HolderBook

FRANKLIN TEMPLETON ETF TR (DVAL)

Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.

10
Reporting holders
$7.4M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
LPL Financial LLC$2.4M152,3800.00%15q-5.9%-$150.0K
FRANKLIN RESOURCES INC$2.2M141,0510.00%15q-78.9%-$8.3M
CITADEL ADVISORS LLC$688.5K43,8930.00%3q+37.3%+$187.2K
NORTHSTAR ASSET MANAGEMENT Co$637.5K39,5820.12%newNEW
JONES FINANCIAL COMPANIES LLLP$595.6K37,8660.00%9q+732.8%+$524.0K
RAYMOND JAMES FINANCIAL INC$574.3K36,6090.00%7q-80.6%-$2.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$240.9K15,3600.00%2q-3.5%-$8.6K
EverSource Wealth Advisors, LLC$54.8K3,4940.00%2q-5.4%-$3.1K
OSAIC HOLDINGS, INC.$40.7K2,5910.00%15q+44.7%+$12.6K
FLOW TRADERS U.S. LLC$35922,8800.01%2q-86.6%-$2.3K
MORGAN STANLEY$2510.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202610$7.4M472,8272350.0%
Q1 202610$15.9M1,080,0104140.0%
Q4 20259$27.8M1,928,4491410.0%
Q3 202511$27.4M1,887,8281430.0%
Q2 202512$27.1M1,911,7261350.0%
Q1 202513$25.8M1,905,8441530.0%
Q4 202414$25.9M1,920,7992340.0%
Q3 202414$28.1M1,950,2521150.0%
Q2 202414$73.1M5,585,5104250.0%
Q1 202412$76.3M5,577,3553220.0%
Q4 202314$69.8M5,669,2091630.0%
Q3 202315$62.2M5,362,0384430.0%
Q2 202313$65.9M5,591,9034230.0%
Q1 202310$65.7M5,726,8651140.0%
Q4 202212$66.7M5,828,63412000.0%