LVHD Institutional Ownership & Shareholders
FRANKLIN U.S. LOW VOLATILITY (LVHD) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $283.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of LVHD tracked by InsiderSet, reporting ownership valued at approximately $43.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.91M, representing an estimated gain of +2.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed LVHD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FRANKLIN U.S. LOW VOLATILITY (LVHD).
This page ranks the largest institutional LVHD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 992,542 | $43,674,469 | $44,913,617 | +$1,239,148 | +2.84% | |
| Lpl Financial Llc | 0.01% | 764,164 | $33,625,208 | $34,579,262 | +$954,054 | +2.84% | |
| Bank Of America Corp | 0.00% | 613,810 | $27,009,300 | $27,775,578 | +$766,278 | +2.84% | |
| Ubs Group Ag | 0.00% | 434,363 | $19,113,275 | $19,655,404 | +$542,129 | +2.84% | |
| Financial Engines Advisors L.L.C. | 0.03% | 379,995 | $16,720,768 | $17,195,192 | +$474,424 | +2.84% | |
| Wells Fargo & Company/Mn | 0.00% | 273,897 | $12,052,167 | $12,394,141 | +$341,974 | +2.84% | |
| Raymond James Financial Inc | 0.00% | 211,191 | $9,292,983 | $9,556,625 | +$263,642 | +2.84% | |
| Sequent Planning Llc | 1.66% | 176,109 | $7,749,245 | $7,969,126 | +$219,881 | +2.84% | |
| Private Advisor Group, Llc | 0.04% | 175,756 | $7,733,725 | $7,953,152 | +$219,427 | +2.84% | |
| Royal Bank Of Canada | 0.00% | 175,212 | $7,710,000 | $7,928,536 | +$218,536 | +2.83% | |
| Sovereign Investment Advisors, Llc | 1.28% | 154,793 | $6,811,312 | $7,004,554 | +$193,242 | +2.84% | |
| Cetera Investment Advisers | 0.01% | 126,001 | $5,544,388 | $5,701,684 | +$157,296 | +2.84% | |
| Jones Financial Companies Lllp | 0.00% | 114,531 | $5,113,919 | $5,182,654 | +$68,735 | +1.34% | |
| Citigroup Inc | 0.00% | 108,166 | $4,759,573 | $4,894,630 | +$135,057 | +2.84% | |
| Tidal Investments Llc | 0.01% | 106,212 | $4,673,604 | $4,806,210 | +$132,606 | +2.84% | |
| Goldman Sachs Group Inc | 0.00% | 90,453 | $3,980,167 | $4,093,098 | +$112,931 | +2.84% | |
| Allworth Financial Lp | 0.02% | 86,708 | $3,815,372 | $3,923,632 | +$108,260 | +2.84% | |
| Heffernan Advisory, Inc | 2.43% | 87,418 | $3,617,427 | $3,955,761 | +$338,334 | +9.35% | |
| Commonwealth Equity Services, Llc | 0.00% | 86,059 | $3,561,192 | $3,894,264 | +$333,072 | +9.35% | |
| Ifg Advisory, Llc | 0.12% | 74,932 | $3,297,223 | $3,390,755 | +$93,532 | +2.84% | |
| Perspective Wealth Advisors Llc | 1.75% | 72,158 | $3,175,140 | $3,265,229 | +$90,089 | +2.84% | |
| Wealthcare Advisory Partners Llc | 0.04% | 59,154 | $2,447,851 | $2,676,784 | +$228,933 | +9.35% | |
| Envestnet Asset Management Inc | 0.00% | 52,027 | $2,289,343 | $2,354,279 | +$64,936 | +2.84% | |
| Baird Financial Group, Inc. | 0.00% | 51,211 | $2,253,417 | $2,317,354 | +$63,937 | +2.84% | |
| Jt Stratford Llc | 0.24% | 49,511 | $2,178,613 | $2,240,427 | +$61,814 | +2.84% | |
| Ameriprise Financial Inc | 0.00% | 48,472 | $2,132,902 | $2,193,411 | +$60,509 | +2.84% | |
| Osaic Holdings, Inc. | 0.00% | 44,362 | $1,952,169 | $2,007,429 | +$55,260 | +2.83% | |
| Triad Wealth Partners, Llc | 0.10% | 43,855 | $1,814,767 | $1,984,487 | +$169,720 | +9.35% | |
| Janney Montgomery Scott Llc | 0.00% | 39,683 | $1,746,000 | $1,795,699 | +$49,699 | +2.85% | |
