LVHI Institutional Ownership & Shareholders
FRANKLIN INTERNATIONAL LOW V (LVHI) is currently held by 315 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.00B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of LVHI tracked by InsiderSet, reporting ownership valued at approximately $514.57M 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 $547.47M, representing an estimated gain of +6.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed LVHI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FRANKLIN INTERNATIONAL LOW V (LVHI).
This page ranks the largest institutional LVHI 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
315
Total Reported Value
$3.00B
Largest Holder
Lpl Financial Llc
Largest Position
$514.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.12% | 12,678,832 | $514,570,317 | $547,471,966 | +$32,901,649 | +6.39% | |
| Morgan Stanley | 0.01% | 5,080,377 | $206,187,106 | $219,370,679 | +$13,183,573 | +6.39% | |
| Bank Of America Corp | 0.01% | 4,473,163 | $181,543,339 | $193,151,178 | +$11,607,839 | +6.39% | |
| Raymond James Financial Inc | 0.03% | 2,835,156 | $115,064,778 | $122,422,036 | +$7,357,258 | +6.39% | |
| Wells Fargo & Company/Mn | 0.02% | 2,543,423 | $103,224,807 | $109,825,005 | +$6,600,198 | +6.39% | |
| Ameriprise Financial Inc | 0.02% | 2,287,820 | $92,927,728 | $98,788,068 | +$5,860,340 | +6.31% | |
| Envestnet Asset Management Inc | 0.02% | 2,172,025 | $88,151,631 | $93,788,040 | +$5,636,409 | +6.39% | |
| Jones Financial Companies Lllp | 0.03% | 2,053,081 | $83,416,665 | $88,652,038 | +$5,235,373 | +6.28% | |
| Cetera Investment Advisers | 0.06% | 1,715,248 | $69,613,342 | $74,064,409 | +$4,451,067 | +6.39% | |
| Ubs Group Ag | 0.01% | 1,692,909 | $68,706,712 | $73,099,811 | +$4,393,099 | +6.39% | |
| Osaic Holdings, Inc. | 0.08% | 1,601,132 | $64,990,741 | $69,136,880 | +$4,146,139 | +6.38% | |
| Great Valley Advisor Group, Inc. | 1.00% | 1,565,039 | $63,517,116 | $67,578,384 | +$4,061,268 | +6.39% | |
| Stifel Financial Corp | 0.05% | 1,527,434 | $61,990,486 | $65,954,600 | +$3,964,114 | +6.39% | |
| Royal Bank Of Canada | 0.01% | 1,318,123 | $53,496,000 | $56,916,551 | +$3,420,551 | +6.39% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,281,198 | $51,997,405 | $55,322,130 | +$3,324,725 | +6.39% | |
| Assetmark, Inc | 0.08% | 1,179,340 | $49,190,279 | $50,923,901 | +$1,733,622 | +3.52% | |
| Kestra Advisory Services, Llc | 0.16% | 1,203,044 | $48,825,544 | $51,947,440 | +$3,121,896 | +6.39% | |
| Cwm, Llc | 0.13% | 1,178,190 | $47,763,837 | $50,874,244 | +$3,110,407 | +6.51% | |
| Insight Wealth Strategies, Llc | 3.65% | 885,376 | $36,929,053 | $38,230,536 | +$1,301,483 | +3.52% | |
| Private Advisor Group, Llc | 0.17% | 907,663 | $36,837,495 | $39,192,888 | +$2,355,393 | +6.39% | |
| Equitable Holdings, Inc. | 0.19% | 792,683 | $32,171,027 | $34,228,052 | +$2,057,025 | +6.39% | |
| Csenge Advisory Group | 1.30% | 788,590 | $32,004,914 | $34,051,316 | +$2,046,402 | +6.39% | |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | 686,000 | $28,613,060 | $29,621,480 | +$1,008,420 | +3.52% | |
| Pinnacle Financial Partners, Inc. | 0.18% | 654,043 | $26,544,380 | $28,241,577 | +$1,697,197 | +6.39% | |
| Mor Wealth Management, Llc | 8.58% | 531,044 | $21,552,440 | $22,930,480 | +$1,378,040 | +6.39% | |
| Mml Investors Services, Llc | 0.04% | 528,439 | $21,446,687 | $22,817,996 | +$1,371,309 | +6.39% | |
| Frontier Asset Management, Llc | 4.02% | 510,946 | $21,311,540 | $22,062,648 | +$751,108 | +3.52% | |
| Janney Montgomery Scott Llc | 0.04% | 522,204 | $21,194,000 | $22,548,769 | +$1,354,769 | +6.39% | |
