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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,461
shares
|
$219,477
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,406
shares
|
$217,267
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
4,944
shares
|
$198,699
0.04% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,791
shares
|
$192,550
0.0% of portfolio
|
Q3 2025
Added 111.15%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
4,467
shares
|
$179,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
3,936
shares
|
$158,187
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
3,842
shares
|
$154,409
0.0% of portfolio
|
Q4 2025
Reduced 6.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,787
shares
|
$152,199
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,458
shares
|
$138,977
0.0% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,019
shares
|
$121,333
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,600
shares
|
$104,494
0.02% of portfolio
|
Q2 2025
Reduced 70.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,541
shares
|
$102,122
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
2,410
shares
|
$96,857
0.01% of portfolio
|
Q4 2025
Reduced 35.15%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,515
shares
|
$60,887
0.05% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,484
shares
|
$59,641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Jan 29, 2026 Q4 2025 |
1,465
shares
|
$58,878
0.0% of portfolio
|
Q4 2025
Added 51.81%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,255
shares
|
$50,438
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,250
shares
|
$50,237
0.0% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,122
shares
|
$45,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 28, 2026 Q4 2025 |
1,000
shares
|
$40,190
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
880
shares
|
$35,367
0.0% of portfolio
|
Q3 2025
Added 26.8%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
686
shares
|
$27,570
0.01% of portfolio
|
Q4 2025
Reduced 95.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
684
shares
|
$27,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
676
shares
|
$27,168
0.01% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
577
shares
|
$23,189
0.0% of portfolio
|
Q4 2025
Reduced 64.71%
|
|