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 97 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
11,091
shares
|
$448,076
0.17% of portfolio
|
Q1 2025
Added 33.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,669
shares
|
$390,627
0.0% of portfolio
|
Q1 2025
Reduced 27.48%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
9,338
shares
|
$377,255
0.01% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
8,800
shares
|
$355,520
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,565
shares
|
$346,026
0.0% of portfolio
|
Q3 2023
Reduced 5.63%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
8,010
shares
|
$323,604
0.01% of portfolio
|
Q1 2025
Reduced 58.89%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
7,569
shares
|
$305,787
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
7,394
shares
|
$298,717
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,862
shares
|
$277,224
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,677
shares
|
$269,750
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,674
shares
|
$269,629
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,584
shares
|
$265,993
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,561
shares
|
$265,064
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
6,365
shares
|
$257,146
0.13% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,919
shares
|
$239,127
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
5,201
shares
|
$210,120
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,109
shares
|
$206,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,712
shares
|
$190,364
0.04% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,661
shares
|
$188,304
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,104
shares
|
$165,801
0.0% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
3,359
shares
|
$135,703
0.0% of portfolio
|
Q4 2024
Reduced 59.82%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,012
shares
|
$121,684
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,533
shares
|
$102,333
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,254
shares
|
$91,061
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,635
shares
|
$66,054
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|