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 93 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 $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Apr 19, 2024 Q1 2024 |
1,930,355
shares
|
$69.1 Million
5.53% of portfolio
|
Q1 2024
Added 3.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
1,186,708
shares
|
$42.5 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,146,963
shares
|
$41.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,068,703
shares
|
$38.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.36%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
710,645
shares
|
$25.5 Million
0.19% of portfolio
|
Q1 2024
Reduced 80.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
574,810
shares
|
$20.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
420,520
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2024
Added 20.68%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
396,880
shares
|
$14.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 17.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
274,126
shares
|
$9.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 45.0%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
252,050
shares
|
$9.03 Million
0.26% of portfolio
|
Q1 2024
Reduced 83.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
225,476
shares
|
$8.08 Million
0.07% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
209,725
shares
|
$7.51 Million
0.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
163,357
shares
|
$5.85 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
|
Sovereign Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
142,652
shares
|
$5.11 Million
1.87% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
132,194
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2024
Added 348.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
106,946
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
100,081
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.79%
|
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
95,234
shares
|
$3.41 Million
0.79% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
95,078
shares
|
$3.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
89,648
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2024
Added 411.92%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
79,286
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2024
Added 324.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
76,927
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2024
Reduced 46.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
75,745
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
72,152
shares
|
$2.58 Million
0.09% of portfolio
|
Q1 2024
Reduced 14.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
65,640
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2024
Added 109.06%
|
|