| Arkadios Wealth Advisors | 0.03% | 37,178 | $1,635,952 | $1,682,345 | +$46,393 | +2.84% | |
| Xml Financial, Llc | 0.11% | 38,499 | $1,593,139 | $1,742,122 | +$148,983 | +9.35% | |
| Anson Capital, Inc. | 1.01% | 37,592 | $1,555,585 | $1,701,079 | +$145,494 | +9.35% | |
| Stifel Financial Corp | 0.00% | 35,182 | $1,548,067 | $1,592,024 | +$43,957 | +2.84% | |
| Cwm, Llc | 0.00% | 35,519 | $1,511,681 | $1,607,274 | +$95,593 | +6.32% | |
| Kestra Advisory Services, Llc | 0.00% | 35,796 | $1,481,258 | $1,619,808 | +$138,550 | +9.35% | |
| Jpmorgan Chase & Co | 0.00% | 32,065 | $1,427,254 | $1,450,977 | +$23,723 | +1.66% | |
| First Heartland Consultants, Inc. | 0.07% | 26,742 | $1,106,622 | $1,210,105 | +$103,483 | +9.35% | |
| Wealthcare Capital Partners, Llc | 0.42% | 24,970 | $1,033,279 | $1,129,920 | +$96,641 | +9.35% | |
| Signature Estate & Investment Advisors Llc | 0.02% | 22,459 | $929,392 | $1,016,294 | +$86,902 | +9.35% | |
| Integrated Wealth Concepts Llc | 0.01% | 20,581 | $905,622 | $931,313 | +$25,691 | +2.84% | |
| Centurion Wealth Management Llc | 0.22% | 21,581 | $893,048 | $976,564 | +$83,516 | +9.35% | |
| Farther Finance Advisors, Llc | 0.01% | 20,932 | $866,195 | $947,196 | +$81,001 | +9.35% | |
| Atria Investments, Inc | 0.01% | 20,415 | $844,789 | $923,801 | +$79,012 | +9.35% | |
| Sanctuary Advisors, Llc | 0.00% | 18,657 | $820,971 | $844,250 | +$23,279 | +2.84% | |
| Prospera Financial Services Inc | 0.01% | 18,552 | $816,359 | $839,498 | +$23,139 | +2.83% | |
| Pallas Capital Advisors Llc | 0.02% | 17,665 | $777,303 | $799,361 | +$22,058 | +2.84% | |
| Mercer Global Advisors Inc | 0.00% | 15,923 | $700,653 | $720,533 | +$19,880 | +2.84% | |
| Simplicity Wealth,Llc | 0.02% | 16,923 | $700,287 | $765,784 | +$65,497 | +9.35% | |
| Stephens Inc | 0.01% | 14,455 | $636,058 | $654,105 | +$18,047 | +2.84% | |
| Pnc Financial Services Group, Inc. | 0.00% | 13,874 | $610,493 | $627,814 | +$17,321 | +2.84% |
Frequently asked questions about LVHD
Who are the largest institutional holders of LVHD?
The largest institutional holders of LVHD reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Ubs Group Ag, and Financial Engines Advisors L.L.C.. InsiderSet ranks institutional holders by their latest reported LVHD position.
What is LVHD institutional ownership?
This page tracks LVHD positions reported by institutional investment managers through SEC Form 13F. FRANKLIN U.S. LOW VOLATILITY (LVHD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LVHD?
InsiderSet currently tracks 114 institutional managers reporting LVHD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LVHD shareholders.
How much LVHD stock do institutions own?
Institutional investment managers disclosed approximately $283.15M in LVHD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LVHD institutional ownership last updated?
The latest LVHD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LVHD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LVHD position after the reporting date.
Are institutions buying or selling LVHD?
Institutional buying and selling can be analyzed by comparing LVHD positions across consecutive 13F reporting periods. InsiderSet's LVHD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LVHD ownership changes.
How has LVHD institutional ownership changed over time?
InsiderSet tracks LVHD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.