Who owns Franklin U.S. Low Volatility High Dividend Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LVHD from SEC Form 13F filings across 122 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 122 institutions disclosed 6.7M shares of Franklin U.S. Low Volatility High Dividend Index ETF worth $292.8M — about 49.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
122
13F holders
$292.8M
value, 2026 filers
49.2%
of shares outstanding (6.7M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LVHD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 992,542 | $43.7M | 0.0% | 7.3% | -1.5% |
| 2 | LPL Financial LLC | 764,164 | $33.6M | 0.0% | 5.7% | +2.7% |
| 3 | BANK OF AMERICA CORP /DE/ | 613,810 | $27.0M | 0.0% | 4.5% | +1.9% |
| 4 | UBS Group AG | 434,363 | $19.1M | 0.0% | 3.2% | +2.7% |
| 5 | Financial Engines Advisors L.L.C. | 379,995 | $16.7M | 0.0% | 2.8% | -60.7% |
| 6 | WELLS FARGO & COMPANY/MN | 273,897 | $12.1M | 0.0% | 2% | +5.9% |
| 7 | RAYMOND JAMES FINANCIAL INC | 211,191 | $9.3M | 0.0% | 1.6% | -3.7% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 180,172 | $7.9M | 0.0% | 1.3% | -1.8% |
| 9 | Sequent Planning LLC | 176,109 | $7.7M | 1.7% | 1.3% | +3.6% |
| 10 | Private Advisor Group, LLC | 175,756 | $7.7M | 0.0% | 1.3% | +9.2% |
| 11 | ROYAL BANK OF CANADA | 175,212 | $7.7M | 0.0% | 1.3% | +20.5% |
| 12 | Sovereign Investment Advisors, LLC | 154,793 | $6.8M | 1.3% | 1.1% | +0.8% |
| 13 | Cetera Investment Advisers | 126,001 | $5.5M | 0.0% | 0.9% | -9.6% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 114,531 | $5.1M | 0.0% | 0.8% | +15.8% |
| 15 | CITIGROUP INC | 108,166 | $4.8M | 0.0% | 0.8% | +57.7% |
| 16 | Tidal Investments LLCNEW | 106,212 | $4.7M | 0.0% | 0.8% | new |
| 17 | GOLDMAN SACHS GROUP INC | 90,453 | $4.0M | 0.0% | 0.7% | -4.2% |
| 18 | HEFFERNAN ADVISORY, INC | 89,021 | $3.9M | 3.3% | 0.7% | -1.0% |
| 19 | Allworth Financial LP | 86,708 | $3.8M | 0.0% | 0.6% | -5.7% |
| 20 | IFG Advisory, LLCNEW | 74,932 | $3.3M | 0.1% | 0.6% | new |
| 21 | PERSPECTIVE WEALTH ADVISORS LLC | 72,158 | $3.2M | 1.7% | 0.5% | +5.3% |
| 22 | Wealthcare Advisory Partners LLC | 62,099 | $2.7M | 0.1% | 0.5% | -1.1% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 52,027 | $2.3M | 0.0% | 0.4% | +0.9% |
| 24 | Baird Financial Group, Inc. | 51,211 | $2.3M | 0.0% | 0.4% | +4.0% |
| 25 | JT Stratford LLC | 49,511 | $2.2M | 0.2% | 0.4% | +1.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.