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 86 institutions that hold shares in the stock, with a total of 7.89 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 |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
42,033
shares
|
$1.64 Million
0.3% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
40,566
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
40,336
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
39,543
shares
|
$1.54 Million
0.51% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,668
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
36,157
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
33,813
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
33,704
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 142.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,046
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.7%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
28,123
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
26,788
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
26,631
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
20,443
shares
|
$796,254
0.0% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
19,622
shares
|
$764,276
0.01% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
17,954
shares
|
$699,308
0.0% of portfolio
|
Q3 2024
Reduced 29.98%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
17,279
shares
|
$673,017
0.03% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,370
shares
|
$637,611
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,708
shares
|
$611,826
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
15,577
shares
|
$606,724
0.22% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
15,562
shares
|
$606,139
0.07% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
13,988
shares
|
$544,832
0.04% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
13,515
shares
|
$526,409
0.01% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,373
shares
|
$520,878
0.02% of portfolio
|
Q2 2020
Reduced 7.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,254
shares
|
$477,293
0.01% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$389,500
0.0% of portfolio
|
Q3 2024
Reduced 33.75%
|