 | LVHD | 12,850 | $467 | 12/31/2023 | Concurrent Investment Advisors LLC | 11,734 | $427 | 12/31/2023 | LVHD | 11,734 | $427 | 12/31/2023 | Jane Street Group LLC | 10,582 | $385 | 12/31/2023 | LVHD | 10,582 | $385 | 12/31/2023 | TBH Global Asset Management LLC | 10,591 | $385 | 12/31/2023 | LVHD | 10,591 | $385 | 12/31/2023 | Synovus Financial Corp | 10,517 | $382 | 12/31/2023 | LVHD | 10,517 | $382 | 12/31/2023 | AlphaCore Capital LLC | 10,084 | $369 | 12/31/2023 | LVHD | 10,084 | $369 | 12/31/2023 | IHT Wealth Management LLC | 8,042 | $292 | 12/31/2023 | LVHD | 8,042 | $292 | 12/31/2023 | Good Life Advisors LLC | 7,856 | $286 | 12/31/2023 | LVHD | 7,856 | $286 | 12/31/2023 | Arkadios Wealth Advisors | 7,530 | $277 | 03/31/2024 | LVHD | 7,530 | $277 | 03/31/2024 | Comerica Bank | 7,619 | $277 | 12/31/2023 | LVHD | 7,619 | $277 | 12/31/2023 | Intrepid Financial Planning Group LLC | 7,307 | $266 | 12/31/2023 | LVHD | 7,307 | $266 | 12/31/2023 | Equitable Holdings Inc. | 6,872 | $250 | 12/31/2023 | LVHD | 6,872 | $250 | 12/31/2023 | Betterment LLC | 6,324 | $230 | 12/31/2023 | LVHD | 6,324 | $230 | 12/31/2023 | SILVER OAK SECURITIES Inc | 6,290 | $229 | 12/31/2023 | LVHD | 6,290 | $229 | 12/31/2023 | Stratos Wealth Partners LTD. | 6,080 | $224 | 03/31/2024 | LVHD | 6,080 | $224 | 03/31/2024 | Advisory Services Network LLC | 6,011 | $218 | 12/31/2023 | LVHD | 6,011 | $218 | 12/31/2023 | Harbour Investments Inc. | 5,931 | $216 | 12/31/2023 | LVHD | 5,931 | $216 | 12/31/2023 | Investors Research Corp | 5,738 | $209 | 12/31/2023 | LVHD | 5,738 | $209 | 12/31/2023 | S. R. Schill & Associates | 5,649 | $208 | 03/31/2024 | LVHD | 5,649 | $208 | 03/31/2024 | Captrust Financial Advisors | 5,726 | $208 | 12/31/2023 | LVHD | 5,726 | $208 | 12/31/2023 | Western Wealth Management LLC | 5,690 | $207 | 12/31/2023 | LVHD | 5,690 | $207 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 5,585 | $206 | 03/31/2024 | LVHD | 5,585 | $206 | 03/31/2024 | Element Wealth LLC | 5,680 | $206 | 12/31/2023 | LVHD | 5,680 | $206 | 12/31/2023 | Geneos Wealth Management Inc. | 5,228 | $190 | 12/31/2023 | LVHD | 5,228 | $190 | 12/31/2023 | Migdal Insurance & Financial Holdings Ltd. | 4,610 | $168 | 12/31/2023 | LVHD | 4,610 | $168 | 12/31/2023 | Steward Partners Investment Advisory LLC | 3,450 | $125 | 12/31/2023 | LVHD | 3,450 | $125 | 12/31/2023 | CWM LLC | 3,085 | $114 | 03/31/2024 | LVHD | 3,085 | $114 | 03/31/2024 | Principal Securities Inc. | 2,775 | $101 | 12/31/2023 | LVHD | 2,775 | $101 | 12/31/2023 | SRS Capital Advisors Inc. | 2,144 | $78 | 12/31/2023 | LVHD | 2,144 | $78 | 12/31/2023 | GWM Advisors LLC | 2,067 | $75 | 12/31/2023 | LVHD | 2,067 | $75 | 12/31/2023 | Brown Brothers Harriman & Co. | 2,000 | $73 | 12/31/2023 | LVHD | 2,000 | $73 | 12/31/2023 | Tower Research Capital LLC TRC | 1,453 | $53 | 12/31/2023 | LVHD | 1,453 | $53 | 12/31/2023 | Resurgent Financial Advisors LLC | 1,400 | $51 | 12/31/2023 | LVHD | 1,400 | $51 | 12/31/2023 | Proequities Inc. | | $41 | 12/31/2023 | LVHD | 1,113 | $41 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | FMR LLC | 985 | $36 | 12/31/2023 | LVHD | 985 | $36 | 12/31/2023 | AdvisorNet Financial Inc | 944 | $35 | 03/31/2024 | LVHD | 944 | $35 | 03/31/2024 | Vima LLC | 929 | $34 | 12/31/2023 | LVHD | 929 | $34 | 12/31/2023 | Harbor Investment Advisory LLC | 368 | $14 | 03/31/2024 | LVHD | 368 | $14 | 03/31/2024 | Sunbelt Securities Inc. | 345 | $13 | 03/31/2024 | LVHD | 345 | $13 | 03/31/2024 | US Bancorp DE | 348 | $13 | 12/31/2023 | LVHD | 348 | $13 | 12/31/2023 | Creative Financial Designs Inc. ADV | 258 | $9 | 12/31/2023 | LVHD | 258 | $9 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 259 | $9 | 12/31/2023 | LVHD | 259 | $9 | 12/31/2023 | Qube Research & Technologies Ltd | 219 | $8 | 12/31/2023 | LVHD | 219 | $8 | 12/31/2023 | Abich Financial Wealth Management LLC | 190 | $7 | 12/31/2023 | LVHD | 190 | $7 | 12/31/2023 | Gradient Investments LLC | 165 | $6 | 03/31/2024 | LVHD | 165 | $6 | 03/31/2024 | EverSource Wealth Advisors LLC | 165 | $6 | 12/31/2023 | LVHD | 165 | $6 | 12/31/2023 | Ronald Blue Trust Inc. | 114 | $4 | 12/31/2023 | LVHD | 114 | $4 | 12/31/2023 | GPS Wealth Strategies Group LLC | 47 | $2 | 03/31/2024 | LVHD | 47 | $2 | 03/31/2024 | Transamerica Financial Advisors Inc. | 3 | $1 | 12/31/2023 | LVHD | 3 | $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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