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Disclosery

FLBL FRANKLIN TEMPLETON ETF TR

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SENIOR LOAN ETF (fund)

123 managers (126 13F filers) reported a position in FLBL shares at 2024-12-31, 17,746,098 shares in all. 28 filers opened a position and 14 filers sold out during the quarter.

Managers
123
13F filers
126
New
28
Added
47
Reduced
33
Sold out
14
Shares held by filers
17,746,098

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HANTZ FINANCIAL SERVICES, INC.1,930,653$46.8M0.82%+192,42513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LPL Financial LLC1,090,139$26.5M0.01%+271,76613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC926,011$22.5M0.01%+671,59713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources890,126$21.6M0.01%+13,76513F-HRTimelineGroup
Keudell/Morrison Wealth Management839,508$20.4M5.31%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC801,373$19.4M0.09%+587,40513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp734,117$17.8M<0.01%new13F-HRTimelineGroup
DORVAL Corp684,180$16.6M6.6%+43,65313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding621,107$15.1M+210,628Timeline
WealthPlan Investment Management, LLC577,532$14M1.38%+5,13313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC522,518$12.7M3.67%+118,45913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC500,538$12.1M0.03%+52,23513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA449,176$10.9M<0.01%+393,75213F-HRTimelineGroup
Systelligence, LLC439,868$10.7M2.63%-24,48713F-HRTimeline
Prentice Wealth Management LLC352,326$8.55M2.47%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC338,880$8.22M0.17%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC305,182$7.41M<0.01%13F-HR/ATimelineGroup
Sage Advisory Services, Ltd.Co.289,042$7.01M4.16%new13F-HRTimeline
AIRE ADVISORS, LLC258,245$6.27M1.29%+24,09113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…256,106$6.21M0.01%+200,55513F-HR/ATimeline
Cetera Investment Advisers244,647$5.94M0.01%-10,12913F-HRTimeline
Foundations Investment Advisors, LLC233,745$5.67M0.11%+48,28213F-HRTimeline
Perigon Wealth Management, LLC231,340$5.64M0.14%-61,66813F-HRTimeline
WealthPLAN Partners, LLC226,214$5.49M0.78%-15,28513F-HRTimeline
Ocean Park Asset Management, LLC215,400$5.23M0.18%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…202,651$4.92M0.42%+17,65713F-HRTimelineGroup
SUMMIT INVESTMENT ADVISORS, INC.168,875$4.1M3.64%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…164,679$4.02M0.23%+30,31013F-HRTimeline
Andina Capital Management, LLC135,709$3.29M2.68%-51,13213F-HRTimeline
MML INVESTORS SERVICES, LLC120,992$2.94M0.01%+8,13313F-HRTimeline
Signal Advisors Wealth, LLC118,391$2.87M0.33%+58,28213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,145$2.79M0.01%-59,49813F-HR/ATimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC114,289$2.77M1.44%-74913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC114,249$2.77M1.3%new13F-HRTimeline
OLD MISSION CAPITAL LLC109,088$2.65M0.06%-39,20713F-HRTimeline
Mission Hills Financial Advisory, LLC105,038$2.55M1.98%+12,67913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding100,591$2.44M+74,393Timeline
Sightline Wealth Advisors, LLC93,258$2.26M1.22%-20,33713F-HRTimeline
Trivium Point Advisory, LLC90,128$2.19M0.28%+8,84413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88,747$2.15M<0.01%new13F-HRTimelineGroup
Clark Capital Management Group, Inc.87,148$2.11M0.01%+2,22613F-HRTimeline
Cambridge Investment Research Advisors,…86,415$2.1M0.01%+6,68113F-HRTimeline
Foguth Wealth Management, LLC.81,521$1.99M0.52%+19,44913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP76,196$1.85M<0.01%new13F-HRTimelineGroup
Seed Wealth Management, Inc.73,645$1.79M1.44%+9113F-HRTimeline
CoreCap Advisors, LLC73,082$1.77M0.08%-70,73613F-HRTimeline
3EDGE Asset Management, LP63,439$1.54M0.09%-88613F-HRTimeline
Atria Wealth Solutions, Inc.63,312$1.54M0.02%-10,42613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62,382$1.51M<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.59,764$1.45M0.14%+1,69913F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC56,986$1.38M0.59%+3113F-HRTimeline
Kathmere Capital Management, LLC56,410$1.37M0.12%-55513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…53,852$1.31M0.05%-10,95013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,506$1.23M<0.01%-22,45513F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC48,933$1.19M0.53%+38913F-HRTimeline
