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Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Institutional Ownership

Franklin U.S. Low Volatility High Dividend Index ETF logo
$40.50 +0.27 (+0.66%)
As of 10:57 AM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin U.S. Low Volatility High Dividend Index ETF (NASDAQ:LVHD)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.52M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$8.97M
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LVHD Institutional Buying and Selling by Quarter

Franklin U.S. Low Volatility High Dividend Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2025Mill Creek Capital Advisors LLC8,010$328K0.0%-58.9%0.057%
5/8/2025Arkadios Wealth Advisors14,603$598K0.0%+39.5%0.103%
4/17/2025Janney Montgomery Scott LLC52,572$2.15M0.0%-6.1%0.391%
2/17/2025Baird Financial Group Inc.26,016$998K0.0%N/A0.198%
2/17/2025Ameriprise Financial Inc.21,608$829K0.0%+5.7%0.164%
1/29/2025Mill Creek Capital Advisors LLC19,486$747K0.0%-27.3%0.146%
1/15/2025Arkadios Wealth Advisors10,471$402K0.0%+11.4%0.076%
12/26/2024JPMorgan Chase & Co.60,573$2.47M0.0%+8.6%0.419%
11/6/2024Mill Creek Capital Advisors LLC26,788$1.09M0.0%-6.5%0.185%
10/24/2024Arkadios Wealth Advisors9,398$383K0.0%+23.7%0.065%
8/14/2024Mill Creek Capital Advisors LLC28,661$1.03M0.0%-88.6%0.183%
7/9/2024Lynx Investment Advisory2,680$96K0.1%N/A0.017%
5/17/2024Comerica Bank6,579$242K0.0%-13.7%0.039%
4/30/2024Arkadios Wealth Advisors7,530$277K0.0%-17.8%0.044%
3/4/2024Vima LLC929$34K0.1%N/A0.004%
1/30/2024 S. R. Schill & Associates5,649$205K0.1%N/A0.024%
1/4/2024Arden Trust Co112,940$4.11M0.6%+2.0%0.454%
11/13/2023Financial Engines Advisors L.L.C.1,192,694$40.41M0.1%-1.6%4.790%
10/24/2023Bank of New York Mellon Corp196,117$6.64M0.0%-16.3%0.750%
10/10/2023Arden Trust Co110,694$3.75M0.6%-5.5%0.414%
8/11/2023Financial Engines Advisors L.L.C.1,211,971$44.44M0.1%-2.1%4.208%
8/9/2023Flow Traders U.S. LLC31,376$1.15M0.1%N/A0.109%
8/4/2023EverSource Wealth Advisors LLC915$34K0.0%-50.9%0.003%
8/3/2023Bank of New York Mellon Corp234,288$8.59M0.0%N/A0.815%
7/14/2023Arden Trust Co117,153$4.30M0.7%+1.0%0.407%
5/2/2023Arkadios Wealth Advisors10,227$381K0.0%-6.8%0.034%
5/1/2023Migdal Insurance & Financial Holdings Ltd.8,065$298K0.0%+71.2%0.026%
4/17/2023Arden Trust Co115,967$4.32M0.8%-35.1%0.385%
2/13/2023Wealthcare Advisory Partners LLC9,301$354K0.0%-53.1%0.036%
2/9/2023EverSource Wealth Advisors LLC1,865$71K0.0%N/A0.007%
2/3/2023CX Institutional204,927$7.80M0.5%+3.0%0.790%
1/26/2023Strategic Blueprint LLC5,738$218K0.0%N/A0.022%
1/26/2023 S. R. Schill & Associates5,704$217K0.1%N/A0.022%
1/20/2023Arden Trust Co178,803$6.80M1.4%-2.5%0.694%
1/9/2023MinichMacGregor Wealth Management LLC1,221$46K0.0%N/A0.005%
10/21/2022Arkadios Wealth Advisors11,220$383K0.1%+106.3%0.052%
10/20/2022Arden Trust Co183,315$6.26M1.6%-12.4%0.853%
8/12/2022Strategic Blueprint LLC5,806$219K0.0%-4.3%0.037%
8/12/2022Financial Engines Advisors L.L.C.1,378,077$51.91M0.2%-4.0%8.722%
7/13/2022ACG Wealth1,400$53K0.0%N/A0.009%
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Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
7/12/2022Arden Trust Co209,165$7.88M1.8%-11.5%1.307%
7/11/2022 Gradient Investments LLC1,251,207$47.13M1.4%+1.7%7.820%
5/27/2022CFS Investment Advisory Services LLC456,516$315K1.4%+4,267.3%2.481%
5/26/2022 Gradient Investments LLC1,230,628$48.84M1.3%+1.5%6.688%
5/12/2022Financial Engines Advisors L.L.C.1,435,403$56.97M0.2%-38.4%9.601%
