Vault-13

FRANKLIN TEMPLETON ETF TR FLQM

US MID CP MLTFCT · ETP · CUSIP 35473P884

167 institutional holders +3 vs Q1 2026
20,016,27120.0m shares reported held*
$1.2bnreported value*
17 new 54 added 70 reduced 14 sold out net sold ≈ $199.6m (-3.4m 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 ≈ $57.89.

Trends to Q2 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: 164Q2 26: 167167Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026167

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 94 bought or addedQ3 24: 26 cut or sold outQ4 24: 97 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 98 bought or addedQ1 25: 54 cut or sold outQ2 25: 102 bought or addedQ2 25: 59 cut or sold outQ2 25Q3 25: 83 bought or addedQ3 25: 79 cut or sold outQ4 25: 83 bought or addedQ4 25: 77 cut or sold outQ4 25Q1 26: 78 bought or addedQ1 26: 84 cut or sold outQ2 26: 71 bought or addedQ2 26: 84 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249426
Q4 20249737
Q1 20259854
Q2 202510259
Q3 20258379
Q4 20258377
Q1 20267884
Q2 20267184

Biggest buyers

Larson Financial Group LLC Added +141,101+141.1k
Atria Investments, Inc Added +116,954+117.0k
AMERIPRISE FINANCIAL INC Added +83,173+83.2k
HRT FINANCIAL LP New +56,625+56.6k
KPP Advisory Services LLC Added +56,448+56.4k
Thrivent Financial for Lutherans New +50,887+50.9k
Harbor Group, Inc. Added +43,908+43.9k
GOLDMAN SACHS GROUP INC Added +39,100+39.1k
HighTower Advisors, LLC Added +35,977+36.0k
OneDigital Investment Advisors LLC Added +34,815+34.8k

