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 103 institutions that hold shares in the stock, with a total of 7.09 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
45,664
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
42,166
shares
|
$1.73 Million
0.15% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
40,882
shares
|
$1.68 Million
1.58% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
39,051
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
37,527
shares
|
$1.54 Million
0.43% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
35,923
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 28.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
35,822
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
33,574
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
32,379
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
27,482
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
26,631
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
26,383
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
19,143
shares
|
$784,671
0.08% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,009
shares
|
$779,178
0.0% of portfolio
|
Q2 2025
Reduced 48.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
18,216
shares
|
$746,673
0.03% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
17,348
shares
|
$711,094
0.0% of portfolio
|
Q2 2025
Added 272.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,194
shares
|
$704,782
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
16,402
shares
|
$672,317
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,708
shares
|
$643,870
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
15,052
shares
|
$616,981
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
13,988
shares
|
$573,368
0.03% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,373
shares
|
$548,159
0.02% of portfolio
|
Q2 2020
Reduced 7.44%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
13,265
shares
|
$543,732
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,570
shares
|
$515,244
0.02% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,469
shares
|
$511,104
0.01% of portfolio
|
Q2 2025
Added 0.08%
|