| Howard Capital Management Inc. | 0.23% | 459,455 | $19,163,854 | $19,839,267 | +$675,413 | +3.52% | |
| Sk Wealth Management, Llc | 3.94% | 406,952 | $17,478,578 | $17,572,187 | +$93,609 | +0.54% | |
| Curran Financial Partners, Llc | 2.47% | 408,814 | $16,591,710 | $17,652,589 | +$1,060,879 | +6.39% | |
| Compass Wealth Management, Llc/Ga | 5.83% | 360,154 | $14,616,866 | $15,551,450 | +$934,584 | +6.39% | |
| Keudell/Morrison Wealth Management | 2.54% | 342,026 | $14,265,922 | $14,768,683 | +$502,761 | +3.52% | |
| Seros Financial, Llc | 7.12% | 336,070 | $14,017,470 | $14,511,503 | +$494,033 | +3.52% | |
| Fsa Wealth Partners, Inc. | 3.69% | 325,600 | $13,580,776 | $14,059,408 | +$478,632 | +3.52% | |
| Cedar Mountain Advisors, Llc | 2.19% | 310,001 | $12,930,122 | $13,385,843 | +$455,721 | +3.52% | |
| D.A. Davidson & Co. | 0.06% | 290,007 | $12,096,201 | $12,522,502 | +$426,301 | +3.52% | |
| Benchmark Financial Wealth Advisors, Llc | 2.78% | 278,180 | $11,602,904 | $12,011,812 | +$408,908 | +3.52% | |
| Concurrent Investment Advisors, Llc | 0.08% | 271,859 | $11,339,258 | $11,738,872 | +$399,614 | +3.52% | |
| Sierra Ocean, Llc | 7.83% | 278,606 | $11,307,214 | $12,030,207 | +$722,993 | +6.39% | |
| Jpmorgan Chase & Co | 0.00% | 272,769 | $11,104,461 | $11,778,165 | +$673,704 | +6.07% | |
| Shp Wealth Management | 0.69% | 248,046 | $10,066,956 | $10,710,626 | +$643,670 | +6.39% | |
| Vestgen Advisors, Llc | 0.30% | 231,213 | $9,643,900 | $9,983,777 | +$339,877 | +3.52% | |
| Verdence Capital Advisors Llc | 0.41% | 230,452 | $9,612,135 | $9,950,917 | +$338,782 | +3.52% | |
| Mckinney Capital Management, Llc | 3.64% | 227,608 | $9,237,472 | $9,828,113 | +$590,641 | +6.39% | |
| Forefront Wealth Partners, Llc | 2.77% | 220,479 | $8,948,146 | $9,520,283 | +$572,137 | +6.39% | |
| Sanctuary Advisors, Llc | 0.04% | 217,087 | $8,810,471 | $9,373,817 | +$563,346 | +6.39% | |
| Bfsg, Llc | 0.78% | 216,742 | $8,796,455 | $9,358,920 | +$562,465 | +6.39% | |
| World Investment Advisors | 0.14% | 208,456 | $8,450,843 | $9,001,130 | +$550,287 | +6.51% | |
| Piedmont Capital Management, Llc/Nc | 4.99% | 201,551 | $8,406,677 | $8,702,972 | +$296,295 | +3.52% |
Frequently asked questions about LVHI
Who are the largest institutional holders of LVHI?
The largest institutional holders of LVHI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported LVHI position.
What is LVHI institutional ownership?
This page tracks LVHI positions reported by institutional investment managers through SEC Form 13F. FRANKLIN INTERNATIONAL LOW V (LVHI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LVHI?
InsiderSet currently tracks 315 institutional managers reporting LVHI 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 LVHI shareholders.
How much LVHI stock do institutions own?
Institutional investment managers disclosed approximately $3.00B in LVHI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LVHI institutional ownership last updated?
The latest LVHI 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 LVHI 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 LVHI position after the reporting date.
Are institutions buying or selling LVHI?
Institutional buying and selling can be analyzed by comparing LVHI positions across consecutive 13F reporting periods. InsiderSet's LVHI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LVHI ownership changes.
How has LVHI institutional ownership changed over time?
InsiderSet tracks LVHI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.