Who Owns LVHD?
Franklin U.S. Low Volatility High Dividend Index ETF — Institutional Ownership & 13F Holdings
$42.93
+0.20 (+0.47%)
Market Cap
$631.4M
Shares Outstanding
14,211,368
Institutional Holders
85
Total Inst. Value
$205.0M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
15
Closed Positions
17
Increased
25
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $46.0M | 1,122,760 |
| 2 | MORGAN STANLEY | $42.8M | 1,045,598 |
| 3 | BANK OF AMERICA CORP /DE/ | $19.5M | 476,629 |
| 4 | UBS Group AG | $16.1M | 392,944 |
| 5 | WELLS FARGO & COMPANY/MN | $10.4M | 254,992 |
| 6 | ROYAL BANK OF CANADA | $8.3M | 203,475 |
| 7 | Private Advisor Group, LLC | $6.3M | 154,812 |
| 8 | RAYMOND JAMES FINANCIAL INC | $6.3M | 153,720 |
| 9 | Sovereign Investment Advisors, LLC | $5.3M | 142,652 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 79,565 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +55K | $42.8M |
| BANK OF AMERICA CORP /DE/ | +6K | $19.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +50K | $3.3M |
| OSAIC HOLDINGS, INC. | +25K | $2.6M |
| IFG Advisory, LLC | +6K | $2.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ALBION FINANCIAL GROUP /UT | -836K | $69K |
| WELLS FARGO & COMPANY/MN | -34K | $10.4M |
| Mill Creek Capital Advisors, LLC | -11K | $328K |
| AVANTAX ADVISORY SERVICES, INC. | -11K | $8K |
| COMMONWEALTH EQUITY SERVICES, LLC | -10K | $9K |
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Frequently Asked Questions
How many institutional investors hold LVHD?
As of Q1 2025, 85 institutional investors report holding LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) in their 13F filings.
Which hedge fund owns the most LVHD?
The largest institutional holder of LVHD is Financial Engines Advisors L.L.C. with $46.0M in shares.
Are institutions buying or selling LVHD?
This quarter, 15 institutions opened new positions in LVHD and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.