Franklin U.S. Low VolatilityLVHDETF
13F holders, Q2 2026 (June 30)122holders +6
16new positions
9sold out
$44.02avg. 13F price*
At the end of Q2 2026, 122 institutions reported holding Franklin U.S. Low Volatility (LVHD) in their 13F filings, up 6 from Q1 2026. 16 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($43.7M), LPL Financial LLC ($33.6M) and Bank of America Corp. ($27.0M).
- Company
- Franklin U.S. Low Volatility
- Filed as
- LEGG MASON ETF INVT (Q2 2026)
- CUSIP
- 52468L406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.4M |
| Exits | 9 | $5.6M |
All 13F filers, Q1 2026 → Q2 2026: 491,130 shares bought and 862,845 shares sold, net −371,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Morgan Stanley | 0.00% | Reduce -1.5% | 992,542 | $43.7M |
| LPL Financial LLC | 0.01% | Add +2.7% | 764,164 | $33.6M |
| Bank of America Corp. | 0.00% | Add +1.9% | 613,810 | $27.0M |
| UBS Group AG | 0.00% | Add +2.7% | 434,363 | $19.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -60.7% | 379,995 | $16.7M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 273,897 | $12.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 211,191 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 180,172 | $7.9M |
| Sequent Planning LLC | 1.66% | Add +3.6% | 176,109 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Add +9.2% | 175,756 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +20.5% | 175,212 | $7.7M |
| Sovereign Investment Advisors, LLC | 1.28% | Add +0.8% | 154,793 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -9.6% | 126,001 | $5.5M |
| Jones Financial Companies LLLP | 0.00% | Add +15.8% | 114,531 | $5.1M |
| Citigroup Inc. | 0.00% | Add +57.7% | 108,166 | $4.8M |
| Tidal Investments LLC | 0.01% | New | 106,212 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.2% | 90,453 | $4.0M |
| Heffernan Advisory, Inc. | 3.28% | Reduce -1.0% | 89,021 | $3.9M |
| Allworth Financial LP | 0.02% | Reduce -5.7% | 86,708 | $3.8M |
| IFG Advisory, LLC | 0.12% | New | 74,932 | $3.3M |
| Perspective Wealth Advisors LLC | 1.75% | Add +5.3% | 72,158 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.1% | 62,099 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 52,027 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +4.0% | 51,211 | $2.3M |
| JT Stratford LLC | 0.24% | Add +1.6% | 49,511 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +82.4% | 48,472 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -37.0% | 44,434 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 44,362 | $2.0M |
| Triad Wealth Partners, LLC | 0.11% | Reduce -32.2% | 42,317 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 39,683 | $1.7M |
| XML Financial, LLC | 0.12% | Reduce -1.1% | 38,402 | $1.7M |
| Anson Capital, Inc. | 1.09% | Add +6.8% | 37,930 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +10.8% | 37,178 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -8.9% | 35,182 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 33,226 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.5% | 32,883 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 32,065 | $1.4M |
| Simplicity Wealth,LLC | 0.05% | New | 31,982 | $1.4M |
| CX Institutional | 0.03% | Add +0.8% | 26,197 | $1.2M |
| Wealthcare Capital Partners, LLC | 0.44% | Add +16.9% | 24,380 | $1.1M |
| First Heartland Consultants, Inc. | 0.06% | Add +51.3% | 22,249 | $979K |
| Centurion Wealth Management LLC | 0.23% | Reduce -9.4% | 21,581 | $950K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.6% | 21,546 | $948K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.3% | 20,736 | $912K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.2% | 20,581 | $906K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -22.1% | 18,657 | $821K |
| Prospera Financial Services Inc | 0.01% | Add +12.8% | 18,552 | $816K |
| Pallas Capital Advisors LLC | 0.02% | Add +6.2% | 17,665 | $777K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 15,923 | $701K |
| Atria Investments, Inc | 0.01% | Add +93.7% | 15,747 | $693K |
| Stephens Inc. | 0.01% | No change | 14,455 | $636K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.5% | 13,874 | $610K |
| Oak Grove Capital LLC | 0.04% | New | 13,791 | $607K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.9% | 12,314 | $542K |
