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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+641+3.2%20,581$905.62KQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+257+1.6%15,923$700.65KQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcSell-235-1.9%12,314$541.57KQ2 2026Aug 17, 2026
Financial Engines Advisors L.L.C.Sell-587,231-60.7%379,995$16.72MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+74,93274,932$3.30MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+48,47248,472$2.13MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+29,838+20.5%175,212$7.71MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-18,831-76.8%5,679$249.89KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+15,622+15.8%114,531$5.11MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+15,171+5.9%273,897$12.05MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+11,719+1.9%613,810$27.01MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-8,095-3.7%211,191$9.29MQ2 2026Aug 14, 2026
Sequent Planning LlcBuy+6,079+3.6%176,109$7.75MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-4,820-9.8%44,362$1.95MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-3,998-4.2%90,453$3.98MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+3,8943,894$171.34KQ2 2026Aug 14, 2026
Perspective Wealth Advisors LlcBuy+3,606+5.3%72,158$3.18MQ2 2026Aug 14, 2026
Sovereign Investment Advisors, LlcBuy+1,171+0.8%154,793$6.81MQ2 2026Aug 14, 2026
Jt Stratford LlcBuy+776+1.6%49,511$2.18MQ2 2026Aug 14, 2026
&PartnersSell-49-0.7%7,017$308.76KQ2 2026Aug 14, 2026
Tidal Investments LlcBuy+106,212106,212$4.67MQ2 2026Aug 13, 2026
Morgan StanleySell-14,750-1.5%992,542$43.67MQ2 2026Aug 13, 2026
Oak Grove Capital LlcBuy+13,79113,791$606.84KQ2 2026Aug 13, 2026
Ubs Group AgBuy+11,301+2.7%434,363$19.11MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-5,304-22.1%18,657$820.97KQ2 2026Aug 13, 2026
Mariner, LlcSell-4,862-33.6%9,622$423.40KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+829+58.5%2,245$98.79KQ2 2026Aug 13, 2026
Fmr LlcBuy+383+24.2%1,964$86.43KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-50-4.0%1,200$52.80KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+4+0.3%1,289$56.75KQ2 2026Aug 13, 2026
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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.