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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,716
shares
|
$152,318
0.0% of portfolio
|
Q2 2025
Reduced 79.6%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
3,359
shares
|
$137,685
0.0% of portfolio
|
Q4 2024
Reduced 59.82%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,012
shares
|
$123,461
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,600
shares
|
$106,574
0.02% of portfolio
|
Q2 2025
Reduced 70.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,562
shares
|
$105,016
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,269
shares
|
$93,006
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,635
shares
|
$67,018
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,608
shares
|
$65,911
0.0% of portfolio
|
Q2 2024
Reduced 75.56%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,514
shares
|
$62,058
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,255
shares
|
$51,442
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,250
shares
|
$51,237
0.0% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,122
shares
|
$45,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
694
shares
|
$28,447
0.0% of portfolio
|
Q2 2025
Added 56.31%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
500
shares
|
$20,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
473
shares
|
$19,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
448
shares
|
$18,363
0.0% of portfolio
|
Q2 2025
Added 204.76%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
383
shares
|
$15,699
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
317
shares
|
$12,993
0.0% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
300
shares
|
$12,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
274
shares
|
$11,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
269
shares
|
$11,026
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
265
shares
|
$10,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
168
shares
|
$6,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
165
shares
|
$6,763
0.0% of portfolio
|
Q3 2023
Reduced 81.97%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$4,099
0.0% of portfolio
|
Q2 2025
New holding
|