Vault-13

FRANKLIN TEMPLETON ETF TR FLBL

SENIOR LOAN ETF · ETP · CUSIP 35473P595

130 institutional holders -3 vs Q2 2025
33,958,75434.0m shares reported held*
$815.7mreported value*
17 new 74 added 29 reduced 13 sold out net bought ≈ $124.6m (+5.2m 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 ≈ $24.02.

Trends to Q3 2025

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: 130130Q3 22Q2 23Q1 24Q4 24Q3 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 51 bought or addedQ4 23: 19 cut or sold outQ1 24: 51 bought or addedQ1 24: 26 cut or sold outQ1 24Q2 24: 73 bought or addedQ2 24: 20 cut or sold outQ3 24: 69 bought or addedQ3 24: 42 cut or sold outQ3 24Q4 24: 75 bought or addedQ4 24: 47 cut or sold outQ1 25: 85 bought or addedQ1 25: 46 cut or sold outQ1 25Q2 25: 65 bought or addedQ2 25: 77 cut or sold outQ3 25: 91 bought or addedQ3 25: 42 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235119
Q1 20245126
Q2 20247320
Q3 20246942
Q4 20247547
Q1 20258546
Q2 20256577
Q3 20259142

Biggest buyers

BANK OF MONTREAL /CAN/ Added +2,642,983+2.6m
New York Life Investment Management LLC Added +999,969+1,000.0k
AMERIPRISE FINANCIAL INC Added +496,769+496.8k
LPL Financial LLC Added +199,329+199.3k
Ocean Park Asset Management, LLC Added +193,000+193.0k
Curran Financial Partners, LLC Added +176,118+176.1k
StoneX Group Inc. New +130,908+130.9k
ASSETMARK, INC Added +114,929+114.9k
Farther Finance Advisors, LLC Added +101,355+101.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +95,168+95.2k

