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 90 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
8,896
shares
|
$360,999
0.01% of portfolio
|
Q2 2024
Added 38.74%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,565
shares
|
$347,567
0.0% of portfolio
|
Q3 2023
Reduced 5.63%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
7,596
shares
|
$308,245
0.02% of portfolio
|
Q2 2024
Added 0.88%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
7,527
shares
|
$305,445
0.01% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
7,222
shares
|
$293,068
0.11% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
7,085
shares
|
$287,509
0.01% of portfolio
|
Q2 2024
Reduced 85.85%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
6,895
shares
|
$279,799
0.02% of portfolio
|
Q2 2024
Reduced 36.77%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,312
shares
|
$256,140
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
6,080
shares
|
$246,726
0.0% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
6,020
shares
|
$244,291
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
5,955
shares
|
$241,653
0.0% of portfolio
|
Q2 2024
Reduced 60.8%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
4,238
shares
|
$171,978
0.04% of portfolio
|
Q2 2024
Reduced 30.15%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
4,048
shares
|
$164,267
0.08% of portfolio
|
Q2 2024
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
3,805
shares
|
$154,406
0.0% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
3,110
shares
|
$126,203
0.01% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
3,012
shares
|
$122,226
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
2,953
shares
|
$119,832
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,950
shares
|
$119,711
0.0% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2,800
shares
|
$113,624
0.0% of portfolio
|
Q2 2024
Reduced 23.31%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
2,680
shares
|
$108,754
0.07% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,571
shares
|
$104,331
0.0% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
2,189
shares
|
$88,829
0.01% of portfolio
|
Q2 2024
Added 1.11%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,608
shares
|
$65,252
0.0% of portfolio
|
Q2 2024
Reduced 75.56%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,196
shares
|
$48,533
0.0% of portfolio
|
Q1 2024
Reduced 42.14%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
944
shares
|
$38,307
0.0% of portfolio
|
Q2 2021
New holding
|