| Private Advisory Group LLC | 0.03% | Add +2.0% | 11,650 | $513K |
| Alpha Capital Advisors Inc. | 0.43% | No change | 11,241 | $495K |
| LongView Wealth Management | 0.11% | Add +0.6% | 9,662 | $425K |
| Mariner, LLC | 0.00% | Reduce -33.6% | 9,622 | $423K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 9,338 | $411K |
| Compound Planning, Inc. | 0.01% | Add +3.9% | 8,988 | $396K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 8,865 | $390K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.0% | 8,746 | $385K |
| WBH Advisory Inc. | 0.02% | No change | 7,973 | $351K |
| Sepio Capital, LP | 0.02% | No change | 7,569 | $333K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -4.4% | 7,492 | $330K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 7,453 | $329K |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 7,249 | $319K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.5% | 7,008 | $312K |
| &partners | 0.00% | Reduce -0.7% | 7,017 | $309K |
| Intrepid Financial Planning Group LLC | 0.09% | Add +2.5% | 6,204 | $273K |
| Belpointe Asset Management LLC | 0.01% | New | 5,858 | $258K |
| Pathstone Holdings, LLC | 0.00% | New | 5,858 | $258K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.8% | 5,679 | $250K |
| Advisory Services Network, LLC | 0.00% | Add +1.1% | 5,477 | $241K |
| Investors Research Corp | 0.04% | Add +3.9% | 5,271 | $232K |
| Indivisible Partners | 0.01% | New | 5,264 | $232K |
| Truist Financial Corp. | 0.00% | Add +4.1% | 5,260 | $231K |
| Lynx Investment Advisory | 0.07% | New | 5,144 | $226K |
| D.A. Davidson & Co. | 0.00% | Add +3.2% | 5,096 | $224K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.5% | 5,080 | $224K |
| Sykon Capital LLC | 0.07% | Add +0.5% | 4,814 | $212K |
| Equitable Holdings, Inc. | 0.00% | No change | 4,728 | $208K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,894 | $171K |
| Arax Advisory Partners | 0.00% | Add +53.8% | 3,586 | $158K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.2% | 3,496 | $154K |
| Private Trust Co. NA | 0.01% | No change | 2,410 | $106K |
| Institute for Wealth Management, LLC. | 0.01% | New | 2,312 | $102K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +58.5% | 2,245 | $99K |
| FMR LLC | 0.00% | Add +24.2% | 1,964 | $86K |
| Sunrise Financial Services, LLC | 0.05% | Add +31.4% | 1,768 | $78K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,736 | $76K |
| Fifth Third Bancorp | 0.00% | No change | 1,465 | $64K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 1,289 | $57K |
| Hurley Capital, LLC | 0.03% | No change | 1,255 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 1,200 | $53K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $44K |
| Vima LLC | 0.04% | — | 929 | $41K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 880 | $39K |
| GHP Investment Advisors, Inc. | 0.00% | New | 877 | $39K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 861 | $38K |
| Westfuller Advisors, LLC | 0.01% | Add +0.9% | 689 | $30K |
| MidFirst Bank | 0.00% | No change | 638 | $28K |
| Nvwm, LLC | 0.01% | Reduce -2.1% | 617 | $27K |
| Continuum Advisory, LLC | 0.00% | New | 540 | $24K |
| Albion Financial Group | 0.00% | Reduce -10.8% | 456 | $20K |
| International Assets Investment Management, LLC | 0.00% | No change | 450 | $20K |
| Advantage Trust Co | 0.01% | New | 383 | $17K |
| AE Wealth Management LLC | 0.00% | No change | 330 | $15K |
| Decker Retirement Planning Inc. | 0.00% | New | 275 | $12K |
| SWAN Capital LLC | 0.00% | No change | 274 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 253 | $11K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 213 | $9K |
| Triumph Capital Management | 0.00% | No change | 200 | $9K |
| BlackRock, Inc. | 0.00% | No change | 200 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 165 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.7% | 153 | $7K |
| Bank of Montreal | 0.00% | New | 150 | $6K |
| Dunhill Financial, LLC | 0.00% | Add +1.8% | 112 | $5K |
| Vanguard Advisers Inc. | 0.00% | No change | 72 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 16 | $704 |
| Global Retirement Partners, LLC | 0.00% | — | 7 | $308 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $106 |
"% 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.