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Disclosery

FLBL FRANKLIN TEMPLETON ETF TR

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SENIOR LOAN ETF (fund)

127 managers (129 13F filers) reported a position in FLBL shares at 2025-03-31, 28,982,353 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
127
13F filers
129
New
17
Added
68
Reduced
33
Sold out
13
Shares held by filers
28,982,353

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FRANKLIN RESOURCES INCin group Franklin Resources9,227,488$222M0.06%+8,337,36213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,218,591$53.4M0.94%+287,93813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keudell/Morrison Wealth Management1,518,039$36.5M8.62%+678,53113F-HRTimeline
LPL Financial LLC1,259,273$30.3M0.01%+169,13413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,029,479$24.8M0.01%+103,46813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding884,378$21.3M+263,271Timeline
Calamos Advisors LLCin group Calamos Advisors LLC820,185$19.7M0.09%+18,81213F-HRTimelineGroup
Prentice Wealth Management LLC770,678$18.6M5.36%+418,35213F-HRTimeline
DORVAL Corp704,616$17.1M6.89%+20,43613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp701,420$16.9M<0.01%-32,69713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC633,401$15.2M4.06%+110,88313F-HRTimeline
WealthPlan Investment Management, LLC590,708$14.2M1.4%+13,17613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC528,117$12.7M0.03%+27,57913F-HRTimelineGroup
Cetera Investment Advisers447,172$10.8M0.02%+202,52513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.397,732$9.57M0.02%+282,58713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC369,983$8.91M<0.01%+64,80113F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.352,892$8.49M4.99%+63,85013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA271,330$6.53M<0.01%-177,84613F-HR/ATimelineGroup
AIRE ADVISORS, LLC261,352$6.29M1.32%+3,10713F-HRTimeline
Foundations Investment Advisors, LLC239,798$5.77M0.11%+6,05313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC237,530$5.72M0.1%-101,35013F-HRTimeline
WealthPLAN Partners, LLC230,081$5.54M0.78%+3,86713F-HRTimeline
Perigon Wealth Management, LLC230,005$5.54M0.14%-1,33513F-HRTimeline
Independence Financial Advisors, LLC225,706$5.43M2.07%13F-HRTimeline
Private Advisory Group LLC217,547$5.24M0.6%new13F-HRTimeline
Ocean Park Asset Management, LLC215,400$5.18M0.18%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…209,931$5.05M0.43%+7,28013F-HRTimelineGroup
Steward Partners Investment Advisory, L…204,193$4.91M0.04%+204,09313F-HRTimeline
Foguth Wealth Management, LLC.189,972$4.57M1.11%+108,45113F-HRTimeline
Signal Advisors Wealth, LLC181,424$4.37M0.43%+63,03313F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.173,304$4.13M3.68%+4,42913F-HRTimeline
MML INVESTORS SERVICES, LLC148,735$3.58M0.01%+27,74313F-HRTimeline
Mission Hills Financial Advisory, LLC137,504$3.31M2.3%+32,46613F-HRTimeline
Andina Capital Management, LLC125,344$3.02M2.15%-10,36513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC120,630$2.9M1.28%+6,38113F-HRTimeline
Trivium Point Advisory, LLC116,686$2.81M0.35%+26,55813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC113,563$2.73M1.47%-72613F-HRTimeline
Marmo Financial Group, LLC104,931$2.53M1.38%new13F-HRTimeline
AdvisorNet Financial, Inc100,670$2.42M0.18%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding100,513$2.42M-78Timeline
Cambridge Investment Research Advisors,…99,757$2.4M0.01%+13,34213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN88,026$2.12M<0.01%-72113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,147$2M<0.01%+6,95113F-HRTimelineGroup
Atria Wealth Solutions, Inc.83,001$2M0.02%+19,68913F-HRTimeline
Kovack Advisors, Inc.78,797$1.9M0.2%+19,03313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC76,836$1.85M<0.01%new13F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.62,373$1.5M0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,240$1.5M<0.01%+11,73413F-HRTimelineGroup
Kathmere Capital Management, LLC60,627$1.46M0.12%+4,21713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…60,016$1.44M<0.01%-2,36613F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC58,747$1.41M0.59%+1,76113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC57,790$1.39M0.06%+30,17513F-HRTimeline
CoreCap Advisors, LLC57,362$1.38M0.06%-15,72013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson54,057$1.3M<0.01%+11,08413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,931$1.3M0.01%+10,16813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,719$1.29M<0.01%-202,38713F-HRTimeline
IHT Wealth Management, LLC52,757$1.27M0.04%+14,57813F-HRTimeline
Rooted Wealth Advisors, Inc.53,502$1.25M0.54%+6,21613F-HRTimeline
Sovran Advisors, LLC51,728$1.22M0.16%+39,56813F-HRTimeline
Wealth Management Associates, Inc.47,925$1.15M0.49%new13F-HRTimeline
IFP Advisors, Inc47,731$1.15M0.04%+74613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED46,746$1.12M0.11%new13F-HR/ATimeline
Key Client Fiduciary Advisors, LLC46,715$1.12M0.52%-2,21813F-HRTimeline
Acorn Wealth Advisors, LLC40,744$981K0.41%+2,24113F-HRTimeline
Adams Wealth Management39,903$960K0.19%+8,42113F-HRTimeline
CacheTech Inc.39,903$960K0.19%+8,42113F-HRTimeline
McAdam, LLC39,611$953K0.06%+16,38213F-HRTimeline
FDx Advisors, Inc.34,045$819K0.27%-2,36813F-HRTimeline
Evolution Wealth Advisors, LLC31,975$770K0.13%+1,57013F-HRTimeline
Elm3 Financial Group, LLC30,689$739K0.65%+2,63713F-HRTimeline
Janney Montgomery Scott LLC30,578$736K<0.01%-1,70613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,355$731K0.03%-23,49713F-HRTimelineGroup
Atria Investments, Inc29,953$721K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC28,770$692K<0.01%new13F-HRTimeline
Sightline Wealth Advisors, LLC28,416$684K0.36%-64,84213F-HRTimeline
Seed Wealth Management, Inc.28,254$680K0.55%-45,39113F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC27,489$662K0.15%+13,83613F-HRTimeline
Intrua Financial, LLC27,140$653K0.1%new13F-HRTimeline
Advisory Alpha, LLC26,791$645K0.02%+7,13113F-HR/ATimeline
World Investment Advisors26,325$634K0.02%+1,09113F-HRTimeline
Focus Financial Network, Inc.25,884$623K0.03%+4,02313F-HRTimeline
JT Stratford LLC25,478$613K0.11%-93813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV23,096$556K0.2%+1,28913F-HRTimeline
Global View Capital Management LLC20,746$499K0.18%-4,03713F-HRTimeline
Waterfront Wealth Inc.20,447$492K0.12%+89413F-HRTimeline
Arkadios Wealth Advisors20,042$482K0.02%+68513F-HRTimeline
Freedom Investment Management, Inc.19,755$475K0.04%+88613F-HRTimeline
HRT FINANCIAL LP17,778$427K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC16,503$397K0.02%-32013F-HRTimeline
KOM Wealth Management Group, LLC14,870$358K0.31%+2,65513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,150$319K0.01%013F-HRTimelineGroup
Fermata Advisors, LLC13,121$316K0.06%+97813F-HRTimeline
Insight Wealth Strategies, LLC12,477$300K0.04%new13F-HRTimeline
Fulcrum Equity Management11,957$288K0.31%-1,58513F-HRTimeline
Dynamic Advisor Solutions LLC11,898$286K0.01%+25313F-HRTimeline
Regal Investment Advisors LLC11,340$273K0.02%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,234$270K0.01%-22913F-HRTimelineGroup
TFB Advisors LLC11,156$269K0.08%+73213F-HRTimeline
MGO ONE SEVEN LLC9,897$238K0.01%-1,35713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,476$228K<0.01%-1,50413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,507$205K-958Timeline
Farther Finance Advisors, LLC8,176$196K<0.01%+3,68613F-HRTimeline
Sunbelt Securities, Inc.8,081$195K0.02%-1,95313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,905$192K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,737$186K<0.01%-29,77113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,018$169K<0.01%+6,56613F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…4,846$117K0.04%+1,38513F-HRTimelineGroup
WealthShield Partners, LLC4,600$111K0.01%-5113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,672$88.4K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,605$62.7K<0.01%+2,52113F-HRTimelineGroup
Geneos Wealth Management Inc.2,550$61.4K<0.01%+1,75013F-HRTimeline
LANARK FINANCIAL, INC.1,616$38K<0.01%new13F-HRTimeline
COMERICA BANK1,085$26.1K<0.01%+27813F-HRTimeline
AE Wealth Management LLC1,074$25.9K<0.01%-2613F-HRTimeline
Clearstead Advisors, LLC905$21.8K<0.01%013F-HRTimeline
Allworth Financial LP550$13.2K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.500$12K0.04%new13F-HRTimeline
CWM, LLCin group CWM, LLC450$11K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.410$9.87K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC325$7.82K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\255$6.14K<0.01%-3213F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.131$3.15K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.133$3.09K<0.01%+1713F-HRTimelineGroup
Bank of New Hampshire111$2.67K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …34$818<0.01%13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-164,67913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CREATIVE FINANCIAL DESIGNS INC /ADV0$00%-21013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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