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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,608
shares
|
$63,901
0.0% of portfolio
|
Q2 2024
Reduced 75.56%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,514
shares
|
$60,166
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,466
shares
|
$58,258
0.01% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,255
shares
|
$49,873
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
952
shares
|
$37,832
0.0% of portfolio
|
Q4 2024
Added 37.97%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
670
shares
|
$26,625
0.0% of portfolio
|
Q4 2024
Reduced 58.1%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
540
shares
|
$21,459
0.0% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
444
shares
|
$17,644
0.0% of portfolio
|
Q4 2023
Added 43.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
317
shares
|
$12,597
0.0% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
300
shares
|
$11,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
269
shares
|
$10,690
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
257
shares
|
$10,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
250
shares
|
$9,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
165
shares
|
$6,557
0.0% of portfolio
|
Q3 2023
Reduced 81.97%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
147
shares
|
$5,841
0.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
50
shares
|
$1,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
11
shares
|
$437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
3
shares
|
$119
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|