FRANKLIN INTERNATIONAL LOW V (LVHI) Institutional Ownership Changes & 13F Activity

FRANKLIN INTERNATIONAL LOW V (LVHI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Morgan Stanley, Bank Of America Corp, Horizon Investments, Llc, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Bfi Infinity Ltd.Sell-1,455-7.4%18,258$739.27KQ1 2026Jul 24, 2026
Verus Capital Partners, LlcSell-11,699-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+33,601+1.3%2,544,461$103.15MQ1 2026Jul 08, 2026
Sonoma Allocations LlcSell-4,228-6.9%57,468$2.34MQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+3,720+23.8%19,368$785.17KQ1 2026May 19, 2026
Bank Of America CorpBuy+440,613+11.8%4,180,541$169.48MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+22,187+74.0%52,179$2.12MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+20,013+455.0%24,411$990.00KQ1 2026May 18, 2026
Cassady Wealth & Retirement Planning, LlcBuy+5,296+4.2%132,489$5.43MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+4,166+39.5%14,725$596.94KQ1 2026May 18, 2026
Arete Wealth Advisors, LlcSell-2,940-19.2%12,369$500.99KQ1 2026May 18, 2026
Susquehanna International Group, LlpBuy+961,006—961,006$38.96MQ1 2026May 15, 2026
Morgan StanleyBuy+607,038+15.2%4,592,088$186.16MQ1 2026May 15, 2026
Horizon Investments, LlcBuy+365,048—365,048$14.80MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+353,165+28.4%1,595,752$63.16MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+145,673+12.6%1,297,842$52.61MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+104,564+18.3%674,785$24.85MQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+79,705+299.7%106,298$4.31MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-60,805-4.9%1,185,279$48.05MQ1 2026May 15, 2026
Lifetime Wealth Management P.C.Buy+28,834—28,834$1.17MQ1 2026May 15, 2026
Qube Research & Technologies LtdBuy+28,684+28.2%130,360$5.28MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+20,392+33.3%81,622$3.31MQ1 2026May 15, 2026
Compass Wealth Management, Llc/GaSell-17,345-4.6%363,099$14.72MQ1 2026May 15, 2026
&PartnersBuy+15,701+37.8%57,228$2.32MQ1 2026May 15, 2026
Perennial Investment Advisors, LlcBuy+15,027+24.5%76,388$3.10MQ1 2026May 15, 2026
D. E. Shaw & Co., Inc.Buy+9,136+59.2%24,564$995.09KQ1 2026May 15, 2026
Summit Financial, LlcBuy+8,722+22.6%47,271$1.92MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+8,697—8,697$352.59KQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+6,154—6,154$249.48KQ1 2026May 15, 2026
American Alpha Advisors, LlcSell-4,694-3.4%132,556$5.37MQ1 2026May 15, 2026
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Frequently asked questions about LVHI activity

  • Which institutional owners are buying LVHI?

    Institutional owners buying LVHI 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 LVHI activity?

    "Buy" means an investor increased their reported position in LVHI compared to the prior reporting period. This reflects growing exposure to FRANKLIN INTERNATIONAL LOW V (LVHI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LVHI increasing?

    Institutional interest in LVHI 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.

LVHI Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet