FRANKLIN TEMPLETON ETF TR (HELX)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
8
Reporting holders
$3.8M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 38,272 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.4M | 33,800 | 0.00% | 2q | -10.0%-$150.6K |
| LPL Financial LLC | $615.6K | 15,404 | 0.00% | 16q | +129.7%+$347.6K |
| OSAIC HOLDINGS, INC. | $125.6K | 3,142 | 0.00% | 6q | +34.4%+$32.2K |
| FRANKLIN RESOURCES INC | $106.9K | 2,675 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $50.1K | 1,255 | 0.00% | 7q | -23.9%-$15.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.1K | 128 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $1 | 0 | 0.00% | 8q | HELD |
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 | 8 | $3.8M | 94,676 | 2 | 2 | 2 | 0.0% |
| Q1 2026 | 8 | $1.7M | 51,036 | 3 | 2 | 2 | 0.0% |
| Q4 2025 | 7 | $613.3K | 16,891 | 2 | 1 | 1 | 0.0% |
| Q3 2025 | 6 | $439.5K | 14,268 | 0 | 0 | 2 | 0.0% |
| Q2 2025 | 9 | $2.6M | 92,633 | 1 | 3 | 3 | 0.0% |
| Q1 2025 | 9 | $2.2M | 81,687 | 2 | 5 | 1 | 0.0% |
| Q4 2024 | 9 | $3.0M | 103,040 | 4 | 2 | 0 | 0.0% |
| Q3 2024 | 6 | $1.5M | 47,673 | 2 | 2 | 1 | 0.0% |
| Q2 2024 | 6 | $2.3M | 71,465 | 1 | 2 | 1 | 0.0% |
| Q1 2024 | 9 | $2.9M | 87,959 | 2 | 1 | 5 | 0.0% |
| Q4 2023 | 8 | $4.1M | 133,768 | 3 | 2 | 2 | 0.0% |
| Q3 2023 | 5 | $646.6K | 22,820 | 1 | 2 | 1 | 0.0% |
| Q2 2023 | 6 | $2.0M | 66,633 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 4 | $772.4K | 25,421 | 0 | 1 | 2 | 0.0% |
| Q4 2022 | 6 | $852.2K | 28,274 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 9 | $1.2M | 40,724 | 2 | 3 | 1 | 0.0% |
| Q2 2022 | 8 | $964.0K | 30,115 | 1 | 2 | 2 | 0.0% |
| Q1 2022 | 8 | $1.2M | 31,478 | 0 | 2 | 4 | 0.0% |
| Q4 2021 | 11 | $7.8M | 161,694 | 3 | 3 | 4 | 0.0% |
| Q3 2021 | 10 | $14.3M | 273,604 | 2 | 3 | 4 | 0.0% |
| Q2 2021 | 9 | $4.1M | 79,619 | 1 | 2 | 2 | 0.0% |
| Q1 2021 | 8 | $3.5M | 81,510 | 2 | 3 | 1 | 0.0% |
| Q4 2020 | 5 | $1.9M | 43,257 | 2 | 2 | 1 | 0.0% |
| Q3 2020 | 5 | $991.0K | 28,241 | 4 | 0 | 1 | 0.0% |
| Q2 2020 | 1 | $2.2M | 65,000 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 1 | $1.7M | 75,000 | 1 | 0 | 0 | 0.0% |