Biggest sellers

Orgel Wealth Management, LLC Reduced -1,741,937-1.7m
RAYMOND JAMES FINANCIAL INC Reduced -465,986-466.0k
LPL Financial LLC Reduced -461,776-461.8k
Private Advisor Group, LLC Reduced -218,263-218.3k
Redhawk Wealth Advisors, Inc. Reduced -170,883-170.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -142,339-142.3k
Snowden Capital Advisors LLC Reduced -123,801-123.8k
Federation des caisses Desjardins du Quebec Reduced -106,217-106.2k
Independent Advisor Alliance Sold out -104,772-104.8k
AssuredPartners Investment Advisors, LLC Sold out -95,984-96.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,641,5502.6m $152.9m $152.9m 0.03% Reduced -461.8k -461,776
2 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 2,123,3142.1m $122.9m $122.9m 0.02% Added +83.2k +83,173
3 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,381,1551.4m $79.9m $79.9m 0.07% Reduced -73.5k -73,458
4 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,055,7741.1m $61.1m $61.1m 0.02% Reduced -466.0k -465,986
5 Larson Financial Group LLC 1.59% of their portfolio ST LOUIS, MO 1,040,1021.0m $60.2m $60.2m 1.59% Added +141.1k +141,101
6 Harbor Group, Inc. 6.43% of their portfolio BEDFORD, NH 945,316945.3k $54.7m $54.7m 6.43% Added +43.9k +43,908
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 770,191770.2k $44.6m $44.6m 0.02% Reduced -142.3k -142,339
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 669,365669.4k $38.7m $38.7m 0.00% Added +27.2k +27,181
9 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 624,932624.9k $36.2m $36.2m 0.03% Added +36.0k +35,977
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 588,329588.3k $34.1m $34.1m 0.00% Reduced -86.8k -86,809
11 EAGLE WEALTH STRATEGIES LLC 10.43% of their portfolio MULLICA HILL, NJ 471,779471.8k $27.3m $27.3m 10.43% Added +33.2k +33,154
12 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 428,809428.8k $24.8m $24.8m 0.02% Added +16.5k +16,494
13 FINANCIAL CONSULATE, INC 2.44% of their portfolio HUNT VALLEY, MD 379,294379.3k $22.0m $22.0m 2.44% Added +3.3k +3,278
14 Federation des caisses Desjardins du Quebec 0.06% of their portfolio LEVIS, A8 324,033324.0k $18.8m $18.8m 0.06% Reduced -106.2k -106,217
15 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 297,592297.6k $17.3m $17.3m 0.01% Reduced -21.4k -21,396
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 288,323288.3k $16.7m $16.7m 0.00% Added +16.4k +16,368
17 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 273,486273.5k $15.8m $15.8m 0.02% Added +33.0k +32,981
18 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 267,111267.1k $15.5m $15.5m 0.07% Reduced -218.3k -218,263
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 250,727250.7k $14.5m $14.5m 0.00% Reduced -72.0k -72,037
20 Sherrill & Hutchins Financial Advisory, Inc 6.81% of their portfolio ATLANTA, GA 246,185246.2k $14.3m $14.3m 6.81% Added +5.1k +5,087
21 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 245,916245.9k $14.2m $14.2m 0.02% Added +3.4k +3,440
22 FLYNN ZITO CAPITAL MANAGEMENT, LLC 3.57% of their portfolio GARDEN CITY, NY 226,978227.0k $13.1m $13.1m 3.57% Reduced -38.8k -38,812
23 Stratos Investment Management, LLC 0.44% of their portfolio BEACHWOOD, OH 211,505211.5k $12.2m $12.2m 0.44% Added +10.9k +10,886
24 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 189,273189.3k $11.0m $11.0m 0.09% Added +34.8k +34,815
25 TrustBank 3.65% of their portfolio OLNEY, IL 185,943185.9k $10.8m $10.8m 3.65% Added +2.0k +2,043
26 Piedmont Capital Management, LLC/NC 6.11% of their portfolio GREENSBORO, NC 172,917172.9k $10.0m $10.0m 6.11% Reduced -4.8k -4,798
27 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 172,485172.5k $10.0m $10.0m 0.02% Reduced -31.9k -31,852
28 Financial Management, Inc. 7.51% of their portfolio LITTLE ROCK, AR 158,281158.3k $9.2m $9.2m 7.51% Added +3.7k +3,665
29 Keystone Financial Services, LLC 5.33% of their portfolio OMAHA, NE 153,341153.3k $8.9m $8.9m 5.33% Added +3.0k +3,028
30 KPP Advisory Services LLC 1.06% of their portfolio Louisville, KY 144,941144.9k $8.4m $8.4m 1.06% Added +56.4k +56,448
31 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 144,650144.7k $8.4m $8.4m 0.02% Added +18.4k +18,386
32 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 140,448140.4k $8.1m $8.1m 0.08% Added +117.0k +116,954
33 Integrity Financial Corp /WA 3.40% of their portfolio JACKSON, WY 122,116122.1k $7.1m $7.1m 3.40% Reduced -37.2k -37,156
34 Algorithmic Investment Models, LLC 7.57% of their portfolio Boston, MA 113,052113.1k $6.5m $6.5m 7.57% Added +4.0k +3,982
35 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 107,328107.3k $6.2m $6.2m 0.07% Reduced -12.6k -12,557
36 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 105,951106.0k $6.1m $6.1m 0.01% Reduced -2.4k -2,352
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 105,582105.6k $6.1m $6.1m 0.00% Reduced -7.9k -7,853
38 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 103,113103.1k $6.0m $6.0m 0.02% Added +8.8k +8,823
39 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 96,99497.0k $5.6m $5.6m 0.01% Added +2.5k +2,544
40 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 86,78886.8k $5.0m $5.0m 0.06% Added +5.5k +5,545
41 Thomasville National Bank 0.27% of their portfolio THOMASVILLE, GA 85,16685.2k $4.9m $4.9m 0.27% First filing
42 Family Capital Management, Inc. 1.84% of their portfolio GRAND RAPIDS, MI 82,22382.2k $4.8m $4.8m 1.84% Added +1.1k +1,054
43 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 81,61481.6k $4.7m $4.7m 0.09% Added +2.5k +2,526
44 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 72,57072.6k $4.2m $4.2m 0.01% Added +7.6k +7,618
45 IAG Wealth Partners, LLC 0.36% of their portfolio WAUKESHA, WI 63,05563.1k $3.6m $3.6m 0.36% Reduced -1.5k -1,475
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 61,35261.4k $3.6m $3.6m 0.00% Added +39.1k +39,100
47 Intrua Financial, LLC 0.31% of their portfolio Houston, TX 57,24557.2k $3.3m $3.3m 0.31% Added +8.0k +7,950
