Vault-13

FRANKLIN TEMPLETON ETF TR FLBL

SENIOR LOAN ETF · ETP · CUSIP 35473P595

133 institutional holders +3 vs Q3 2025
27,170,31127.2m shares reported held*
$636.3mreported value*
15 new 55 added 49 reduced 20 sold out net sold ≈ $194.6m (-8.3m 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 ≈ $23.42.

Trends to Q4 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: 130Q4 25: 133133Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025133

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 51 bought or addedQ1 24: 26 cut or sold outQ2 24: 73 bought or addedQ2 24: 20 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245126
Q2 20247320
Q3 20246942
Q4 20247547
Q1 20258546
Q2 20256577
Q3 20259142
Q4 20257069

Biggest buyers

Tower Research Capital LLC (TRC) Added +322,895+322.9k
AMERIPRISE FINANCIAL INC Added +246,557+246.6k
OLD MISSION CAPITAL LLC Added +175,902+175.9k
JANE STREET GROUP, LLC Added +166,661+166.7k
CITADEL ADVISORS LLC Added +143,075+143.1k
Cetera Investment Advisers Added +134,837+134.8k
Curran Financial Partners, LLC Added +125,817+125.8k
Fortitude Family Office, LLC Added +118,521+118.5k
ASSETMARK, INC Added +86,287+86.3k
HANTZ FINANCIAL SERVICES, INC. Added +69,704+69.7k

