LVHD

Franklin U.s. Low Volatility

+$22.2M

Net Activity

Institutions Holding

115

Popularity Rank

#4162

Avg Weight

0.11%

Total Value

$300.2M

Ownership Trend

115 institutions currently hold LVHD, with 58 net buyers and 44 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

44

Net Buying Institutions

58

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$42.9M
FE
Financial Engines Advisors L.L.C.
$41.2M
LF
LPL Financial LLC
$31.7M
BO
Bank Of America CORP /de/
$25.6M
UG
UBS Group AG
$18.0M

Top 5 by Conviction

HA
Heffernan Advisory, INC
3.55%
PW
Perspective Wealth Advisors LLC
1.89%
SP
Sequent Planning LLC
1.75%
SI
Sovereign Investment Advisors, LLC
1.38%
AC
Anson Capital, Inc.
1.03%
View all 115 holding institutions

Quarterly Activity

Recent Activity

+$137.6M

Total Buy Value

$174.9M

Total Sell Value

New buy17
Trim36
Add41
Sold out8

58

Net Buyers

44

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FRANKLIN U.S. LOW VOLATILITY (LVHD)?
Major stakeholders currently include Morgan Stanley ($42.9M), Financial Engines Advisors L.L.C. ($41.2M), LPL Financial LLC ($31.7M). Based on the latest 13F filings, there are a total of 115 tracked investment funds and institutions maintaining positions in LVHD.
What is the overall institutional sentiment toward LVHD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $22.2M, driven by 58 managers accumulating shares while 44 reduced their exposure.
Which institutions have been selling or reducing their LVHD positions?
In the latest period, 36 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $174.9M.
Are there any notable investors adding LVHD to their portfolios?
Yes, buying activity remains notable. 17 institutions opened new positions in {ticker}, and 41 existing holders added to their shares. The total reported buy value for the quarter amounted to $137.6M.

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