FRANKLIN TEMPLETON ETF TR (FLMI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
223
Reporting holders
$1.5B
Reported value
0.0%
Held as options
+24
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $172.0M | 6,833,994 | 0.04% | 19q | +16.4%+$24.2M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $131.4M | 5,218,892 | 1.73% | 6q | HELD |
| AMERIPRISE FINANCIAL INC | $113.5M | 4,511,937 | 0.02% | 9q | -43.3%-$86.8M |
| BANK OF AMERICA CORP /DE/ | $83.0M | 3,297,486 | 0.01% | 4q | +22.0%+$15.0M |
| Meeder Advisory Services, Inc. | $59.6M | 2,366,974 | 2.18% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $58.4M | 2,318,768 | 0.01% | 7q | -46.3%-$50.3M |
| MORGAN STANLEY | $54.5M | 2,166,734 | 0.00% | 4q | +32.6%+$13.4M |
| RAYMOND JAMES FINANCIAL INC | $48.1M | 1,909,455 | 0.01% | 7q | +17.1%+$7.0M |
| Cetera Investment Advisers | $40.7M | 1,615,619 | 0.04% | 15q | +11.7%+$4.2M |
| Focus Partners Wealth | $31.8M | 1,262,532 | 0.03% | 9q | +4398.4%+$31.1M |
| Composition Wealth, LLC | $30.8M | 1,223,504 | 0.36% | 2q | +18.5%+$4.8M |
| Axiom Financial Strategies, LLC | $29.8M | 1,183,760 | 9.34% | 2q | -11.4%-$3.8M |
| JANE STREET GROUP, LLC | $25.7M | 1,019,918 | 0.00% | 12q | +93.8%+$12.4M |
| Sanctuary Advisors, LLC | $24.4M | 967,787 | 0.11% | 9q | +23.5%+$4.6M |
| OSAIC HOLDINGS, INC. | $23.6M | 937,454 | 0.03% | 25q | +72.6%+$9.9M |
| HighTower Advisors, LLC | $21.3M | 844,950 | 0.02% | 8q | +435.4%+$17.3M |
| Waverly Advisors, LLC | $21.0M | 835,217 | 0.12% | new | NEW |
| New England Private Wealth Advisors LLC | $20.6M | 835,986 | 1.99% | 5q | +22.4%+$3.8M |
| CENTRAL BANK & TRUST CO | $20.0M | 793,147 | 2.83% | 12q | +2.6%+$499.7K |
| ENVESTNET ASSET MANAGEMENT INC | $16.9M | 669,892 | 0.00% | 16q | +16.0%+$2.3M |
| Legacy CG, LLC | $16.3M | 646,293 | 4.16% | 6q | +2.0%+$322.5K |
| STIFEL FINANCIAL CORP | $15.6M | 618,326 | 0.01% | 10q | +10.0%+$1.4M |
| RFG Advisory, LLC | $15.4M | 613,288 | 0.24% | 10q | +7.8%+$1.1M |
| Private Advisor Group, LLC | $14.7M | 584,966 | 0.07% | 11q | +64.9%+$5.8M |
| JONES FINANCIAL COMPANIES LLLP | $13.7M | 543,310 | 0.01% | 9q | +33.0%+$3.4M |
| TRUIST FINANCIAL CORP | $13.5M | 535,337 | 0.02% | 11q | -4.2%-$592.6K |
| Midwest Financial Partners Investments, Inc. | $13.5M | 534,969 | 5.59% | 3q | +14.2%+$1.7M |
| Bank of New York Mellon Corp | $12.7M | 503,404 | 0.00% | 13q | +7.3%+$865.2K |
| AE Wealth Management LLC | $11.9M | 470,914 | 0.06% | 8q | +201.2%+$7.9M |
| Orion Porfolio Solutions, LLC | $11.2M | 444,075 | 0.09% | 18q | -4.7%-$555.7K |
| MFA WEALTH ADVISORS, LLC | $10.7M | 426,562 | 1.83% | 2q | +201.3%+$7.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $10.1M | 402,254 | 0.11% | 8q | +4.3%+$420.3K |
