FRANKLIN TEMPLETON ETF TR (FLCH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
61
Reporting holders
$104.7M
Reported value
0.0%
Held as options
+1
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ASSETMARK, INC | $24.7M | 1,211,961 | 0.04% | 7q | +2.3%+$557.3K |
| ENVESTNET ASSET MANAGEMENT INC | $11.6M | 569,173 | 0.00% | 12q | +4.5%+$501.0K |
| MORGAN STANLEY | $9.2M | 448,799 | 0.00% | 31q | +3438.6%+$8.9M |
| OLD MISSION CAPITAL LLC | $8.9M | 435,361 | 0.14% | 5q | +373.2%+$7.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | $8.7M | 425,000 | 0.49% | 12q | HELD |
| Cetera Investment Advisers | $7.4M | 363,811 | 0.01% | 3q | +3.3%+$237.5K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $4.2M | 203,952 | 0.41% | 2q | +7.5%+$289.7K |
| ATLAS CAPITAL ADVISORS INC. | $3.8M | 178,819 | 0.21% | 13q | +87.7%+$1.8M |
| UBS Group AG | $3.8M | 188,040 | 0.00% | 22q | -22.8%-$1.1M |
| MMA ASSET MANAGEMENT LLC | $3.5M | 169,976 | 1.10% | 5q | +30.9%+$818.9K |
| Vident Advisory, LLC | $3.4M | 166,442 | 0.02% | 3q | -2.6%-$90.3K |
| INNEALTA CAPITAL, LLC | $2.5M | 122,989 | 1.34% | 17q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.2M | 107,937 | 0.00% | 31q | +23.0%+$412.0K |
| ROYAL BANK OF CANADA | $1.4M | 68,672 | 0.00% | 6q | +0.6%+$7.9K |
| Boltwood Capital Management | $1.0M | 50,475 | 0.24% | 12q | +18.0%+$157.2K |
| Equitable Holdings, Inc. | $1.0M | 50,188 | 0.01% | 12q | -31.7%-$474.8K |
| Tenzing Financial LLC | $810.9K | 38,894 | 0.56% | 3q | -1.1%-$9.3K |
| MENORA MIVTACHIM HOLDINGS LTD. | $714.5K | 35,000 | 0.00% | 12q | HELD |
| New York Life Investment Management LLC | $701.6K | 34,372 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $591.8K | 28,990 | 0.00% | 31q | HELD |
| D. E. Shaw & Co., Inc. | $551.5K | 27,015 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $526.8K | 25,807 | 0.00% | 4q | +68.4%+$214.1K |
| LPL Financial LLC | $502.6K | 24,621 | 0.00% | 5q | +23.3%+$94.8K |
| RICHARDSON FINANCIAL SERVICES INC. | $479.5K | 23,490 | 0.27% | 3q | -1.0%-$5.0K |
| CreativeOne Wealth, LLC | $419.9K | 20,568 | 0.01% | 12q | -12.5%-$60.1K |
| Clear Creek Financial Management, LLC | $412.3K | 20,056 | 0.03% | new | NEW |
| Focus Partners Wealth | $410.7K | 20,054 | 0.00% | 3q | -60.4%-$627.1K |
| RAYMOND JAMES FINANCIAL INC | $266.7K | 13,067 | 0.00% | 6q | -30.6%-$117.9K |
| Balefire, LLC | $216.6K | 10,613 | 0.04% | 3q | -31.1%-$97.8K |
| NATIONAL BANK OF CANADA /FI/ | $139.4K | 6,830 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $111.7K | 5,474 | 0.00% | 26q | -98.7%-$8.2M |
| Ashton Thomas Private Wealth, LLC | $100.7K | 4,934 | 0.00% | 2q | +6.9%+$6.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.8K | 2,487 | 0.00% | 2q | +5.6%+$2.7K |
| NewEdge Advisors, LLC | $43.4K | 2,125 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $43.2K | 2,114 | 0.00% | 4q | HELD |
| GILL CAPITAL PARTNERS, LLC | $42.9K | 2,103 | 0.01% | 2q | -17.4%-$9.0K |
| Capital Investment Advisory Services, LLC | $39.2K | 1,920 | 0.00% | 3q | HELD |
| Cape Investment Advisory, Inc. | $28.7K | 1,407 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $22.9K | 1,122 | 0.00% | 2q | HELD |
| FMR LLC | $20.9K | 1,025 | 0.00% | 7q | +179.3%+$13.4K |
