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Disclosery

FLBL FRANKLIN TEMPLETON ETF TR

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SENIOR LOAN ETF (fund)

121 managers (122 13F filers) reported a position in FLBL shares at 2026-06-30, 25,243,841 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
121
13F filers
122
New
11
Added
47
Reduced
54
Sold out
7
Shares held by filers
25,243,841

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New York Life Investment Management LLCin group New York Life Investment Mana…4,268,479$97.8M0.68%+1,571,46313F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.3,734,487$85.6M1.16%-91,14013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,744,923$40M0.01%-188,09113F-HRTimelineGroup
LPL Financial LLC1,234,032$28.3M0.01%-43,75113F-HRTimeline
SHP Wealth Management1,128,010$25.9M1.78%+91,76413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,063,913$24.4M0.01%-80,40213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources906,213$20.8M<0.01%+10,89413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC876,493$20.1M0.01%+18,05213F-HRTimelineGroup
Curran Financial Partners, LLC831,237$19.1M2.84%+97,68813F-HRTimeline
Sage Advisory Services, Ltd.Co.694,133$15.9M7.83%-22,07713F-HRTimeline
Prentice Wealth Management LLC646,864$14.8M3.06%+62,87913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC638,924$14.6M<0.01%-69,79513F-HRTimelineGroup
Cetera Investment Advisers548,795$12.6M0.01%+64,16513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC509,695$11.7M0.02%+74,33113F-HRTimelineGroup
DORVAL Corp346,058$7.93M2.28%+7,83013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA345,503$7.92M<0.01%+10,66813F-HRTimelineGroup
Independence Financial Advisors, LLC298,880$6.85M1.78%+24,21313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding290,397$6.66M+59,406Timeline
AIRE ADVISORS, LLC272,527$6.25M1.02%+6,62613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.265,740$6.09M0.01%+28,32613F-HRTimelineGroup
Steward Partners Investment Advisory, L…237,069$5.43M0.03%+20,90613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP211,967$4.86M0.01%+12,14113F-HRTimelineGroup
Advisory Services Network, LLC203,666$4.67M0.05%new13F-HRTimeline
MML INVESTORS SERVICES, LLC191,164$4.38M0.01%+31,21613F-HRTimeline
Mission Hills Financial Advisory, LLC190,163$4.36M1.91%-12,90313F-HRTimeline
Integrated Wealth Concepts LLC188,975$4.33M0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY175,650$4.03M<0.01%-48,40313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/171,371$3.93M<0.01%-49,51213F-HRTimelineGroup
Cambridge Investment Research Advisors,…159,572$3.66M0.01%+26213F-HR/ATimeline
WealthPlan Investment Management, LLC148,764$3.41M0.17%-32,83413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC146,337$3.35M0.01%-3,19813F-HRTimelineGroup
Foguth Wealth Management, LLC.130,078$3M0.34%+6,98113F-HRTimeline
Clark Capital Management Group, Inc.121,691$2.79M0.02%+5,34813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC119,785$2.75M1.24%-73413F-HRTimeline
Kathmere Capital Management, LLC101,413$2.32M0.12%+11,57613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…98,965$2.27M<0.01%+42013F-HRTimelineGroup
Farther Finance Advisors, LLC87,954$2.02M0.02%-13,76213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,004$1.93M<0.01%-5,40613F-HRTimelineGroup
Fortitude Family Office, LLC73,556$1.69M0.33%-47,06313F-HRTimeline
Rooted Wealth Advisors, Inc.73,106$1.68M0.41%-58513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO69,665$1.6M<0.01%+36,90213F-HRTimelineGroup
BLUE JEAN FINANCIAL LLC68,820$1.58M1.1%+8,19413F-HRTimeline
Sovran Advisors, LLC67,907$1.56M0.12%+3,20213F-HRTimeline
WealthPLAN Partners, LLC65,689$1.51M0.29%-38,23213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,870$1.49M0.01%+6,27113F-HRTimelineGroup
Sanctuary Advisors, LLC58,952$1.35M0.01%+1,79613F-HRTimeline
Fiduciary Alliance LLC57,795$1.32M0.09%-2,72413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,616$1.18M<0.01%+51,60913F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC50,044$1.15M0.04%-3,60113F-HRTimeline
Comprehensive Wealth Management, LLC48,917$1.12M0.51%-14,50913F-HRTimeline
Insight Wealth Strategies, LLC48,681$1.11M0.11%-7,13713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC44,835$1.03M<0.01%-3,97613F-HRTimelineGroup
