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 89 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 $366 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
41,548
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2024
Added 3.47%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
40,552
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
39,412
shares
|
$1.59 Million
0.27% of portfolio
|
Q2 2024
Added 3.8%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
37,701
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2024
Added 2.8%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
30,619
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 53.35%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
28,661
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 88.63%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
28,561
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Added 5.27%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
26,879
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Added 16.52%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
26,759
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 79.76%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
26,631
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
25,641
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
20,858
shares
|
$843,288
0.01% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
19,172
shares
|
$775,123
0.0% of portfolio
|
Q2 2024
Reduced 69.91%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
17,386
shares
|
$702,915
0.0% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
15,708
shares
|
$635,074
0.03% of portfolio
|
Q2 2019
New holding
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
15,188
shares
|
$614,050
0.21% of portfolio
|
Q2 2024
Added 95.24%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,094
shares
|
$610,250
0.0% of portfolio
|
Q2 2024
Reduced 80.96%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
15,084
shares
|
$609,846
0.04% of portfolio
|
Q2 2024
Reduced 18.72%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
15,072
shares
|
$609,360
0.02% of portfolio
|
Q2 2024
Added 10.02%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
13,988
shares
|
$565,534
0.04% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
13,907
shares
|
$562,260
0.0% of portfolio
|
Q2 2024
Reduced 65.75%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
13,515
shares
|
$546,411
0.01% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,504
shares
|
$545,966
0.01% of portfolio
|
Q2 2024
Reduced 16.77%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,373
shares
|
$540,670
0.02% of portfolio
|
Q2 2020
Reduced 7.44%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
10,517
shares
|
$425,202
0.01% of portfolio
|
Q2 2021
New holding
|