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 84 institutions that hold shares in the stock, with a total of 8.35 Million shares, which have been reported (via 13F filing form) to have a value of $333 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
1,155,873
shares
|
$46 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,138,725
shares
|
$45.4 Million
3.26% of portfolio
|
Q3 2024
Reduced 40.61%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,076,955
shares
|
$42.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,031,405
shares
|
$41.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
554,314
shares
|
$22.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
404,589
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
282,997
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
265,165
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2024
Added 26.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
230,774
shares
|
$9.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
200,119
shares
|
$7.97 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
156,943
shares
|
$6.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Sovereign Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
141,272
shares
|
$5.63 Million
1.83% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
135,031
shares
|
$5.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
126,639
shares
|
$5.05 Million
0.01% of portfolio
|
Q3 2024
Added 3971.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,576
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
84,689
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
71,142
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2024
Reduced 28.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
68,838
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
66,735
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
65,958
shares
|
$2.63 Million
0.08% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,934
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
56,298
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
55,793
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.34%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
53,415
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
49,286
shares
|
$1.96 Million
0.19% of portfolio
|
Q3 2024
Added 5.77%
|