Biggest sellers

FRANKLIN RESOURCES INC Reduced -4,205,992-4.2m
BANK OF MONTREAL /CAN/ Reduced -1,449,000-1.4m
New York Life Investment Management LLC Reduced -947,346-947.3k
Ocean Park Asset Management, LLC Sold out -408,400-408.4k
Bank of New York Mellon Corp Reduced -401,391-401.4k
ASHFORD CAPITAL MANAGEMENT INC Sold out -364,498-364.5k
WealthPlan Investment Management, LLC Reduced -273,894-273.9k
OSAIC HOLDINGS, INC. Reduced -272,224-272.2k
Foundations Investment Advisors, LLC Sold out -222,857-222.9k
AdvisorNet Financial, Inc Reduced -182,774-182.8k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 5,083,9725.1m $119.1m $119.1m 0.03% Reduced -4.2m -4,205,992
2 New York Life Investment Management LLC 0.54% of their portfolio New York, NY 2,664,8132.7m $62.4m $62.4m 0.54% Reduced -947.3k -947,346
3 HANTZ FINANCIAL SERVICES, INC. 0.84% of their portfolio SOUTHFIELD, MI 2,439,7432.4m $57.1m $57.1m 0.84% Added +69.7k +69,704
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,380,8861.4m $32.3m $32.3m 0.01% Reduced -69.8k -69,801
5 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 1,194,0001.2m $28.0m $28.0m 0.01% Reduced -1.4m -1,449,000
6 SHP Wealth Management 2.16% of their portfolio PLYMOUTH, MA 1,183,3261.2m $27.7m $27.7m 2.16% First filing
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,092,5641.1m $25.6m $25.6m 0.01% Added +246.6k +246,557
8 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 3.03% of their portfolio LEAWOOD, KS 721,609721.6k $16.9m $16.9m 3.03% Reduced -15.8k -15,757
9 Curran Financial Partners, LLC 2.93% of their portfolio DANIEL ISLAND, SC 658,685658.7k $15.4m $15.4m 2.93% Added +125.8k +125,817
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 609,978610.0k $14.3m $14.3m 0.00% Reduced -180.3k -180,283
11 Prentice Wealth Management LLC 3.12% of their portfolio Rochester, NY 582,716582.7k $13.6m $13.6m 3.12% Added +60.2k +60,221
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 525,407525.4k $12.3m $12.3m 0.01% Added +134.8k +134,837
13 WealthPlan Investment Management, LLC 0.71% of their portfolio OMAHA, NE 476,378476.4k $11.2m $11.2m 0.71% Reduced -273.9k -273,894
14 Sage Advisory Services, Ltd.Co. 4.97% of their portfolio AUSTIN, TX 389,587389.6k $9.1m $9.1m 4.97% Reduced -966 -966
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 379,658379.7k $8.9m $8.9m 0.00% Reduced -136.2k -136,181
16 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 364,697364.7k $8.5m $8.5m 0.02% Added +86.3k +86,287
17 DORVAL Corp 2.50% of their portfolio MAPLE GROVE, MN 334,019334.0k $7.8m $7.8m 2.50% Reduced -134.4k -134,396
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 329,489329.5k $7.7m $7.7m 0.01% Reduced -272.2k -272,224
19 Tower Research Capital LLC (TRC) 0.19% of their portfolio NEW YORK, NY 328,151328.2k $7.7m $7.7m 0.19% Added +322.9k +322,895
20 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 288,779288.8k $6.8m $6.8m 0.01% Added +166.7k +166,661
21 Independence Financial Advisors, LLC 1.69% of their portfolio FRANKLIN, NH 262,502262.5k $6.1m $6.1m 1.69% Added +14.0k +13,951
22 AIRE ADVISORS, LLC 1.11% of their portfolio BEVERLY HILLS, CA 259,760259.8k $6.1m $6.1m 1.11% Reduced -1.8k -1,758
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 255,861255.9k $6.0m $6.0m 0.00% Reduced -401.4k -401,391
24 Fifth Third Securities, Inc. 0.35% of their portfolio Cincinnati, OH 226,750226.8k $5.3m $5.3m 0.35% Added +12.9k +12,855
25 Calamos Advisors LLC 0.02% of their portfolio NAPERVILLE, IL 219,679219.7k $5.1m $5.1m 0.02% Reduced -115.8k -115,765
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 216,871216.9k $5.1m $5.1m 0.00% Added +143.1k +143,075
27 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 214,430214.4k $5.0m $5.0m 0.03% Added +6.3k +6,333
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 205,482205.5k $4.8m $4.8m 0.00% Added +2.0k +2,030
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 202,297202.3k $4.7m $4.7m 0.00% Reduced -17.7k -17,741