5/12/2022Private Advisor Group LLC149,195$5.92M0.0%+1.3%0.809%
5/12/2022Cambridge Trust Co.7,238$287K0.0%N/A0.039%
5/11/2022Raymond James Financial Services Advisors Inc.223,848$8.88M0.0%-4.6%1.213%
5/10/2022SILVER OAK SECURITIES Inc47,375$1.92M0.4%N/A0.257%
5/10/2022Western Wealth Management LLC73,209$2.91M0.1%+1,046.4%0.397%
5/9/2022Northwestern Mutual Wealth Management Co.37,471$1.49M0.0%+0.9%0.203%
5/9/2022CX Institutional128,488$5.10M0.4%-29.4%0.696%
5/4/2022Advisor Group Holdings Inc.77,052$4.51M0.0%+65.5%0.329%
5/4/2022Commonwealth Equity Services LLC432,087$17.15M0.0%+7.9%1.847%
5/4/2022Envestnet Asset Management Inc.14,406$572K0.0%+21.6%0.062%
5/2/2022XML Financial LLC267,502$10.62M1.3%+2.0%1.454%
5/2/2022Arkadios Wealth Advisors5,589$222K0.0%-78.4%0.030%
4/28/2022Sovereign Investment Advisors LLC132,931$5.28M2.1%+0.8%0.726%
4/27/2022Avantax Advisory Services Inc.40,590$1.61M0.0%+1.8%0.222%
4/26/2022Good Life Advisors LLC5,250$208K0.0%N/A0.029%
4/26/2022Stratos Wealth Partners LTD.5,730$227K0.0%-8.0%0.031%
4/22/2022Allworth Financial LP54,930$2.18M0.0%+19.9%0.299%
4/13/2022 Investors Research Corp3,382$134K0.0%+23.3%0.018%
4/11/2022Arden Trust Co236,407$9.38M1.8%-9.2%1.288%
3/7/2022Stephens Inc. AR19,150$767K0.0%-5.0%0.105%
2/15/2022CFS Investment Advisory Services LLC10,453$411K0.1%-12.5%0.054%
2/14/2022LPL Financial LLC295,572$11.84M0.0%+3.4%1.539%
2/10/2022Private Advisor Group LLC147,252$5.90M0.0%-3.2%0.767%
2/10/2022Financial Engines Advisors L.L.C.2,329,584$93.81M0.2%-1.1%12.102%
2/8/2022Raymond James Financial Services Advisors Inc.234,574$9.39M0.0%-1.0%1.219%
2/8/2022Bank of America Corp DE348,066$13.94M0.0%-0.3%1.808%
2/8/2022Raymond James & Associates52,353$2.10M0.0%+9.4%0.272%
2/7/2022Sovereign Investment Advisors LLC131,902$5.28M2.1%+0.6%0.685%
2/4/2022Envestnet Asset Management Inc.11,851$475K0.0%+9.2%0.062%
2/3/2022Element Wealth LLC5,338$214K0.2%N/A0.028%
2/3/2022Advisor Group Holdings Inc.46,570$1.87M0.0%+1.6%0.243%
2/3/2022Arkadios Wealth Advisors25,819$1.03M0.1%-5.0%0.124%
2/3/2022Northwestern Mutual Wealth Management Co.37,122$1.49M0.0%+17.8%0.178%
2/1/2022XML Financial LLC262,322$10.50M1.3%+0.8%1.338%
1/31/2022Commonwealth Equity Services LLC400,602$16.04M0.0%+9.0%2.044%
1/27/2022 Investors Research Corp2,742$110K0.0%+30.4%0.014%
1/27/2022Janney Montgomery Scott LLC140,326$5.62M0.0%+1.5%0.721%
1/24/2022Arden Trust Co260,363$10.43M1.8%-64.3%1.332%
1/24/2022Avantax Advisory Services Inc.39,877$1.60M0.0%+2.4%0.204%
1/21/2022Allworth Financial LP45,810$1.83M0.0%-5.6%0.234%
1/18/2022CX Institutional181,973$7.29M0.6%+2.3%0.933%
1/14/2022Fundamentun LLC8,913$357K0.1%+30.3%0.046%
1/12/2022 Gradient Investments LLC1,212,939$48.57M1.2%+17.6%6.285%
1/10/2022Patriot Financial Group Insurance Agency LLC2,047$82K0.0%-51.0%0.011%
12/8/2021Moors & Cabot Inc.35,000$30K0.0%N/A0.179%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
11/19/2021CFS Investment Advisory Services LLC11,953$430K0.1%N/A0.061%
11/16/2021UBS Group AG347,909$12.52M0.0%+0.5%1.775%
11/16/2021LPL Financial LLC285,810$10.29M0.0%+7.7%1.458%
11/16/2021MML Investors Services LLC10,808$389K0.0%+14.6%0.055%
11/15/2021Flow Traders U.S. LLC20,063$722K0.0%+131.8%0.102%
11/15/2021Royal Bank of Canada116,789$4.20M0.0%+4.2%0.596%
11/15/2021Morgan Stanley1,058,565$38.10M0.0%-1.1%5.401%
11/15/2021Franklin Resources Inc.5,096,247$183.41M0.1%N/A26.001%
11/10/2021CX Institutional177,827$6.40M0.5%+17.0%0.894%
11/10/2021Goldman Sachs Group Inc.51,637$1.86M0.0%-15.2%0.263%
(Data available from 1/1/2016 forward)

LVHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LVHD shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Franklin U.S. Low Volatility High Dividend Index ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($40.41M), Bank of New York Mellon Corp ($6.64M), Arden Trust Co ($4.11M), JPMorgan Chase & Co. ($2.47M), Janney Montgomery Scott LLC ($2.15M), Flow Traders U.S. LLC ($1.15M), and Baird Financial Group Inc. ($998K).Learn more on Franklin U.S. Low Volatility High Dividend Index ETF's institutional investors.

Which institutional investors have been buying Franklin U.S. Low Volatility High Dividend Index ETF's stock?

Of the 10 institutional investors that purchased Franklin U.S. Low Volatility High Dividend Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($234.29K), Flow Traders U.S. LLC ($31.38K), Baird Financial Group Inc. ($26.02K), Arkadios Wealth Advisors ($7.01K), S. R. Schill & Associates ($5.65K), JPMorgan Chase & Co. ($4.78K), and Arden Trust Co ($3.43K).

How much institutional buying is happening at Franklin U.S. Low Volatility High Dividend Index ETF?

Institutional investors have bought a total of 38,968 shares in the last 24 months. This purchase volume represents approximately $1.52M in transactions.

Which of Franklin U.S. Low Volatility High Dividend Index ETF's major shareholders have been selling company stock?

The following institutional investors have sold Franklin U.S. Low Volatility High Dividend Index ETF stock in the last 24 months: Mill Creek Capital Advisors LLC ($244.04K), and Janney Montgomery Scott LLC ($3.39K).

How much institutional selling is happening at Franklin U.S. Low Volatility High Dividend Index ETF?

Institutional investors have sold a total of 247,432 shares in the last 24 months. This volume of shares sold represents approximately $8.97M in transactions.


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This page (NASDAQ:LVHD) was last updated on 7/10/2025 by MarketBeat.com Staff
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