Franklin U.S. Low VolatilityLVHDETF
13F holders, Q1 2026 (March 31)116holders +9
17new positions
6sold out
$42.56avg. 13F price*
At the end of Q1 2026, 116 institutions reported holding Franklin U.S. Low Volatility (LVHD) in their 13F filings, up 9 from Q4 2025. 17 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($42.9M), Financial Engines Advisors L.L.C. ($41.2M) and LPL Financial LLC ($31.7M).
- Company
- Franklin U.S. Low Volatility
- Filed as
- LEGG MASON ETF INVT (Q1 2026)
- CUSIP
- 52468L406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.7M |
| Exits | 6 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 448,330 shares bought and 289,395 shares sold, net +158,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Morgan Stanley | 0.00% | Reduce -4.2% | 1,007,292 | $42.9M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -3.3% | 967,226 | $41.2M |
| LPL Financial LLC | 0.01% | Reduce -0.5% | 744,264 | $31.7M |
| Bank of America Corp. | 0.00% | Add +0.9% | 602,091 | $25.6M |
| UBS Group AG | 0.00% | Add +3.1% | 423,062 | $18.0M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 258,726 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 219,286 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.2% | 183,531 | $7.8M |
| Sequent Planning LLC | 1.75% | Add +4.5% | 170,030 | $7.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.4% | 160,961 | $6.9M |
| Sovereign Investment Advisors, LLC | 1.38% | Add +1.1% | 153,622 | $6.5M |
| Royal Bank of Canada | 0.00% | Reduce -11.9% | 145,374 | $6.2M |
| Cetera Investment Advisers | 0.01% | Reduce -17.7% | 139,306 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 98,909 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +67.6% | 94,451 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -1.6% | 91,965 | $3.9M |
| Heffernan Advisory, Inc. | 3.55% | Add +1.7% | 89,950 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 70,535 | $3.0M |
| Citigroup Inc. | 0.00% | Add +326.3% | 68,597 | $2.9M |
| Perspective Wealth Advisors LLC | 1.89% | Add +10.8% | 68,552 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.3% | 62,759 | $2.7M |
| Triad Wealth Partners, LLC | 0.21% | Add +33.3% | 62,432 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +82.1% | 51,587 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +4.7% | 49,250 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +4.9% | 49,182 | $2.1M |
| JT Stratford LLC | 0.27% | Reduce -0.8% | 48,735 | $2.1M |
| GTS Securities LLC | 0.07% | New | 45,649 | $1.9M |
| Two Sigma Investments, LP | 0.00% | New | 43,600 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.1% | 39,518 | $1.7M |
| XML Financial, LLC | 0.13% | Reduce -13.4% | 38,845 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 38,603 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.3% | 35,945 | $1.5M |
| Anson Capital, Inc. | 1.03% | Add +11.8% | 35,530 | $1.5M |
| Cwm, LLC | 0.00% | Add +35.6% | 35,519 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 33,780 | $1.4M |
| Arkadios Wealth Advisors | 0.02% | Add +166.7% | 33,564 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 30,400 | $1.3M |
| Independent Advisor Alliance | 0.01% | New | 28,948 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +9.0% | 26,575 | $1.1M |
| CX Institutional | 0.03% | Reduce -1.0% | 25,999 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.2% | 24,510 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.2% | 23,961 | $1.0M |
| Centurion Wealth Management LLC | 0.23% | Reduce -39.6% | 23,826 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 21,416 | $911K |
| Wealthcare Capital Partners, LLC | 0.42% | Add +28.8% | 20,855 | $888K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.5% | 20,663 | $878K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.3% | 19,940 | $849K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -3.8% | 16,634 | $708K |
| Prospera Financial Services Inc | 0.01% | Add +15.3% | 16,440 | $700K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,666 | $667K |
| First Heartland Consultants, Inc. | 0.05% | Add +1.4% | 14,705 | $626K |
| Mariner, LLC | 0.00% | Reduce -16.6% | 14,484 | $616K |
| Stephens Inc. | 0.01% | Add +3.5% | 14,455 | $615K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 12,549 | $534K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.3% | 11,513 | $490K |
| Private Advisory Group LLC | 0.03% | New | 11,423 | $486K |
| Alpha Capital Advisors Inc. | 0.46% | Reduce -0.1% | 11,241 | $478K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.3% | 9,826 | $418K |
| LongView Wealth Management | 0.10% | Add +9.2% | 9,603 | $412K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 9,338 | $397K |
| MML Investors Services, LLC | 0.00% | Reduce -12.6% | 8,933 | $380K |
| Compound Planning, Inc. | 0.01% | New | 8,651 | $368K |
| Atria Investments, Inc | 0.00% | Reduce -1.1% | 8,130 | $346K |
| WBH Advisory Inc. | 0.03% | Reduce -33.7% | 7,973 | $339K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.3% | 7,840 | $334K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.9% | 7,660 | $327K |
| Sepio Capital, LP | 0.02% | No change | 7,569 | $322K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 7,453 | $316K |
| &partners | 0.00% | Reduce -14.6% | 7,066 | $301K |
| Bank of New York Mellon Corp | 0.00% | New | 6,828 | $291K |
| Intrepid Financial Planning Group LLC | 0.10% | No change | 6,054 | $258K |
| World Investment Advisors | 0.00% | Add +0.4% | 6,038 | $257K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -16.4% | 5,813 | $247K |
| Advisory Services Network, LLC | 0.00% | Add +0.1% | 5,415 | $230K |
| Florida Financial Advisors, LLC | 0.06% | New | 5,409 | $230K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -21.9% | 5,104 | $217K |
| Investors Research Corp | 0.04% | Add +2.6% | 5,075 | $216K |
| Truist Financial Corp. | 0.00% | New | 5,054 | $215K |
| D.A. Davidson & Co. | 0.00% | New | 4,936 | $210K |
| Sykon Capital LLC | 0.07% | Reduce -55.0% | 4,790 | $204K |
| Equitable Holdings, Inc. | 0.00% | New | 4,728 | $201K |
| Harbour Investments, Inc. | 0.00% | Add +6.3% | 3,687 | $157K |
| Key Financial Inc | 0.02% | No change | 2,600 | $111K |
| Private Trust Co. NA | 0.01% | No change | 2,410 | $103K |
| Arax Advisory Partners | 0.00% | Add +1.1% | 2,332 | $99K |
| FMR LLC | 0.00% | Reduce -6.0% | 1,581 | $67K |
| Fifth Third Bancorp | 0.00% | New | 1,465 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +107.0% | 1,416 | $60K |
| Sunrise Financial Services, LLC | 0.04% | Reduce -38.5% | 1,345 | $57K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 1,285 | $55K |
| Hurley Capital, LLC | 0.03% | No change | 1,255 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,250 | $53K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $43K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 880 | $37K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 861 | $37K |
| Westfuller Advisors, LLC | 0.01% | Add +1.0% | 683 | $29K |
| MidFirst Bank | 0.00% | New | 638 | $27K |
| Nvwm, LLC | 0.01% | Reduce -8.2% | 630 | $27K |
| Albion Financial Group | 0.00% | Reduce -11.4% | 511 | $22K |
| International Assets Investment Management, LLC | 0.00% | No change | 450 | $19K |
"% 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.