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There is a long list of 105 institutional holders of LVHI within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of LVHI by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-LVHI table below,
the initial column indicates the name of each top institutional holder of LVHI, with a link to that fund's top holdings. The next columns
indicate the amount of LVHI stock held by each of the institutional holders of LVHI, followed by the LVHI position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 1,864,956 | $51,585 | 12/31/2023 | LVHI | 1,864,956 | $51,585 | 12/31/2023 | Bank of America Corp DE | 1,743,456 | $48,224 | 12/31/2023 | LVHI | 1,743,456 | $48,224 | 12/31/2023 | Morgan Stanley | 1,251,060 | $34,604 | 12/31/2023 | LVHI | 1,251,060 | $34,604 | 12/31/2023 | Stifel Financial Corp | 648,713 | $17,943 | 12/31/2023 | LVHI | 648,713 | $17,943 | 12/31/2023 | Great Valley Advisor Group Inc. | 573,662 | $15,867 | 12/31/2023 | LVHI | 573,662 | $15,867 | 12/31/2023 | HighTower Advisors LLC | 534,079 | $14,762 | 12/31/2023 | LVHI | 534,079 | $14,762 | 12/31/2023 | Advisor Group Holdings Inc. | 490,688 | $13,573 | 12/31/2023 | LVHI | 490,688 | $13,573 | 12/31/2023 | Commonwealth Equity Services LLC | 482,713 | $13,352 | 12/31/2023 | LVHI | 482,713 | $13,352 | 12/31/2023 | UBS Group AG | 450,028 | $12,448 | 12/31/2023 | LVHI | 450,028 | $12,448 | 12/31/2023 | Cetera Advisors LLC | 423,847 | $11,724 | 12/31/2023 | LVHI | 423,847 | $11,724 | 12/31/2023 | MML Investors Services LLC | 389,324 | $10,769 | 12/31/2023 | LVHI | 389,324 | $10,769 | 12/31/2023 | Atria Investments LLC | 387,565 | $10,720 | 12/31/2023 | LVHI | 387,565 | $10,720 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 328,096 | $9,075 | 12/31/2023 | LVHI | 328,096 | $9,075 | 12/31/2023 | Cedar Mountain Advisors LLC | 293,113 | $8,108 | 12/31/2023 | LVHI | 293,113 | $8,108 | 12/31/2023 | Private Advisor Group LLC | 252,887 | $6,995 | 12/31/2023 | LVHI | 252,887 | $6,995 | 12/31/2023 | Royal Bank of Canada | 223,632 | $6,186 | 12/31/2023 | LVHI | 223,632 | $6,186 | 12/31/2023 | Jane Street Group LLC | 215,128 | $5,950 | 12/31/2023 | LVHI | 215,128 | $5,950 | 12/31/2023 | Envestnet Asset Management Inc. | 193,266 | $5,346 | 12/31/2023 | LVHI | 193,266 | $5,346 | 12/31/2023 | Pinnacle Financial Partners Inc. | 184,781 | $5,111 | 12/31/2023 | LVHI | 184,781 | $5,111 | 12/31/2023 | Raymond James & Associates | 179,137 | $4,955 | 12/31/2023 | LVHI | 179,137 | $4,955 | 12/31/2023 | Cetera Advisor Networks LLC | 163,580 | $4,525 | 12/31/2023 | LVHI | 163,580 | $4,525 | 12/31/2023 | OLD Mission Capital LLC | 152,066 | $4,206 | 12/31/2023 | LVHI | 152,066 | $4,206 | 12/31/2023 | BKA Wealth Consulting Inc. | 140,051 | $3,874 | 12/31/2023 | LVHI | 140,051 | $3,874 | 12/31/2023 | Cornerstone Wealth Group LLC | 138,946 | $3,843 | 12/31/2023 | LVHI | 138,946 | $3,843 | 12/31/2023 | Atria Wealth Solutions Inc. | 136,715 | $3,782 | 12/31/2023 | LVHI | 136,715 | $3,782 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 113,647 | $3,143 | 12/31/2023 | LVHI | 113,647 | $3,143 | 12/31/2023 | CWM LLC | 110,375 | $3,053 | 12/31/2023 | LVHI | 110,375 | $3,053 | 12/31/2023 | Focus Financial Network Inc. ADV | 109,824 | $3,038 | 12/31/2023 | LVHI | 109,824 | $3,038 | 12/31/2023 | Equitable Holdings Inc. | 103,796 | $2,871 | 12/31/2023 | LVHI | 103,796 | $2,871 | 12/31/2023 | Avantax Advisory Services Inc. | 93,027 | $2,573 | 12/31/2023 | LVHI | 93,027 | $2,573 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 93,034 | $2,573 | 12/31/2023 | LVHI | 93,034 | $2,573 | 12/31/2023 | Foresight Capital Management Advisors Inc. | 90,328 | $2,498 | 12/31/2023 | LVHI | 90,328 | $2,498 | 12/31/2023 | Trilogy Capital Inc. | 87,841 | $2,430 | 12/31/2023 | LVHI | 87,841 | $2,430 | 12/31/2023 | Principle Wealth Partners LLC | 78,070 | $2,159 | 12/31/2023 | LVHI | 78,070 | $2,159 | 12/31/2023 | Smart Money Group LLC | 70,356 | $1,946 | 12/31/2023 | LVHI | 70,356 | $1,946 | 12/31/2023 | Cetera Investment Advisers | 62,739 | $1,735 | 12/31/2023 | LVHI | 62,739 | $1,735 | 12/31/2023 | Integrated Wealth Concepts LLC | 60,924 | $1,685 | 12/31/2023 | LVHI | 60,924 | $1,685 | 12/31/2023 | J.W. Cole Advisors Inc. | 56,607 | $1,566 | 12/31/2023 | LVHI | 56,607 | $1,566 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 55,286 | $1,529 | 12/31/2023 | LVHI | 55,286 | $1,529 | 12/31/2023 | Stratos Wealth Advisors LLC | 49,671 | $1,374 | 12/31/2023 | LVHI | 49,671 | $1,374 | 12/31/2023 | Sigma Planning Corp | 48,122 | $1,331 | 12/31/2023 | LVHI | 48,122 | $1,331 | 12/31/2023 | IFP Advisors Inc | 47,892 | $1,325 | 12/31/2023 | LVHI | 47,892 | $1,325 | 12/31/2023 | OneAscent Financial Services LLC | 41,498 | $1,148 | 12/31/2023 | LVHI | 41,498 | $1,148 | 12/31/2023 | Comerica Bank | 40,920 | $1,132 | 12/31/2023 | LVHI | 40,920 | $1,132 | 12/31/2023 | Arden Trust Co | 39,700 | $1,098 | 12/31/2023 | LVHI | 39,700 | $1,098 | 12/31/2023 | Magnus Financial Group LLC | 36,739 | $1,016 | 12/31/2023 | LVHI | 36,739 | $1,016 | 12/31/2023 | Etfidea LLC | 34,927 | $966 | 12/31/2023 | LVHI | 34,927 | $966 | 12/31/2023 | Dynamic Advisor Solutions LLC | 34,503 | $961 | 12/31/2023 | LVHI | 34,503 | $961 | 12/31/2023 | Titleist Asset Management LLC | 33,219 | $919 | 12/31/2023 | LVHI | 33,219 | $919 | 12/31/2023 | Wedbush Securities Inc. | 32,870 | $909 | 12/31/2023 | LVHI | 32,870 | $909 | 12/31/2023 |
See All: Funds Holding LVHI
See Details: Top 10 Hedge Funds Holding LVHI
Also See: LVHI Holdings Changes
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