FRANKLIN TEMPLETON ETF TR (FLQM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
161
Reporting holders
$1.1B
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $152.9M | 2,641,550 | 0.03% | 24q | -14.9%-$26.7M |
| AMERIPRISE FINANCIAL INC | $122.9M | 2,123,314 | 0.02% | 10q | -48.0%-$113.3M |
| Cetera Investment Advisers | $79.9M | 1,381,155 | 0.07% | 10q | -5.1%-$4.3M |
| RAYMOND JAMES FINANCIAL INC | $61.1M | 1,055,774 | 0.02% | 7q | -30.6%-$27.0M |
| Larson Financial Group LLC | $60.2M | 1,040,102 | 1.58% | 6q | +15.7%+$8.2M |
| Harbor Group, Inc. | $54.7M | 945,316 | 6.43% | 9q | +4.9%+$2.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44.6M | 770,191 | 0.02% | 12q | -15.6%-$8.2M |
| MORGAN STANLEY | $38.7M | 669,365 | 0.00% | 13q | +4.2%+$1.6M |
| HighTower Advisors, LLC | $36.2M | 624,932 | 0.04% | 6q | +6.1%+$2.1M |
| BANK OF AMERICA CORP /DE/ | $34.1M | 588,329 | 0.00% | 31q | -12.9%-$5.0M |
| EAGLE WEALTH STRATEGIES LLC | $27.3M | 471,779 | 10.43% | 6q | +7.6%+$1.9M |
| STIFEL FINANCIAL CORP | $24.8M | 428,809 | 0.02% | 15q | +4.0%+$954.8K |
| FINANCIAL CONSULATE, INC | $22.0M | 379,294 | 2.44% | 10q | +0.9%+$189.8K |
| Federation des caisses Desjardins du Quebec | $18.8M | 324,033 | 0.06% | 10q | -24.7%-$6.1M |
| JONES FINANCIAL COMPANIES LLLP | $17.3M | 297,592 | 0.01% | 10q | -6.7%-$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $16.7M | 288,323 | 0.00% | 12q | +6.0%+$947.5K |
| Private Advisor Group, LLC | $15.5M | 267,111 | 0.07% | 16q | -45.0%-$12.6M |
| ROYAL BANK OF CANADA | $14.5M | 250,727 | 0.00% | 13q | -22.3%-$4.2M |
| Sherrill & Hutchins Financial Advisory, Inc | $14.3M | 246,185 | 6.81% | 6q | +2.1%+$294.5K |
| OSAIC HOLDINGS, INC. | $14.2M | 245,916 | 0.02% | 26q | +1.4%+$199.2K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $13.1M | 226,978 | 3.57% | 12q | -14.6%-$2.2M |
| Stratos Investment Management, LLC | $12.2M | 211,505 | 0.44% | 12q | +5.4%+$630.1K |
| OneDigital Investment Advisors LLC | $11.0M | 189,273 | 0.09% | 5q | +22.5%+$2.0M |
| TrustBank | $10.8M | 185,943 | 3.65% | 3q | +1.1%+$118.3K |
| Piedmont Capital Management, LLC/NC | $10.0M | 172,917 | 6.11% | 3q | -2.7%-$277.7K |
| Financial Management, Inc. | $9.2M | 158,281 | 7.51% | 3q | +2.4%+$212.1K |
| Keystone Financial Services, LLC | $8.9M | 153,341 | 5.33% | 7q | +2.0%+$175.3K |
| KPP Advisory Services LLC | $8.4M | 144,941 | 1.06% | 10q | +63.8%+$3.3M |
| NewEdge Advisors, LLC | $8.4M | 144,650 | 0.02% | 8q | +15.0%+$1.1M |
