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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
12,021
shares
|
$492,740
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,513
shares
|
$471,917
0.01% of portfolio
|
Q2 2025
Added 72.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,371
shares
|
$425,107
0.0% of portfolio
|
Q2 2025
Added 989.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,265
shares
|
$420,762
0.0% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,189
shares
|
$417,647
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
9,967
shares
|
$408,547
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,338
shares
|
$382,764
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
8,770
shares
|
$359,482
0.13% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,565
shares
|
$351,079
0.0% of portfolio
|
Q3 2023
Reduced 5.63%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
8,060
shares
|
$330,379
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,844
shares
|
$321,525
0.0% of portfolio
|
Q2 2025
Reduced 68.25%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
7,569
shares
|
$310,253
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
7,129
shares
|
$292,217
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,969
shares
|
$285,659
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,531
shares
|
$267,705
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,403
shares
|
$262,458
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,402
shares
|
$262,417
0.0% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
6,315
shares
|
$258,851
0.11% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,928
shares
|
$242,988
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,447
shares
|
$223,272
0.0% of portfolio
|
Q2 2025
Added 32.72%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,402
shares
|
$221,427
0.0% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
5,201
shares
|
$213,188
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,712
shares
|
$193,144
0.04% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,830
shares
|
$156,991
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,716
shares
|
$152,318
0.01% of portfolio
|
Q2 2025
Added 153.48%
|