FRANKLIN U.S. LOW VOLATILITY (LVHD) Institutional Ownership Changes & 13F Activity
FRANKLIN U.S. LOW VOLATILITY (LVHD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Engines Advisors L.L.C., Tidal Investments Llc, Ifg Advisory, Llc, Ameriprise Financial Inc, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +641 | +3.2% | 20,581 | $905.62K | Q2 2026 | Sep 09, 2026 |
| Mercer Global Advisors Inc | Buy | +257 | +1.6% | 15,923 | $700.65K | Q2 2026 | Aug 19, 2026 |
| United Capital Financial Advisors, Llc | Sell | -235 | -1.9% | 12,314 | $541.57K | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -587,231 | -60.7% | 379,995 | $16.72M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +74,932 | — | 74,932 | $3.30M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +48,472 | — | 48,472 | $2.13M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +29,838 | +20.5% | 175,212 | $7.71M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -18,831 | -76.8% | 5,679 | $249.89K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +15,622 | +15.8% | 114,531 | $5.11M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +15,171 | +5.9% | 273,897 | $12.05M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +11,719 | +1.9% | 613,810 | $27.01M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -8,095 | -3.7% | 211,191 | $9.29M | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +6,079 | +3.6% | 176,109 | $7.75M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -4,820 | -9.8% | 44,362 | $1.95M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -3,998 | -4.2% | 90,453 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +3,894 | — | 3,894 | $171.34K | Q2 2026 | Aug 14, 2026 |
| Perspective Wealth Advisors Llc | Buy | +3,606 | +5.3% | 72,158 | $3.18M | Q2 2026 | Aug 14, 2026 |
| Sovereign Investment Advisors, Llc | Buy | +1,171 | +0.8% | 154,793 | $6.81M | Q2 2026 | Aug 14, 2026 |
| Jt Stratford Llc | Buy | +776 | +1.6% | 49,511 | $2.18M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -49 | -0.7% | 7,017 | $308.76K | Q2 2026 | Aug 14, 2026 |
| Tidal Investments Llc | Buy | +106,212 | — | 106,212 | $4.67M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -14,750 | -1.5% | 992,542 | $43.67M | Q2 2026 | Aug 13, 2026 |
| Oak Grove Capital Llc | Buy | +13,791 | — | 13,791 | $606.84K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +11,301 | +2.7% | 434,363 | $19.11M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -5,304 | -22.1% | 18,657 | $820.97K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -4,862 | -33.6% | 9,622 | $423.40K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +829 | +58.5% | 2,245 | $98.79K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +383 | +24.2% | 1,964 | $86.43K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -50 | -4.0% | 1,200 | $52.80K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +4 | +0.3% | 1,289 | $56.75K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about LVHD activity
Which institutional owners are buying LVHD?
Institutional owners buying LVHD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LVHD activity?
"Buy" means an investor increased their reported position in LVHD compared to the prior reporting period. This reflects growing exposure to FRANKLIN U.S. LOW VOLATILITY (LVHD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LVHD increasing?
Institutional interest in LVHD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.