Franklin U.s. Low Volatility
$44.19+0.2%
-$14.7M
Net Activity
-7.24% total shares
Institutions Holding
120
Popularity Rank
#4180
Avg Weight
0.10%
Total Value
$288.1M
120 institutions currently hold LVHD, with 65 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
65
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 10/100, avg. turnover score 27/100).
LVHD ranks #4180 out of 37501 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.
Citigroup Inc has added to its LVHD position for two straight quarters, increasing it by $4.1M to reach $4.8M today.
Cetera Investment Advisers has trimmed its LVHD position for two straight quarters, cutting it by $1.2M while still holding $5.5M.
LVHD is up 0.2% today, but institutions show net selling of $14.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$17.4M
Total Buy Value
$37.7M
Total Sell Value
65
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 2026-06-30 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
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,250
Total reported value
$1.3T
Held by 5250 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 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