Vault-13

FRANKLIN TEMPLETON ETF TR FLBL

SENIOR LOAN ETF · ETP · CUSIP 35473P595

122 institutional holders +3 vs Q1 2026
25,243,84125.2m shares reported held*
$578.6mreported value*
11 new 47 added 54 reduced 7 sold out net bought ≈ $14.1m (+614.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.92.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 28Q4 22: 25Q1 23: 27Q2 23: 34Q3 23: 43Q4 23: 64Q1 24: 75Q2 24: 99Q3 24: 107Q4 24: 126Q1 25: 129Q2 25: 133Q3 25: 130Q4 25: 133Q1 26: 119Q2 26: 122122Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202228
Q4 202225
Q1 202327
Q2 202334
Q3 202343
Q4 202364
Q1 202475
Q2 202499
Q3 2024107
Q4 2024126
Q1 2025129
Q2 2025133
Q3 2025130
Q4 2025133
Q1 2026119
Q2 2026122

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 69 bought or addedQ3 24: 42 cut or sold outQ4 24: 75 bought or addedQ4 24: 47 cut or sold outQ4 24Q1 25: 85 bought or addedQ1 25: 46 cut or sold outQ2 25: 65 bought or addedQ2 25: 77 cut or sold outQ2 25Q3 25: 91 bought or addedQ3 25: 42 cut or sold outQ4 25: 70 bought or addedQ4 25: 69 cut or sold outQ4 25Q1 26: 67 bought or addedQ1 26: 71 cut or sold outQ2 26: 58 bought or addedQ2 26: 61 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246942
Q4 20247547
Q1 20258546
Q2 20256577
Q3 20259142
Q4 20257069
Q1 20266771
Q2 20265861

Biggest buyers

New York Life Investment Management LLC Added +1,571,463+1.6m
Advisory Services Network, LLC New +203,666+203.7k
Integrated Wealth Concepts LLC New +188,975+189.0k
Curran Financial Partners, LLC Added +97,688+97.7k
SHP Wealth Management Added +91,764+91.8k
ASSETMARK, INC Added +74,331+74.3k
Cetera Investment Advisers Added +64,165+64.2k
Prentice Wealth Management LLC Added +62,879+62.9k
Fifth Third Securities, Inc. Added +59,611+59.6k
JPMORGAN CHASE & CO Added +51,609+51.6k

Biggest sellers

BANK OF MONTREAL /CAN/ Reduced -1,039,995-1.0m
Bank of New York Mellon Corp Reduced -188,091-188.1k
HANTZ FINANCIAL SERVICES, INC. Reduced -91,140-91.1k
Maia Wealth LLC Sold out -84,426-84.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -80,402-80.4k
McAdam, LLC Reduced -79,408-79.4k
AMERIPRISE FINANCIAL INC Reduced -69,795-69.8k
CITADEL ADVISORS LLC Sold out -67,324-67.3k
Andina Capital Management, LLC Reduced -56,704-56.7k
BANK OF AMERICA CORP /DE/ Reduced -49,512-49.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 13G · institution +11.6 pts · filed 2026-07-02 11.6% +11.6 pts 4.2m≈ $96.1m 2026-07-02
FIRST TRUST PORTFOLIOS LP 13G · institution +3.9 pts · filed 2026-10-07 10.0% +3.9 pts 3.7m≈ $85.2m 2026-10-07

