Franklin U.s. Low Volatility
$41.84+0.9%
-$14.7M
Net Activity
-7.24% total shares
Institutions Holding
120
Popularity Rank
#4188
Avg Weight
0.10%
Total Value
$288.1M
120 institutions currently hold LVHD, with 67 net buyers and 40 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
40
Net Buying Institutions
67
Top 5 by Value
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Across its top 20 institutional holders, LVHD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 28/100).
LVHD ranks #4188 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
120 institutions disclose a position in LVHD, but none treat it as a major bet — even Heffernan Advisory, Inc, its most concentrated holder, allocates just 3.3% of its own portfolio to it.
Atria Investments, Inc has added to its LVHD position for two straight quarters, increasing it by $498.8K to reach $844.8K today.
Centurion Wealth Management LLC has trimmed its LVHD position for two straight quarters, cutting it by $121.0K while still holding $893.0K.
LVHD is up 0.9% today, but institutions show net selling of $14.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$17.5M
Total Buy Value
$37.7M
Total Sell Value
67
Net Buyers
40
Net Sellers
LVHD
Q2 2026
Top 5 Institutional Movers
-$24.4M
+$3.3M
+$1.9M
-$1.9M
-$1.9M
LVHD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
52468L406
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,106
Total reported value
$1.1T
Held by 5106 institutions — one of the most-tracked stocks on AlphaSMO
Access LVHD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/LVHDCLI
npx alphasmo stocks get LVHD