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 97 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
37,527
shares
|
$1.52 Million
0.43% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,872
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
36,588
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
33,574
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
32,665
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
28,102
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
27,964
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
26,631
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,705
shares
|
$998,082
0.0% of portfolio
|
Q1 2025
Added 182.57%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
22,944
shares
|
$926,937
0.0% of portfolio
|
Q1 2025
Added 4049.01%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
21,922
shares
|
$885,648
0.28% of portfolio
|
Q1 2025
Added 41.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
20,678
shares
|
$835,391
0.0% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
18,217
shares
|
$735,966
0.02% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
18,216
shares
|
$735,926
0.03% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
17,824
shares
|
$720,089
0.01% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,477
shares
|
$665,670
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
16,437
shares
|
$664,054
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
15,995
shares
|
$646,198
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,708
shares
|
$634,603
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
14,818
shares
|
$598,647
0.07% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
14,603
shares
|
$589,961
0.02% of portfolio
|
Q1 2025
Added 39.46%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
13,988
shares
|
$565,115
0.04% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,373
shares
|
$540,269
0.02% of portfolio
|
Q2 2020
Reduced 7.44%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
13,265
shares
|
$535,906
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,459
shares
|
$503,343
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|