Franklin U.S. Low VolatilityLVHDETF
13F holders, Q2 2025 (June 30)99holders +14
15new positions
5sold out
$39.86avg. 13F price*
At the end of Q2 2025, 99 institutions reported holding Franklin U.S. Low Volatility (LVHD) in their 13F filings, up 14 from Q1 2025. 15 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($43.3M), Financial Engines Advisors L.L.C. ($42.2M) and LPL Financial LLC ($31.6M).
- Company
- Franklin U.S. Low Volatility
- Filed as
- LEGG MASON ETF INVT (Q2 2025)
- CUSIP
- 52468L406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.8M |
| Exits | 5 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 663,694 shares bought and 261,094 shares sold, net +402,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Morgan Stanley | 0.00% | Add +3.8% | 1,085,298 | $43.3M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -5.7% | 1,058,819 | $42.2M |
| LPL Financial LLC | 0.01% | Add +5.3% | 793,408 | $31.6M |
| Bank of America Corp. | 0.00% | Add +40.8% | 671,241 | $26.8M |
| UBS Group AG | 0.00% | Add +0.8% | 395,903 | $15.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.3% | 241,604 | $9.6M |
| Raymond James Financial Inc. | 0.00% | Add +44.6% | 222,233 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.6% | 215,472 | $8.6M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.3% | 197,978 | $7.9M |
| Royal Bank of Canada | 0.00% | Reduce -8.8% | 185,524 | $7.4M |
| Private Advisor Group, LLC | 0.03% | Add +3.0% | 159,447 | $6.4M |
| Sovereign Investment Advisors, LLC | 1.64% | Add +4.8% | 149,470 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.5% | 103,061 | $4.1M |
| Allworth Financial LP | 0.02% | Reduce -2.9% | 102,655 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +13.4% | 73,023 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +9.8% | 63,807 | $2.5M |
| IFG Advisory, LLC | 0.12% | Reduce -0.8% | 59,800 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 52,531 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +115.0% | 49,337 | $2.0M |
| JT Stratford LLC | 0.29% | Add +6.3% | 48,171 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -9.1% | 47,660 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +128.8% | 47,319 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.1% | 45,664 | $1.8M |
| XML Financial, LLC | 0.15% | Add +3.5% | 42,166 | $1.7M |
| IronOak Wealth LLC. | 1.58% | — | 40,882 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +6.7% | 39,051 | $1.6M |
| Centurion Wealth Management LLC | 0.43% | Add +11.2% | 37,527 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +28.5% | 35,923 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.5% | 35,822 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.9% | 32,379 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.5% | 31,338 | $1.2M |
| GTS Securities LLC | 0.05% | New | 27,482 | $1.1M |
| CX Institutional | 0.04% | No change | 26,631 | $1.1M |
| Triad Wealth Partners, LLC | 0.21% | Add +20.4% | 26,383 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -36.7% | 20,584 | $820K |
| First Heartland Consultants, Inc. | 0.07% | Add +29.2% | 19,143 | $763K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -48.5% | 19,009 | $758K |
| Pallas Capital Advisors LLC | 0.03% | Add +2.4% | 18,216 | $726K |
| Cwm, LLC | 0.00% | Add +272.2% | 17,348 | $691K |
| Mariner, LLC | 0.00% | Add +4.3% | 17,194 | $685K |
| Citigroup Inc. | 0.00% | Reduce -0.2% | 16,402 | $654K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 15,708 | $626K |
| Nvwm, LLC | 0.14% | New | 15,052 | $600K |
| Apexium Financial, LP | 0.03% | No change | 13,988 | $558K |
| Stephens Inc. | 0.01% | No change | 13,265 | $529K |
| Arkadios Wealth Advisors | 0.02% | Reduce -13.9% | 12,570 | $501K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.1% | 12,469 | $497K |
| WBH Advisory Inc. | 0.04% | New | 12,021 | $479K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +72.4% | 11,513 | $459K |
| NewEdge Advisors, LLC | 0.00% | Add +989.4% | 10,371 | $413K |
| MML Investors Services, LLC | 0.00% | Add +6.2% | 10,265 | $409K |
| Prospera Financial Services Inc | 0.01% | New | 10,189 | $406K |
| Quadrature Capital Ltd | 0.01% | New | 9,967 | $397K |
| Synovus Financial Corp. | 0.00% | No change | 9,338 | $372K |
| Sykon Capital LLC | 0.13% | Reduce -20.9% | 8,770 | $350K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.6% | 8,060 | $321K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.3% | 7,844 | $313K |
| Sepio Capital, LP | 0.02% | No change | 7,569 | $302K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.6% | 7,129 | $288K |
| VestGen Advisors, LLC | 0.01% | Add +4.4% | 6,969 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.5% | 6,531 | $260K |
| Wealthcare Capital Partners, LLC | 0.13% | New | 6,403 | $255K |
| Atria Investments, Inc | 0.00% | Add +25.3% | 6,402 | $255K |
| Intrepid Financial Planning Group LLC | 0.11% | Reduce -0.8% | 6,315 | $252K |
| Good Life Advisors, LLC | 0.01% | Add +0.1% | 5,928 | $236K |
| Advisory Services Network, LLC | 0.00% | Reduce -17.9% | 5,402 | $219K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.7% | 5,447 | $217K |
| LongView Wealth Management | 0.06% | New | 5,201 | $207K |
| Investors Research Corp | 0.04% | Add +4.4% | 4,712 | $188K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,830 | $153K |
| Harbour Investments, Inc. | 0.00% | Reduce -79.6% | 3,716 | $148K |
| Private Trust Co. NA | 0.01% | Add +153.5% | 3,716 | $148K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 3,359 | $134K |
| Global Retirement Partners, LLC | 0.00% | — | 3,012 | $120K |
| Key Financial Inc | 0.02% | Reduce -70.5% | 2,600 | $104K |
| Principal Securities, Inc. | 0.00% | Add +1.1% | 2,562 | $102K |
| Arax Advisory Partners | 0.00% | Add +0.7% | 2,269 | $90K |
| FMR LLC | 0.00% | Add +26.1% | 1,803 | $72K |
| Albion Financial Group | 0.00% | Reduce -3.4% | 1,635 | $65K |
| Comerica Bank | 0.00% | No change | 1,608 | $64K |
| North Capital, Inc. | 0.05% | No change | 1,514 | $60K |
| Hurley Capital, LLC | 0.04% | No change | 1,255 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,250 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,211 | $48K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,122 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +56.3% | 694 | $28K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 500 | $20K |
| Franklin Resources Inc. | 0.00% | No change | 473 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +204.8% | 448 | $18K |
| Advantage Trust Co | 0.01% | New | 383 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 317 | $12K |
| MAI Capital Management | 0.00% | No change | 300 | $12K |
| SWAN Capital LLC | 0.00% | No change | 274 | $11K |
| Farther Finance Advisors, LLC | 0.00% | New | 265 | $11K |
| Parallel Advisors, LLC | 0.00% | New | 168 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 165 | $7K |
| AdvisorNet Financial, Inc | 0.00% | New | 100 | $4K |
| Signaturefd, LLC | 0.00% | No change | 50 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $97 |
"% 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.