Franklin U.S. Low VolatilityLVHDETF
13F holders, Q4 2025 (December 31)107holders +4
13new positions
12sold out
1famous investor
$39.89avg. 13F price*
At the end of Q4 2025, 107 institutions reported holding Franklin U.S. Low Volatility (LVHD) in their 13F filings, up 4 from Q3 2025. 13 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($42.0M), Financial Engines Advisors L.L.C. ($39.9M) and LPL Financial LLC ($29.8M). 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 2025)
- CUSIP
- 52468L406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.0M |
| Exits | 12 | $2.6M |
All 13F filers, Q3 2025 → Q4 2025: 219,913 shares bought and 646,192 shares sold, net −426,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Morgan Stanley | 0.00% | Add +1.1% | 1,051,881 | $42.0M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -2.3% | 999,974 | $39.9M |
| LPL Financial LLC | 0.01% | Reduce -10.0% | 747,791 | $29.8M |
| Bank of America Corp. | 0.00% | Reduce -31.6% | 596,750 | $23.8M |
| UBS Group AG | 0.00% | Add +1.9% | 410,291 | $16.4M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 255,932 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.8% | 219,642 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.4% | 181,320 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +2.3% | 169,189 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 165,038 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +2.3% | 163,172 | $6.5M |
| Sequent Planning LLC | 1.65% | Add +5.6% | 162,722 | $6.5M |
| Sovereign Investment Advisors, LLC | 1.53% | Add +0.8% | 151,971 | $6.1M |
| Allworth Financial LP | 0.02% | Reduce -5.3% | 93,478 | $3.7M |
| Heffernan Advisory, Inc. | 3.38% | — | 88,457 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +21.7% | 83,523 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.5% | 74,652 | $3.0M |
| IFG Advisory, LLC | 0.12% | Add +5.4% | 67,441 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -2.6% | 63,569 | $2.5M |
| Perspective Wealth Advisors LLC | 1.76% | — | 61,874 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.5% | 56,350 | $2.2M |
| JT Stratford LLC | 0.25% | Reduce -2.9% | 49,143 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +3.7% | 47,056 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.7% | 46,889 | $1.9M |
| Triad Wealth Partners, LLC | 0.18% | Add +27.6% | 46,853 | $1.9M |
| XML Financial, LLC | 0.15% | Add +7.2% | 44,848 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.9% | 43,495 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 40,360 | $1.6M |
| Centurion Wealth Management LLC | 0.35% | Add +3.6% | 39,437 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 35,612 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.0% | 34,488 | $1.4M |
| Anson Capital, Inc. | 0.92% | New | 31,795 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 31,391 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.7% | 30,139 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 28,325 | $1.1M |
| CX Institutional | 0.03% | Reduce -1.4% | 26,258 | $1.0M |
| Cwm, LLC | 0.00% | Add +44.3% | 26,198 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 24,384 | $972K |
| Sanctuary Advisors, LLC | 0.01% | Add +9.6% | 22,774 | $908K |
| Farther Finance Advisors, LLC | 0.01% | Add +88.8% | 20,560 | $820K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.2% | 19,486 | $777K |
| Mariner, LLC | 0.00% | Add +5.9% | 17,356 | $692K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -6.8% | 17,289 | $689K |
| Wealthcare Capital Partners, LLC | 0.30% | Add +40.4% | 16,190 | $646K |
| Citigroup Inc. | 0.00% | Reduce -2.0% | 16,090 | $642K |
| First Heartland Consultants, Inc. | 0.04% | Add +1.4% | 14,495 | $578K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.3% | 14,259 | $569K |
| Stephens Inc. | 0.01% | Add +1.3% | 13,970 | $557K |
| Arkadios Wealth Advisors | 0.01% | Add +0.8% | 12,583 | $502K |
| United Capital Financial Advisors, LLC | 0.00% | New | 12,549 | $500K |
| WBH Advisory Inc. | 0.04% | No change | 12,021 | $479K |
| Citadel Advisors | 0.00% | Reduce -54.0% | 11,687 | $466K |
| Alpha Capital Advisors Inc. | 0.42% | — | 11,253 | $458K |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.7% | 10,928 | $436K |
| Sykon Capital LLC | 0.14% | Add +19.8% | 10,645 | $425K |
| NewEdge Advisors, LLC | 0.00% | Add +2.5% | 10,597 | $423K |
| MML Investors Services, LLC | 0.00% | Reduce -1.0% | 10,226 | $408K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 9,338 | $372K |
| LongView Wealth Management | 0.09% | Add +10.3% | 8,791 | $356K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,797 | $352K |
| &partners | 0.00% | Add +49.3% | 8,269 | $330K |
| Atria Investments, Inc | 0.00% | Add +23.2% | 8,216 | $328K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -9.4% | 7,866 | $314K |
| Sepio Capital, LP | 0.02% | No change | 7,569 | $302K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.5% | 7,453 | $297K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -14.5% | 6,951 | $277K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 6,531 | $260K |
| Intrepid Financial Planning Group LLC | 0.09% | No change | 6,054 | $241K |
| World Investment Advisors | 0.00% | New | 6,012 | $240K |
| Advisory Services Network, LLC | 0.00% | Add +0.1% | 5,410 | $216K |
| Investors Research Corp | 0.04% | Add +1.2% | 4,944 | $197K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,936 | $157K |
| AE Wealth Management LLC | 0.00% | Reduce -6.1% | 3,842 | $153K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 3,470 | $138K |
| Key Financial Inc | 0.02% | No change | 2,600 | $104K |
| Private Trust Co. NA | 0.01% | Reduce -35.1% | 2,410 | $96K |
| Arax Advisory Partners | 0.00% | Reduce -51.9% | 2,307 | $92K |
| Sunrise Financial Services, LLC | 0.07% | — | 2,186 | $87K |
| FMR LLC | 0.00% | Reduce -6.0% | 1,682 | $67K |
| Comerica Bank | 0.00% | Add +51.8% | 1,465 | $58K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.9% | 1,278 | $51K |
| Hurley Capital, LLC | 0.03% | No change | 1,255 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,250 | $50K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 880 | $35K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 861 | $34K |
| Nvwm, LLC | 0.01% | Reduce -95.6% | 686 | $27K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 684 | $27K |
| Westfuller Advisors, LLC | 0.01% | Add +0.9% | 676 | $27K |
| Albion Financial Group | 0.00% | Reduce -64.7% | 577 | $23K |
| Franklin Resources Inc. | 0.00% | No change | 571 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 482 | $19K |
| International Assets Investment Management, LLC | 0.00% | New | 450 | $18K |
| Raleigh Capital Management Inc. | 0.01% | New | 344 | $14K |
| MAI Capital Management | 0.00% | No change | 300 | $12K |
| SWAN Capital LLC | 0.00% | No change | 274 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 250 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 213 | $8K |
| Triumph Capital Management | 0.00% | New | 200 | $8K |
| 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.