30 Mission Hills Financial Advisory, LLC 2.42% of their portfolio SAN DIEGO, CA 195,393195.4k $4.6m $4.6m 2.42% Added +7.2k +7,152
31 OLD MISSION CAPITAL LLC 0.17% of their portfolio CHICAGO, IL 184,357184.4k $4.3m $4.3m 0.17% Added +175.9k +175,902
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 168,843168.8k $4.0m $4.0m 0.01% Added +6.2k +6,242
33 Foguth Wealth Management, LLC. 0.59% of their portfolio BRIGHTON, MI 162,644162.6k $3.8m $3.8m 0.59% First filing
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 154,670154.7k $3.6m $3.6m 0.01% Added +1.0k +1,036
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 146,341146.3k $3.4m $3.4m 0.00% Added +2.1k +2,056
36 WealthPLAN Partners, LLC 0.46% of their portfolio OMAHA, NE 132,134132.1k $3.1m $3.1m 0.46% Reduced -20.0k -20,023
37 Andina Capital Management, LLC 1.85% of their portfolio LOGAN, UT 130,443130.4k $3.1m $3.1m 1.85% Reduced -16.6k -16,587
38 Fortitude Family Office, LLC 0.71% of their portfolio SCOTTSDALE, AZ 129,483129.5k $3.0m $3.0m 0.71% Added +118.5k +118,521
39 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.44% of their portfolio NEW YORK, NY 123,221123.2k $2.9m $2.9m 1.44% Added +808 +808
40 Kathmere Capital Management, LLC 0.18% of their portfolio WAYNE, PA 113,332113.3k $2.7m $2.7m 0.18% Reduced -13.4k -13,411
41 Perigon Wealth Management, LLC 0.05% of their portfolio SAN FRANCISCO, CA 107,970108.0k $2.5m $2.5m 0.05% Reduced -44.9k -44,905
42 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 105,523105.5k $2.5m $2.5m 0.03% Reduced -2.0k -2,008
43 Clark Capital Management Group, Inc. 0.02% of their portfolio PHILADELPHIA, PA 104,748104.7k $2.5m $2.5m 0.02% Added +12.8k +12,769
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 102,506102.5k $2.4m $2.4m 0.00% Reduced -122.6k -122,628
45 Cordoba Advisory Partners LLC 0.50% of their portfolio NEW YORK, NY 86,06786.1k $2.0m $2.0m 0.50% First filing
46 McAdam, LLC 0.09% of their portfolio Philadelphia, PA 85,32085.3k $2.0m $2.0m 0.09% Added +16.7k +16,667
47 Kovack Advisors, Inc. 0.09% of their portfolio FT. LAUDERDALE, FL 80,11380.1k $1.9m $1.9m 0.09% Added +9.9k +9,892
48 Rooted Wealth Advisors, Inc. 0.49% of their portfolio BOURBONNAIS, IL 75,47575.5k $1.7m $1.7m 0.49% Added +3.1k +3,113
49 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 71,42871.4k $1.7m $1.7m 0.00% Added +35.7k +35,714
50 Sovran Advisors, LLC 0.13% of their portfolio SAN DIEGO, CA 66,69766.7k $1.6m $1.6m 0.13% Added +3.8k +3,795
51 Maia Wealth LLC 0.25% of their portfolio DENVER, CO 63,40263.4k $1.5m $1.5m 0.25% Added +30.7k +30,653
52 Fiduciary Alliance LLC 0.09% of their portfolio GREENVILLE, SC 59,20959.2k $1.4m $1.4m 0.09% Added +1.2k +1,240
53 Comprehensive Wealth Management, LLC 0.78% of their portfolio LYNNWOOD, WA 56,72856.7k $1.3m $1.3m 0.78% Added +10.0k +10,025
54 Insight Wealth Strategies, LLC 0.15% of their portfolio SAN RAMON, CA 56,10756.1k $1.3m $1.3m 0.15% Added +6.4k +6,424
55 BLUE JEAN FINANCIAL LLC 1.07% of their portfolio ALBANY, NY 56,08956.1k $1.3m $1.3m 1.07% First filing
56 CWM, LLC 0.00% of their portfolio OMAHA, NE 54,58954.6k $1.3m $1.3m 0.00% Added +51.5k +51,542
57 EAGLE GLOBAL ADVISORS LLC 0.05% of their portfolio Houston, TX 54,32554.3k $1.3m $1.3m 0.05% Reduced -2.0k -2,045
58 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 52,07952.1k $1.2m $1.2m 0.01% Reduced -25.1k -25,095
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 51,76551.8k $1.2m $1.2m 0.00% Added +10.3k +10,301
60 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 51,02551.0k $1.2m $1.2m 0.01% Reduced -4.3k -4,341
61 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 48,47148.5k $1.1m $1.1m 0.00% New
62 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 46,21346.2k $1.1m $1.1m 0.00% Reduced -49.7k -49,676
63 Key Client Fiduciary Advisors, LLC 0.33% of their portfolio Fairfield, NJ 40,48140.5k $948.1k $948.1k 0.33% Added +419 +419
64 Advisory Alpha, LLC 0.02% of their portfolio HOLLAND, MI 38,22038.2k $895.1k $895.1k 0.02% Added +1.9k +1,900