| Smartleaf Asset Management LLC | $17.3K | 850 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $13.2K | 648 | 0.00% | 3q | +125.8%+$7.4K |
| Rossby Financial, LCC | $12.5K | 611 | 0.00% | 2q | +2.2% |
| TD Waterhouse Canada Inc. | $12.4K | 600 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $6.1K | 299 | 0.00% | 8q | -99.3%-$887.9K |
| Global Retirement Partners, LLC | $5.4K | 265 | 0.00% | 2q | HELD |
| Atlantic Union Bankshares Corp | $4.1K | 200 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $4.1K | 200 | 0.00% | 4q | HELD |
| US BANCORP \DE\ | $4.1K | 199 | 0.00% | 2q | HELD |
| Continuum Advisory, LLC | $3.4K | 168 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $3.2K | 158 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $3.2K | 157 | 0.00% | 6q | -93.4%-$45.0K |
| AMERIFLEX GROUP, INC. | $3.1K | 150 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.0K | 146 | 0.00% | 11q | HELD |
| Bare Financial Services, Inc | $3.0K | 145 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $2.7K | 134 | 0.00% | 14q | +6600.0%+$2.7K |
| Integrated Wealth Concepts LLC | $2.6K | 127 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $2.5K | 124 | 0.00% | new | NEW |
| AE Wealth Management LLC | $1.7K | 84 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $572 | 28 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $372 | 18 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $342 | 16,771 | 0.00% | 12q | -0.8% |
| HRT FINANCIAL LP | $285 | 13,978 | 0.00% | new | NEW |
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 | 61 | $104.7M | 5,120,994 | 13 | 19 | 13 | 0.0% |
| Q1 2026 | 60 | $115.2M | 5,136,285 | 15 | 24 | 12 | 0.0% |
| Q4 2025 | 56 | $106.5M | 4,474,690 | 17 | 16 | 12 | 0.0% |
| Q3 2025 | 42 | $70.5M | 2,710,733 | 8 | 15 | 13 | 0.0% |
| Q2 2025 | 42 | $80.2M | 3,696,233 | 9 | 18 | 8 | 0.0% |
| Q1 2025 | 36 | $49.6M | 2,325,972 | 7 | 14 | 8 | 0.0% |
| Q4 2024 | 37 | $40.1M | 2,174,961 | 7 | 13 | 10 | 0.0% |
| Q3 2024 | 31 | $37.6M | 1,875,052 | 5 | 7 | 12 | 0.0% |
| Q2 2024 | 27 | $30.0M | 1,805,737 | 3 | 7 | 6 | 0.0% |
| Q1 2024 | 27 | $22.6M | 1,434,460 | 3 | 10 | 8 | 0.0% |
| Q4 2023 | 29 | $49.7M | 3,097,448 | 3 | 9 | 9 | 0.0% |
| Q3 2023 | 28 | $49.4M | 2,881,579 | 7 | 4 | 9 | 0.0% |
| Q2 2023 | 22 | $35.6M | 2,021,616 | 1 | 9 | 5 | 0.0% |
| Q1 2023 | 24 | $39.8M | 2,023,064 | 5 | 4 | 7 | 0.0% |
| Q4 2022 | 19 | $41.8M | 2,227,032 | 1 | 7 | 6 | 0.0% |
| Q3 2022 | 21 | $37.8M | 2,233,279 | 4 | 6 | 5 | 0.0% |
| Q2 2022 | 18 | $47.7M | 2,174,007 | 3 | 5 | 5 | 0.0% |
| Q1 2022 | 21 | $50.3M | 2,357,303 | 4 | 8 | 6 | 0.0% |
| Q4 2021 | 23 | $58.0M | 2,335,145 | 8 | 4 | 8 | 0.0% |
| Q3 2021 | 13 | $61.1M | 2,256,994 | 3 | 3 | 4 | 0.0% |
| Q2 2021 | 16 | $68.0M | 2,100,253 | 2 | 3 | 4 | 0.0% |
| Q1 2021 | 16 | $53.5M | 1,669,694 | 5 | 2 | 3 | 0.0% |
| Q4 2020 | 12 | $54.8M | 1,721,643 | 1 | 5 | 1 | 0.0% |
| Q3 2020 | 13 | $23.9M | 826,259 | 2 | 0 | 5 | 0.0% |
| Q2 2020 | 12 | $24.3M | 934,974 | 2 | 1 | 4 | 0.0% |
| Q1 2020 | 11 | $27.3M | 1,230,433 | 2 | 2 | 1 | 0.0% |
| Q4 2019 | 12 | $23.3M | 944,943 | 3 | 2 | 4 | 0.0% |
| Q3 2019 | 10 | $25.0M | 1,141,536 | 1 | 2 | 5 | 0.0% |
| Q2 2019 | 10 | $27.5M | 1,192,454 | 3 | 2 | 5 | 0.0% |
| Q1 2019 | 7 | $27.2M | 1,130,432 | 2 | 3 | 1 | 0.0% |
| Q4 2018 | 7 | $21.1M | 1,032,357 | 1 | 0 | 0 | 0.0% |