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 85 institutions that hold shares in the stock, with a total of 7.46 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,138,950
shares
|
$44 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,057,692
shares
|
$40.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
837,466
shares
|
$32.4 Million
2.25% of portfolio
|
Q4 2024
Reduced 26.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
763,896
shares
|
$29.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
510,721
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
396,523
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
278,356
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
230,774
shares
|
$8.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
208,933
shares
|
$8.07 Million
0.06% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
207,999
shares
|
$8.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
156,943
shares
|
$6.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
145,635
shares
|
$5.63 Million
2.05% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
135,031
shares
|
$5.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,576
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,934
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,155
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
60,573
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
59,988
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
55,964
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
54,558
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 78.18%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
53,415
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
44,664
shares
|
$1.73 Million
0.16% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
44,621
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 66.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
44,041
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.01%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
42,033
shares
|
$1.62 Million
0.3% of portfolio
|
Q3 2024
Added 6.65%
|