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 95 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,504
shares
|
$504,374
0.01% of portfolio
|
Q2 2024
Reduced 16.77%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,373
shares
|
$499,481
0.02% of portfolio
|
Q2 2020
Reduced 7.44%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
May 08, 2024 Q1 2024 |
11,760
shares
|
$439,236
0.09% of portfolio
|
Q1 2024
Added 11.04%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
10,517
shares
|
$392,809
0.01% of portfolio
|
Q2 2021
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,565
shares
|
$319,902
0.0% of portfolio
|
Q3 2023
Reduced 5.63%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
8,100
shares
|
$302,535
0.01% of portfolio
|
Q1 2024
Reduced 30.97%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
7,942
shares
|
$296,633
0.01% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
Sykon Capital LLC
Harrison, NY |
May 08, 2024 Q1 2024 |
7,779
shares
|
$290,545
0.1% of portfolio
|
Q1 2024
Reduced 39.46%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
7,530
shares
|
$281,245
0.02% of portfolio
|
Q1 2024
Reduced 17.8%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2024 Q1 2024 |
7,307
shares
|
$272,916
0.12% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
6,895
shares
|
$257,528
0.02% of portfolio
|
Q2 2024
Reduced 36.77%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
6,579
shares
|
$245,725
0.0% of portfolio
|
Q1 2024
Reduced 13.65%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 22, 2024 Q1 2024 |
6,412
shares
|
$239,488
0.01% of portfolio
|
Q1 2024
Added 8.11%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,312
shares
|
$235,753
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
6,211
shares
|
$231,980
0.0% of portfolio
|
Q1 2024
Reduced 9.62%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
6,080
shares
|
$227,088
0.0% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
6,067
shares
|
$226,602
0.05% of portfolio
|
Q1 2024
Added 5.73%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
6,015
shares
|
$224,660
0.01% of portfolio
|
Q1 2024
Added 0.07%
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
5,893
shares
|
$220,103
0.13% of portfolio
|
Q1 2024
Added 3.75%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
4,178
shares
|
$156,048
0.0% of portfolio
|
Q1 2024
Added 1807.76%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
4,048
shares
|
$151,192
0.08% of portfolio
|
Q2 2024
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
3,845
shares
|
$143,610
0.0% of portfolio
|
Q1 2024
Reduced 16.59%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
3,651
shares
|
$136,364
0.0% of portfolio
|
Q1 2024
Added 151.27%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
3,150
shares
|
$117,652
0.0% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
3,012
shares
|
$112,498
0.0% of portfolio
|
Q2 2024
New holding
|