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 New York Life Investment Management LLC 0.68% of their portfolio New York, NY 4,268,4794.3m $97.8m $97.8m 0.68% Added +1.6m +1,571,463
2 HANTZ FINANCIAL SERVICES, INC. 1.16% of their portfolio SOUTHFIELD, MI 3,734,4873.7m $85.6m $85.6m 1.16% Reduced -91.1k -91,140
3 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,744,9231.7m $40.0m $40.0m 0.01% Reduced -188.1k -188,091
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,234,0321.2m $28.3m $28.3m 0.01% Reduced -43.8k -43,751
5 SHP Wealth Management 1.78% of their portfolio PLYMOUTH, MA 1,128,0101.1m $25.9m $25.9m 1.78% Added +91.8k +91,764
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,063,9131.1m $24.4m $24.4m 0.01% Reduced -80.4k -80,402
7 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 906,213906.2k $20.8m $20.8m 0.00% Added +10.9k +10,894
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 876,493876.5k $20.1m $20.1m 0.01% Added +18.1k +18,052
9 Curran Financial Partners, LLC 2.84% of their portfolio DANIEL ISLAND, SC 831,237831.2k $19.1m $19.1m 2.84% Added +97.7k +97,688
10 Sage Advisory Services, Ltd.Co. 7.83% of their portfolio AUSTIN, TX 694,133694.1k $15.9m $15.9m 7.83% Reduced -22.1k -22,077
11 Prentice Wealth Management LLC 3.06% of their portfolio Rochester, NY 646,864646.9k $14.8m $14.8m 3.06% Added +62.9k +62,879
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 638,924638.9k $14.6m $14.6m 0.00% Reduced -69.8k -69,795
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 548,795548.8k $12.6m $12.6m 0.01% Added +64.2k +64,165
14 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 509,695509.7k $11.7m $11.7m 0.02% Added +74.3k +74,331
15 DORVAL Corp 2.28% of their portfolio MAPLE GROVE, MN 346,058346.1k $7.9m $7.9m 2.28% Added +7.8k +7,830
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 345,503345.5k $7.9m $7.9m 0.00% Added +10.7k +10,668
17 Independence Financial Advisors, LLC 1.78% of their portfolio FRANKLIN, NH 298,880298.9k $6.9m $6.9m 1.78% Added +24.2k +24,213
18 Fifth Third Securities, Inc. 0.38% of their portfolio Cincinnati, OH 289,209289.2k $6.6m $6.6m 0.38% Added +59.6k +59,611
19 AIRE ADVISORS, LLC 1.02% of their portfolio BEVERLY HILLS, CA 272,527272.5k $6.2m $6.2m 1.02% Added +6.6k +6,626
20 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 265,740265.7k $6.1m $6.1m 0.01% Added +28.3k +28,326
21 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 237,069237.1k $5.4m $5.4m 0.03% Added +20.9k +20,906
22 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 211,967212.0k $4.9m $4.9m 0.01% Added +12.1k +12,141
23 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 203,666203.7k $4.7m $4.7m 0.05% New
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 191,164191.2k $4.4m $4.4m 0.01% Added +31.2k +31,216
25 Mission Hills Financial Advisory, LLC 1.91% of their portfolio SAN DIEGO, CA 190,163190.2k $4.4m $4.4m 1.91% Reduced -12.9k -12,903
26 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 188,975189.0k $4.3m $4.3m 0.02% New
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 175,650175.7k $4.0m $4.0m 0.00% Reduced -48.4k -48,403
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 171,371171.4k $3.9m $3.9m 0.00% Reduced -49.5k -49,512
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 159,572159.6k $3.7m $3.7m 0.00% Added +262 +262
30 WealthPlan Investment Management, LLC 0.17% of their portfolio OMAHA, NE 148,764148.8k $3.4m $3.4m 0.17% Reduced -32.8k -32,834
31 Calamos Advisors LLC 0.01% of their portfolio NAPERVILLE, IL 146,337146.3k $3.4m $3.4m 0.01% Reduced -3.2k -3,198
32 Foguth Wealth Management, LLC. 0.34% of their portfolio BRIGHTON, MI 130,078130.1k $3.0m $3.0m 0.34% Added +7.0k +6,981
