FRANKLIN TEMPLETON ETF TR (DIEM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
29
Reporting holders
$52.5M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $14.6M | 336,055 | 0.00% | 31q | +40.4%+$4.2M |
| RAYMOND JAMES FINANCIAL INC | $10.5M | 242,853 | 0.00% | 7q | +8.5%+$826.8K |
| Cambridge Investment Research Advisors, Inc. | $6.8M | 156,410 | 0.01% | 2q | +2556.4%+$6.5M |
| Global Retirement Partners, LLC | $3.2M | 73,096 | 0.05% | 4q | -47.6%-$2.9M |
| OLD MISSION CAPITAL LLC | $3.0M | 68,791 | 0.05% | 2q | -29.3%-$1.2M |
| TRUIST FINANCIAL CORP | $1.9M | 44,838 | 0.00% | 2q | +16.2%+$271.4K |
| J.W. COLE ADVISORS, INC. | $1.8M | 41,933 | 0.03% | 3q | +6.8%+$115.5K |
| JANE STREET GROUP, LLC | $1.8M | 40,892 | 0.00% | 2q | -53.1%-$2.0M |
| OSAIC HOLDINGS, INC. | $1.3M | 30,076 | 0.00% | 26q | +40.4%+$375.6K |
| Sequent Planning LLC | $1.1M | 26,082 | 0.24% | 4q | +14.7%+$145.2K |
| BYRNE FINANCIAL FREEDOM, LLC | $1.1M | 25,205 | 0.43% | 4q | -76.1%-$3.5M |
| Sanctuary Advisors, LLC | $863.6K | 19,896 | 0.00% | 9q | -11.5%-$111.7K |
| Indivisible Partners | $800.6K | 18,445 | 0.05% | 3q | +21.1%+$139.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $754.8K | 17,390 | 0.00% | 4q | +14.9%+$97.8K |
| BCS Wealth Management | $576.0K | 13,270 | 0.10% | 2q | +4.4%+$24.3K |
| Cetera Investment Advisers | $492.5K | 11,347 | 0.00% | 3q | +36.1%+$130.5K |
| Bank of New York Mellon Corp | $363.8K | 8,381 | 0.00% | 5q | -11.9%-$49.1K |
| JPMORGAN CHASE & CO | $302.2K | 7,048 | 0.00% | 13q | -11.5%-$39.4K |
| MORGAN STANLEY | $253.0K | 5,830 | 0.00% | 35q | +21.1%+$44.1K |
| Gladstone Institutional Advisory LLC | $244.1K | 5,625 | 0.01% | new | NEW |
| PRIVATE TRUST CO NA | $214.8K | 4,950 | 0.02% | new | NEW |
| FRANKLIN RESOURCES INC | $177.1K | 4,080 | 0.00% | 31q | HELD |
| Capital Analysts, LLC | $174.0K | 4,009 | 0.00% | 6q | +11.2%+$17.5K |
| Integrated Wealth Concepts LLC | $121.1K | 2,789 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $32.5K | 750 | 0.00% | 38q | HELD |
| Tidemark, LLC | $8.6K | 197 | 0.00% | 11q | HELD |
| ROYAL BANK OF CANADA | $7.0K | 163 | 0.00% | 2q | -99.6%-$1.7M |
| Smartleaf Asset Management LLC | $3.7K | 87 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $33 | 1 | 0.00% | 31q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $52.5M | 1,210,489 | 3 | 13 | 9 | 0.0% |
| Q1 2026 | 28 | $36.8M | 1,040,409 | 9 | 10 | 4 | 0.0% |
| Q4 2025 | 20 | $22.1M | 658,845 | 3 | 8 | 4 | 0.0% |
| Q3 2025 | 20 | $17.4M | 544,310 | 4 | 7 | 6 | 0.0% |
| Q2 2025 | 20 | $12.6M | 420,095 | 4 | 7 | 8 | 0.0% |
| Q1 2025 | 16 | $8.6M | 315,773 | 2 | 7 | 6 | 0.0% |
| Q4 2024 | 16 | $8.5M | 319,806 | 2 | 8 | 4 | 0.0% |
| Q3 2024 | 17 | $9.7M | 343,799 | 4 | 4 | 7 | 0.0% |
| Q2 2024 | 14 | $8.9M | 336,519 | 0 | 3 | 6 | 0.0% |
| Q1 2024 | 16 | $9.4M | 367,835 | 2 | 5 | 7 | 0.0% |
| Q4 2023 | 15 | $8.8M | 354,604 | 2 | 3 | 8 | 0.0% |
| Q3 2023 | 13 | $8.1M | 354,349 | 1 | 6 | 4 | 0.0% |
| Q2 2023 | 14 | $5.9M | 245,551 | 3 | 6 | 3 | 0.0% |
| Q1 2023 | 12 | $5.3M | 220,594 | 2 | 5 | 2 | 0.0% |
| Q4 2022 | 10 | $4.8M | 215,352 | 0 | 4 | 5 | 0.0% |
| Q3 2022 | 12 | $6.2M | 301,962 | 0 | 3 | 7 | 0.0% |
| Q2 2022 | 13 | $6.4M | 268,314 | 0 | 3 | 9 | 0.0% |
| Q1 2022 | 14 | $7.3M | 261,453 | 0 | 6 | 6 | 0.0% |
| Q4 2021 | 16 | $11.5M | 381,700 | 0 | 6 | 5 | 0.0% |
| Q3 2021 | 17 | $13.5M | 441,941 | 1 | 5 | 6 | 0.0% |
| Q2 2021 | 17 | $13.5M | 431,086 | 2 | 6 | 5 | 0.0% |
| Q1 2021 | 17 | $12.9M | 418,984 | 1 | 7 | 6 | 0.0% |
| Q4 2020 | 17 | $12.5M | 423,999 | 0 | 6 | 8 | 0.0% |
| Q3 2020 | 18 | $9.2M | 357,420 | 1 | 3 | 10 | 0.0% |
| Q2 2020 | 19 | $13.1M | 525,919 | 3 | 4 | 11 | 0.0% |
| Q1 2020 | 18 | $45.0M | 2,048,011 | 2 | 2 | 11 | 0.0% |
| Q4 2019 | 21 | $179.1M | 6,012,376 | 4 | 6 | 9 | 0.0% |
| Q3 2019 | 21 | $320.2M | 11,067,067 | 2 | 6 | 10 | 0.0% |
| Q2 2019 | 22 | $346.7M | 11,580,775 | 3 | 8 | 9 | 0.0% |
| Q1 2019 | 22 | $329.1M | 11,094,321 | 2 | 9 | 3 | 0.0% |
| Q4 2018 | 23 | $259.4M | 9,190,858 | 0 | 2 | 2 | 0.0% |