65 Acorn Wealth Advisors, LLC 0.27% of their portfolio Grand Blanc, MI 38,18738.2k $894.3k $894.3k 0.27% Reduced -2.8k -2,793
66 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 35,71435.7k $836.4k $836.4k 0.04% Unchanged
67 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 35,16535.2k $823.6k $823.6k 0.03% Added +2.4k +2,371
68 CAPITAL WEALTH MANAGEMENT, LLC 0.26% of their portfolio W. WARWICK, RI 34,55034.5k $809.2k $809.2k 0.26% Reduced -19.5k -19,530
69 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 33,66733.7k $788.5k $788.5k 0.02% New
70 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 32,50032.5k $761.1k $761.1k 0.06% New
71 INTEGRITY ALLIANCE, LLC. 0.03% of their portfolio Urbandale, IA 31,47531.5k $737.1k $737.1k 0.03% Reduced -1.5k -1,471
72 Evolution Wealth Advisors, LLC 0.07% of their portfolio AVENTURA, FL 30,42830.4k $712.6k $712.6k 0.07% Reduced -953 -953
73 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 29,58529.6k $692.9k $692.9k 0.01% Added +997 +997
74 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 27,89727.9k $653.0k $653.0k 0.00% Reduced -3.2k -3,165
75 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 27,81927.8k $651.5k $651.5k 0.02% Reduced -23.9k -23,925
76 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 27,75327.8k $650.0k $650.0k 0.00% Added +834 +834
77 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 25,61725.6k $600.0k $600.0k 0.01% Added +3.4k +3,365
78 Keudell/Morrison Wealth Management 0.12% of their portfolio Salem, OR 25,16825.2k $589.4k $589.4k 0.12% First filing
79 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 24,83124.8k $581.5k $581.5k 0.01% Added +3.2k +3,186
80 Waterfront Wealth Inc. 0.11% of their portfolio OVERLAND PARK, KS 24,72624.7k $582.4k $582.4k 0.11% Added +1.2k +1,153
81 Elm3 Financial Group, LLC 0.48% of their portfolio ALPHARETTA, GA 24,64924.6k $577.3k $577.3k 0.48% Reduced -9.0k -9,042
82 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 24,23724.2k $567.6k $567.6k 0.01% Added +6.4k +6,385
83 KWB Wealth 0.05% of their portfolio REDLANDS, CA 23,42523.4k $548.6k $548.6k 0.05% Added +12.3k +12,266
84 Tenzing Financial LLC 0.43% of their portfolio WILLIAMSBURG, VA 22,46322.5k $526.1k $526.1k 0.43% First filing
85 ProCore Advisors, LLC 0.49% of their portfolio NEWPORT BEACH, CA 20,52220.5k $480.6k $480.6k 0.49% First filing
86 Intrua Financial, LLC 0.05% of their portfolio Houston, TX 19,54119.5k $457.6k $457.6k 0.05% Reduced -954 -954
87 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 14,96915.0k $351.0k $351.0k 0.01% New
88 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 14,88814.9k $348.7k $348.7k 0.02% Added +1.9k +1,944
89 CWA Asset Management Group, LLC 0.01% of their portfolio NAPLES, FL 14,67314.7k $343.6k $343.6k 0.01% Added +378 +378
90 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 14,18014.2k $332.1k $332.1k 0.01% Added +933 +933
91 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 13,25413.3k $311.9k $311.9k 0.00% Added +624 +624
92 Fermata Advisors, LLC 0.07% of their portfolio SONOMA, CA 12,52712.5k $293.4k $293.4k 0.07% Reduced -326 -326
93 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 11,09911.1k $259.9k $259.9k 0.01% Reduced -182.8k -182,774
94 Wealth Management Associates, Inc. 0.08% of their portfolio Cherry Hill, NJ 9,8779.9k $231.3k $231.3k 0.08% Reduced -32.8k -32,818
95 Tactive Advisors, LLC 0.07% of their portfolio Jacksonville, FL 9,8069.8k $229.7k $229.7k 0.07% Reduced -2.2k -2,172
96 Private Advisory Group LLC 0.02% of their portfolio REDMOND, WA 9,6619.7k $226.3k $226.3k 0.02% New
97 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 9,0959.1k $213.0k $213.0k 0.02% Reduced -46.2k -46,166
98 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 8,6248.6k $202.0k $202.0k 0.01% Reduced -3.9k -3,926
99 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,5857.6k $177.6k $177.6k 0.00% New
100 Greenline Wealth Management LLC 0.18% of their portfolio BOCA RATON, FL 7,3187.3k $171.4k $171.4k 0.18% First filing