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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
571
shares
|
$22,948
0.0% of portfolio
|
Q3 2025
Added 20.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
482
shares
|
$19,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
396
shares
|
$15,915
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
344
shares
|
$13,825
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
300
shares
|
$12,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
274
shares
|
$11,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
269
shares
|
$10,811
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
250
shares
|
$10,047
0.0% of portfolio
|
Q3 2025
Reduced 21.14%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
168
shares
|
$6,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
165
shares
|
$6,631
0.0% of portfolio
|
Q3 2023
Reduced 81.97%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
150
shares
|
$6,028
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Jan 29, 2026 Q4 2025 |
109
shares
|
$4,380
0.0% of portfolio
|
Q4 2025
Added 5.83%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3
shares
|
$120
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|