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 114 institutions that hold shares in the stock, with a total of 7.65 Million shares, which have been reported (via 13F filing form) to have a value of $308 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
45,370
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 26.3%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
41,850
shares
|
$1.68 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
40,882
shares
|
$1.64 Million
1.58% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
40,068
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
39,437
shares
|
$1.58 Million
0.34% of portfolio
|
Q4 2025
Added 3.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
37,909
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 99.43%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
36,727
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2025
Added 39.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
29,829
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
29,347
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
28,549
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.3%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
26,631
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
26,198
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2025
Added 44.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
25,900
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
25,390
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 29, 2026 Q4 2025 |
22,774
shares
|
$915,287
0.0% of portfolio
|
Q4 2025
Added 9.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
20,560
shares
|
$826,306
0.01% of portfolio
|
Q4 2025
Added 88.76%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
19,520
shares
|
$784,508
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
17,289
shares
|
$694,844
0.03% of portfolio
|
Q4 2025
Reduced 6.77%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
16,426
shares
|
$660,160
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,392
shares
|
$658,794
0.0% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
16,190
shares
|
$650,676
0.3% of portfolio
|
Q4 2025
Added 40.43%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
15,408
shares
|
$619,247
0.03% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
14,495
shares
|
$582,554
0.05% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
14,439
shares
|
$580,303
0.01% of portfolio
|
Q3 2025
Added 41.71%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
13,795
shares
|
$554,421
0.01% of portfolio
|
Q3 2025
Added 4.0%
|
|