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 94 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
13,265
shares
|
$527,151
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,459
shares
|
$495,120
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
9,338
shares
|
$371,092
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,865
shares
|
$352,295
0.0% of portfolio
|
Q4 2024
Added 61.65%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
8,800
shares
|
$349,712
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,743
shares
|
$347,446
0.0% of portfolio
|
Q4 2024
Reduced 74.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,565
shares
|
$340,373
0.0% of portfolio
|
Q3 2023
Reduced 5.63%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
8,302
shares
|
$329,921
0.11% of portfolio
|
Q4 2024
Reduced 46.7%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
7,569
shares
|
$300,792
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
7,394
shares
|
$293,837
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,872
shares
|
$273,093
0.11% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,677
shares
|
$265,343
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,579
shares
|
$261,449
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
6,561
shares
|
$260,734
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,919
shares
|
$235,221
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,109
shares
|
$203,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,661
shares
|
$185,228
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
4,514
shares
|
$179,386
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,104
shares
|
$163,092
0.0% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
3,359
shares
|
$133,486
0.0% of portfolio
|
Q4 2024
Reduced 59.82%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,012
shares
|
$119,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,533
shares
|
$100,661
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,231
shares
|
$88,659
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,850
shares
|
$73,519
0.0% of portfolio
|
Q4 2024
Reduced 32.73%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
1,692
shares
|
$67,240
0.0% of portfolio
|
Q1 2025
Reduced 99.8%
|