Who Owns LVHI?
Franklin International Low Volatility High Dividend Index ETF — Institutional Ownership & 13F Holdings
$40.40
-0.21 (-0.52%)
Market Cap
$3.9B
Shares Outstanding
113,453,863
Institutional Holders
206
Total Inst. Value
$1.0B
% of Float Held
—
QoQ Holder Change
+125
Institutional data as of Q1 2025
New Positions
84
Closed Positions
15
Increased
83
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $87.4M | 2,699,447 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $84.9M | 2,622,143 |
| 3 | WELLS FARGO & COMPANY/MN | $70.8M | 2,188,270 |
| 4 | BANK OF AMERICA CORP /DE/ | $69.9M | 2,160,519 |
| 5 | RAYMOND JAMES FINANCIAL INC | $58.9M | 1,819,777 |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $40.1M | 1,238,436 |
| 7 | Cetera Investment Advisers | $36.4M | 1,125,292 |
| 8 | UBS Group AG | $35.0M | 1,081,663 |
| 9 | AMERIPRISE FINANCIAL INC | $34.6M | 1,073,541 |
| 10 | STIFEL FINANCIAL CORP | $29.8M | 921,921 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +452K | $87.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +2.2M | $84.9M |
| WELLS FARGO & COMPANY/MN | +924K | $70.8M |
| BANK OF AMERICA CORP /DE/ | +248K | $69.9M |
| RAYMOND JAMES FINANCIAL INC | +393K | $58.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -263K | $332K |
| Perennial Investment Advisors, LLC | -44K | $1.7M |
| Envestnet Portfolio Solutions, Inc. | -18K | $2K |
| Frontier Asset Management, LLC | -13K | $12.9M |
| EXCHANGE TRADED CONCEPTS, LLC | -8K | $3.7M |
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Frequently Asked Questions
How many institutional investors hold LVHI?
As of Q1 2025, 206 institutional investors report holding LVHI (Franklin International Low Volatility High Dividend Index ETF) in their 13F filings.
Which hedge fund owns the most LVHI?
The largest institutional holder of LVHI is MORGAN STANLEY with $87.4M in shares.
Are institutions buying or selling LVHI?
This quarter, 84 institutions opened new positions in LVHI and 15 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.