FRANKLIN U.S. LOW VOLATILITY (LVHD) Institutional Ownership and Insiders Activity
FRANKLIN U.S. LOW VOLATILITY (LVHD) is widely held by institutional investors, with 114 firms reporting positions valued at approximately $283.15M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $43.67M in LVHD holdings in its latest filing.
Institutional Holders
114
Total Reported Value
$283.15M
Largest Holder
Morgan Stanley
Largest Position
$43.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
10
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$43.67M
- Lpl Financial Llc$33.63M
- Bank Of America Corp$27.01M
- Ubs Group Ag$19.11M
- Financial Engines Advisors L.L.C.$16.72M