There is a long list of 107 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
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

See All: Funds Holding LVHI
See Details: Top 10 Hedge Funds Holding LVHI
Also See: LVHI Holdings Changes

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