FRANKLIN TEMPLETON ETF TR (XDAT)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
7
Reporting holders
$1.9M
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 |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | $823.0K | 32,959 | 0.00% | 21q | +2.0%+$15.8K |
| GTS SECURITIES LLC | $576.5K | 23,090 | 0.01% | 2q | +33.1%+$143.3K |
| CITADEL ADVISORS LLC | $438.1K | 17,544 | 0.00% | 2q | +7.2%+$29.5K |
| HARBOUR INVESTMENTS, INC. | $67.8K | 2,717 | 0.00% | 12q | HELD |
| Manchester Capital Management LLC | $15.0K | 600 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $3.8K | 150 | 0.00% | 7q | HELD |
| MORGAN STANLEY | $33 | 1 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | TRUIST FINANCIAL CORP | 22.0% |
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 | 7 | $1.9M | 77,061 | 0 | 3 | 0 | 0.0% |
| Q1 2026 | 6 | $1.5M | 69,355 | 4 | 1 | 1 | 0.0% |
| Q4 2025 | 4 | $952.5K | 36,748 | 0 | 2 | 1 | 0.0% |
| Q3 2025 | 4 | $959.3K | 34,258 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 5 | $894.6K | 32,789 | 1 | 1 | 0 | 0.0% |
| Q1 2025 | 4 | $1.4M | 63,999 | 1 | 3 | 0 | 0.0% |
| Q4 2024 | 6 | $1.6M | 63,074 | 0 | 1 | 2 | 0.0% |
| Q3 2024 | 9 | $2.9M | 121,371 | 2 | 3 | 1 | 0.0% |
| Q2 2024 | 8 | $1.9M | 85,127 | 2 | 1 | 5 | 0.0% |
| Q1 2024 | 9 | $3.1M | 135,568 | 3 | 4 | 1 | 0.0% |
| Q4 2023 | 6 | $1.9M | 86,821 | 2 | 2 | 1 | 0.0% |
| Q3 2023 | 5 | $2.0M | 111,419 | 1 | 2 | 2 | 0.0% |
| Q2 2023 | 5 | $2.2M | 113,968 | 0 | 1 | 3 | 0.0% |
| Q1 2023 | 4 | $1.7M | 101,225 | 1 | 3 | 0 | 0.0% |
| Q4 2022 | 4 | $655.7K | 43,847 | 1 | 3 | 0 | 0.0% |
| Q3 2022 | 3 | $659.0K | 41,665 | 0 | 1 | 2 | 0.0% |
| Q2 2022 | 3 | $705.0K | 43,070 | 1 | 1 | 1 | 0.0% |
| Q1 2022 | 3 | $1.6M | 70,302 | 0 | 2 | 0 | 0.0% |
| Q4 2021 | 4 | $1.7M | 61,787 | 1 | 3 | 0 | 0.0% |
| Q3 2021 | 4 | $1.2M | 45,328 | 0 | 2 | 0 | 0.0% |
| Q2 2021 | 4 | $1.1M | 40,807 | 3 | 0 | 1 | 0.0% |
| Q1 2021 | 2 | $468.0K | 20,046 | 2 | 0 | 0 | 0.0% |