| NewEdge Advisors, LLC | $9.3M | 369,979 | 0.03% | new | NEW |
| Asio Capital, LLC | $9.2M | 363,936 | 1.17% | 5q | +4.8%+$418.2K |
| Ocean Park Asset Management, LLC | $8.8M | 351,200 | 0.43% | 7q | HELD |
| Prentice Wealth Management LLC | $8.3M | 330,459 | 1.72% | 7q | +14.3%+$1.0M |
| JPMORGAN CHASE & CO | $8.2M | 326,915 | 0.00% | 12q | -35.4%-$4.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 318,150 | 0.01% | 12q | +6.1%+$461.2K |
| Beacon Bridge Wealth Partners, LLC | $7.9M | 314,712 | 2.26% | 3q | +54.8%+$2.8M |
| MML INVESTORS SERVICES, LLC | $7.7M | 306,697 | 0.02% | 6q | +29.8%+$1.8M |
| Equitable Holdings, Inc. | $6.7M | 264,522 | 0.04% | 11q | +11.2%+$672.7K |
| FRANKLIN RESOURCES INC | $6.6M | 260,803 | 0.00% | 31q | +62.6%+$2.5M |
| HighPoint Advisor Group LLC | $6.2M | 247,527 | 0.22% | 3q | +10.3%+$580.2K |
| VestGen Advisors, LLC | $6.0M | 237,746 | 0.17% | 6q | -3.6%-$224.0K |
| BlueStem Wealth Partners, LLC | $5.7M | 228,168 | 0.57% | 6q | +5.9%+$318.3K |
| HANCOCK WHITNEY CORP | $5.7M | 227,632 | 0.10% | 5q | +7.9%+$418.7K |
| Retirement Planning Group, LLC | $5.7M | 225,521 | 0.14% | 6q | +28.0%+$1.2M |
| Legacy Financial Advisors, Inc. | $5.6M | 222,089 | 0.68% | 4q | +17.2%+$818.4K |
| Certified Advisory Corp | $5.4M | 216,406 | 0.44% | 4q | +41.8%+$1.6M |
| Wealth Alliance Advisory Group, LLC | $5.4M | 215,204 | 0.78% | 6q | +3.1%+$164.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.3M | 209,380 | 0.00% | 4q | +78.8%+$2.3M |
| Stratos Investment Management, LLC | $4.7M | 185,052 | 0.17% | new | NEW |
| Steward Partners Investment Advisory, LLC | $4.6M | 180,942 | 0.02% | 17q | +20.5%+$775.2K |
| ROYAL BANK OF CANADA | $4.4M | 174,220 | 0.00% | 7q | +91.0%+$2.1M |
| Stratos Wealth Advisors, LLC | $4.2M | 167,167 | 0.23% | 16q | +81.7%+$1.9M |
| Concurrent Investment Advisors, LLC | $4.1M | 163,497 | 0.04% | 3q | -3.0%-$128.0K |
| Summit Financial, LLC | $4.1M | 161,880 | 0.04% | 4q | HELD |
| Elequin Capital, LP | $3.8M | 149,287 | 0.11% | new | NEW |
| Kestra Advisory Services, LLC | $3.7M | 148,097 | 0.01% | 11q | +46.5%+$1.2M |
| ROBINSON SMITH WEALTH ADVISORS LLC | $3.5M | 140,980 | 2.13% | 4q | -9.5%-$374.2K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $3.5M | 140,149 | 2.07% | new | NEW |
| Smartleaf Asset Management LLC | $3.4M | 135,023 | 0.11% | 4q | HELD |
| AssuredPartners Investment Advisors, LLC | $3.2M | 127,313 | 0.31% | 5q | +3.2%+$100.3K |
| Sequent Planning LLC | $3.2M | 126,316 | 0.68% | 4q | +7.2%+$213.7K |
| CROBAN | $3.1M | 124,855 | 1.38% | 7q | HELD |
| Penney Financial, LLC | $3.1M | 124,597 | 1.10% | 4q | -57.5%-$4.2M |
| Madrid Wealth Management, LLC | $3.1M | 123,702 | 2.04% | 3q | +18.1%+$478.2K |
