HoldingsChannel.com
On this page, we present all of the funds holding LVHI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LVHI, with a link to that fund's top holdings. The next columns indicate the amount of LVHI stock held by each of the funds holding LVHI, followed by the LVHI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 107 funds holding LVHI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding LVHI), click the fund name in the "Holder" column of the funds-holding-LVHI table below.
| 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 |
| Insight Wealth Strategies LLC | 425,272 | $12,665 | 03/31/2024 |
| LVHI | 425,272 | $12,665 | 03/31/2024 |
| 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 |
| Cedar Mountain Advisors LLC | 297,368 | $8,856 | 03/31/2024 |
| LVHI | 297,368 | $8,856 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 279,816 | $8,333 | 03/31/2024 |
| LVHI | 279,816 | $8,333 | 03/31/2024 |
| 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 |
| Raymond James & Associates | 188,259 | $5,606 | 03/31/2024 |
| LVHI | 188,259 | $5,606 | 03/31/2024 |
| Envestnet Asset Management Inc. | 193,266 | $5,346 | 12/31/2023 |
| LVHI | 193,266 | $5,346 | 12/31/2023 |
| CWM LLC | 173,550 | $5,168 | 03/31/2024 |
| LVHI | 173,550 | $5,168 | 03/31/2024 |
| Pinnacle Financial Partners Inc. | 184,781 | $5,111 | 12/31/2023 |
| LVHI | 184,781 | $5,111 | 12/31/2023 |
| Cetera Advisor Networks LLC | 163,580 | $4,525 | 12/31/2023 |
| LVHI | 163,580 | $4,525 | 12/31/2023 |
| BKA Wealth Consulting Inc. | 151,886 | $4,523 | 03/31/2024 |
| LVHI | 151,886 | $4,523 | 03/31/2024 |
| OLD Mission Capital LLC | 152,066 | $4,206 | 12/31/2023 |
| LVHI | 152,066 | $4,206 | 12/31/2023 |
| Cornerstone Wealth Group LLC | 133,734 | $3,983 | 03/31/2024 |
| LVHI | 133,734 | $3,983 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 129,212 | $3,848 | 03/31/2024 |
| LVHI | 129,212 | $3,848 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 136,715 | $3,782 | 12/31/2023 |
| LVHI | 136,715 | $3,782 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 109,824 | $3,038 | 12/31/2023 |
| LVHI | 109,824 | $3,038 | 12/31/2023 |
| Focus Financial Network Inc. | 101,722 | $2,963 | 03/31/2024 |
| LVHI | 101,722 | $2,963 | 03/31/2024 |
| Equitable Holdings Inc. | 103,796 | $2,871 | 12/31/2023 |
| LVHI | 103,796 | $2,871 | 12/31/2023 |
| Foresight Capital Management Advisors Inc. | 95,594 | $2,847 | 03/31/2024 |
| LVHI | 95,594 | $2,847 | 03/31/2024 |
| Avantax Advisory Services Inc. | 93,027 | $2,573 | 12/31/2023 |
| LVHI | 93,027 | $2,573 | 12/31/2023 |
| Principle Wealth Partners LLC | 80,555 | $2,399 | 03/31/2024 |
| LVHI | 80,555 | $2,399 | 03/31/2024 |
| Wealth Enhancement Advisory Services LLC | 77,126 | $2,297 | 03/31/2024 |
| LVHI | 77,126 | $2,297 | 03/31/2024 |
| Smart Money Group LLC | 70,356 | $1,946 | 12/31/2023 |
| LVHI | 70,356 | $1,946 | 12/31/2023 |
| Stratos Wealth Advisors LLC | 64,123 | $1,910 | 03/31/2024 |
| LVHI | 64,123 | $1,910 | 03/31/2024 |
| Trilogy Capital Inc. | 63,089 | $1,879 | 03/31/2024 |
| LVHI | 63,089 | $1,879 | 03/31/2024 |
