Franklin U.S. Low VolatilityLVHDETF
13F holders, Q3 2025 (September 30)103holders +4
15new positions
7sold out
1famous investor
$41.40avg. 13F price*
At the end of Q3 2025, 103 institutions reported holding Franklin U.S. Low Volatility (LVHD) in their 13F filings, up 4 from Q2 2025. 15 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($43.0M), Financial Engines Advisors L.L.C. ($42.3M) and Bank of America Corp. ($36.0M). 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 (Q3 2025)
- CUSIP
- 52468L406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $10.4M |
| Exits | 7 | $888K |
All 13F filers, Q2 2025 → Q3 2025: 805,805 shares bought and 221,204 shares sold, net +584,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Morgan Stanley | 0.00% | Reduce -4.2% | 1,039,962 | $43.0M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -3.3% | 1,023,856 | $42.3M |
| Bank of America Corp. | 0.00% | Add +29.9% | 871,927 | $36.0M |
| LPL Financial LLC | 0.01% | Add +4.7% | 830,708 | $34.3M |
| UBS Group AG | 0.00% | Add +1.7% | 402,638 | $16.6M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 246,499 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Add +7.2% | 238,258 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.7% | 183,820 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.7% | 173,146 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +247.1% | 165,441 | $6.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.0% | 159,436 | $6.6M |
| Sequent Planning LLC | 1.81% | New | 154,123 | $6.4M |
| Sovereign Investment Advisors, LLC | 1.70% | Add +0.8% | 150,686 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +136.0% | 123,952 | $5.1M |
| Allworth Financial LP | 0.02% | Reduce -3.9% | 98,697 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.5% | 96,373 | $4.0M |
| Osaic Holdings, Inc. | 0.00% | Add +12.0% | 81,810 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +39.1% | 68,653 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +2.3% | 65,289 | $2.7M |
| IFG Advisory, LLC | 0.12% | Add +7.0% | 63,966 | $2.6M |
| JT Stratford LLC | 0.28% | Add +5.1% | 50,624 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.3% | 46,236 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +26.3% | 45,370 | $1.9M |
| XML Financial, LLC | 0.14% | Reduce -0.8% | 41,850 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 40,068 | $1.7M |
| Centurion Wealth Management LLC | 0.36% | Add +1.4% | 38,066 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +99.4% | 37,909 | $1.6M |
| Triad Wealth Partners, LLC | 0.20% | Add +39.2% | 36,727 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 29,829 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.4% | 29,347 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.3% | 28,549 | $1.2M |
| CX Institutional | 0.03% | No change | 26,631 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.3% | 25,900 | $1.1M |
| Citadel Advisors | 0.00% | New | 25,390 | $1.0M |
| Sanctuary Advisors, LLC | 0.00% | Add +0.9% | 20,773 | $859K |
| Natural Investments, LLC | 0.21% | New | 10,222 | $852K |
| Integrated Wealth Concepts LLC | 0.01% | New | 19,520 | $807K |
| Pallas Capital Advisors LLC | 0.03% | Add +1.8% | 18,545 | $767K |
| Cwm, LLC | 0.00% | Add +4.6% | 18,153 | $750K |
| Citigroup Inc. | 0.00% | Add +0.1% | 16,426 | $679K |
| Mariner, LLC | 0.00% | Reduce -4.7% | 16,392 | $678K |
| Nvwm, LLC | 0.15% | Add +4.3% | 15,704 | $649K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -1.9% | 15,408 | $637K |
| Prospera Financial Services Inc | 0.01% | Add +41.7% | 14,439 | $597K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -25.3% | 14,297 | $591K |
| Stephens Inc. | 0.01% | Add +4.0% | 13,795 | $570K |
| Apexium Financial, LP | 0.03% | Reduce -3.7% | 13,466 | $557K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.7% | 12,485 | $516K |
| WBH Advisory Inc. | 0.04% | No change | 12,021 | $497K |
| Wealthcare Capital Partners, LLC | 0.22% | Add +80.1% | 11,529 | $477K |
| Farther Finance Advisors, LLC | 0.01% | Add +4010.2% | 10,892 | $450K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 10,340 | $427K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 10,332 | $427K |
| Synovus Financial Corp. | 0.00% | No change | 9,338 | $386K |
| Sykon Capital LLC | 0.12% | Add +1.3% | 8,883 | $367K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -24.6% | 8,684 | $359K |
| PNC Financial Services Group, Inc. | 0.00% | Add +57.1% | 8,556 | $354K |
| GTS Securities LLC | 0.01% | Reduce -68.9% | 8,542 | $353K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.8% | 8,126 | $336K |
| LongView Wealth Management | 0.09% | Add +53.2% | 7,970 | $329K |
| HRT Financial LP | 0.00% | New | 7,661 | $316K |
| Sepio Capital, LP | 0.02% | No change | 7,569 | $313K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 7,129 | $294K |
| VestGen Advisors, LLC | 0.01% | Reduce -0.1% | 6,959 | $288K |
| Atria Investments, Inc | 0.00% | Add +4.2% | 6,668 | $276K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 6,531 | $270K |
| Arax Advisory Partners | 0.00% | Add +111.2% | 4,791 | $253K |
| Intrepid Financial Planning Group LLC | 0.10% | Reduce -4.1% | 6,054 | $250K |
| &partners | 0.00% | New | 5,537 | $229K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,461 | $226K |
| Advisory Services Network, LLC | 0.00% | Add +0.1% | 5,406 | $223K |
| Investors Research Corp | 0.04% | Add +3.7% | 4,885 | $202K |
| Optiver Holding B.V. | 0.00% | New | 4,467 | $185K |
| AE Wealth Management LLC | 0.00% | New | 4,092 | $169K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -1.1% | 3,787 | $157K |
| Private Trust Co. NA | 0.01% | No change | 3,716 | $154K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.9% | 3,458 | $143K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 3,019 | $125K |
| Key Financial Inc | 0.02% | No change | 2,600 | $107K |
| Principal Securities, Inc. | 0.00% | Reduce -0.8% | 2,541 | $105K |
| FMR LLC | 0.00% | Reduce -0.8% | 1,789 | $74K |
| Albion Financial Group | 0.00% | No change | 1,635 | $68K |
| North Capital, Inc. | 0.05% | Add +0.1% | 1,515 | $63K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,484 | $61K |
| Hurley Capital, LLC | 0.03% | No change | 1,255 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,250 | $52K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,122 | $46K |
| Lanark Financial, Inc. | 0.00% | New | 1,000 | $41K |
| Comerica Bank | 0.00% | Reduce -40.0% | 965 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +26.8% | 880 | $36K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 684 | $28K |
| Westfuller Advisors, LLC | 0.01% | New | 670 | $28K |
| Franklin Resources Inc. | 0.00% | Add +20.7% | 571 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -60.2% | 482 | $20K |
| Wealthspire Advisors, LLC | 0.00% | New | 396 | $16K |
| Advantage Trust Co | 0.01% | No change | 383 | $16K |
| MAI Capital Management | 0.00% | No change | 300 | $12K |
| SWAN Capital LLC | 0.00% | No change | 274 | $11K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -21.1% | 250 | $10K |
| Parallel Advisors, LLC | 0.00% | No change | 168 | $7K |
"% 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.