Rooted Wealth Advisors, Inc.47,286$1.15M0.45%+9,62813F-HRTimeline
IFP Advisors, Inc46,985$1.14M0.04%+45113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,763$1.06M0.01%-8,79113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson42,973$1.04M<0.01%new13F-HRTimelineGroup
Acorn Wealth Advisors, LLC38,503$934K0.39%+1,49013F-HRTimeline
IHT Wealth Management, LLC38,179$926K0.03%+2,59713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,508$910K<0.01%new13F-HRTimelineGroup
FDx Advisors, Inc.36,413$884K0.26%new13F-HRTimeline
Janney Montgomery Scott LLC32,284$783K<0.01%+2,48113F-HRTimeline
Adams Wealth Management31,482$764K0.15%-1,47413F-HRTimeline
CacheTech Inc.31,482$764K0.14%-1,47413F-HRTimeline
Evolution Wealth Advisors, LLC30,405$738K0.12%013F-HRTimeline
Elm3 Financial Group, LLC28,052$681K0.58%13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC27,615$670K0.03%new13F-HRTimeline
JT Stratford LLC26,416$641K0.11%-1,87413F-HRTimeline
World Investment Advisors25,234$612K0.02%+15,14213F-HRTimeline
Global View Capital Management LLC24,783$602K0.21%13F-HRTimeline
McAdam, LLC23,229$564K0.03%new13F-HRTimeline
Focus Financial Network, Inc.21,861$530K0.02%+13,48413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV21,807$529K0.18%-7,95013F-HRTimeline
Advisory Alpha, LLC19,660$477K0.02%+1,99513F-HRTimeline
Waterfront Wealth Inc.19,553$474K0.12%+20213F-HRTimeline
Arkadios Wealth Advisors19,357$470K0.03%+2,20913F-HRTimeline
Freedom Investment Management, Inc.18,869$458K0.04%-19,36913F-HRTimeline
Strategic Blueprint, LLC16,823$408K0.02%+59313F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC13,653$331K0.08%new13F-HRTimeline
Fulcrum Equity Management13,542$329K0.33%-14,77313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,150$319K0.01%013F-HRTimelineGroup
KOM Wealth Management Group, LLC12,215$296K0.22%new13F-HRTimeline
Sovran Advisors, LLC12,160$296K0.04%13F-HRTimeline
Fermata Advisors, LLC12,143$295K0.06%-90513F-HRTimeline
Dynamic Advisor Solutions LLC11,645$283K0.01%+35213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,463$278K0.01%new13F-HRTimelineGroup
Anchor Pointe Wealth Management, LLC11,423$277K0.36%13F-HRTimeline
MGO ONE SEVEN LLC11,254$273K0.01%+1,70713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,980$266K<0.01%+1,05413F-HRTimeline
TFB Advisors LLC10,424$253K0.07%+76913F-HRTimeline
Sunbelt Securities, Inc.10,034$243K0.02%-10,08413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,465$230KnewTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,905$192K<0.01%-2,38513F-HRTimelineGroup
WealthShield Partners, LLC4,651$113K0.02%+213F-HRTimeline
Farther Finance Advisors, LLC4,490$109K<0.01%-713F-HRTimeline
Transcendent Capital Group LLC4,120$100K0.05%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,461$84K0.03%013F-HRTimelineGroup
GeoWealth Management, LLC2,540$61.6K<0.01%-2,97213F-HRTimeline
Balefire, LLC2,448$59.4K0.02%-2,60313F-HRTimeline
Global Retirement Partners, LLC1,112$27K<0.01%+1,04313F-HRTimeline
AE Wealth Management LLC1,100$26.7K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC1,026$24.9K0.02%new13F-HRTimeline
Clearstead Advisors, LLC905$22K<0.01%new13F-HRTimeline
COMERICA BANK807$19.6K<0.01%new13F-HR/ATimeline
Geneos Wealth Management Inc.800$19.4K<0.01%013F-HRTimeline
Allworth Financial LP550$13.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC450$11K<0.01%-213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO452$11K<0.01%-928,97313F-HRTimelineGroup
AMERIFLEX GROUP, INC.410$10K<0.01%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC325$7.89K0.01%-1213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\287$6.96K<0.01%+22613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV210$5.1K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.116$2.83K<0.01%new13F-HRTimelineGroup
Bank of New Hampshire111$2.69K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…100$2.43K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY84$2.04K<0.01%-1,23513F-HR/ATimelineGroup
Continuum Advisory, LLC84$2.04K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …34$825<0.01%+213F-HRTimelineGroup
Park Square Financial Group, LLC32$776<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC17$412<0.01%013F-HRTimeline
Larson Financial Group LLC4$97<0.01%new13F-HRTimeline

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 3,717,659 FLBL shares, 10.02% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007477

    Accepted , ingested