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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
$44.53 +0.07 (+0.16%)
As of 08/26/2026 04:00 PM Eastern
Compare

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)
$2.04M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.89M
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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
5/19/2026 Arkadios Wealth Advisors33,564$1.43M0.0%+166.7%0.236%
5/5/2026 Bank of New York Mellon Corp6,828$291K0.0%N/A0.048%
4/22/2026 Janney Montgomery Scott LLC39,518$1.68M0.0%-9.1%0.276%
2/11/2026 Janney Montgomery Scott LLC43,495$1.74M0.0%-5.9%0.306%
1/23/2026 Farther Finance Advisors LLC20,560$820K0.0%+88.8%0.144%
1/20/2026 Nvwm LLC686$27K0.0%-95.6%0.005%
1/1/2026 JPMorgan Chase & Co.29,829$1.23M0.0%-4.8%0.205%
11/17/2025 Ameriprise Financial Inc.25,900$1.07M0.0%-45.3%0.178%
11/7/2025 JPMorgan Chase & Co.29,829$1.23M0.0%-4.8%0.205%
10/16/2025 Nvwm LLC15,704$649K0.1%+4.3%0.108%
10/14/2025 Farther Finance Advisors LLC10,892$450K0.0%+4,010.2%0.075%
8/15/2025 Ameriprise Financial Inc.47,319$1.89M0.0%+128.8%0.336%
8/12/2025 JPMorgan Chase & Co.31,338$1.25M0.0%-41.5%0.222%
8/6/2025 Nvwm LLC15,052$600K0.1%N/A0.107%
8/4/2025 Arkadios Wealth Advisors12,570$501K0.0%-13.9%0.089%
7/17/2025 Janney Montgomery Scott LLC45,664$1.82M0.0%-13.1%0.324%
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%
1/30/2024S. 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%
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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%
1/26/2023S. 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%
7/12/2022Arden Trust Co209,165$7.88M1.8%-11.5%1.307%
7/11/2022Gradient 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%
5/26/2022Gradient 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%
5/11/2022Raymond James Financial Services Advisors Inc.223,848$8.88M0.0%-4.6%1.213%
5/4/2022Envestnet Asset Management Inc.14,406$572K0.0%+21.6%0.062%


LVHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of Franklin U.S. Low Volatility High Dividend Index ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($1.68M), Arkadios Wealth Advisors ($1.43M), JPMorgan Chase & Co. ($1.23M), Ameriprise Financial Inc. ($1.07M), Baird Financial Group Inc. ($998K), Farther Finance Advisors LLC ($820K), and Mill Creek Capital Advisors LLC ($328K).Learn more on Franklin U.S. Low Volatility High Dividend Index ETF's institutional investors.

The following institutional investors have purchased Franklin U.S. Low Volatility High Dividend Index ETF's stock in the last 24 months: Arkadios Wealth Advisors ($27.99K), Ameriprise Financial Inc. ($27.81K), Baird Financial Group Inc. ($26.02K), Farther Finance Advisors LLC ($20.30K), Nvwm LLC ($15.70K), Bank of New York Mellon Corp ($6.83K), and JPMorgan Chase & Co. ($4.78K).

Institutional investors have bought a total of 48,756 shares in the last 24 months. This purchase volume represents approximately $2.04M in transactions.

The following institutional investors have sold Franklin U.S. Low Volatility High Dividend Index ETF stock in the last 24 months: Ameriprise Financial Inc. ($21.42K), Nvwm LLC ($15.02K), Janney Montgomery Scott LLC ($6.72K), and JPMorgan Chase & Co. ($3.02K).

Institutional investors have sold a total of 46,173 shares in the last 24 months. This volume of shares sold represents approximately $1.89M in transactions.


Related Companies

Institutional ownership data for NASDAQ:LVHD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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