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Franklin U.S. LOW Volatility (LVHD)

CUSIP: 52468L406 | NYSE | 326 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Citigroup Inc98,565
0.0% of portfolio›$4.1M
Heffernan Advisory, Inc87,418
2.4% of portfolio›$3.6M
Commonwealth Equity Services, LLC86,059
0.0% of portfolio›$3.6M
Wealthcare Advisory Partners LLC59,154
0.0% of portfolio›$2.4M
Triad Wealth Partners, LLC43,855
0.1% of portfolio›$1.8M
XML Financial, LLC38,499
0.1% of portfolio›$1.6M
Anson Capital, Inc.37,592
1.0% of portfolio›$1.6M
Kestra Advisory Services, LLC35,796
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.33,506
0.0% of portfolio›$1.4K
First Heartland Consultants, Inc.26,742
0.1% of portfolio›$1.1M
CX Institutional26,424
0.0% of portfolio›$1.1K
Wealthcare Capital Partners, LLC24,970
0.4% of portfolio›$1.0M
Prospera Financial Services Inc22,755
0.0% of portfolio›$1.0M
Signature Estate & Investment Advisors LLC22,459
0.0% of portfolio›$929.4K
Centurion Wealth Management LLC21,581
0.2% of portfolio›$893.0K
Farther Finance Advisors, LLC20,932
0.0% of portfolio›$866.2K
Atria Investments, Inc20,415
0.0% of portfolio›$844.8K
Simplicity Wealth,LLC16,923
0.0% of portfolio›$700.3K
Oak Grove Capital LLC13,791
0.0% of portfolio›$570.7K
LongView Wealth Management9,305
0.1% of portfolio›$385.0K
WBH Advisory Inc7,973
0.0% of portfolio›$329.9K
Sepio Capital, LP7,569
0.0% of portfolio›$313.2K
TD Waterhouse Canada Inc.7,483
0.0% of portfolio›$309.4K
Concurrent Investment Advisors, LLC7,362
0.0% of portfolio›$304.6K
Wealth Enhancement Advisory Services, LLC6,998
0.0% of portfolio›$294.6K
Bank of New York Mellon Corp6,873
0.0% of portfolio›$284.4K
Indivisible Partners6,230
0.0% of portfolio›$257.8K
Investors Research Corp5,444
0.0% of portfolio›$225.3K
Truist Financial Corp5,260
0.0% of portfolio›$217.7K
Jacobi Capital Management LLC2,800
0.0% of portfolio›$115.9K
Private Trust Co NA2,410
0.0% of portfolio›$99.7K
Sunrise Financial Services, LLC1,768
0.0% of portfolio›$73.2K
Fifth Third Bancorp1,465
0.0% of portfolio›$60.6K
Lanark Financial, Inc.1,000
0.0% of portfolio›$41.4K
Vima LLC929
0.0% of portfolio›$38.4K
Nvwm, LLC610
0.0% of portfolio›$25.2K
Albion Financial Group456
0.0% of portfolio›$18.9K
Advantage Trust Co383
0.0% of portfolio›$15.8K
Evermay Wealth Management LLC253
0.0% of portfolio›$10.5K
Triumph Capital Management200
0.0% of portfolio›$8.3K
EverSource Wealth Advisors, LLC165
0.0% of portfolio›$6.8K
Assetmark, Inc77
0.0% of portfolio›$3.2K
IFP Advisors, Inc16
0.0% of portfolio›$662
StyleTurnoverLocationFiled
Citigroup Inc
98,565$4.1M0.0%CoreMediumNew York, NY2026-11-04
Heffernan Advisory, Inc
87,418$3.6M2.4%ETFLowFlagstaff, AZ2026-10-13
Commonwealth Equity Services, LLC
86,059$3.6M0.0%ETFLowWaltham, MA2026-11-02
Wealthcare Advisory Partners LLC
59,154$2.4M0.0%ETFLowWest Chester, PA2026-10-21
Triad Wealth Partners, LLC
43,855$1.8M0.1%ETFMediumLawrence, KS2026-10-26
XML Financial, LLC
38,499$1.6M0.1%ETFLowBethesda, MD2026-10-29
Anson Capital, Inc.
37,592$1.6M1.0%ETFLowTyrone, GA2026-10-23
Kestra Advisory Services, LLC
35,796$1.5M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
33,506$1.4K0.0%ETFLowFairfield, IA2026-11-02
First Heartland Consultants, Inc.
26,742$1.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
CX Institutional
26,424$1.1K0.0%CoreMediumAuburn, IN2026-10-02
Wealthcare Capital Partners, LLC
24,970$1.0M0.4%ETFLowWest Chester, PA2026-10-21
Prospera Financial Services Inc
22,755$1.0M0.0%CoreMediumDallas, TX2026-11-04
Signature Estate & Investment Advisors LLC
22,459$929.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Centurion Wealth Management LLC
21,581$893.0K0.2%ETFMediumMclean, VA2026-10-13
Farther Finance Advisors, LLC
20,932$866.2K0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
20,415$844.8K0.0%CoreMediumCharlotte, NC2026-10-15
Simplicity Wealth,LLC
16,923$700.3K0.0%ETFLowSummit, NJ2026-10-23
Oak Grove Capital LLC
13,791$570.7K0.0%Agg GrowthLowHolderness, NH2026-10-09
LongView Wealth Management
9,305$385.0K0.1%ETFLowAtlanta, GA2026-10-19
WBH Advisory Inc
7,973$329.9K0.0%ETFLowBaltimore, MD2026-11-05
Sepio Capital, LP
7,569$313.2K0.0%ETFLowSalt Lake City, UT2026-10-22
TD Waterhouse Canada Inc.
7,483$309.4K0.0%CoreLowToronto, Australia2026-10-16
Concurrent Investment Advisors, LLC
7,362$304.6K0.0%GrowthMediumTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
6,998$294.6K0.0%CoreLowPlymouth, MN2026-10-13
Bank of New York Mellon Corp
6,873$284.4K0.0%CoreLowNew York, NY2026-11-05
Indivisible Partners
6,230$257.8K0.0%GrowthMediumClearwater, FL2026-10-26
Investors Research Corp
5,444$225.3K0.0%ETFLowAtlanta, GA2026-10-07
Truist Financial Corp
5,260$217.7K0.0%CoreLowCharlotte, NC2026-10-30
Jacobi Capital Management LLC
2,800$115.9K0.0%CoreLowPittston, PA2026-11-05
Private Trust Co NA
2,410$99.7K0.0%CoreLowCleveland, OH2026-10-20
Sunrise Financial Services, LLC
1,768$73.2K0.0%ETFMediumBurien, WA2026-10-21
Fifth Third Bancorp
1,465$60.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Lanark Financial, Inc.
1,000$41.4K0.0%CoreMediumBirmingham, AL2026-10-26
Vima LLC
929$38.4K0.0%CoreLowTroy, MI2026-10-23
Nvwm, LLC
610$25.2K0.0%GrowthMediumYardley, PA2026-10-14
Albion Financial Group
456$18.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
Advantage Trust Co
383$15.8K0.0%ETFVery LowSalina, KS2026-10-19
Evermay Wealth Management LLC
253$10.5K0.0%ETFLowArlington, VA2026-11-05
Triumph Capital Management
200$8.3K0.0%ETFMediumDenver, CO2026-10-14
EverSource Wealth Advisors, LLC
165$6.8K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
77$3.2K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
16$6620.0%GrowthLowTampa, FL2026-10-16