48 VICUS CAPITAL 0.21% of their portfolio STATE COLLEGE, PA 56,98857.0k $3.3m $3.3m 0.21% Reduced -1.9k -1,926
49 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 56,62556.6k $3.3m $3.3m 0.01% New
50 Orgel Wealth Management, LLC 0.06% of their portfolio ALTOONA, WI 54,70254.7k $3.2m $3.2m 0.06% Reduced -1.7m -1,741,937
51 Focus Financial Network, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 53,34553.3k $3.1m $3.1m 0.10% Added +1.1k +1,117
52 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 50,88750.9k $2.9m $2.9m 0.00% New
53 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.01% of their portfolio Cincinnati, OH 49,43449.4k $2.9m $2.9m 0.01% Reduced -7.5k -7,535
54 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 45,40545.4k $2.6m $2.6m 0.01% Reduced -7.5k -7,533
55 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,01443.0k $2.5m $2.5m 0.00% Added +20.1k +20,069
56 Berger Financial Group, Inc 0.12% of their portfolio PLYMOUTH, MN 41,22541.2k $2.4m $2.4m 0.12% Reduced -2.7k -2,714
57 Forefront Wealth Partners, LLC 0.73% of their portfolio AUSTIN, TX 40,59440.6k $2.3m $2.3m 0.73% Added +20.5k +20,486
58 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 39,89139.9k $2.3m $2.3m 0.01% Reduced -5.6k -5,645
59 Smartleaf Asset Management LLC 0.07% of their portfolio BOSTON, MA 39,46139.5k $2.3m $2.3m 0.07% Unchanged
60 Riverbend Wealth Management, LLC 1.15% of their portfolio Myrtle Beach, SC 39,05439.1k $2.3m $2.3m 1.15% Added +3.0k +3,017
61 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 31,33731.3k $1.8m $1.8m 0.02% Reduced -1.6k -1,631
62 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 30,77530.8k $1.8m $1.8m 0.03% Reduced -19.6k -19,627
63 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,77230.8k $1.8m $1.8m 0.00% Added +533 +533
64 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 29,70929.7k $1.7m $1.7m 0.01% Added +3.5k +3,546
65 Redhawk Wealth Advisors, Inc. 0.16% of their portfolio MINNEAPOLIS, MN 28,04028.0k $1.6m $1.6m 0.16% Reduced -170.9k -170,883
66 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 24,71624.7k $1.4m $1.4m 0.00% Reduced -707 -707
67 BYRNE FINANCIAL FREEDOM, LLC 0.55% of their portfolio FRANKLIN, MA 24,45524.5k $1.4m $1.4m 0.55% Reduced -13.0k -13,032
68 HAZLETT, BURT & WATSON, INC. 0.36% of their portfolio WHEELING, WV 23,51823.5k $1.4m $1.4m 0.36% Reduced -3.2k -3,209
69 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 22,54022.5k $1.3m $1.3m 0.01% Reduced -894 -894
70 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 21,67221.7k $1.3m $1.3m 0.02% Reduced -3.6k -3,639
71 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 20,31020.3k $1.2m $1.2m 0.01% Reduced -27.4k -27,398
72 MONEYWISE, INC. 0.44% of their portfolio FOREST, VA 20,18720.2k $1.2m $1.2m 0.44% Reduced -195 -195
73 Beaumont Financial Advisors, LLC 0.07% of their portfolio NEEDHAM, MA 18,01518.0k $1.0m $1.0m 0.07% Added +267 +267
74 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.37% of their portfolio INDIANAPOLIS, IN 17,66117.7k $1.0m $1.0m 0.37% Added +95 +95
75 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 16,82216.8k $973.7k $973.7k 0.01% Added +153 +153
76 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 16,65316.7k $964.0k $964.0k 0.00% Reduced -1.1k -1,143
77 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 16,57416.6k $959.4k $959.4k 0.00% Added +3.7k +3,694
78 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 16,54216.5k $957.5k $957.5k 0.05% Reduced -240 -240
79 SHEETS SMITH WEALTH MANAGEMENT 0.09% of their portfolio WINSTON-SALEM, NC 16,09816.1k $931.8k $931.8k 0.09% Unchanged
80 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 15,27415.3k $884.1k $884.1k 0.01% New
81 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 14,46814.5k $837.6k $837.6k 0.02% Reduced -45.0k -45,035
82 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 13,86713.9k $802.7k $802.7k 0.00% Reduced -113 -113
83 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,92011.9k $690.0k $690.0k 0.00% Added +768 +768
84 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 11,80311.8k $683.0k $683.0k 0.00% New
85 PLANWISER FINANCIAL, LLC 0.47% of their portfolio COLORADO SPRINGS, CO 11,60511.6k $671.8k $671.8k 0.47% Reduced -96 -96
86 HighPoint Advisor Group LLC 0.02% of their portfolio DOWNERS GROVE, IL 11,51011.5k $666.3k $666.3k 0.02% Reduced -132 -132
87 Sunrise Financial Services, LLC 0.36% of their portfolio BURIEN, WA 10,58010.6k $612.4k $612.4k 0.36% Added +462 +462
88 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 10,41310.4k $602.8k $602.8k 0.02% New
89 LEAVELL INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MOBILE, AL 10,02010.0k $583.6k $583.6k 0.02% Reduced -6.5k -6,483
90 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 9,7599.8k $564.9k $564.9k 0.02% Unchanged
91 Onyx Bridge Wealth Group LLC 0.05% of their portfolio TARRYTOWN, NY 9,6089.6k $556.2k $556.2k 0.05% Added +917 +917
92 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 9,4689.5k $548.1k $548.1k 0.01% Added +536 +536
93 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 9,4619.5k $547.7k $547.7k 0.02% Reduced -4.2k -4,233
94 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 9,0869.1k $526.0k $526.0k 0.01% New
95 Clear Point Advisors Inc. 0.46% of their portfolio MELVILLE, NY 9,0029.0k $521.1k $521.1k 0.46% New
96 MBL Wealth, LLC 0.03% of their portfolio CHARLOTTE, NC 8,4358.4k $488.3k $488.3k 0.03% Added +2.8k +2,775
97 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 8,4258.4k $488.6k $488.6k 0.01% Reduced -123.8k -123,801
98 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,2808.3k $479.3k $479.3k 0.00% Added +488 +488
99 ProVise Management Group, LLC 0.03% of their portfolio CLEARWATER, FL 8,2728.3k $478.8k $478.8k 0.03% Reduced -46 -46
100 Strategic Equity Management 0.16% of their portfolio TUCSON, AZ 8,2018.2k $474.7k $474.7k 0.16% Reduced -195 -195