Franklin U.S. Low VolatilityLVHDETF
13F holders, Q1 2025 (March 31)85holders −5
8new positions
12sold out
$40.84avg. 13F price*
At the end of Q1 2025, 85 institutions reported holding Franklin U.S. Low Volatility (LVHD) in their 13F filings, down 5 from Q4 2024. 8 opened new positions and 12 sold out. The largest holders were Financial Engines Advisors L.L.C. ($46.0M), Morgan Stanley ($42.8M) and LPL Financial LLC ($30.9M).
- Company
- Franklin U.S. Low Volatility
- Filed as
- LEGG MASON ETF INVT (Q1 2025)
- CUSIP
- 52468L406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 12 | $4.8M |
All 13F filers, Q4 2024 → Q1 2025: 236,946 shares bought and 1,084,877 shares sold, net −847,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Financial Engines Advisors L.L.C. | 0.10% | Reduce -0.0% | 1,122,760 | $46.0M |
| Morgan Stanley | 0.00% | Add +5.5% | 1,045,598 | $42.8M |
| LPL Financial LLC | 0.01% | Add +0.4% | 753,218 | $30.9M |
| Bank of America Corp. | 0.00% | Add +1.3% | 476,629 | $19.5M |
| UBS Group AG | 0.00% | Reduce -2.2% | 392,944 | $16.1M |
| Wells Fargo & Company | 0.00% | Reduce -11.7% | 254,992 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.1% | 228,317 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 203,475 | $8.3M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -5.4% | 198,491 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.6% | 154,812 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.6% | 153,720 | $6.3M |
| Sovereign Investment Advisors, LLC | 1.83% | Reduce -2.9% | 142,652 | $5.3M |
| Allworth Financial LP | 0.02% | Reduce -1.3% | 105,719 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +172.0% | 79,565 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +76.0% | 64,392 | $2.6M |
| IFG Advisory, LLC | 0.14% | Add +10.8% | 60,282 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -3.1% | 58,096 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.4% | 53,539 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.1% | 52,572 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +10.9% | 52,410 | $2.1M |
| JT Stratford LLC | 0.33% | Add +2.3% | 45,302 | $1.9M |
| XML Financial, LLC | 0.16% | Reduce -8.8% | 40,742 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.1% | 36,872 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 36,588 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 32,665 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.2% | 32,502 | $1.3M |
| Centurion Wealth Management LLC | 0.41% | No change | 33,753 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.3% | 28,102 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +7.5% | 27,964 | $1.1M |
| CX Institutional | 0.04% | No change | 26,631 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +182.6% | 24,705 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +158.8% | 22,944 | $927K |
| Triad Wealth Partners, LLC | 0.28% | Add +41.4% | 21,922 | $898K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 20,678 | $847K |
| Harbour Investments, Inc. | 0.02% | Add +4.3% | 18,217 | $746K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.1% | 17,824 | $730K |
| Pallas Capital Advisors LLC | 0.03% | Add +1.9% | 17,790 | $729K |
| Mariner, LLC | 0.00% | Add +0.3% | 16,477 | $675K |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 16,437 | $673K |
| SFG Wealth Management, LLC. | 0.32% | New | 15,995 | $655K |
| First Heartland Consultants, Inc. | 0.06% | No change | 14,818 | $607K |
| Arkadios Wealth Advisors | 0.02% | Add +39.5% | 14,603 | $598K |
| Apexium Financial, LP | 0.03% | No change | 13,988 | $573K |
| Stephens Inc. | 0.01% | No change | 13,265 | $543K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.7% | 12,459 | $510K |
| Sykon Capital LLC | 0.17% | Add +33.6% | 11,091 | $454K |
| MML Investors Services, LLC | 0.00% | Reduce -27.5% | 9,669 | $396K |
| Synovus Financial Corp. | 0.01% | No change | 9,338 | $383K |
| Key Financial Inc | 0.08% | No change | 8,800 | $361K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -58.9% | 8,010 | $328K |
| Sepio Capital, LP | 0.02% | No change | 7,569 | $310K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.8% | 7,394 | $302K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 6,677 | $274K |
| VestGen Advisors, LLC | 0.01% | — | 6,674 | $273K |
| GWN Securities Inc. | 0.02% | New | 6,862 | $270K |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 6,584 | $270K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 6,561 | $269K |
| Intrepid Financial Planning Group LLC | 0.12% | Reduce -7.4% | 6,365 | $261K |
| Good Life Advisors, LLC | 0.02% | Add +0.2% | 5,919 | $243K |
| Atria Investments, Inc | 0.00% | New | 5,109 | $209K |
| Cwm, LLC | 0.00% | Add +0.9% | 4,661 | $191K |
| Investors Research Corp | 0.04% | Add +0.4% | 4,514 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.5% | 4,104 | $168K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 3,359 | $138K |
| Principal Securities, Inc. | 0.00% | No change | 2,533 | $97K |
| Arax Advisory Partners | 0.01% | Add +1.0% | 2,254 | $92K |
| Albion Financial Group | 0.00% | Reduce -99.8% | 1,692 | $69K |
| Comerica Bank | 0.00% | No change | 1,608 | $66K |
| North Capital, Inc. | 0.06% | — | 1,514 | $62K |
| Private Trust Co. NA | 0.01% | Add +16.7% | 1,466 | $60K |
| FMR LLC | 0.00% | Reduce -6.6% | 1,430 | $59K |
| Hurley Capital, LLC | 0.04% | No change | 1,255 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.4% | 1,250 | $51K |
| NewEdge Advisors, LLC | 0.00% | No change | 952 | $39K |
| Continuum Advisory, LLC | 0.00% | No change | 540 | $22K |
| Franklin Resources Inc. | 0.00% | New | 473 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 444 | $18K |
| Sunbelt Securities, Inc. | 0.00% | No change | 317 | $13K |
| MAI Capital Management | 0.00% | No change | 300 | $12K |
| SWAN Capital LLC | 0.01% | New | 274 | $11K |
| Safe Harbor Fiduciary, LLC | 0.01% | New | 228 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 165 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +1.4% | 147 | $6K |
| Signaturefd, LLC | 0.00% | New | 50 | $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.