| Total Clarity Wealth Management, Inc. | $3.0M | 117,916 | 0.58% | 3q | +17.7%+$445.8K |
| Buck Wealth Strategies, LLC | $2.9M | 117,130 | 0.31% | 3q | +81.6%+$1.3M |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $2.9M | 117,046 | 1.33% | 11q | -2.0%-$60.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.9M | 116,476 | 0.01% | 4q | +107.1%+$1.5M |
| Patriot Financial Group Insurance Agency, LLC | $2.9M | 116,414 | 0.30% | 11q | -45.2%-$2.4M |
| AdvisorNet Financial, Inc | $2.7M | 105,308 | 0.12% | 6q | +23.1%+$497.2K |
| ShoreHaven Wealth Partners, LLC | $2.6M | 101,728 | 0.81% | 17q | +43.2%+$772.2K |
| Embree Financial Group | $2.4M | 96,512 | 0.24% | 6q | +6.2%+$140.9K |
| Redhawk Wealth Advisors, Inc. | $2.4M | 96,209 | 0.24% | 11q | +11.0%+$239.8K |
| ARWA LLC | $2.4M | 96,455 | 1.00% | 3q | +25.1%+$482.6K |
| Fire Capital Management LLC | $2.4M | 95,360 | 0.98% | 3q | +8.8%+$193.7K |
| Hobart Private Capital, LLC | $2.3M | 92,311 | 0.40% | 2q | +608.3%+$2.0M |
| Leeward Financial Partners, LLC | $2.3M | 92,304 | 0.61% | 13q | HELD |
| BENJAMIN EDWARDS INC | $2.2M | 86,762 | 0.02% | 5q | -3.4%-$77.4K |
| Advisory Services Network, LLC | $2.1M | 83,020 | 0.02% | 5q | +10.6%+$200.9K |
| IHT Wealth Management, LLC | $2.0M | 79,108 | 0.04% | 4q | +441.3%+$1.6M |
| PNC Financial Services Group, Inc. | $2.0M | 77,825 | 0.00% | 8q | +31.5%+$468.8K |
| ABOUND FINANCIAL, LLC | $1.9M | 76,377 | 0.77% | 7q | -2.1%-$41.2K |
| Geneos Wealth Management Inc. | $1.9M | 73,957 | 0.04% | 14q | +1.2%+$21.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 71,759 | 0.00% | 3q | +29.2%+$405.6K |
| ADAPT WEALTH ADVISORS, LLC | $1.7M | 69,290 | 0.57% | 3q | +19.5%+$285.1K |
| Tower Research Capital LLC (TRC) | $1.7M | 68,930 | 0.04% | new | NEW |
| CGN Advisors LLC | $1.7M | 67,166 | 0.12% | 2q | +243.0%+$1.2M |
| Global Retirement Partners, LLC | $1.7M | 65,582 | 0.03% | 4q | +17.8%+$248.9K |
| OLD MISSION CAPITAL LLC | $1.6M | 65,289 | 0.03% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $1.6M | 62,570 | 0.02% | 11q | +65.2%+$621.8K |
| Coastal Bridge Advisors, LLC | $1.6M | 61,915 | 0.10% | 4q | +24.9%+$310.3K |
| Evergreen Wealth Partners LLC | $1.5M | 60,396 | 0.91% | 3q | +204.9%+$1.0M |
| Landmark Wealth Management, LLC | $1.5M | 60,340 | 0.36% | 18q | +12.6%+$169.7K |
| Quadrature Capital Ltd | $1.5M | 58,241 | 0.01% | new | NEW |
| SFG Wealth Management, LLC. | $1.4M | 53,674 | 0.49% | 4q | HELD |
| Cullen/Frost Bankers, Inc. | $1.3M | 53,069 | 0.01% | 8q | +27.7%+$289.4K |
| Meridian Wealth Management, LLC | $1.3M | 52,533 | 0.04% | 5q | +10.7%+$128.0K |
Showing the largest 100 of 230 reported holders.
