Who Owns FRANKLIN (LVHI)? -- Institutional Holders (2026-06-30)

334 institutions reported holding $3.17B of FRANKLIN (LVHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($514.6M), MORGAN STANLEY ($206.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($187.7M), BANK OF AMERICA CORP /DE/ ($181.5M), RAYMOND JAMES FINANCIAL INC ($115.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$514.6M	12.7M	Added
2	MORGAN STANLEY	$206.2M	5.1M	Added
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$187.7M	4.6M	Added
4	BANK OF AMERICA CORP /DE/	$181.5M	4.5M	Added
5	RAYMOND JAMES FINANCIAL INC	$115.1M	2.8M	Added
6	WELLS FARGO & COMPANY/MN	$103.2M	2.5M	Trimmed
7	AMERIPRISE FINANCIAL INC	$92.9M	2.3M	Added
8	ENVESTNET ASSET MANAGEMENT INC	$88.2M	2.2M	Added
9	JONES FINANCIAL COMPANIES LLLP	$83.4M	2.1M	Added
10	Cetera Investment Advisers	$69.6M	1.7M	Added
11	UBS Group AG	$68.7M	1.7M	Added
12	OSAIC HOLDINGS, INC.	$65.0M	1.6M	Added
13	GREAT VALLEY ADVISOR GROUP, INC.	$63.5M	1.6M	Added
14	STIFEL FINANCIAL CORP	$62.0M	1.5M	Added
15	HighTower Advisors, LLC	$55.9M	1.4M	Trimmed
16	Cambridge Investment Research Advisors, Inc.	$54.2M	1.3M	Added
17	Royal Bank of Canada	$53.5M	1.3M	Added
18	COMMONWEALTH EQUITY SERVICES, LLC	$52.0M	1.3M	Added
19	ASSETMARK, INC	$50.2M	1.2M	Trimmed
20	Kestra Advisory Services, LLC	$48.8M	1.2M	Added
21	Private Advisor Group, LLC	$36.8M	907,663	Trimmed
22	Equitable Holdings, Inc.	$32.2M	792,683	Added
23	Csenge Advisory Group	$32.0M	788,590	Added
24	Insight Wealth Strategies, LLC	$27.4M	679,172	Added
25	Pinnacle Financial Partners, Inc.	$26.5M	654,043	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30