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 94 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
36,533
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
33,753
shares
|
$1.34 Million
0.41% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
33,574
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,728
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,633
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
29,250
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
28,102
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
26,631
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
26,016
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
21,608
shares
|
$858,701
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
19,612
shares
|
$779,380
0.01% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
19,486
shares
|
$774,373
0.02% of portfolio
|
Q4 2024
Reduced 27.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
18,217
shares
|
$723,943
0.02% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
17,790
shares
|
$706,974
0.03% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
16,437
shares
|
$653,206
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,432
shares
|
$653,007
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,235
shares
|
$645,178
0.0% of portfolio
|
Q4 2024
Reduced 63.62%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
15,995
shares
|
$635,641
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,708
shares
|
$624,235
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
15,506
shares
|
$616,208
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
14,818
shares
|
$588,867
0.07% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
14,603
shares
|
$580,323
0.02% of portfolio
|
Q1 2025
Added 39.46%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
13,988
shares
|
$555,883
0.04% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,373
shares
|
$531,443
0.02% of portfolio
|
Q2 2020
Reduced 7.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,333
shares
|
$529,853
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|