LVHD Institutional Ownership
Franklin U.S. Low Volatility High Dividend Index ETF
1W: -0.1%
1M: +8.8%
3M: +1.2%
YTD: +12.9%
1Y: +11.0%
3Y: +47.7%
5Y: +40.2%
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Overview
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Holdings
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Institutional Ownership — LVHD
132
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
291M
Total Invested
18
New Positions
48
Increased
41
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (141 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 992,542 | 45M | -14,750 | -1.5% | 41Q | SEC ↗ |
| 2 | LPL Financial LLC | 764,164 | 34M | +19,900 | +2.7% | 42Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 613,810 | 28M | +11,719 | +1.9% | 15Q | SEC ↗ |
| 4 | UBS Group AG | 434,363 | 20M | +11,301 | +2.7% | 40Q | SEC ↗ |
| 5 | Financial Engines Advisors L.L.C. | 379,995 | 17M | -587,231 | -60.7% | 31Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 273,897 | 12M | +15,171 | +5.9% | 32Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 211,191 | 10M | -8,095 | -3.7% | 7Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 180,172 | 8M | -3,359 | -1.8% | 35Q | SEC ↗ |
| 9 | Sequent Planning LLC | 176,109 | 8M | +6,079 | +3.6% | 4Q | SEC ↗ |
| 10 | Private Advisor Group, LLC | 175,756 | 8M | +14,795 | +9.2% | 42Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 175,212 | 8M | +29,838 | +20.5% | 42Q | SEC ↗ |
| 12 | Sovereign Investment Advisors, LLC | 154,793 | 7M | +1,171 | +0.8% | 27Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 126,001 | 6M | -13,305 | -9.6% | 19Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 114,531 | 5M | +15,622 | +15.8% | 8Q | SEC ↗ |
| 15 | CITIGROUP INC | 108,166 | 5M | +39,569 | +57.7% | 36Q | SEC ↗ |
| 16 | Tidal Investments LLC NEW | 106,212 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 90,453 | 4M | -3,998 | -4.2% | 5Q | SEC ↗ |
| 18 | HEFFERNAN ADVISORY, INC | 89,021 | 4M | -929 | -1.0% | 3Q | SEC ↗ |
| 19 | Allworth Financial LP | 86,708 | 4M | -5,257 | -5.7% | 28Q | SEC ↗ |
| 20 | IFG Advisory, LLC NEW | 74,932 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | PERSPECTIVE WEALTH ADVISORS LLC | 72,158 | 3M | +3,606 | +5.3% | 3Q | SEC ↗ |
| 22 | Wealthcare Advisory Partners LLC | 62,099 | 3M | -660 | -1.1% | 17Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 52,027 | 2M | +440 | +0.9% | 21Q | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 51,211 | 2M | +1,961 | +4.0% | 7Q | SEC ↗ |
| 25 | JT Stratford LLC | 49,511 | 2M | +776 | +1.6% | 15Q | SEC ↗ |
| 26 | AMERIPRISE FINANCIAL INC | 48,472 | 2M | +21,897 | +82.4% | 16Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 44,434 | 2M | -26,101 | -37.0% | 36Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 44,362 | 2M | -4,820 | -9.8% | 26Q | SEC ↗ |
| 29 | Triad Wealth Partners, LLC | 42,317 | 2M | -20,115 | -32.2% | 7Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 39,683 | 2M | +165 | +0.4% | 40Q | SEC ↗ |
| 31 | XML Financial, LLC | 38,402 | 2M | -443 | -1.1% | 27Q | SEC ↗ |
| 32 | Anson Capital, Inc. | 37,930 | 2M | +2,400 | +6.8% | 3Q | SEC ↗ |
| 33 | Arkadios Wealth Advisors | 37,178 | 2M | +3,614 | +10.8% | 23Q | SEC ↗ |
| 34 | CWM, LLC | 35,519 | 2M | +9,321 | +35.6% | 10Q | SEC ↗ |
| 35 | STIFEL FINANCIAL CORP | 35,182 | 2M | -3,421 | -8.9% | 22Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 33,226 | 1M | -554 | -1.6% | 41Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 32,883 | 1M | -3,062 | -8.5% | 16Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 32,065 | 1M | +1,665 | +5.5% | 15Q | SEC ↗ |
| 39 | Simplicity Wealth,LLC NEW | 31,982 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | CX Institutional | 26,197 | 1M | +198 | +0.8% | 33Q | SEC ↗ |
| 41 | Wealthcare Capital Partners, LLC | 24,380 | 1M | +3,525 | +16.9% | 5Q | SEC ↗ |
| 42 | First Heartland Consultants, Inc. | 22,249 | 1M | +7,544 | +51.3% | 17Q | SEC ↗ |
| 43 | Centurion Wealth Management LLC | 21,581 | 971K | -2,245 | -9.4% | 8Q | SEC ↗ |
| 44 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 21,546 | 970K | +130 | +0.6% | 2Q | SEC ↗ |
| 45 | Farther Finance Advisors, LLC | 20,736 | 933K | +73 | +0.4% | 5Q | SEC ↗ |
