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 102 institutions that hold shares in the stock, with a total of 6.77 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,058,819
shares
|
$43 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,045,598
shares
|
$42.5 Million
0.0% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
793,408
shares
|
$32.2 Million
0.01% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
671,241
shares
|
$27.3 Million
0.0% of portfolio
|
Q2 2025
Added 40.83%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
395,903
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
241,604
shares
|
$9.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
215,472
shares
|
$8.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
197,978
shares
|
$8.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
185,524
shares
|
$7.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
159,447
shares
|
$6.48 Million
0.04% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
153,720
shares
|
$6.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
149,470
shares
|
$6.07 Million
1.82% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
103,061
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2025
Added 29.53%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
102,655
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,576
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,934
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
63,807
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
59,800
shares
|
$2.43 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
53,539
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
52,531
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
49,337
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 115.03%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
48,171
shares
|
$1.96 Million
0.3% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,660
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
47,319
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 128.84%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
45,664
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.14%
|