Who Owns FRANKLIN U.S. LOW VOLATILITY (LVHD)? -- Institutional Holders (2026-06-30)

131 institutions reported holding $292.8M of FRANKLIN U.S. LOW VOLATILITY (LVHD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($43.7M), LPL Financial LLC ($33.6M), BANK OF AMERICA CORP /DE/ ($27.0M), UBS Group AG ($19.1M), Financial Engines Advisors L.L.C. ($16.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$43.7M	992,542	Trimmed
2	LPL Financial LLC	$33.6M	764,164	Added
3	BANK OF AMERICA CORP /DE/	$27.0M	613,810	Added
4	UBS Group AG	$19.1M	434,363	Added
5	Financial Engines Advisors L.L.C.	$16.7M	379,995	Trimmed
6	WELLS FARGO & COMPANY/MN	$12.1M	273,897	Added
7	RAYMOND JAMES FINANCIAL INC	$9.3M	211,191	Trimmed
8	COMMONWEALTH EQUITY SERVICES, LLC	$7.9M	180,172	Trimmed
9	Sequent Planning LLC	$7.7M	176,109	Added
10	Private Advisor Group, LLC	$7.7M	175,756	Added
11	Royal Bank of Canada	$7.7M	175,212	Added
12	Sovereign Investment Advisors, LLC	$6.8M	154,793	Added
13	Cetera Investment Advisers	$5.5M	126,001	Trimmed
14	JONES FINANCIAL COMPANIES LLLP	$5.1M	114,531	Added
15	CITIGROUP INC	$4.8M	108,166	Added
16	Tidal Investments LLC	$4.7M	106,212	New
17	GOLDMAN SACHS GROUP INC	$4.0M	90,453	Trimmed
18	HEFFERNAN ADVISORY, INC	$3.9M	89,021	Trimmed
19	Allworth Financial LP	$3.8M	86,708	Trimmed
20	IFG Advisory, LLC	$3.3M	74,932	New
21	PERSPECTIVE WEALTH ADVISORS LLC	$3.2M	72,158	Added
22	Wealthcare Advisory Partners LLC	$2.7M	62,099	Trimmed
23	ENVESTNET ASSET MANAGEMENT INC	$2.3M	52,027	Added
24	Baird Financial Group, Inc.	$2.3M	51,211	Added
25	JT Stratford LLC	$2.2M	49,511	Added

Source: SEC Form 13F filings · as of 2026-06-30