| 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 |
| 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 | 42,751 | $1,273 | 03/31/2024 |
| LVHI | 42,751 | $1,273 | 03/31/2024 |
| Arden Trust Co | 38,392 | $1,143 | 03/31/2024 |
| LVHI | 38,392 | $1,143 | 03/31/2024 |
| Comerica Bank | 40,920 | $1,132 | 12/31/2023 |
| LVHI | 40,920 | $1,132 | 12/31/2023 |
| Benchmark Financial Wealth Advisors LLC | 35,671 | $1,062 | 03/31/2024 |
| LVHI | 35,671 | $1,062 | 03/31/2024 |
| Magnus Financial Group LLC | 36,739 | $1,016 | 12/31/2023 |
| LVHI | 36,739 | $1,016 | 12/31/2023 |
| Dynamic Advisor Solutions LLC | 33,712 | $1,004 | 03/31/2024 |
| LVHI | 33,712 | $1,004 | 03/31/2024 |
| Etfidea LLC | 34,927 | $966 | 12/31/2023 |
| LVHI | 34,927 | $966 | 12/31/2023 |
| L.M. Kohn & Company | 32,096 | $956 | 03/31/2024 |
| LVHI | 32,096 | $956 | 03/31/2024 |
| 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 |
| Csenge Advisory Group | 32,144 | $889 | 12/31/2023 |
| LVHI | 32,144 | $889 | 12/31/2023 |
| RSM US Wealth Management LLC | 31,737 | $878 | 12/31/2023 |
| LVHI | 31,737 | $878 | 12/31/2023 |
| Dfpg Investments LLC | 31,276 | $864 | 12/31/2023 |
| LVHI | 31,276 | $864 | 12/31/2023 |
| Aviance Capital Partners LLC | 27,730 | $826 | 03/31/2024 |
| LVHI | 27,730 | $826 | 03/31/2024 |
| Shore Point Advisors LLC | 26,516 | $733 | 12/31/2023 |
| LVHI | 26,516 | $733 | 12/31/2023 |
| Ameriprise Financial Inc. | 25,971 | $718 | 12/31/2023 |
| LVHI | 25,971 | $718 | 12/31/2023 |
| CIBC World Markets Inc. | 25,218 | $698 | 12/31/2023 |
| LVHI | 25,218 | $698 | 12/31/2023 |
| GeoWealth Management LLC | 23,353 | $646 | 12/31/2023 |
| LVHI | 23,353 | $646 | 12/31/2023 |
| Raymond James Trust N.A. | 21,674 | $645 | 03/31/2024 |
| LVHI | 21,674 | $645 | 03/31/2024 |
| Financial Advocates Investment Management | 20,840 | $576 | 12/31/2023 |
| LVHI | 20,840 | $576 | 12/31/2023 |
| Rathbone Brothers plc | 20,577 | $569 | 12/31/2023 |
| LVHI | 20,577 | $569 | 12/31/2023 |
| Perennial Investment Advisors LLC | 20,297 | $561 | 12/31/2023 |
| LVHI | 20,297 | $561 | 12/31/2023 |
| Kestra Advisory Services LLC | 19,905 | $551 | 12/31/2023 |
| LVHI | 19,905 | $551 | 12/31/2023 |
| Koshinski Asset Management Inc. | 18,936 | $524 | 12/31/2023 |
| LVHI | 18,936 | $524 | 12/31/2023 |
| Regal Investment Advisors LLC | 18,922 | $523 | 12/31/2023 |
| LVHI | 18,922 | $523 | 12/31/2023 |
| Janney Montgomery Scott LLC | 17,464 | $483 | 12/31/2023 |
| LVHI | 17,464 | $483 | 12/31/2023 |
| Montis Financial LLC | 15,203 | $453 | 03/31/2024 |
| LVHI | 15,203 | $453 | 03/31/2024 |
| Total Clarity Wealth Management Inc. | 15,095 | $450 | 03/31/2024 |
| LVHI | 15,095 | $450 | 03/31/2024 |
| Principal Securities Inc. | 16,122 | $446 | 12/31/2023 |
| LVHI | 16,122 | $446 | 12/31/2023 |
| Fortis Group Advisors LLC | 16,338 | $440 | 12/31/2023 |
| LVHI | 16,338 | $440 | 12/31/2023 |
| Baird Financial Group Inc. | 14,891 | $412 | 12/31/2023 |
| LVHI | 14,891 | $412 | 12/31/2023 |
| LexAurum Advisors LLC | 13,009 | $387 | 03/31/2024 |
| LVHI | 13,009 | $387 | 03/31/2024 |
