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