Vault-13

FRANKLIN TEMPLETON ETF TR FLQM

US MID CP MLTFCT · ETP · CUSIP 35473P884

164 institutional holders -6 vs Q4 2025
24,060,51324.1m shares reported held*
$1.3bnreported value*
15 new 63 added 68 reduced 16 sold out net sold ≈ $13.2m (-241.0k 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 ≈ $54.91.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 27Q4 22: 44Q1 23: 49Q2 23: 60Q3 23: 70Q4 23: 82Q1 24: 97Q2 24: 107Q3 24: 128Q4 24: 147Q1 25: 150Q2 25: 165Q3 25: 162Q4 25: 170Q1 26: 164164Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202227
Q4 202244
Q1 202349
Q2 202360
Q3 202370
Q4 202382
Q1 202497
Q2 2024107
Q3 2024128
Q4 2024147
Q1 2025150
Q2 2025165
Q3 2025162
Q4 2025170
Q1 2026164

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 75 bought or addedQ2 24: 26 cut or sold outQ3 24: 94 bought or addedQ3 24: 26 cut or sold outQ3 24Q4 24: 97 bought or addedQ4 24: 37 cut or sold outQ1 25: 98 bought or addedQ1 25: 54 cut or sold outQ1 25Q2 25: 102 bought or addedQ2 25: 59 cut or sold outQ3 25: 83 bought or addedQ3 25: 79 cut or sold outQ3 25Q4 25: 83 bought or addedQ4 25: 77 cut or sold outQ1 26: 78 bought or addedQ1 26: 84 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247526
Q3 20249426
Q4 20249737
Q1 20259854
Q2 202510259
Q3 20258379
Q4 20258377
Q1 20267884

Biggest buyers

Orgel Wealth Management, LLC Added +285,800+285.8k
LPL Financial LLC Added +220,123+220.1k
Cetera Investment Advisers Added +142,619+142.6k
Larson Financial Group LLC Added +135,758+135.8k
Independent Advisor Alliance New +104,772+104.8k
AssuredPartners Investment Advisors, LLC New +95,984+96.0k
JPMORGAN CHASE & CO Added +81,411+81.4k
Harbor Group, Inc. Added +74,755+74.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +40,035+40.0k
STIFEL FINANCIAL CORP Added +39,542+39.5k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -340,009-340.0k
Orion Porfolio Solutions, LLC Reduced -177,210-177.2k
AllGen Financial Advisors, Inc. Sold out -159,756-159.8k
TWO SIGMA INVESTMENTS, LP Sold out -112,600-112.6k
CWM, LLC Reduced -95,983-96.0k
Sunrise Financial Services, LLC Reduced -89,144-89.1k
MML INVESTORS SERVICES, LLC Reduced -88,645-88.6k
Certified Advisory Corp Sold out -73,178-73.2k
OSAIC HOLDINGS, INC. Reduced -64,229-64.2k
BANK OF AMERICA CORP /DE/ Reduced -56,697-56.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,103,3263.1m $170.5m $170.5m 0.05% Added +220.1k +220,123
2 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,040,1412.0m $112.1m $112.1m 0.03% Reduced -4.7k -4,736
3 Orgel Wealth Management, LLC 2.13% of their portfolio ALTOONA, WI 1,796,6391.8m $98.7m $98.7m 2.13% Added +285.8k +285,800
4 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,521,7601.5m $83.6m $83.6m 0.03% Reduced -340.0k -340,009
5 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 1,454,6131.5m $79.9m $79.9m 0.09% Added +142.6k +142,619
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 912,530912.5k $50.1m $50.1m 0.03% Reduced -53.4k -53,386
7 Harbor Group, Inc. 7.16% of their portfolio BEDFORD, NH 901,408901.4k $49.5m $49.5m 7.16% Added +74.8k +74,755
8 Larson Financial Group LLC 1.58% of their portfolio ST LOUIS, MO 899,001899.0k $49.4m $49.4m 1.58% Added +135.8k +135,758
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 675,138675.1k $37.1m $37.1m 0.00% Reduced -56.7k -56,697
10 CWM, LLC 0.10% of their portfolio OMAHA, NE 667,636667.6k $36.7m $36.7m 0.10% Reduced -96.0k -95,983
