Who owns Franklin U.S. Low Volatility High Dividend Index ETF?
Institutional ownership of LVHD from SEC Form 13F filings across 99 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.
99
13F holders
$245.8M
value, 2026 filers
42.1%
of shares outstanding (5.7M sh)
14
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 | WELLS FARGO & COMPANY/MN | 273,897 | $12.1M | 0.0% | 2% | +5.9% |
| 6 | RAYMOND JAMES FINANCIAL INC | 211,191 | $9.3M | 0.0% | 1.6% | -3.7% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 180,172 | $7.9M | 0.0% | 1.3% | -1.8% |
| 8 | Sequent Planning LLC | 176,109 | $7.7M | 1.7% | 1.3% | +3.6% |
| 9 | ROYAL BANK OF CANADA | 175,212 | $7.7M | 0.0% | 1.3% | +20.5% |
| 10 | Cetera Investment Advisers | 126,001 | $5.5M | 0.0% | 0.9% | -9.6% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 114,531 | $5.1M | 0.0% | 0.8% | +15.8% |
| 12 | CITIGROUP INC | 108,166 | $4.8M | 0.0% | 0.8% | +57.7% |
| 13 | Tidal Investments LLCNEW | 106,212 | $4.7M | 0.0% | 0.8% | new |
| 14 | GOLDMAN SACHS GROUP INC | 90,453 | $4.0M | 0.0% | 0.7% | -4.2% |
| 15 | Allworth Financial LP | 86,708 | $3.8M | 0.0% | 0.6% | -5.7% |
| 16 | IFG Advisory, LLCNEW | 74,932 | $3.3M | 0.1% | 0.6% | new |
| 17 | PERSPECTIVE WEALTH ADVISORS LLC | 72,158 | $3.2M | 1.7% | 0.5% | +5.3% |
| 18 | Cambridge Investment Research Advisors, Inc. | 66,452 | $2,924 | 0.0% | 0.5% | +96.7% |
| 19 | Wealthcare Advisory Partners LLC | 62,099 | $2.7M | 0.1% | 0.5% | -1.1% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 52,027 | $2.3M | 0.0% | 0.4% | +0.9% |
| 21 | Baird Financial Group, Inc. | 51,211 | $2.3M | 0.0% | 0.4% | +4.0% |
| 22 | JT Stratford LLC | 49,511 | $2.2M | 0.2% | 0.4% | +1.6% |
| 23 | AMERIPRISE FINANCIAL INC | 48,472 | $2.1M | 0.0% | 0.4% | +82.4% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44,434 | $2.0M | 0.0% | 0.3% | -37.0% |
| 25 | OSAIC HOLDINGS, INC. | 44,362 | $2.0M | 0.0% | 0.3% | -9.8% |
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.