Biggest sellers

ROYAL BANK OF CANADA Reduced -301,970-302.0k
Signal Advisors Wealth, LLC Sold out -151,305-151.3k
DORVAL Corp Reduced -141,966-142.0k
Trivium Point Advisory, LLC Sold out -121,372-121.4k
Marmo Financial Group, LLC Sold out -105,559-105.6k
ASHFORD CAPITAL MANAGEMENT INC Reduced -102,786-102.8k
Sovran Advisors, LLC Reduced -58,693-58.7k
SILVER OAK SECURITIES, INCORPORATED Sold out -43,448-43.4k
Rockefeller Capital Management L.P. Reduced -39,014-39.0k
FDx Advisors, Inc. Sold out -33,174-33.2k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FRANKLIN RESOURCES INC 0.06% of their portfolio San Mateo, CA 9,289,9649.3m $223.1m $223.1m 0.06% Added +62.4k +62,368
2 New York Life Investment Management LLC 0.76% of their portfolio New York, NY 3,612,1593.6m $86.8m $86.8m 0.76% Added +1,000.0k +999,969
3 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 2,643,0002.6m $63.5m $63.5m 0.03% Added +2.6m +2,642,983
4 HANTZ FINANCIAL SERVICES, INC. 0.86% of their portfolio SOUTHFIELD, MI 2,370,0392.4m $56.9m $56.9m 0.86% Added +13.3k +13,289
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,450,6871.5m $34.8m $34.8m 0.01% Added +199.3k +199,329
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 846,007846.0k $20.3m $20.3m 0.00% Added +496.8k +496,769
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 790,261790.3k $19.0m $19.0m 0.01% Added +39.4k +39,351
8 WealthPlan Investment Management, LLC 1.20% of their portfolio OMAHA, NE 750,272750.3k $18.0m $18.0m 1.20% Added +14.6k +14,625
9 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 3.44% of their portfolio LEAWOOD, KS 737,366737.4k $17.7m $17.7m 3.44% Added +68.1k +68,129
10 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 657,252657.3k $15.8m $15.8m 0.00% Reduced -22.6k -22,577
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 601,713601.7k $14.5m $14.5m 0.02% Added +39.0k +39,001
12 Curran Financial Partners, LLC 2.53% of their portfolio DANIEL ISLAND, SC 532,868532.9k $12.8m $12.8m 2.53% Added +176.1k +176,118
13 Prentice Wealth Management LLC 3.09% of their portfolio Rochester, NY 522,495522.5k $12.6m $12.6m 3.09% Reduced -9.6k -9,557
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 515,839515.8k $12.4m $12.4m 0.00% Added +73.3k +73,281
15 DORVAL Corp 3.72% of their portfolio MAPLE GROVE, MN 468,415468.4k $11.3m $11.3m 3.72% Reduced -142.0k -141,966
16 Ocean Park Asset Management, LLC 0.40% of their portfolio SANTA MONICA, CA 408,400408.4k $9.8m $9.8m 0.40% Added +193.0k +193,000
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 390,570390.6k $9.4m $9.4m 0.01% Added +39.5k +39,473
18 Sage Advisory Services, Ltd.Co. 4.92% of their portfolio AUSTIN, TX 390,553390.6k $9.4m $9.4m 4.92% Added +19.2k +19,155
19 ASHFORD CAPITAL MANAGEMENT INC 0.98% of their portfolio WILMINGTON, DE 364,498364.5k $8.8m $8.8m 0.98% Reduced -102.8k -102,786
20 Calamos Advisors LLC 0.03% of their portfolio NAPERVILLE, IL 335,444335.4k $8.1m $8.1m 0.03% Added +30.5k +30,524
21 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 278,410278.4k $6.7m $6.7m 0.01% Added +114.9k +114,929
22 AIRE ADVISORS, LLC 1.14% of their portfolio BEVERLY HILLS, CA 261,518261.5k $6.3m $6.3m 1.14% Added +2.5k +2,516
23 Independence Financial Advisors, LLC 1.82% of their portfolio FRANKLIN, NH 248,551248.6k $6.0m $6.0m 1.82% Added +15.9k +15,855
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 225,134225.1k $5.4m $5.4m 0.00% Reduced -302.0k -301,970
25 Foundations Investment Advisors, LLC 0.08% of their portfolio PHOENIX, AZ 222,857222.9k $5.4m $5.4m 0.08% Added +12.5k +12,501
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 220,038220.0k $5.3m $5.3m 0.00% Added +31.4k +31,350
27 Fifth Third Securities, Inc. 0.35% of their portfolio Cincinnati, OH 213,895213.9k $5.1m $5.1m 0.35% Added +4.6k +4,649
28 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 208,097208.1k $5.0m $5.0m 0.03% Added +6.8k +6,806
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 203,452203.5k $4.9m $4.9m 0.00% Added +19.3k +19,335