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 642,184642.2k $35.3m $35.3m 0.00% Reduced -46.8k -46,809
12 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 588,955589.0k $32.4m $32.4m 0.03% Added +38.8k +38,759
13 Private Advisor Group, LLC 0.13% of their portfolio MORRISTOWN, NJ 485,374485.4k $26.7m $26.7m 0.13% Reduced -23.9k -23,922
14 EAGLE WEALTH STRATEGIES LLC 10.56% of their portfolio MULLICA HILL, NJ 438,625438.6k $24.1m $24.1m 10.56% Added +19.9k +19,886
15 Federation des caisses Desjardins du Quebec 0.09% of their portfolio LEVIS, A8 430,250430.2k $23.6m $23.6m 0.09% Added +32.9k +32,892
16 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 412,315412.3k $22.6m $22.6m 0.02% Added +39.5k +39,542
17 FINANCIAL CONSULATE, INC 2.57% of their portfolio HUNT VALLEY, MD 376,016376.0k $20.7m $20.7m 2.57% Reduced -4.2k -4,164
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 322,764322.8k $17.7m $17.7m 0.00% Added +1.1k +1,072
19 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 318,988319.0k $17.2m $17.2m 0.01% Added +4.6k +4,609
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 271,955272.0k $14.9m $14.9m 0.00% Added +19.3k +19,316
21 FLYNN ZITO CAPITAL MANAGEMENT, LLC 4.66% of their portfolio GARDEN CITY, NY 265,790265.8k $14.6m $14.6m 4.66% Reduced -50.9k -50,861
22 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 242,476242.5k $13.3m $13.3m 0.02% Reduced -64.2k -64,229
23 Sherrill & Hutchins Financial Advisory, Inc 7.82% of their portfolio ATLANTA, GA 241,098241.1k $13.2m $13.2m 7.82% Added +14.0k +14,018
24 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 240,505240.5k $13.2m $13.2m 0.03% Reduced -34.2k -34,210
25 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 204,337204.3k $11.2m $11.2m 0.03% Added +28.0k +28,045
26 Stratos Investment Management, LLC 0.44% of their portfolio BEACHWOOD, OH 200,619200.6k $11.0m $11.0m 0.44% Added +4.2k +4,206
27 Redhawk Wealth Advisors, Inc. 1.21% of their portfolio MINNEAPOLIS, MN 198,923198.9k $10.9m $10.9m 1.21% Added +4.0k +4,035
28 TrustBank 3.92% of their portfolio OLNEY, IL 183,900183.9k $10.1m $10.1m 3.92% Added +1.3k +1,335
29 Piedmont Capital Management, LLC/NC 6.51% of their portfolio GREENSBORO, NC 177,715177.7k $9.8m $9.8m 6.51% Added +1.1k +1,143
30 Integrity Financial Corp /WA 4.35% of their portfolio JACKSON, WY 159,272159.3k $8.7m $8.7m 4.35% Added +5.5k +5,548
31 Financial Management, Inc. 7.98% of their portfolio LITTLE ROCK, AR 154,616154.6k $8.5m $8.5m 7.98% Added +5.3k +5,322
32 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 154,458154.5k $8.5m $8.5m 0.08% Reduced -22.9k -22,850
33 Keystone Financial Services, LLC 5.55% of their portfolio OMAHA, NE 150,313150.3k $8.3m $8.3m 5.55% Added +9.3k +9,253
34 Snowden Capital Advisors LLC 0.19% of their portfolio New York, NY 132,226132.2k $7.3m $7.3m 0.19% Added +117 +117
35 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 126,264126.3k $6.9m $6.9m 0.03% Added +21.3k +21,252
36 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 119,885119.9k $6.6m $6.6m 0.08% Reduced -11.8k -11,769
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 113,435113.4k $6.1m $6.1m 0.00% Added +81.4k +81,411
38 Algorithmic Investment Models, LLC 7.39% of their portfolio Boston, MA 109,070109.1k $6.0m $6.0m 7.39% Added +5.1k +5,059
39 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 108,303108.3k $5.9m $5.9m 0.01% Added +6.1k +6,055