| Berger Financial Group Inc | 12,338 | $367 | 03/31/2024 |
| LVHI | 12,338 | $367 | 03/31/2024 |
| Cedar Brook Financial Partners LLC | 11,967 | $356 | 03/31/2024 |
| LVHI | 11,967 | $356 | 03/31/2024 |
| Stephens Inc. AR | 12,764 | $353 | 12/31/2023 |
| LVHI | 12,764 | $353 | 12/31/2023 |
| Thoroughbred Financial Services LLC | 11,679 | $323 | 12/31/2023 |
| LVHI | 11,679 | $323 | 12/31/2023 |
| Advisory Services Network LLC | 11,239 | $311 | 12/31/2023 |
| LVHI | 11,239 | $311 | 12/31/2023 |
| WCG Wealth Advisors LLC | 10,516 | $291 | 12/31/2023 |
| LVHI | 10,516 | $291 | 12/31/2023 |
| Citadel Advisors LLC | 9,496 | $263 | 12/31/2023 |
| LVHI | 9,496 | $263 | 12/31/2023 |
| FinTrust Capital Advisors LLC | 8,785 | $243 | 12/31/2023 |
| LVHI | 8,785 | $243 | 12/31/2023 |
| Belpointe Asset Management LLC | 8,780 | $243 | 12/31/2023 |
| LVHI | 8,780 | $243 | 12/31/2023 |
| Verus Capital Partners LLC | 7,589 | $210 | 12/31/2023 |
| LVHI | 7,589 | $210 | 12/31/2023 |
| AE Wealth Management LLC | 7,339 | $205 | 12/31/2023 |
| LVHI | 7,339 | $205 | 12/31/2023 |
| Bank of Montreal Can | 6,807 | $188 | 12/31/2023 |
| LVHI | 6,807 | $188 | 12/31/2023 |
| Atlantic Private Wealth LLC | 6,457 | $179 | 12/31/2023 |
| LVHI | 6,457 | $179 | 12/31/2023 |
| Private Trust Co. NA | 5,643 | $168 | 03/31/2024 |
| LVHI | 5,643 | $168 | 03/31/2024 |
| Harbour Investments Inc. | 4,578 | $127 | 12/31/2023 |
| LVHI | 4,578 | $127 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 3,201 | $89 | 12/31/2023 |
| LVHI | 3,201 | $89 | 12/31/2023 |
| JPMorgan Chase & Co. | 2,294 | $63 | 12/31/2023 |
| LVHI | 2,294 | $63 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 1,855 | $51 | 12/31/2023 |
| LVHI | 1,855 | $51 | 12/31/2023 |
| Retirement Group LLC | 1,725 | $48 | 12/31/2023 |
| LVHI | 1,725 | $48 | 12/31/2023 |
| NBC Securities Inc. | 1,438 | $42 | 03/31/2024 |
| LVHI | 1,438 | $42 | 03/31/2024 |
| Sunbelt Securities Inc. | 973 | $29 | 03/31/2024 |
| LVHI | 973 | $29 | 03/31/2024 |
| GWM Advisors LLC | 585 | $16 | 12/31/2023 |
| LVHI | 585 | $16 | 12/31/2023 |
| Stephens Consulting LLC | 467 | $14 | 03/31/2024 |
| LVHI | 467 | $14 | 03/31/2024 |
| FMR LLC | 454 | $13 | 12/31/2023 |
| LVHI | 454 | $13 | 12/31/2023 |
| Signaturefd LLC | 260 | $7 | 12/31/2023 |
| LVHI | 260 | $7 | 12/31/2023 |
| Geneos Wealth Management Inc. | 246 | $7 | 12/31/2023 |
| LVHI | 246 | $7 | 12/31/2023 |
| Harbor Investment Advisory LLC | 118 | $4 | 03/31/2024 |
| LVHI | 118 | $4 | 03/31/2024 |
| Global Retirement Partners LLC | 137 | $4 | 03/31/2024 |
| LVHI | 137 | $4 | 03/31/2024 |
| Wells Fargo & Company MN | 121 | $3 | 12/31/2023 |
| LVHI | 121 | $3 | 12/31/2023 |
| GPS Wealth Strategies Group LLC | 100 | $3 | 12/31/2023 |
| LVHI | 100 | $3 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 15 | $0 | 03/31/2024 |
| LVHI | 15 | $0 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| LVHI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of LVHI
See Details: Top 10 Hedge Funds Holding LVHI
Also See: LVHI Holdings Changes
 Free LVHI Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