30 AdvisorNet Financial, Inc 0.26% of their portfolio MINNETONKA, MN 193,873193.9k $4.7m $4.7m 0.26% Added +55.4k +55,418
31 Mission Hills Financial Advisory, LLC 2.40% of their portfolio SAN DIEGO, CA 188,241188.2k $4.5m $4.5m 2.40% Added +28.6k +28,569
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 162,601162.6k $3.9m $3.9m 0.01% Added +9.8k +9,822
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 153,634153.6k $3.7m $3.7m 0.01% Added +10.4k +10,416
34 Perigon Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 152,875152.9k $3.7m $3.7m 0.07% Reduced -30.8k -30,830
35 WealthPLAN Partners, LLC 0.55% of their portfolio OMAHA, NE 152,157152.2k $3.7m $3.7m 0.55% Added +1.5k +1,490
36 Andina Capital Management, LLC 2.00% of their portfolio LOGAN, UT 147,030147.0k $3.5m $3.5m 2.00% Added +39.8k +39,808
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 144,285144.3k $3.4m $3.4m 0.01% Added +95.2k +95,168
38 StoneX Group Inc. 0.14% of their portfolio NEW YORK, NY 130,908130.9k $3.1m $3.1m 0.14% New
39 Kathmere Capital Management, LLC 0.22% of their portfolio WAYNE, PA 126,743126.7k $3.0m $3.0m 0.22% Added +63.7k +63,718
40 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.47% of their portfolio NEW YORK, NY 122,413122.4k $2.9m $2.9m 1.47% Added +6.5k +6,470
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 122,118122.1k $2.9m $2.9m 0.00% Added +75.5k +75,481
42 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 107,531107.5k $2.6m $2.6m 0.04% Added +101.4k +101,355
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 95,88995.9k $2.3m $2.3m 0.00% Added +5.5k +5,459
44 Clark Capital Management Group, Inc. 0.01% of their portfolio PHILADELPHIA, PA 91,97992.0k $2.2m $2.2m 0.01% Added +5.5k +5,475
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 88,49388.5k $2.1m $2.1m 0.00% Added +660 +660
46 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 81,64281.6k $1.9m $1.9m 0.03% New
47 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 77,17477.2k $1.9m $1.9m 0.01% Added +43.1k +43,135
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 73,79673.8k $1.8m $1.8m 0.00% New
49 Rooted Wealth Advisors, Inc. 0.52% of their portfolio BOURBONNAIS, IL 72,36272.4k $1.7m $1.7m 0.52% Added +6.9k +6,881
50 Kovack Advisors, Inc. 0.16% of their portfolio FT. LAUDERDALE, FL 70,22170.2k $1.7m $1.7m 0.16% Reduced -5.4k -5,446
51 McAdam, LLC 0.08% of their portfolio Philadelphia, PA 68,65368.7k $1.6m $1.6m 0.08% Added +14.2k +14,195
52 Sovran Advisors, LLC 0.13% of their portfolio SAN DIEGO, CA 62,90262.9k $1.5m $1.5m 0.13% Reduced -58.7k -58,693
53 Fiduciary Alliance LLC 0.09% of their portfolio GREENVILLE, SC 57,96958.0k $1.4m $1.4m 0.09% Added +15.5k +15,469
54 EAGLE GLOBAL ADVISORS LLC 0.05% of their portfolio Houston, TX 56,37056.4k $1.4m $1.4m 0.05% Added +580 +580
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 56,21656.2k $1.4m $1.4m 0.00% Added +58 +58
56 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 55,36655.4k $1.3m $1.3m 0.01% Reduced -2.0k -2,006
57 OneAscent Financial Services LLC 0.09% of their portfolio BIRMINGHAM, AL 55,26155.3k $1.3m $1.3m 0.09% Reduced -328 -328
58 CAPITAL WEALTH MANAGEMENT, LLC 0.45% of their portfolio W. WARWICK, RI 54,08054.1k $1.3m $1.3m 0.45% Reduced -2.8k -2,835
59 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 51,74451.7k $1.2m $1.2m 0.03% Reduced -1.2k -1,199
60 Insight Wealth Strategies, LLC 0.14% of their portfolio SAN RAMON, CA 49,68349.7k $1.2m $1.2m 0.14% Added +20.6k +20,584
61 Smartleaf Asset Management LLC 0.07% of their portfolio BOSTON, MA 47,27147.3k $1.1m $1.1m 0.07% New
62 Comprehensive Wealth Management, LLC 0.80% of their portfolio LYNNWOOD, WA 46,70346.7k $1.1m $1.1m 0.80% Added +16.0k +16,010
63 OAK HILL WEALTH ADVISORS, LLC 0.20% of their portfolio LANSDOWNE, VA 45,46345.5k $1.1m $1.1m 0.20% Added +17.9k +17,875
64 Wealth Management Associates, Inc. 0.36% of their portfolio Cherry Hill, NJ 42,69542.7k $1.0m $1.0m 0.36% Unchanged
