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 112 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 $307 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,373
shares
|
$537,460
0.02% of portfolio
|
Q2 2020
Reduced 7.44%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,485
shares
|
$501,772
0.01% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,469
shares
|
$501,129
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
12,021
shares
|
$483,123
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
11,529
shares
|
$463,350
0.22% of portfolio
|
Q3 2025
Added 80.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
10,892
shares
|
$437,749
0.01% of portfolio
|
Q3 2025
Added 4010.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,340
shares
|
$415,564
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,332
shares
|
$415,243
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
10,222
shares
|
$410,822
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
9,338
shares
|
$375,294
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
8,883
shares
|
$357,007
0.12% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,684
shares
|
$349,009
0.01% of portfolio
|
Q3 2025
Reduced 24.57%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,565
shares
|
$344,227
0.0% of portfolio
|
Q3 2023
Reduced 5.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,556
shares
|
$343,865
0.0% of portfolio
|
Q3 2025
Added 57.08%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,542
shares
|
$343,302
0.01% of portfolio
|
Q3 2025
Reduced 68.92%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
8,126
shares
|
$326,583
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
7,970
shares
|
$320,314
0.09% of portfolio
|
Q3 2025
Added 53.24%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,661
shares
|
$307,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
7,569
shares
|
$304,198
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
7,129
shares
|
$286,514
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
6,959
shares
|
$279,682
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,668
shares
|
$267,986
0.0% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
6,531
shares
|
$262,480
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
6,054
shares
|
$243,310
0.11% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,928
shares
|
$238,246
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|