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 90 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
1,917,352
shares
|
$76.6 Million
5.21% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
1,155,873
shares
|
$46.2 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,076,955
shares
|
$43 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.17%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,031,405
shares
|
$41.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
554,314
shares
|
$22.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
404,589
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
282,997
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2024
Added 3.24%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
269,208
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 32.17%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
265,165
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2024
Added 26.43%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
200,119
shares
|
$8 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.25%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
157,912
shares
|
$6.31 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
Sovereign Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
141,272
shares
|
$5.65 Million
1.83% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
136,948
shares
|
$5.47 Million
0.03% of portfolio
|
Q2 2024
Reduced 80.73%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
97,641
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
84,689
shares
|
$3.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
71,142
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2024
Reduced 28.92%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
68,838
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.21%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
66,735
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Added 5.22%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
65,982
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.23%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
65,958
shares
|
$2.64 Million
0.08% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
60,882
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
55,793
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.34%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
49,339
shares
|
$1.97 Million
0.12% of portfolio
|
Q2 2024
Added 0.74%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
46,598
shares
|
$1.86 Million
0.17% of portfolio
|
Q2 2024
Added 0.86%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
42,136
shares
|
$1.68 Million
0.61% of portfolio
|
Q1 2024
Added 2.57%
|