Cordoba Advisory Partners LLC43,375$994K0.21%+13,91913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,873$983K<0.01%+80213F-HRTimelineGroup
FDx Advisors, Inc.42,275$969K0.29%-8,33813F-HRTimeline
Focus Financial Network, Inc.42,219$968K0.03%+1,68213F-HRTimeline
Key Client Fiduciary Advisors, LLC40,741$934K0.27%+8813F-HRTimeline
World Investment Advisors39,814$916K0.02%-1613F-HRTimeline
Acorn Wealth Advisors, LLC36,187$829K0.2%-47313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,714$819K<0.01%013F-HR/ATimeline
Atria Investments, Inc31,343$718K0.01%+25313F-HRTimeline
Waterfront Wealth Inc.31,398$717K0.11%+2,34013F-HRTimeline
Simplicity Wealth,LLC30,618$702K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC30,259$694K0.04%-2,25313F-HRTimeline
Evolution Wealth Advisors, LLC28,308$649K0.08%-2,13613F-HRTimeline
IFP Advisors, Inc27,577$632K0.01%-6,85713F-HRTimeline
Dakota Wealth Management26,718$612K0.01%new13F-HRTimeline
Tenzing Financial LLC25,783$589K0.4%+11013F-HRTimeline
SEEDS INVESTOR LLC24,128$553K0.06%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,438$536K<0.01%+1813F-HRTimeline
Perigon Wealth Management, LLC23,257$533K0.01%-7,80513F-HRTimeline
Kovack Advisors, Inc.20,247$463K0.02%-14,43013F-HRTimeline
Janney Montgomery Scott LLC19,593$449K<0.01%-1,06013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,028$436K0.01%+1,72613F-HRTimelineGroup
Andina Capital Management, LLC19,023$436K0.72%-56,70413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,740$430K0.01%+1,43413F-HRTimelineGroup
Keudell/Morrison Wealth Management18,675$428K0.08%-53113F-HRTimeline
Arkadios Wealth Advisors18,516$424K0.01%-24,52213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…17,251$396K<0.01%+2,59013F-HRTimeline
KWB Wealth16,673$382K0.03%-6,44013F-HRTimeline
Elm3 Financial Group, LLC16,615$381K0.26%-1,22913F-HRTimeline
McAdam, LLC16,551$379K0.01%-79,40813F-HRTimeline
Tactive Advisors, LLC15,511$356K0.09%+3,03513F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,692$291K0.01%-9,30113F-HRTimeline
Fermata Advisors, LLC12,216$280K0.06%-27513F-HRTimeline
Intrua Financial, LLC11,828$271K0.03%-2,96513F-HRTimeline
Regal Investment Advisors LLC11,296$259K0.01%+26113F-HRTimeline
ProCore Advisors, LLC11,275$258K0.32%-97013F-HRTimeline
Equity Wealth Partners, LLC10,703$245K0.09%new13F-HRTimeline
Advisory Alpha, LLC9,947$228K0.01%-33,40413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,934$228K<0.01%new13F-HRTimelineGroup
Keeler Thomas Management LLC9,589$220K0.08%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,301$144K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,846$134K<0.01%+1,19013F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS5,064$116K0.02%+4813F-HRTimeline
AdvisorNet Financial, Inc4,761$109K<0.01%-2,75113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,380$77.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2,242$51.4K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,195$50.3K<0.01%-8,46313F-HRTimelineGroup
PRIVATE TRUST CO NA2,106$48.3K<0.01%+1313F-HRTimeline
Geneos Wealth Management Inc.2,050$47K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,912$43.8K<0.01%13F-HRTimeline
PlanVest Financial, Inc1,860$42.6K0.03%+5013F-HRTimeline
Signature Equity Partners, LLC1,112$25.5K0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.1,101$25.2K<0.01%-1,81313F-HRTimeline
Ashton Thomas Private Wealth, LLC714$16.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC696$15.9K<0.01%+113F-HRTimeline
AE Wealth Management LLC445$10.2K<0.01%-19713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…346$7.91K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\338$7.75K<0.01%-11713F-HRTimelineGroup
Smartleaf Asset Management LLC281$6.43K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/255$5.85K<0.01%-1,039,99513F-HRTimelineGroup
Blue Trust, Inc.175$4.01K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134$3.07K<0.01%-2,83913F-HRTimelineGroup
Security National Bank66$1.51K<0.01%013F-HRTimeline
Crews Bank & Trust65$1.49K<0.01%013F-HRTimeline
WealthShield Partners, LLC55$1.26K<0.01%-4,60013F-HRTimeline
Park Square Financial Group, LLC42$9630.01%-11613F-HRTimeline
Cornerstone Planning Group LLC20$461<0.01%-1113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4$92<0.01%13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3$75<0.01%-2813F-HRTimeline