Institutional Ownership Franklin U.S. Low Volatility H (LVHD)
This table provides information about the institutional ownership of Franklin U.S. Low Volatility H (LVHD). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 7.65 Million shares, which have been reported (via 13F filing form) to have a value of $307 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,039,962
shares
|
$41.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,023,856
shares
|
$41.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
871,927
shares
|
$35 Million
0.0% of portfolio
|
Q3 2025
Added 29.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
830,708
shares
|
$33.4 Million
0.01% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
402,638
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
246,499
shares
|
$9.91 Million
0.0% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
238,258
shares
|
$9.58 Million
0.0% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
197,978
shares
|
$7.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
183,820
shares
|
$7.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
173,146
shares
|
$6.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
165,441
shares
|
$6.65 Million
0.01% of portfolio
|
Q3 2025
Added 247.13%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
159,436
shares
|
$6.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
154,123
shares
|
$6.19 Million
1.81% of portfolio
|
Q3 2025
New holding
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
150,686
shares
|
$6.06 Million
1.88% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
123,952
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2025
Added 135.96%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
98,697
shares
|
$3.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,576
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
96,373
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
81,810
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
68,653
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
Added 39.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
65,289
shares
|
$2.62 Million
0.06% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
63,966
shares
|
$2.57 Million
0.13% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,934
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
50,624
shares
|
$2.03 Million
0.3% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
46,236
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|