33 Clark Capital Management Group, Inc. 0.02% of their portfolio PHILADELPHIA, PA 121,691121.7k $2.8m $2.8m 0.02% Added +5.3k +5,348
34 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.24% of their portfolio NEW YORK, NY 119,785119.8k $2.7m $2.7m 1.24% Reduced -734 -734
35 Kathmere Capital Management, LLC 0.12% of their portfolio WAYNE, PA 101,413101.4k $2.3m $2.3m 0.12% Added +11.6k +11,576
36 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 98,96599.0k $2.3m $2.3m 0.00% Added +420 +420
37 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 87,95488.0k $2.0m $2.0m 0.02% Reduced -13.8k -13,762
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 84,00484.0k $1.9m $1.9m 0.00% Reduced -5.4k -5,406
39 Fortitude Family Office, LLC 0.33% of their portfolio SCOTTSDALE, AZ 73,55673.6k $1.7m $1.7m 0.33% Reduced -47.1k -47,063
40 Rooted Wealth Advisors, Inc. 0.41% of their portfolio BOURBONNAIS, IL 73,10673.1k $1.7m $1.7m 0.41% Reduced -585 -585
41 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 69,66569.7k $1.6m $1.6m 0.00% Added +36.9k +36,902
42 BLUE JEAN FINANCIAL LLC 1.10% of their portfolio ALBANY, NY 68,82068.8k $1.6m $1.6m 1.10% Added +8.2k +8,194
43 Sovran Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 67,90767.9k $1.6m $1.6m 0.12% Added +3.2k +3,202
44 WealthPLAN Partners, LLC 0.29% of their portfolio OMAHA, NE 65,68965.7k $1.5m $1.5m 0.29% Reduced -38.2k -38,232
45 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 64,87064.9k $1.5m $1.5m 0.01% Added +6.3k +6,271
46 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 58,95259.0k $1.4m $1.4m 0.01% Added +1.8k +1,796
47 Fiduciary Alliance LLC 0.09% of their portfolio GREENVILLE, SC 57,79557.8k $1.3m $1.3m 0.09% Reduced -2.7k -2,724
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 51,61651.6k $1.2m $1.2m 0.00% Added +51.6k +51,609
49 EAGLE GLOBAL ADVISORS LLC 0.04% of their portfolio Houston, TX 50,04450.0k $1.1m $1.1m 0.04% Reduced -3.6k -3,601
50 Comprehensive Wealth Management, LLC 0.51% of their portfolio LYNNWOOD, WA 48,91748.9k $1.1m $1.1m 0.51% Reduced -14.5k -14,509
51 Insight Wealth Strategies, LLC 0.11% of their portfolio SAN RAMON, CA 48,68148.7k $1.1m $1.1m 0.11% Reduced -7.1k -7,137
52 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 44,83544.8k $1.0m $1.0m 0.00% Reduced -4.0k -3,976
53 Cordoba Advisory Partners LLC 0.21% of their portfolio NEW YORK, NY 43,37543.4k $994.2k $994.2k 0.21% Added +13.9k +13,919
54 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 42,87342.9k $982.6k $982.6k 0.00% Added +802 +802
55 FDx Advisors, Inc. 0.29% of their portfolio BERWYN, PA 42,27542.3k $969.0k $969.0k 0.29% Reduced -8.3k -8,338
56 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 42,21942.2k $967.7k $967.7k 0.03% Added +1.7k +1,682
57 Key Client Fiduciary Advisors, LLC 0.27% of their portfolio Fairfield, NJ 40,74140.7k $933.8k $933.8k 0.27% Added +88 +88
58 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 39,81439.8k $915.6k $915.6k 0.02% Reduced -16 -16
59 Acorn Wealth Advisors, LLC 0.20% of their portfolio Grand Blanc, MI 36,18736.2k $829.4k $829.4k 0.20% Reduced -473 -473
60 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 35,71435.7k $818.6k $818.6k 0.00% Unchanged
61 Waterfront Wealth Inc. 0.11% of their portfolio OVERLAND PARK, KS 31,39831.4k $717.4k $717.4k 0.11% Added +2.3k +2,340
62 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 31,34331.3k $718.4k $718.4k 0.01% Added +253 +253
63 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 30,61830.6k $701.8k $701.8k 0.02% New
64 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 30,25930.3k $693.5k $693.5k 0.04% Reduced -2.3k -2,253
65 Evolution Wealth Advisors, LLC 0.08% of their portfolio AVENTURA, FL 28,30828.3k $648.8k $648.8k 0.08% Reduced -2.1k -2,136
