# FRANKLIN TEMPLETON ETF TR (HELX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HELX/

- Reporting holders: 8
- Reported value: $5.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.7M | 67,600 | 0.0% | 2 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.5M | 38,272 | 0.0% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $615.6K | 15,404 | 0.0% | 16 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $125.6K | 3,142 | 0.0% | 6 |
| [FRANKLIN RESOURCES INC](https://holderbook.com/funds/38777-franklin-resources-inc/) | $106.9K | 2,675 | 0.0% | 2 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $50.1K | 1,255 | 0.0% | 7 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $5.1K | 128 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $1 | 0 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $5.1M |
| Q1 2026 | 8 | $1.7M |
| Q4 2025 | 7 | $613.3K |
| Q3 2025 | 6 | $439.5K |
| Q2 2025 | 9 | $2.6M |
| Q1 2025 | 9 | $2.2M |
| Q4 2024 | 9 | $3.0M |
| Q3 2024 | 6 | $1.5M |
| Q2 2024 | 7 | $2.5M |
| Q1 2024 | 10 | $3.1M |
| Q4 2023 | 9 | $4.3M |
| Q3 2023 | 7 | $1.1M |