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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,443
shares
|
$367,804
0.01% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,398
shares
|
$366,052
0.02% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
9,338
shares
|
$363,715
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,565
shares
|
$333,606
0.0% of portfolio
|
Q3 2023
Reduced 5.63%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
8,359
shares
|
$325,583
0.01% of portfolio
|
Q3 2024
Added 119.68%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,265
shares
|
$282,971
0.01% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6,942
shares
|
$270,390
0.12% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,278
shares
|
$244,528
0.02% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,080
shares
|
$236,816
0.0% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,020
shares
|
$234,479
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,943
shares
|
$231,479
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$213,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
5,365
shares
|
$208,966
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,962
shares
|
$193,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
4,428
shares
|
$172,470
0.04% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,926
shares
|
$152,917
0.0% of portfolio
|
Q3 2024
Added 32.95%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,012
shares
|
$117,317
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,750
shares
|
$107,112
0.0% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,543
shares
|
$99,049
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,210
shares
|
$86,079
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,608
shares
|
$62,631
0.0% of portfolio
|
Q2 2024
Reduced 75.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,599
shares
|
$62,281
0.0% of portfolio
|
Q3 2024
Reduced 42.89%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,256
shares
|
$48,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
944
shares
|
$36,768
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
690
shares
|
$26,875
0.0% of portfolio
|
Q3 2024
Reduced 42.31%
|