Franklin U.S. Low Volatility High Dividend Index
LVHD • NASDAQ
Franklin U.S. Low Volatility High Dividend Index is an exchange-traded fund on NASDAQ. As of Q3 2025, 103 institutional investors hold shares in this ETF, with total holdings valued at $296.7M. MORGAN STANLEY is the largest holder with a position valued at $43.0M.
Overview
Overview of institutional ownership in LVHD as of Q3 2025
All Institutions
- Institutions
- 103
- Value Held
- $296.7M
- Shares Held
- 7.2M
- Avg Position
- $2.9M
- Median Position
- $422.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.0M
- Shares Held
- 25.4K
- Avg Position
- $1.0M
- Median Position
- $1.0M
Biggest Investors
Institutions with the largest positions in LVHD as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $43.0M 0.00% of portfolio |
F Financial Engines Advisors L.L.C. Institution | $42.3M 0.08% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $36.0M 0.00% of portfolio |
L LPL Financial LLC Institution | $34.3M 0.01% of portfolio |
 UBS Group AG Institution | $16.6M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $10.2M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $9.8M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $7.6M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $7.2M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $6.8M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LVHD in Q3 2025
- Traded
- +$24.2M
- Buyers
- 56
- Sellers
- 36
- Total Bought
- +$33.3M
- Total Sold
- −$9.1M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$8.3M +200.7K shares |
 Sequent Planning LLC RIA/Wealth | +$6.4M +154.1K shares |
Cetera Investment Advisers RIA/Wealth | +$4.9M +117.8K shares |
 GOLDMAN SACHS GROUP INC Institution | +$3.0M +71.4K shares |
L LPL Financial LLC Institution | +$1.5M +37.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.0M +25.4K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | +$807.0K +19.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$792.7K +19.3K shares |
+$781.3K +18.9K shares | |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$662.5K +16.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$1.9M −45.3K shares |
F Financial Engines Advisors L.L.C. Institution | −$1.4M −35.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.3M −31.7K shares |
 AMERIPRISE FINANCIAL INC Institution | −$885.9K −21.4K shares |
G GTS SECURITIES LLC Institution | −$783.0K −18.9K shares |
R ROYAL BANK OF CANADA Institution | −$511.7K −12.4K shares |
Q Quadrature Capital Ltd Institution | −$397.4K −10.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$312.7K −7.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$300.7K −7.3K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$276.5K −6.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LVHD in Q3 2025
- New Positions
- 11
- New Value
- $7.6M
- Exited Positions
- 7
- Exited Value
- $887.7K
New Positions
| Institution | Position Value |
|---|---|
Sequent Planning LLC RIA/Wealth | $6.4M 154.1K shares |
 NATURAL INVESTMENTS, LLC RIA/Wealth | $422.6K 10.2K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $228.9K 5.5K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $225.8K 5.5K shares |
O Optiver Holding B.V. Institution | $184.7K 4.5K shares |
 NBC SECURITIES, INC. RIA/Wealth | $41.3K 1.0K shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $28.3K 684.0 shares |
 Westfuller Advisors, LLC RIA/Wealth | $27.7K 670.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $16.4K 396.0 shares |
 Triumph Capital Management RIA/Wealth | $8.3K 200.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Q Quadrature Capital Ltd Institution | $397.4K 10.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $312.7K 7.8K shares |
M Migdal Insurance & Financial Holdings Ltd. Institution | $133.9K 3.4K shares |
 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | $19.9K 500.0 shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $17.9K 448.0 shares |
A AdvisorNet Financial, Inc Institution | $4.0K 100.0 shares |
 SIGNATUREFD, LLC RIA/Wealth | $2.0K 50.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in LVHD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with LVHD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sequent Planning LLC RIA/Wealth | 1.86% $6.4M |
 Sovereign Investment Advisors, LLC RIA/Wealth | 1.70% $6.2M |
C Centurion Wealth Management LLC Institution | 0.36% $1.6M |
 JT Stratford LLC RIA/Wealth | 0.28% $2.1M |
 Wealthcare Capital Partners, LLC RIA/Wealth | 0.22% $476.6K |
T Triad Wealth Partners, LLC RIA/Wealth | 0.20% $1.5M |
N NVWM, LLC Institution | 0.15% $649.2K |
 XML Financial, LLC RIA/Wealth | 0.14% $1.7M |
 SYKON CAPITAL LLC RIA/Wealth | 0.12% $367.2K |
 IFG Advisory, LLC RIA/Wealth | 0.12% $2.6M |
Hedge Fund Spotlight
Discover hedge funds investing in LVHD
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Franklin U.S. Low Volatility High Dividend Index
- Market Value
- $1.0M
- Shares Held
- 25.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