66 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 27,57727.6k $632.1k $632.1k 0.01% Reduced -6.9k -6,857
67 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 26,71826.7k $612.4k $612.4k 0.01% New
68 Tenzing Financial LLC 0.40% of their portfolio WILLIAMSBURG, VA 25,78325.8k $589.4k $589.4k 0.40% Added +110 +110
69 SEEDS INVESTOR LLC 0.06% of their portfolio NEW YORK, NY 24,12824.1k $553.0k $553.0k 0.06% New
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,43823.4k $535.6k $535.6k 0.00% Added +18 +18
71 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 23,25723.3k $533.0k $533.0k 0.01% Reduced -7.8k -7,805
72 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 20,24720.2k $463.0k $463.0k 0.02% Reduced -14.4k -14,430
73 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 19,59319.6k $449.0k $449.0k 0.00% Reduced -1.1k -1,060
74 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 19,02819.0k $436.1k $436.1k 0.01% Added +1.7k +1,726
75 Andina Capital Management, LLC 0.72% of their portfolio LOGAN, UT 19,02319.0k $436.0k $436.0k 0.72% Reduced -56.7k -56,704
76 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 18,74018.7k $429.5k $429.5k 0.01% Added +1.4k +1,434
77 Keudell/Morrison Wealth Management 0.08% of their portfolio Salem, OR 18,67518.7k $428.0k $428.0k 0.08% Reduced -531 -531
78 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 18,51618.5k $424.4k $424.4k 0.01% Reduced -24.5k -24,522
79 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 17,25117.3k $395.6k $395.6k 0.00% Added +2.6k +2,590
80 KWB Wealth 0.03% of their portfolio REDLANDS, CA 16,67316.7k $382.1k $382.1k 0.03% Reduced -6.4k -6,440
81 Elm3 Financial Group, LLC 0.26% of their portfolio ALPHARETTA, GA 16,61516.6k $380.8k $380.8k 0.26% Reduced -1.2k -1,229
82 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 16,55116.6k $379.3k $379.3k 0.01% Reduced -79.4k -79,408
83 Tactive Advisors, LLC 0.09% of their portfolio Jacksonville, FL 15,51115.5k $355.5k $355.5k 0.09% Added +3.0k +3,035
84 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 12,69212.7k $290.9k $290.9k 0.01% Reduced -9.3k -9,301
85 Fermata Advisors, LLC 0.06% of their portfolio SONOMA, CA 12,21612.2k $280.0k $280.0k 0.06% Reduced -275 -275
86 Intrua Financial, LLC 0.03% of their portfolio Houston, TX 11,82811.8k $271.1k $271.1k 0.03% Reduced -3.0k -2,965
87 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 11,29611.3k $258.9k $258.9k 0.01% Added +261 +261
88 ProCore Advisors, LLC 0.32% of their portfolio NEWPORT BEACH, CA 11,27511.3k $258.4k $258.4k 0.32% Reduced -970 -970
89 Equity Wealth Partners, LLC 0.09% of their portfolio Independence, MO 10,70310.7k $245.3k $245.3k 0.09% New
90 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 9,9479.9k $228.0k $228.0k 0.01% Reduced -33.4k -33,404
91 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 9,9349.9k $228.0k $228.0k 0.00% New
92 Keeler Thomas Management LLC 0.08% of their portfolio Orem, UT 9,5899.6k $219.8k $219.8k 0.08% New
93 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 6,3016.3k $144.4k $144.4k 0.00% New
94 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,8465.8k $134.0k $134.0k 0.00% Added +1.2k +1,190
95 KELLEHER FINANCIAL ADVISORS 0.02% of their portfolio NEW YORK, NY 5,0645.1k $116.1k $116.1k 0.02% Added +48 +48
96 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 4,7614.8k $109.1k $109.1k 0.00% Reduced -2.8k -2,751
97 TD PRIVATE CLIENT WEALTH LLC 0.00% of their portfolio NEW YORK, NY 3,3803.4k $77.5k $77.5k 0.00% Unchanged
98 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 2,2422.2k $51.4k $51.4k 0.01% New
99 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,1952.2k $50.3k $50.3k 0.00% Reduced -8.5k -8,463
100 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 2,1062.1k $48.3k $48.3k 0.00% Added +13 +13