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Institutional Holders of LVHI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC1,864,956$51,585 12/31/2023
     LVHI1,864,956$51,585 12/31/2023
Bank of America Corp DE1,743,456$48,224 12/31/2023
     LVHI1,743,456$48,224 12/31/2023
Morgan Stanley1,251,060$34,604 12/31/2023
     LVHI1,251,060$34,604 12/31/2023
Stifel Financial Corp648,713$17,943 12/31/2023
     LVHI648,713$17,943 12/31/2023
Great Valley Advisor Group Inc.573,662$15,867 12/31/2023
     LVHI573,662$15,867 12/31/2023
HighTower Advisors LLC534,079$14,762 12/31/2023
     LVHI534,079$14,762 12/31/2023
Advisor Group Holdings Inc.490,688$13,573 12/31/2023
     LVHI490,688$13,573 12/31/2023
Commonwealth Equity Services LLC482,713$13,352 12/31/2023
     LVHI482,713$13,352 12/31/2023
UBS Group AG450,028$12,448 12/31/2023
     LVHI450,028$12,448 12/31/2023
Cetera Advisors LLC423,847$11,724 12/31/2023
     LVHI423,847$11,724 12/31/2023
MML Investors Services LLC389,324$10,769 12/31/2023
     LVHI389,324$10,769 12/31/2023
Atria Investments LLC387,565$10,720 12/31/2023
     LVHI387,565$10,720 12/31/2023
Raymond James Financial Services Advisors Inc.328,096$9,075 12/31/2023
     LVHI328,096$9,075 12/31/2023
Cedar Mountain Advisors LLC293,113$8,108 12/31/2023
     LVHI293,113$8,108 12/31/2023
Private Advisor Group LLC252,887$6,995 12/31/2023
     LVHI252,887$6,995 12/31/2023
Royal Bank of Canada223,632$6,186 12/31/2023
     LVHI223,632$6,186 12/31/2023
Jane Street Group LLC215,128$5,950 12/31/2023
     LVHI215,128$5,950 12/31/2023
Envestnet Asset Management Inc.193,266$5,346 12/31/2023
     LVHI193,266$5,346 12/31/2023
Pinnacle Financial Partners Inc.184,781$5,111 12/31/2023
     LVHI184,781$5,111 12/31/2023
Raymond James & Associates179,137$4,955 12/31/2023
     LVHI179,137$4,955 12/31/2023
Cetera Advisor Networks LLC163,580$4,525 12/31/2023
     LVHI163,580$4,525 12/31/2023
OLD Mission Capital LLC152,066$4,206 12/31/2023
     LVHI152,066$4,206 12/31/2023
BKA Wealth Consulting Inc.140,051$3,874 12/31/2023
     LVHI140,051$3,874 12/31/2023
Cornerstone Wealth Group LLC138,946$3,843 12/31/2023
     LVHI138,946$3,843 12/31/2023
Atria Wealth Solutions Inc.136,715$3,782 12/31/2023
     LVHI136,715$3,782 12/31/2023
Cambridge Investment Research Advisors Inc.113,647$3,143 12/31/2023
     LVHI113,647$3,143 12/31/2023
CWM LLC110,375$3,053 12/31/2023
     LVHI110,375$3,053 12/31/2023
Focus Financial Network Inc. ADV109,824$3,038 12/31/2023
     LVHI109,824$3,038 12/31/2023
Equitable Holdings Inc.103,796$2,871 12/31/2023
     LVHI103,796$2,871 12/31/2023
Avantax Advisory Services Inc.93,027$2,573 12/31/2023
     LVHI93,027$2,573 12/31/2023
Wealth Enhancement Advisory Services LLC93,034$2,573 12/31/2023
     LVHI93,034$2,573 12/31/2023
Foresight Capital Management Advisors Inc.90,328$2,498 12/31/2023
     LVHI90,328$2,498 12/31/2023
Trilogy Capital Inc.87,841$2,430 12/31/2023
     LVHI87,841$2,430 12/31/2023
Principle Wealth Partners LLC78,070$2,159 12/31/2023
     LVHI78,070$2,159 12/31/2023
Smart Money Group LLC70,356$1,946 12/31/2023
     LVHI70,356$1,946 12/31/2023
Cetera Investment Advisers62,739$1,735 12/31/2023
     LVHI62,739$1,735 12/31/2023
Integrated Wealth Concepts LLC60,924$1,685 12/31/2023
     LVHI60,924$1,685 12/31/2023
J.W. Cole Advisors Inc.56,607$1,566 12/31/2023
     LVHI56,607$1,566 12/31/2023
Northwestern Mutual Wealth Management Co.55,286$1,529 12/31/2023
     LVHI55,286$1,529 12/31/2023
Stratos Wealth Advisors LLC49,671$1,374 12/31/2023
     LVHI49,671$1,374 12/31/2023
Sigma Planning Corp48,122$1,331 12/31/2023
     LVHI48,122$1,331 12/31/2023
IFP Advisors Inc47,892$1,325 12/31/2023
     LVHI47,892$1,325 12/31/2023
OneAscent Financial Services LLC41,498$1,148 12/31/2023
     LVHI41,498$1,148 12/31/2023
Comerica Bank40,920$1,132 12/31/2023
     LVHI40,920$1,132 12/31/2023
Arden Trust Co39,700$1,098 12/31/2023
     LVHI39,700$1,098 12/31/2023
Magnus Financial Group LLC36,739$1,016 12/31/2023
     LVHI36,739$1,016 12/31/2023
Etfidea LLC34,927$966 12/31/2023
     LVHI34,927$966 12/31/2023
Dynamic Advisor Solutions LLC34,503$961 12/31/2023
     LVHI34,503$961 12/31/2023
Titleist Asset Management LLC33,219$919 12/31/2023
     LVHI33,219$919 12/31/2023
Wedbush Securities Inc.32,870$909 12/31/2023
     LVHI32,870$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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