Who Owns Franklin U.S. Low Volatility High Dividend Index ETF (LVHD)?Hedge Fund & Institutional Holders

$43.12+0.17 (+0.40%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$37.37$39.19$41.00$42.82$44.64Jul 24May 25Mar 26

LVHD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+181K+$7.0B
Sovereign Investment Advisors, LLCNew Position+152K+$6.1B
JONES FINANCIAL COMPANIES LLLPNew Position+84K+$3.0B
PLANWISER FINANCIAL, LLCNew Position+62K+$2.5B
Triad Wealth Partners, LLCNew Position+47K+$1.9B
Anson Capital, Inc.New Position+32K+$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+36K+$1.0B
STEPHENS INC /AR/New Position+14K+$557.0M
WBH ADVISORY INCNew Position+12K+$479.0M
Farther Finance Advisors, LLCIncreased+10K+$368.7M
Wealthcare Capital Partners, LLCIncreased+5K+$168.4M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+4K+$156.0M
Sequent Planning LLCIncreased+9K+$117.6M
PRIVATE TRUST CO NANew Position+2K+$96.0M
SYKON CAPITAL LLCIncreased+2K+$56.8M

LVHD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Financial Engines Advisors L.L.C.Decreased-24K-$42.3B
LPL Financial LLCDecreased-83K-$34.3B
Allworth Financial LPDecreased-5K-$4.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-93K-$4.0B
GOLDMAN SACHS GROUP INCDecreased-68K-$3.1B
RAYMOND JAMES FINANCIAL INCDecreased-19K-$2.8B
OSAIC HOLDINGS, INC.Decreased-35K-$2.4B
ROYAL BANK OF CANADADecreased-8K-$1.2B
AMERIPRISE FINANCIAL INCDecreased-2K-$1.1B
CITADEL ADVISORS LLCDecreased-14K-$1.0B
Integrated Wealth Concepts LLCDecreased-34-$807.0M
CITIGROUP INCDecreased-336-$679.1M
Laird Norton Wetherby Wealth Management, LLCClosed Position-15K-$637.0M
Prospera Financial Services IncDecreased-180-$596.9M
Apexium Financial, LPClosed Position-13K-$556.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG410,291$16.4B0.00%Share
2BANK OF AMERICA CORP /DE/403,107$16.0B0.00%Share
3BANK OF AMERICA CORP /DE/191,551$7.0B0.00%Share
4COMMONWEALTH EQUITY SERVICES, LLC181,320$7.0B0.01%Share
5Sequent Planning LLC162,722$6.5B1.65%Share
6Sovereign Investment Advisors, LLC151,971$6.1B1.53%Share
7Private Advisor Group, LLC163,172$6.0B0.03%Share
8ROYAL BANK OF CANADA161,577$6.0B0.00%Share
9WELLS FARGO & COMPANY/MN145,870$5.0B0.00%Share
10RAYMOND JAMES FINANCIAL INC120,384$4.0B0.00%Share
11WELLS FARGO & COMPANY/MN110,062$4.0B0.00%Share
12JONES FINANCIAL COMPANIES LLLP83,523$3.0B0.00%Share
13RAYMOND JAMES FINANCIAL INC99,258$3.0B0.00%Share
14Wealthcare Advisory Partners LLC63,569$2.5B0.05%Share
15PLANWISER FINANCIAL, LLC61,874$2.5B1.76%Share
16GOLDMAN SACHS GROUP INC56,350$2.0B0.00%Share
17IFG Advisory, LLC67,441$2.0B0.09%Share
18Triad Wealth Partners, LLC46,853$1.9B0.18%Share
19Centurion Wealth Management LLC39,437$1.6B0.34%Share
20Anson Capital, Inc.31,795$1.3B0.92%Share
21JPMORGAN CHASE & CO29,994$1.0B0.00%Share
22Baird Financial Group, Inc.47,056$1.0B0.00%Share
23SUSQUEHANNA INTERNATIONAL GROUP, LLP35,612$1.0B0.00%Share
24STIFEL FINANCIAL CORP40,360$1.0B0.00%Share
25OSAIC HOLDINGS, INC.42,778$1.0B0.00%Share
26Farther Finance Advisors, LLC20,560$819.0M0.01%Share
27Pallas Capital Advisors LLC17,289$689.0M0.02%Share
28Wealthcare Capital Partners, LLC16,190$645.0M0.30%Share
29First Heartland Consultants, Inc.14,495$578.0M0.04%Share
30STEPHENS INC /AR/13,970$557.0M0.01%Share
31WBH ADVISORY INC12,021$479.0M0.04%Share
32SYKON CAPITAL LLC10,645$424.0M0.14%Share
33LongView Wealth Management8,791$355.0M0.09%Share
34Sepio Capital, LP7,569$301.0M0.02%Share
35Stratos Wealth Partners, LTD.6,531$260.0M0.00%Share
36Intrepid Financial Planning Group LLC6,054$241.0M0.09%Share
37FLAGSHIP HARBOR ADVISORS, LLC3,936$156.0M0.01%Share
38PRIVATE TRUST CO NA2,410$96.0M0.01%Share
39Hurley Capital, LLC1,255$50.0M0.03%Share
40MORGAN STANLEY1,051,027$41.0M0.00%Share
41Financial Engines Advisors L.L.C.999,974$39.9M0.08%Share
42COMERICA BANK800$31.0M0.00%Share
43LPL Financial LLC747,791$29.0M0.01%Share
44Westfuller Advisors, LLC676$27.0M0.01%Share
45NVWM, LLC686$27.0M0.01%Share
46COMERICA BANK665$26.0M0.00%Share
47ALBION FINANCIAL GROUP /UT577$23.0M0.00%Share
48INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC450$17.0M0.00%Share
49Raleigh Capital Management Inc.344$13.0M0.00%Share
50SWAN Capital LLC274$10.0M0.00%Share

LVHD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025107$114.7B+27
Q3 202580$182.7B-7
Q2 202587$206.3B+2
Q1 202585$246.1B-3
Q4 202488$2.5T+18
Q3 202470$35.5T-5
Q2 202475$7.4T+0
Q1 202475$18.8T—

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As of Q4 2025, 50 institutional investors hold LVHD (Franklin U.S. Low Volatility High Dividend Index ETF). The largest holder is UBS Group AG with $16.4B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own LVHD?

As of Q4 2025, 50 institutional investors report holding LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) in their 13F filings.

Who is the largest institutional holder of LVHD?

The largest institutional holder of LVHD is UBS Group AG with $16.4B in shares.

Is institutional ownership of LVHD increasing or decreasing?

This quarter, 11 institutions opened new positions in LVHD and 2 closed their positions.