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 92 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,122,760
shares
|
$44.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,045,598
shares
|
$41.1 Million
0.0% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
753,218
shares
|
$29.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
476,629
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
392,944
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
254,992
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
228,317
shares
|
$8.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
203,475
shares
|
$7.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
198,491
shares
|
$7.79 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
154,812
shares
|
$6.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
153,720
shares
|
$6.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Sovereign Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
142,652
shares
|
$5.6 Million
1.97% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
105,719
shares
|
$4.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,576
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
79,565
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 172.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,392
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Added 64.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,934
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
60,282
shares
|
$2.37 Million
0.14% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
58,096
shares
|
$2.28 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
53,539
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
52,572
shares
|
$2.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
52,410
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
45,302
shares
|
$1.78 Million
0.34% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
40,742
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,872
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.11%
|