40 Independent Advisor Alliance 0.06% of their portfolio CHARLOTTE, NC 104,772104.8k $5.8m $5.8m 0.06% New
41 AssuredPartners Investment Advisors, LLC 0.58% of their portfolio Tampa, FL 95,98496.0k $5.3m $5.3m 0.58% New
42 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 94,45094.5k $5.2m $5.2m 0.01% Reduced -55.4k -55,408
43 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 94,29094.3k $5.2m $5.2m 0.03% Added +2.0k +1,955
44 KPP Advisory Services LLC 0.71% of their portfolio Louisville, KY 88,49388.5k $4.9m $4.9m 0.71% Reduced -5.7k -5,694
45 KMG FIDUCIARY PARTNERS, LLC 0.35% of their portfolio TOLEDO, OH 84,99785.0k $4.7m $4.7m 0.35% Added +1.8k +1,771
46 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 81,24381.2k $4.5m $4.5m 0.06% Added +3.8k +3,788
47 Family Capital Management, Inc. 1.98% of their portfolio GRAND RAPIDS, MI 81,16981.2k $4.5m $4.5m 1.98% Reduced -5.8k -5,752
48 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 79,08879.1k $4.3m $4.3m 0.09% Added +16.9k +16,937
49 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 64,95265.0k $3.6m $3.6m 0.01% Reduced -3.3k -3,328
50 IAG Wealth Partners, LLC 0.40% of their portfolio WAUKESHA, WI 64,53064.5k $3.5m $3.5m 0.40% Added +2.7k +2,708
51 Geneos Wealth Management Inc. 0.08% of their portfolio ENGLEWOOD, CO 59,50359.5k $3.3m $3.3m 0.08% Reduced -2.8k -2,847
52 VICUS CAPITAL 0.24% of their portfolio STATE COLLEGE, PA 58,91458.9k $3.2m $3.2m 0.24% Added +5.2k +5,166
53 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.02% of their portfolio Cincinnati, OH 56,96957.0k $3.1m $3.1m 0.02% Reduced -6.7k -6,745
54 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 52,93852.9k $2.9m $2.9m 0.01% Reduced -4.3k -4,270
55 Focus Financial Network, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 52,22852.2k $2.9m $2.9m 0.10% Added +5.7k +5,712
56 Perigon Wealth Management, LLC 0.05% of their portfolio SAN FRANCISCO, CA 50,40250.4k $2.8m $2.8m 0.05% Added +5.5k +5,494
57 Intrua Financial, LLC 0.29% of their portfolio Houston, TX 49,29549.3k $2.7m $2.7m 0.29% Added +6.3k +6,306
58 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 47,70847.7k $2.6m $2.6m 0.02% Reduced -6.5k -6,534
59 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 45,53645.5k $2.6m $2.6m 0.02% Reduced -7.9k -7,891
60 Berger Financial Group, Inc 0.14% of their portfolio PLYMOUTH, MN 43,93943.9k $2.4m $2.4m 0.14% Added +1.2k +1,193
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,03540.0k $2.2m $2.2m 0.00% New
62 Smartleaf Asset Management LLC 0.08% of their portfolio BOSTON, MA 39,46139.5k $2.1m $2.1m 0.08% Reduced -10 -10
63 BYRNE FINANCIAL FREEDOM, LLC 0.99% of their portfolio FRANKLIN, MA 37,48737.5k $2.1m $2.1m 0.99% Reduced -1.6k -1,553
64 Ridgeline Wealth Planning, LLC 1.46% of their portfolio Centerville, OH 36,33536.3k $2.0m $2.0m 1.46% Reduced -141 -141
65 Riverbend Wealth Management, LLC 1.23% of their portfolio Myrtle Beach, SC 36,03736.0k $2.0m $2.0m 1.23% Added +2.7k +2,735
66 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 32,96833.0k $1.8m $1.8m 0.02% Reduced -1.3k -1,263
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,23930.2k $1.7m $1.7m 0.00% Reduced -88.6k -88,645
68 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 28,91328.9k $1.6m $1.6m 0.04% Added +560 +560
69 HAZLETT, BURT & WATSON, INC. 0.46% of their portfolio WHEELING, WV 26,72726.7k $1.5m $1.5m 0.46% Added +329 +329