| Atria Investments, Inc | $8.1M | 140,448 | 0.08% | 11q | +497.8%+$6.8M |
| Integrity Financial Corp /WA | $7.1M | 122,116 | 3.40% | 15q | -23.3%-$2.2M |
| Algorithmic Investment Models, LLC | $6.5M | 113,052 | 7.57% | 8q | +3.7%+$230.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.2M | 107,328 | 0.07% | 12q | -10.5%-$726.9K |
| JPMORGAN CHASE & CO | $6.1M | 105,582 | 0.00% | 10q | -6.9%-$456.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 105,951 | 0.01% | 15q | -2.2%-$136.1K |
| &PARTNERS | $6.0M | 103,113 | 0.02% | 8q | +9.4%+$511.3K |
| CAPTRUST FINANCIAL ADVISORS | $5.6M | 96,994 | 0.01% | 6q | +2.7%+$147.3K |
| Advisory Services Network, LLC | $5.0M | 86,788 | 0.06% | 9q | +6.8%+$321.0K |
| Thomasville National Bank | $4.9M | 85,166 | 0.27% | 13q | +5.0%+$232.5K |
| Family Capital Management, Inc. | $4.8M | 82,223 | 1.84% | 15q | +1.3%+$61.0K |
| IFP Advisors, Inc | $4.7M | 81,614 | 0.09% | 18q | +3.2%+$146.2K |
| Kestra Advisory Services, LLC | $4.2M | 72,570 | 0.01% | 23q | +11.7%+$441.0K |
| IAG Wealth Partners, LLC | $3.6M | 63,055 | 0.36% | 7q | -2.3%-$85.4K |
| GOLDMAN SACHS GROUP INC | $3.6M | 61,352 | 0.00% | 2q | +175.7%+$2.3M |
| Intrua Financial, LLC | $3.3M | 57,245 | 0.30% | 6q | +16.1%+$460.2K |
| VICUS CAPITAL | $3.3M | 56,988 | 0.21% | 6q | -3.3%-$111.5K |
| Orgel Wealth Management, LLC | $3.2M | 54,702 | 0.06% | 8q | -97.0%-$100.8M |
| Focus Financial Network, Inc. | $3.1M | 53,345 | 0.10% | 8q | +2.1%+$64.7K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $2.9M | 49,434 | 0.01% | 7q | -13.2%-$436.2K |
| Steward Partners Investment Advisory, LLC | $2.6M | 45,405 | 0.01% | 10q | -14.2%-$436.0K |
| CITADEL ADVISORS LLC | $2.5M | 43,014 | 0.00% | 4q | +87.5%+$1.2M |
| Berger Financial Group, Inc | $2.4M | 41,225 | 0.12% | 10q | -6.2%-$157.1K |
| Merit Financial Group, LLC | $2.4M | 40,620 | 0.01% | 5q | -14.9%-$410.3K |
| Forefront Wealth Partners, LLC | $2.3M | 40,594 | 0.73% | 4q | +101.9%+$1.2M |
| Equitable Holdings, Inc. | $2.3M | 39,891 | 0.01% | 19q | -12.4%-$326.8K |
| Smartleaf Asset Management LLC | $2.3M | 39,461 | 0.07% | 4q | HELD |
| Riverbend Wealth Management, LLC | $2.3M | 39,054 | 1.14% | 7q | +8.4%+$174.6K |
| OPPENHEIMER & CO INC | $1.8M | 31,337 | 0.02% | 9q | -4.9%-$94.4K |
| Perigon Wealth Management, LLC | $1.8M | 30,775 | 0.03% | 6q | -38.9%-$1.1M |
| MML INVESTORS SERVICES, LLC | $1.8M | 30,772 | 0.00% | 8q | +1.8%+$30.9K |
