Franklin U.S. Low VolatilityLVHDETF
13F holders, Q1 2024 (March 31)93holders
1famous investor
$36.84avg. 13F price*
At the end of Q1 2024, 93 institutions reported holding Franklin U.S. Low Volatility (LVHD) in their 13F filings. The largest holders were Albion Financial Group ($71.1M), Financial Engines Advisors L.L.C. ($43.7M) and Morgan Stanley ($42.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin U.S. Low Volatility
- Filed as
- LEGG MASON ETF INVT (Q1 2024)
- CUSIP
- 52468L406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $23K |
| Exits | 18 | $22.9M |
Ownership 93 holders
| Albion Financial Group | 5.49% | Add +4.0% | 1,930,355 | $71.1M |
| Financial Engines Advisors L.L.C. | 0.10% | Reduce -0.1% | 1,186,708 | $43.7M |
| Morgan Stanley | 0.00% | Reduce -12.2% | 1,146,963 | $42.3M |
| LPL Financial LLC | 0.02% | Reduce -12.4% | 1,068,703 | $39.4M |
| Allworth Financial LP | 0.18% | Reduce -80.7% | 710,645 | $26.2M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 574,810 | $21.2M |
| UBS Group AG | 0.01% | Add +20.7% | 420,520 | $15.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -17.0% | 396,880 | $14.6M |
| Wells Fargo & Company | 0.00% | Reduce -45.0% | 274,126 | $10.1M |
| Mill Creek Capital Advisors, LLC | 0.25% | Reduce -83.2% | 252,050 | $9.3M |
| Avantax Advisory Services, Inc. | 0.07% | Add +0.4% | 225,476 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 209,725 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.6% | 163,357 | $6.0M |
| Sovereign Investment Advisors, LLC | 1.81% | Add +1.0% | 142,652 | $5.3M |
| Citadel Advisors | 0.00% | Add +348.0% | 132,194 | $4.9M |
| Raymond James & Associates | 0.00% | Add +3.3% | 106,946 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.8% | 100,081 | $3.7M |
| TAP Consulting, LLC | 0.77% | Add +0.1% | 95,234 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.2% | 95,078 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +170.2% | 89,648 | $3.3M |
| GTS Securities LLC | 0.08% | Add +324.6% | 79,286 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -46.9% | 76,927 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.9% | 75,745 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -14.6% | 72,152 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +109.1% | 65,640 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.5% | 63,705 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.2% | 63,424 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -55.7% | 61,849 | $2.3M |
| Spire Wealth Management | 0.03% | Add +2.8% | 50,077 | $1.8M |
| IFG Advisory, LLC | 0.13% | Add +5.2% | 48,977 | $1.8M |
| XML Financial, LLC | 0.17% | Add +11.8% | 46,202 | $1.7M |
| Centurion Wealth Management LLC | 0.61% | Add +2.6% | 42,136 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.0% | 41,648 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.7% | 40,609 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -4.7% | 40,154 | $1.5M |
| JT Stratford LLC | 0.28% | Add +10.0% | 37,970 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -17.7% | 36,675 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -4.0% | 27,130 | $999K |
| CX Institutional | 0.05% | Reduce -1.1% | 26,631 | $981K |
| MML Investors Services, LLC | 0.00% | Reduce -26.0% | 26,365 | $971K |
| Goldstone Financial Group, LLC | 0.22% | Add +32.6% | 25,847 | $952K |
| Jane Street Group, LLC | 0.00% | Add +118.0% | 23,069 | $850K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.9% | 21,246 | $783K |
| First Heartland Consultants, Inc. | 0.07% | Add +1.5% | 18,559 | $684K |
| Mariner, LLC | 0.00% | Reduce -8.9% | 18,034 | $664K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.5% | 16,225 | $598K |
| Apexium Financial, LP | 0.04% | Reduce -22.2% | 15,709 | $579K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 15,708 | $579K |
| Lincoln National Corp. | 0.01% | Reduce -29.1% | 15,337 | $565K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.1% | 15,193 | $560K |
| Pallas Capital Advisors LLC | 0.02% | Add +27.4% | 13,699 | $505K |
| Stephens Inc. | 0.01% | No change | 13,515 | $498K |
| TBH Global Asset Management, LLC | 0.09% | Add +11.0% | 11,760 | $433K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -44.2% | 10,904 | $402K |
| Synovus Financial Corp. | 0.01% | No change | 10,517 | $387K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -31.0% | 8,100 | $298K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.2% | 7,942 | $293K |
| Sykon Capital LLC | 0.10% | Reduce -39.5% | 7,779 | $287K |
| Arkadios Wealth Advisors | 0.02% | Reduce -17.8% | 7,530 | $277K |
| Intrepid Financial Planning Group LLC | 0.12% | No change | 7,307 | $269K |
| Comerica Bank | 0.00% | Reduce -13.7% | 6,579 | $242K |
| Good Life Advisors, LLC | 0.02% | Reduce -17.9% | 6,453 | $238K |
| Harbour Investments, Inc. | 0.01% | Add +8.1% | 6,412 | $236K |
| Equitable Holdings, Inc. | 0.00% | Reduce -9.6% | 6,211 | $229K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.3% | 6,080 | $224K |
| Investors Research Corp | 0.05% | Add +5.7% | 6,067 | $224K |
| Advisory Services Network, LLC | 0.00% | Add +0.1% | 6,015 | $222K |
| Element Wealth, LLC | 0.13% | Add +3.8% | 5,893 | $217K |
| S. R. Schill & Associates | 0.09% | No change | 5,649 | $208K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -48.5% | 5,585 | $206K |
| Qube Research & Technologies Ltd | 0.00% | Add +1807.8% | 4,178 | $154K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -16.6% | 3,845 | $142K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +151.3% | 3,651 | $135K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.7% | 3,150 | $116K |
| Cwm, LLC | 0.00% | Add +35.1% | 3,085 | $114K |
| Principal Securities, Inc. | 0.00% | Reduce -7.3% | 2,573 | $95K |
| Arax Advisory Partners | 0.01% | Add +1.0% | 2,165 | $80K |
| FMR LLC | 0.00% | Add +29.6% | 1,277 | $47K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.1% | 1,196 | $44K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,113 | $41K |
| AdvisorNet Financial, Inc | 0.00% | No change | 944 | $35K |
| Vima LLC | 0.04% | No change | 929 | $35K |
| Continuum Advisory, LLC | 0.00% | New | 640 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.0% | 444 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 368 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 345 | $13K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +0.8% | 261 | $10K |
| Gradient Investments LLC | 0.00% | Reduce -68.8% | 165 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 165 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -97.1% | 151 | $6K |
| Blue Trust, Inc. | 0.00% | Add +31.6% | 150 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 47 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $1K |
"% of holder's portfolio" is LVHD's weight in each manager's 13F, not the share of Franklin U.S. Low Volatility the manager owns.