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 41,46441.5k $996.0k $996.0k 0.00% Added +6.3k +6,321
66 Acorn Wealth Advisors, LLC 0.31% of their portfolio Grand Blanc, MI 40,98041.0k $984.3k $984.3k 0.31% Added +2.4k +2,416
67 Key Client Fiduciary Advisors, LLC 0.32% of their portfolio Fairfield, NJ 40,06240.1k $962.3k $962.3k 0.32% Added +118 +118
68 Advisory Alpha, LLC 0.02% of their portfolio HOLLAND, MI 36,32036.3k $868.4k $868.4k 0.02% Added +7.3k +7,289
69 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 35,71435.7k $857.9k $857.9k 0.00% Reduced -7 -7
70 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 35,71435.7k $857.9k $857.9k 0.04% Reduced -7 -7
71 Elm3 Financial Group, LLC 0.66% of their portfolio ALPHARETTA, GA 33,69133.7k $809.3k $809.3k 0.66% Added +3.6k +3,623
72 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 32,94632.9k $791.4k $791.4k 0.04% Added +14.9k +14,907
73 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 32,79432.8k $787.7k $787.7k 0.03% Added +3.7k +3,694
74 Maia Wealth LLC 0.13% of their portfolio DENVER, CO 32,74932.7k $778.1k $778.1k 0.13% New
75 Evolution Wealth Advisors, LLC 0.10% of their portfolio AVENTURA, FL 31,38131.4k $753.8k $753.8k 0.10% Added +26 +26
76 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 31,06231.1k $746.0k $746.0k 0.00% Added +1.1k +1,106
77 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 28,58828.6k $686.7k $686.7k 0.01% Added +1.2k +1,153
78 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 26,91926.9k $646.6k $646.6k 0.00% Added +5.6k +5,582
79 Waterfront Wealth Inc. 0.11% of their portfolio OVERLAND PARK, KS 23,57323.6k $559.2k $559.2k 0.11% Added +2.1k +2,068
80 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 22,25222.3k $534.5k $534.5k 0.01% Reduced -8.5k -8,513
81 HERITAGE OAK WEALTH ADVISORS LLC 0.19% of their portfolio SANTA ROSA BEACH, FL 21,81321.8k $523.9k $523.9k 0.19% Reduced -4.2k -4,210
82 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 21,64521.6k $519.9k $519.9k 0.01% Added +975 +975
83 Intrua Financial, LLC 0.06% of their portfolio Houston, TX 20,49520.5k $492.3k $492.3k 0.06% Reduced -4.0k -3,955
84 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 20,33620.3k $488.5k $488.5k 0.00% Reduced -551 -551
85 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 17,85217.9k $428.8k $428.8k 0.01% Added +6.5k +6,511
86 Sightline Wealth Advisors, LLC 0.18% of their portfolio GROTON, CT 16,94716.9k $407.1k $407.1k 0.18% Reduced -5.4k -5,351
87 Wilmington Savings Fund Society, FSB 0.01% of their portfolio WILMINGTON, DE 15,54215.5k $373.3k $373.3k 0.01% Reduced -6.6k -6,612
88 CWA Asset Management Group, LLC 0.01% of their portfolio NAPLES, FL 14,29514.3k $343.4k $343.4k 0.01% Added +242 +242
89 Adams Wealth Management 0.07% of their portfolio LOGAN, UT 13,26413.3k $318.6k $318.6k 0.07% Reduced -3.4k -3,377
90 CacheTech Inc. 0.06% of their portfolio LOGAN, UT 13,26413.3k $318.6k $318.6k 0.06% Reduced -3.4k -3,377
91 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 13,24713.2k $318.2k $318.2k 0.01% New
92 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 12,94412.9k $310.9k $310.9k 0.02% Added +912 +912
93 Fermata Advisors, LLC 0.08% of their portfolio SONOMA, CA 12,85312.9k $308.7k $308.7k 0.08% Reduced -262 -262
94 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 12,63012.6k $303.0k $303.0k 0.00% Added +55 +55
95 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 12,55012.6k $301.5k $301.5k 0.02% Added +6.6k +6,600
96 Tactive Advisors, LLC 0.08% of their portfolio Jacksonville, FL 11,97812.0k $287.7k $287.7k 0.08% New
97 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 11,95712.0k $287.2k $287.2k 0.01% Added +724 +724
98 KWB Wealth 0.03% of their portfolio REDLANDS, CA 11,15911.2k $270.4k $270.4k 0.03% New
99 Fortitude Family Office, LLC 0.07% of their portfolio SCOTTSDALE, AZ 10,96211.0k $263.3k $263.3k 0.07% New
100 OneAscent Wealth Management LLC 0.08% of their portfolio BIRMINGHAM, AL 10,00310.0k $240.3k $240.3k 0.08% Reduced -1.4k -1,405