| Concurrent Investment Advisors, LLC | $1.7M | 29,709 | 0.01% | 4q | +13.6%+$205.3K |
| Redhawk Wealth Advisors, Inc. | $1.6M | 28,040 | 0.16% | 11q | -85.9%-$9.9M |
| FRANKLIN RESOURCES INC | $1.4M | 24,716 | 0.00% | 25q | -2.8%-$40.9K |
| BYRNE FINANCIAL FREEDOM, LLC | $1.4M | 24,455 | 0.55% | 7q | -34.8%-$754.4K |
| Stratos Wealth Partners, LTD. | $1.3M | 22,540 | 0.01% | 15q | -3.8%-$51.8K |
| Mutual Advisors, LLC | $1.3M | 21,672 | 0.02% | 20q | -14.4%-$210.6K |
| MONEYWISE, INC. | $1.2M | 20,187 | 0.44% | 15q | -1.0%-$11.3K |
| Beaumont Financial Advisors, LLC | $1.0M | 18,015 | 0.07% | 8q | +1.5%+$15.5K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.0M | 17,661 | 0.37% | 7q | +0.5%+$5.5K |
| HARBOUR INVESTMENTS, INC. | $973.7K | 16,822 | 0.01% | 17q | +0.9%+$8.9K |
| Rockefeller Capital Management L.P. | $964.0K | 16,653 | 0.00% | 4q | -6.4%-$66.2K |
| Sanctuary Advisors, LLC | $959.4K | 16,574 | 0.00% | 5q | +28.7%+$213.8K |
| Essex Financial Services, Inc. | $957.5K | 16,542 | 0.05% | 11q | -1.4%-$13.9K |
| SHEETS SMITH WEALTH MANAGEMENT | $931.8K | 16,098 | 0.09% | 5q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $884.1K | 15,274 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $837.6K | 14,468 | 0.02% | 26q | -75.7%-$2.6M |
| D.A. DAVIDSON & CO. | $802.7K | 13,867 | 0.00% | 11q | -0.8%-$6.5K |
| Envestnet Portfolio Solutions, Inc. | $690.0K | 11,920 | 0.00% | 8q | +6.9%+$44.5K |
| PLANWISER FINANCIAL, LLC | $671.8K | 11,605 | 0.47% | 6q | -0.8%-$5.6K |
| HighPoint Advisor Group LLC | $666.3K | 11,510 | 0.02% | 3q | -1.1%-$7.6K |
| Sunrise Financial Services, LLC | $612.4K | 10,580 | 0.36% | 3q | +4.6%+$26.7K |
| IFG Advisory, LLC | $602.8K | 10,413 | 0.02% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $583.6K | 10,020 | 0.02% | 14q | -39.3%-$377.6K |
| Cornerstone Wealth Management, LLC | $564.9K | 9,759 | 0.02% | 7q | HELD |
| Onyx Bridge Wealth Group LLC | $556.2K | 9,608 | 0.05% | 6q | +10.6%+$53.1K |
| PRINCIPAL SECURITIES, INC. | $548.1K | 9,468 | 0.01% | 11q | +6.0%+$31.0K |
| Dynamic Advisor Solutions LLC | $547.7K | 9,461 | 0.02% | 24q | -30.9%-$245.0K |
| Ameritas Advisory Services, LLC | $526.0K | 9,086 | 0.01% | new | NEW |
| Clear Point Advisors Inc. | $521.1K | 9,002 | 0.46% | new | NEW |
| Snowden Capital Advisors LLC | $488.6K | 8,425 | 0.01% | 24q | -93.6%-$7.2M |
| MBL Wealth, LLC | $488.3K | 8,435 | 0.03% | 5q | +49.0%+$160.6K |
| AQR CAPITAL MANAGEMENT LLC | $479.3K | 8,280 | 0.00% | 10q | +6.3%+$28.2K |
