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 95 institutions that hold shares in the stock, with a total of 7.45 Million shares, which have been reported (via 13F filing form) to have a value of $300 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,123,232
shares
|
$45.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
990,574
shares
|
$39.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
837,466
shares
|
$33.8 Million
2.25% of portfolio
|
Q4 2024
Reduced 26.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
750,348
shares
|
$30.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
470,400
shares
|
$19 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
401,849
shares
|
$16.2 Million
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
288,734
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
237,969
shares
|
$9.59 Million
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
209,804
shares
|
$8.46 Million
0.05% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
209,088
shares
|
$8.43 Million
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
157,406
shares
|
$6.35 Million
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
156,227
shares
|
$6.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
146,972
shares
|
$5.93 Million
1.78% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
107,127
shares
|
$4.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,576
shares
|
$3.97 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
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
60,398
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
59,988
shares
|
$2.42 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
55,964
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
54,401
shares
|
$2.19 Million
0.12% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
47,246
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
44,664
shares
|
$1.8 Million
0.16% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
44,291
shares
|
$1.79 Million
0.29% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
40,126
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
39,263
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|