70 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 26,16326.2k $1.4m $1.4m 0.02% Added +728 +728
71 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 25,42325.4k $1.4m $1.4m 0.00% Added +1.2k +1,166
72 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 25,31125.3k $1.4m $1.4m 0.03% Reduced -1.7k -1,718
73 WORLD EQUITY GROUP, INC. 0.36% of their portfolio SCHAUMBURG, IL 25,02825.0k $1.4m $1.4m 0.36% Added +1.4k +1,395
74 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 23,49423.5k $1.3m $1.3m 0.01% Added +1.8k +1,845
75 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 23,43423.4k $1.3m $1.3m 0.01% Reduced -1.9k -1,851
76 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,94522.9k $1.3m $1.3m 0.00% Added +2.4k +2,441
77 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 22,25222.3k $1.2m $1.2m 0.00% New
78 MONEYWISE, INC. 0.49% of their portfolio FOREST, VA 20,38220.4k $1.1m $1.1m 0.49% Reduced -4.6k -4,569
79 Forefront Wealth Partners, LLC 0.46% of their portfolio AUSTIN, TX 20,10820.1k $1.1m $1.1m 0.46% Added +3.4k +3,437
80 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,54818.5k $1.0m $1.0m 0.00% Reduced -288 -288
81 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,79617.8k $977.6k $977.6k 0.00% Reduced -1.3k -1,305
82 Beaumont Financial Advisors, LLC 0.07% of their portfolio NEEDHAM, MA 17,74817.7k $974.9k $974.9k 0.07% Added +1.1k +1,075
83 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.40% of their portfolio INDIANAPOLIS, IN 17,56617.6k $964.9k $964.9k 0.40% Reduced -1.8k -1,783
84 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 16,78216.8k $921.8k $921.8k 0.05% Reduced -177 -177
85 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 16,66916.7k $915.7k $915.7k 0.01% Added +584 +584
86 LEAVELL INVESTMENT MANAGEMENT, INC. 0.04% of their portfolio MOBILE, AL 16,50316.5k $906.5k $906.5k 0.04% Reduced -6.4k -6,415
87 SHEETS SMITH WEALTH MANAGEMENT 0.10% of their portfolio WINSTON-SALEM, NC 16,09816.1k $884.3k $884.3k 0.10% Added +1.2k +1,202
88 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,52815.5k $853.0k $853.0k 0.00% New
89 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 13,98014.0k $767.9k $767.9k 0.00% Reduced -70 -70
90 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 13,69413.7k $752.2k $752.2k 0.02% Reduced -3.8k -3,766
91 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,88012.9k $707.5k $707.5k 0.00% Reduced -91 -91
92 PLANWISER FINANCIAL, LLC 0.48% of their portfolio COLORADO SPRINGS, CO 11,70111.7k $660.8k $660.8k 0.48% Added +467 +467
93 HighPoint Advisor Group LLC 0.03% of their portfolio DOWNERS GROVE, IL 11,64211.6k $639.5k $639.5k 0.03% Added +5 +5
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,62611.6k $638.6k $638.6k 0.00% Added +11 +11
95 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,15211.2k $612.6k $612.6k 0.00% Added +2.0k +2,049
96 Sunrise Financial Services, LLC 0.39% of their portfolio BURIEN, WA 10,11810.1k $555.8k $555.8k 0.39% Reduced -89.1k -89,144
97 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 9,8039.8k $538.5k $538.5k 0.01% Reduced -5.7k -5,737
98 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 9,7599.8k $536.1k $536.1k 0.03% Reduced -635 -635
99 Leo Wealth, LLC 0.04% of their portfolio HURST, TX 9,7479.7k $535.4k $535.4k 0.04% Reduced -8.5k -8,468
100 VeraBank, N.A. 0.09% of their portfolio HENDERSON, TX 9,1869.2k $504.6k $504.6k 0.09% Reduced -306 -306