§ EQUITY
USDLVHD
FRANKLIN U.S. LOW VOLATILITY
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 1.0M | 0.0% | −52% |
| Financial Engines Advisors L.L.C. | 967K | 0.1% | −3% |
| LPL Financial LLC | 744K | 0.0% | −0% |
| UBS Group AG | 423K | 0.0% | +3% |
| Bank of America Corp | 408K | 0.0% | +1% |
| Bank of America Corp | 194K | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for LVHD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.4% · 97 holders
DEALER / BANK38.2% · 14 holders
INCOME / DEFENSIVE1.0% · 1 holder
QUALITY / COMPOUNDER0.4% · 3 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LVHD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LVHD yet.