| ProVise Management Group, LLC | $478.8K | 8,272 | 0.03% | 9q | -0.6%-$2.7K |
| Strategic Equity Management | $474.7K | 8,201 | 0.16% | 10q | -2.3%-$11.3K |
| Southland Equity Partners LLC | $454.1K | 7,845 | 0.08% | 15q | -0.6%-$2.9K |
| LANDMARK WEALTH MANAGEMENT, INC. | $446.6K | 7,715 | 0.15% | 9q | -6.8%-$32.6K |
| COZAD ASSET MANAGEMENT INC | $441.6K | 7,628 | 0.03% | 5q | HELD |
| JANE STREET GROUP, LLC | $441.2K | 7,622 | 0.00% | 2q | -50.9%-$457.6K |
| Pacific Sun Financial Corp | $434.9K | 7,467 | 0.18% | 17q | HELD |
| FMR LLC | $420.6K | 7,267 | 0.00% | 12q | +25.6%+$85.7K |
Showing the largest 100 of 170 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 | 161 | $1.1B | 19,441,928 | 15 | 52 | 67 | 0.0% |
| Q1 2026 | 160 | $1.4B | 25,494,368 | 16 | 56 | 59 | 0.1% |
| Q4 2025 | 162 | $1.3B | 23,104,547 | 9 | 66 | 56 | 0.0% |
| Q3 2025 | 157 | $1.3B | 22,220,381 | 15 | 66 | 54 | 0.0% |
| Q2 2025 | 154 | $1.2B | 22,375,400 | 25 | 69 | 45 | 0.0% |
| Q1 2025 | 141 | $1.0B | 19,056,250 | 21 | 64 | 32 | 0.0% |
| Q4 2024 | 137 | $868.0M | 15,981,632 | 19 | 68 | 24 | 0.0% |
| Q3 2024 | 120 | $693.0M | 12,441,959 | 28 | 59 | 14 | 0.0% |
| Q2 2024 | 97 | $454.8M | 8,866,741 | 14 | 52 | 18 | 0.0% |
| Q1 2024 | 89 | $423.7M | 7,926,040 | 21 | 40 | 19 | 0.0% |
| Q4 2023 | 75 | $287.3M | 5,964,624 | 13 | 36 | 16 | 0.0% |
| Q3 2023 | 63 | $185.3M | 4,315,666 | 12 | 31 | 15 | 0.0% |
| Q2 2023 | 54 | $141.0M | 3,165,359 | 11 | 29 | 8 | 0.0% |
| Q1 2023 | 43 | $109.8M | 2,556,631 | 10 | 20 | 10 | 0.0% |
| Q4 2022 | 37 | $75.7M | 1,815,609 | 14 | 13 | 6 | 0.0% |
| Q3 2022 | 26 | $35.6M | 984,888 | 6 | 9 | 9 | 0.0% |
| Q2 2022 | 24 | $31.9M | 848,544 | 5 | 8 | 10 | 0.0% |
| Q1 2022 | 25 | $37.2M | 887,433 | 6 | 12 | 7 | 0.0% |
| Q4 2021 | 19 | $32.5M | 668,712 | 4 | 12 | 2 | 0.0% |
| Q3 2021 | 15 | $27.2M | 621,629 | 2 | 10 | 2 | 0.0% |
| Q2 2021 | 14 | $21.4M | 484,514 | 1 | 9 | 2 | 0.0% |
| Q1 2021 | 14 | $18.4M | 449,947 | 2 | 8 | 4 | 0.0% |
| Q4 2020 | 14 | $16.4M | 430,728 | 3 | 9 | 2 | 0.0% |
| Q3 2020 | 12 | $10.6M | 319,750 | 5 | 4 | 3 | 0.0% |
| Q2 2020 | 9 | $4.8M | 157,336 | 3 | 5 | 1 | 0.0% |
| Q1 2020 | 7 | $3.0M | 120,076 | 4 | 1 | 1 | 0.0% |
| Q4 2019 | 5 | $3.2M | 97,625 | 0 | 4 | 1 | 0.0% |
| Q3 2019 | 5 | $2.1M | 67,679 | 0 | 3 | 1 | 0.0% |
| Q2 2019 | 5 | $2.6M | 83,474 | 1 | 2 | 2 | 0.0% |
| Q1 2019 | 5 | $2.3M | 75,031 | 0 | 2 | 2 | 0.0% |
| Q4 2018 | 6 | $1.4M | 55,100 | 0 | 0 | 0 | 0.0% |