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 |
---|---|---|---|---|---|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
2,953
shares
|
$110,294
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
2,680
shares
|
$100,098
0.07% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,573
shares
|
$96,101
0.0% of portfolio
|
Q1 2024
Reduced 7.28%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
2,165
shares
|
$80,862
0.01% of portfolio
|
Q1 2024
Added 0.98%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,196
shares
|
$44,670
0.0% of portfolio
|
Q1 2024
Reduced 42.14%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
944
shares
|
$35,258
0.0% of portfolio
|
Q2 2021
New holding
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
929
shares
|
$34,698
0.01% of portfolio
|
Q4 2023
Added 30866.67%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
640
shares
|
$23,904
0.0% of portfolio
|
Q1 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
444
shares
|
$16,583
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
368
shares
|
$13,744
0.0% of portfolio
|
Q4 2020
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
345
shares
|
$12,885
0.0% of portfolio
|
Q3 2023
Reduced 21.95%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
264
shares
|
$9,860
0.0% of portfolio
|
Q2 2024
Added 1.15%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
184
shares
|
$6,872
0.0% of portfolio
|
Q2 2024
Added 21.85%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
165
shares
|
$6,162
0.0% of portfolio
|
Q3 2023
Reduced 81.97%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
163
shares
|
$6,088
0.0% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
150
shares
|
$5,602
0.0% of portfolio
|
Q1 2024
Added 31.58%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
142
shares
|
$5,303
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
47
shares
|
$1,755
0.0% of portfolio
|
Q1 2023
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
3
shares
|
$112
0.0% of portfolio
|
Q2 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|