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 | 223 | $1.5B | 60,215,385 | 37 | 125 | 31 | 0.0% |
| Q1 2026 | 199 | $1.4B | 56,705,699 | 33 | 120 | 25 | 0.0% |
| Q4 2025 | 187 | $898.3M | 36,125,729 | 31 | 102 | 26 | 0.0% |
| Q3 2025 | 153 | $661.5M | 26,714,268 | 32 | 77 | 28 | 0.0% |
| Q2 2025 | 131 | $487.0M | 20,075,810 | 28 | 62 | 31 | 0.0% |
| Q1 2025 | 116 | $386.4M | 15,808,621 | 28 | 52 | 21 | 0.0% |
| Q4 2024 | 88 | $275.4M | 11,268,800 | 20 | 38 | 14 | 0.0% |
| Q3 2024 | 71 | $197.8M | 7,914,553 | 13 | 38 | 9 | 0.0% |
| Q2 2024 | 59 | $144.1M | 5,907,701 | 6 | 33 | 7 | 0.0% |
| Q1 2024 | 55 | $133.8M | 5,457,370 | 12 | 28 | 10 | 0.0% |
| Q4 2023 | 45 | $112.6M | 4,641,479 | 13 | 11 | 12 | 0.0% |
| Q3 2023 | 30 | $86.4M | 3,763,551 | 5 | 16 | 5 | 0.0% |
| Q2 2023 | 26 | $75.8M | 3,171,243 | 5 | 13 | 3 | 0.0% |
| Q1 2023 | 28 | $69.2M | 2,891,496 | 7 | 13 | 5 | 0.0% |
| Q4 2022 | 22 | $59.6M | 2,549,428 | 6 | 5 | 10 | 0.0% |
| Q3 2022 | 23 | $69.3M | 3,047,138 | 5 | 7 | 7 | 0.0% |
| Q2 2022 | 24 | $73.8M | 3,115,809 | 7 | 10 | 6 | 0.0% |
| Q1 2022 | 19 | $59.7M | 2,404,438 | 8 | 6 | 3 | 0.0% |
| Q4 2021 | 13 | $51.5M | 1,922,192 | 3 | 5 | 2 | 0.0% |
| Q3 2021 | 11 | $46.6M | 1,745,938 | 2 | 5 | 1 | 0.0% |
| Q2 2021 | 11 | $43.7M | 1,627,299 | 3 | 5 | 2 | 0.0% |
| Q1 2021 | 8 | $36.7M | 1,395,623 | 1 | 2 | 3 | 0.0% |
| Q4 2020 | 7 | $27.8M | 1,055,642 | 0 | 3 | 3 | 0.0% |
| Q3 2020 | 7 | $24.0M | 938,872 | 0 | 3 | 4 | 0.0% |
| Q2 2020 | 7 | $8.6M | 337,887 | 1 | 3 | 2 | 0.0% |
| Q1 2020 | 6 | $6.8M | 277,243 | 3 | 1 | 1 | 0.0% |
| Q4 2019 | 3 | $5.6M | 220,171 | 0 | 2 | 1 | 0.0% |
| Q3 2019 | 6 | $4.8M | 187,308 | 1 | 2 | 2 | 0.0% |
| Q2 2019 | 5 | $3.7M | 145,116 | 2 | 2 | 1 | 0.0% |
| Q1 2019 | 4 | $3.8M | 151,476 | 0 | 1 | 1 | 0.0% |
| Q4 2018 | 4 | $3.8M | 154,560 | 0 | 0 | 0 | 0.0% |