Franklin U.S. Low VolatilityLVHDETF
13F holders, Q4 2024 (December 31)90holders +7
13new positions
6sold out
1famous investor
$38.37avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Franklin U.S. Low Volatility (LVHD) in their 13F filings, up 7 from Q3 2024. 13 opened new positions and 6 sold out. The largest holders were Financial Engines Advisors L.L.C. ($43.1M), Morgan Stanley ($38.0M) and Albion Financial Group ($32.1M). 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 (Q4 2024)
- CUSIP
- 52468L406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.2M |
| Exits | 6 | $2.8M |
All 13F filers, Q3 2024 → Q4 2024: 210,609 shares bought and 687,704 shares sold, net −477,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -1.4% | 1,123,232 | $43.1M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 990,574 | $38.0M |
| Albion Financial Group | 2.20% | Reduce -26.5% | 837,466 | $32.1M |
| LPL Financial LLC | 0.01% | Reduce -1.8% | 750,348 | $28.8M |
| Bank of America Corp. | 0.00% | Reduce -7.9% | 470,400 | $18.0M |
| UBS Group AG | 0.00% | Add +1.3% | 401,849 | $15.4M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 288,734 | $11.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.1% | 237,969 | $9.1M |
| Avantax Advisory Services, Inc. | 0.05% | Add +0.4% | 209,804 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 209,088 | $8.0M |
| Private Advisor Group, LLC | 0.03% | Add +0.3% | 157,406 | $6.0M |
| Raymond James Financial Inc. | 0.00% | — | 156,227 | $6.0M |
| Sovereign Investment Advisors, LLC | 1.68% | Add +0.9% | 146,972 | $5.6M |
| Allworth Financial LP | 0.02% | Reduce -20.7% | 107,127 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 60,398 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -7.3% | 59,988 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 55,964 | $2.1M |
| IFG Advisory, LLC | 0.12% | Add +1.9% | 54,401 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -22.7% | 47,246 | $1.8M |
| XML Financial, LLC | 0.16% | Reduce -9.4% | 44,664 | $1.7M |
| JT Stratford LLC | 0.28% | Add +5.4% | 44,291 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.1% | 40,126 | $1.5M |
| GTS Securities LLC | 0.07% | Add +284.4% | 38,437 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.3% | 36,595 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 36,533 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.7% | 33,574 | $1.3M |
| Centurion Wealth Management LLC | 0.41% | Reduce -14.6% | 33,753 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 32,728 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.0% | 32,633 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 29,349 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 29,282 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.6% | 29,250 | $1.1M |
| CX Institutional | 0.04% | No change | 26,631 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | New | 26,016 | $998K |
| Ameriprise Financial Inc. | 0.00% | Add +5.7% | 21,608 | $829K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 19,612 | $752K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -27.3% | 19,486 | $747K |
| Harbour Investments, Inc. | 0.02% | Add +84.9% | 17,464 | $670K |
| Pallas Capital Advisors LLC | 0.03% | Add +1.1% | 17,460 | $670K |
| Citigroup Inc. | 0.00% | Reduce -40.9% | 16,620 | $638K |
| Mariner, LLC | 0.00% | Add +0.4% | 16,432 | $630K |
| Citadel Advisors | 0.00% | Reduce -63.6% | 16,235 | $623K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 15,708 | $603K |
| Triad Wealth Partners, LLC | 0.21% | New | 15,506 | $595K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -4.8% | 14,818 | $568K |
| Apexium Financial, LP | 0.03% | No change | 13,988 | $541K |
| MML Investors Services, LLC | 0.00% | Reduce -25.7% | 13,333 | $511K |
| Stephens Inc. | 0.01% | Reduce -1.9% | 13,265 | $509K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.5% | 12,679 | $487K |
| Arkadios Wealth Advisors | 0.02% | Add +11.4% | 10,471 | $402K |
| Synovus Financial Corp. | 0.00% | No change | 9,338 | $358K |
| Jones Financial Companies LLLP | 0.00% | Add +61.6% | 8,865 | $340K |
| Key Financial Inc | 0.08% | New | 8,800 | $338K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.1% | 8,743 | $335K |
| Sykon Capital LLC | 0.11% | Reduce -46.7% | 8,302 | $318K |
| Sepio Capital, LP | 0.02% | New | 7,569 | $290K |
| Composition Wealth, LLC | 0.01% | New | 7,427 | $285K |
| TD Waterhouse Canada Inc. | 0.00% | New | 7,262 | $278K |
| Intrepid Financial Planning Group LLC | 0.11% | Reduce -1.0% | 6,872 | $264K |
| Advisory Services Network, LLC | 0.00% | Add +9.3% | 6,579 | $252K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.9% | 6,561 | $252K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 5,906 | $227K |
| Good Life Advisors, LLC | 0.02% | Reduce -5.9% | 5,905 | $227K |
| Cwm, LLC | 0.00% | Add +17.6% | 4,617 | $177K |
| Investors Research Corp | 0.04% | Add +1.6% | 4,498 | $173K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -59.8% | 3,359 | $129K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,012 | $116K |
| Principal Securities, Inc. | 0.00% | Reduce -0.4% | 2,533 | $97K |
| Arax Advisory Partners | 0.01% | Add +0.9% | 2,231 | $86K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.7% | 1,850 | $71K |
| Comerica Bank | 0.00% | No change | 1,608 | $62K |
| FMR LLC | 0.00% | Reduce -22.0% | 1,531 | $59K |
| Hurley Capital, LLC | 0.04% | — | 1,255 | $48K |
| Private Trust Co. NA | 0.00% | No change | 1,256 | $48K |
| NewEdge Advisors, LLC | 0.00% | Add +38.0% | 952 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.1% | 670 | $26K |
| Continuum Advisory, LLC | 0.00% | No change | 540 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 444 | $17K |
| Spire Wealth Management | 0.00% | Reduce -94.5% | 400 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -8.1% | 317 | $12K |
| MAI Capital Management | 0.00% | New | 300 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.8% | 269 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | New | 257 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 184 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 165 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.7% | 145 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $1K |
| Simplex Trading, LLC | 0.00% | New | 29 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 11 | $411 |
| AE Wealth Management LLC | 0.00% | New | 8 | $307 |
"% 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.