FRANKLIN U.S. LOW VOLATILITY LVHD
$45.12
+2.1% 52w: $37.96 – $45.12
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data37.9641.5445.12
Jun 20, 2025 Jul 2, 2026
Institutional holders
116
+9 QoQ
13F value
$300.6M
+9.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LVHD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.0M | $42.9M | 0.0% | -4.2% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 967.2K | $41.2M | 0.1% | -3.3% |
| LPL Financial LLC | Bank broker | 744.3K | $31.7M | 0.0% | -0.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 602.1K | $25.6M | 0.0% | +0.9% |
| UBS Group AG | Bank broker | 423.1K | $18.0M | 0.0% | +3.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 258.7K | $11.0M | 0.0% | +1.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 219.3K | $9.3M | 0.0% | -0.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 183.5K | $7.8M | 0.0% | +1.2% |
| Sequent Planning LLC | Wealth advisor | 170.0K | $7.2M | 1.7% | +4.5% |
| Private Advisor Group, LLC | Wealth advisor | 161.0K | $6.9M | 0.0% | -1.4% |
| Sovereign Investment Advisors, LLC | Wealth advisor | 153.6K | $6.5M | 1.4% | +1.1% |
| ROYAL BANK OF CANADA | Bank broker | 145.4K | $6.2M | 0.0% | -11.9% |
| Cetera Investment Advisers | Wealth advisor | 139.3K | $5.9M | 0.0% | -17.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 98.9K | $4.2M | 0.0% | +18.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 94.5K | $4.0M | 0.0% | +67.6% |
| Allworth Financial LP | Wealth advisor | 92.0K | $3.9M | 0.0% | -1.6% |
| HEFFERNAN ADVISORY, INC | Wealth advisor | 90.0K | $3.8M | 3.6% | +1.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 70.5K | $3.0M | 0.0% | -5.5% |
| CITIGROUP INC | Bank broker | 68.6K | $2.9M | 0.0% | +326.3% |
| PERSPECTIVE WEALTH ADVISORS LLC | Wealth advisor | 68.6K | $2.9M | 1.9% | +10.8% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 62.8K | $2.7M | 0.1% | -1.3% |
| Triad Wealth Partners, LLC | Wealth advisor | 62.4K | $2.7M | 0.2% | +33.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 51.6K | $2.2M | 0.0% | +82.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 49.3K | $2.1M | 0.0% | +4.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 49.2K | $2.1M | 0.0% | +4.9% |
| JT Stratford LLC | Wealth advisor | 48.7K | $2.1M | 0.3% | -0.8% |
| GTS SECURITIES LLC | Market maker | 45.6K | $1.9M | 0.1% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 43.6K | $1.9M | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 39.5K | $1.7M | 0.0% | -9.1% |
| XML Financial, LLC | Wealth advisor | 38.8K | $1.7M | 0.1% | -13.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 38.6K | $1.6M | 0.0% | -4.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 35.9K | $1.5M | 0.0% | +19.3% |
| Anson Capital, Inc. | Wealth advisor | 35.5K | $1.5M | 1.0% | +11.7% |
| CWM, LLC | Wealth advisor | 35.5K | $1.5M | 0.0% | +35.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 33.8K | $1.4M | 0.0% | -2.1% |
| Arkadios Wealth Advisors | Wealth advisor | 33.6K | $1.4M | 0.0% | +166.7% |
| JPMORGAN CHASE & CO | Bank broker | 30.4K | $1.3M | 0.0% | -3.2% |
| Independent Advisor Alliance | Wealth advisor | 28.9K | $1.2M | 0.0% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 26.6K | $1.1M | 0.0% | +9.0% |
| CX Institutional | Wealth advisor | 26.0K | $1.1M | 0.0% | -1.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.5K | $1.0M | 0.0% | -31.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 24.0K | $1.0M | 0.0% | +5.2% |
| Centurion Wealth Management LLC | Wealth advisor | 23.8K | $1.0M | 0.2% | -39.6% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 21.4K | $911K | 0.0% | New |
| Wealthcare Capital Partners, LLC | Wealth advisor | 20.9K | $888K | 0.4% | +28.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 20.7K | $878K | 0.0% | +0.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 19.9K | $849K | 0.0% | +2.3% |
| Pallas Capital Advisors LLC | Other | 16.6K | $708K | 0.0% | -3.8% |
| Prospera Financial Services Inc | Diversified mechanical | 16.4K | $700K | 0.0% | +15.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 15.7K | $667K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.