| 46 | Integrated Wealth Concepts LLC | 20,581 | 926K | +641 | +3.2% | 4Q | SEC ↗ |
| 47 | Sanctuary Advisors, LLC | 18,657 | 840K | -5,304 | -22.1% | 9Q | SEC ↗ |
| 48 | Prospera Financial Services Inc | 18,552 | 835K | +2,112 | +12.8% | 5Q | SEC ↗ |
| 49 | Pallas Capital Advisors LLC | 17,665 | 795K | +1,031 | +6.2% | 13Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV | 15,923 | 717K | +257 | +1.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Tidal Investments LLC | 106,212 | 5M |
| IFG Advisory, LLC | 74,932 | 3M |
| Simplicity Wealth,LLC | 31,982 | 1M |
| Oak Grove Capital LLC | 13,791 | 621K |
| Pathstone Holdings, LLC | 5,858 | 264K |
| Belpointe Asset Management LLC | 5,858 | 264K |
| Indivisible Partners | 5,264 | 237K |
| Lynx Investment Advisory | 5,144 | 232K |
| Ameritas Advisory Services, LLC | 3,894 | 175K |
| Institute for Wealth Management, LL | 2,312 | 104K |
| Aptus Capital Advisors, LLC | 1,736 | 78K |
| VIMA LLC | 929 | 42K |
| GHP Investment Advisors, Inc. | 877 | 39K |
| Continuum Advisory, LLC | 540 | 24K |
| Advantage Trust Co | 383 | 17K |
| Decker Retirement Planning Inc. | 275 | 12K |
| BANK OF MONTREAL /CAN | 150 | 7K |
| Global Retirement Partners, LLC | 7 | 0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PLANWISER FINANCIAL, LLC | 61,874 | 3M |
| GTS SECURITIES LLC | 45,649 | 2M |
| TWO SIGMA INVESTMENTS, LP | 43,600 | 2M |
| Independent Advisor Alliance | 28,948 | 1M |
| CITADEL ADVISORS LLC | 11,687 | 526K |
| World Investment Advisors | 6,038 | 272K |
| FLORIDA FINANCIAL ADVISORS, LLC | 5,409 | 243K |
| FLAGSHIP HARBOR ADVISORS, LLC | 3,936 | 177K |
| Western Wealth Management, LLC | 2,612 | 118K |
| Key Financial Inc | 2,600 | 117K |
| FRANKLIN RESOURCES INC | 571 | 26K |
| Raleigh Capital Management Inc. | 344 | 15K |
| MAI Capital Management | 300 | 14K |
| Parallel Advisors, LLC | 168 | 8K |
| Founders Financial Alliance, LLC | 83 | 4K |
| Russell Investments Group, Ltd. | 26 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITIGROUP INC | +39,569 | +57.7% | 108,166 |
| ROYAL BANK OF CANADA | +29,838 | +20.5% | 175,212 |
| AMERIPRISE FINANCIAL INC | +21,897 | +82.4% | 48,472 |
| LPL Financial LLC | +19,900 | +2.7% | 764,164 |
| JONES FINANCIAL COMPANIES LLLP | +15,622 | +15.8% | 114,531 |
| WELLS FARGO & COMPANY/MN | +15,171 | +5.9% | 273,897 |
| Private Advisor Group, LLC | +14,795 | +9.2% | 175,756 |
| BANK OF AMERICA CORP /DE | +11,719 | +1.9% | 613,810 |
| UBS Group AG | +11,301 | +2.7% | 434,363 |
| CWM, LLC | +9,321 | +35.6% | 35,519 |
| Atria Investments, Inc | +7,617 | +93.7% | 15,747 |
| First Heartland Consultants, Inc. | +7,544 | +51.3% | 22,249 |
| Sequent Planning LLC | +6,079 | +3.6% | 176,109 |
| Arkadios Wealth Advisors | +3,614 | +10.8% | 37,178 |
| PERSPECTIVE WEALTH ADVISORS LLC | +3,606 | +5.3% | 72,158 |
| Wealthcare Capital Partners, LLC | +3,525 | +16.9% | 24,380 |
| Anson Capital, Inc. | +2,400 | +6.8% | 37,930 |
| PNC Financial Services Group, Inc. | +2,361 | +20.5% | 13,874 |
| Prospera Financial Services Inc | +2,112 | +12.8% | 18,552 |
| Baird Financial Group, Inc. | +1,961 | +4.0% | 51,211 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | -587,231 | -60.7% | 379,995 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -26,101 | -37.0% | 44,434 |
| Triad Wealth Partners, LLC | -20,115 | -32.2% | 42,317 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -18,831 | -76.8% | 5,679 |
| MORGAN STANLEY | -14,750 | -1.5% | 992,542 |
| Cetera Investment Advisers | -13,305 | -9.6% | 126,001 |
| RAYMOND JAMES FINANCIAL INC | -8,095 | -3.7% | 211,191 |
| Sanctuary Advisors, LLC | -5,304 | -22.1% | 18,657 |
| Allworth Financial LP | -5,257 | -5.7% | 86,708 |
| Mariner, LLC | -4,862 | -33.6% | 9,622 |
| OSAIC HOLDINGS, INC. | -4,820 | -9.8% | 44,362 |
| GOLDMAN SACHS GROUP INC | -3,998 | -4.2% | 90,453 |
| STIFEL FINANCIAL CORP | -3,421 | -8.9% | 35,182 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,359 | -1.8% | 180,172 |
| Kestra Advisory Services, LLC | -3,062 | -8.5% | 32,883 |
| Centurion Wealth Management LLC | -2,245 | -9.4% | 21,581 |
| Mill Creek Capital Advisors, LLC | -1,138 | -16.4% | 5,813 |
| NewEdge Advisors, LLC | -1,080 | -11.0% | 8,746 |
| HEFFERNAN ADVISORY, INC | -929 | -1.0% | 89,021 |
| Wealthcare Advisory Partners LLC | -660 | -1.1% | 62,099 |