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Disclosery

FLBL FRANKLIN TEMPLETON ETF TR

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SENIOR LOAN ETF (fund)

131 managers (133 13F filers) reported a position in FLBL shares at 2025-06-30, 30,476,890 shares in all. 21 filers opened a position and 19 filers sold out during the quarter.

Managers
131
13F filers
133
New
21
Added
43
Reduced
58
Sold out
19
Shares held by filers
30,476,890

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FRANKLIN RESOURCES INCin group Franklin Resources9,227,596$224M0.06%+10813F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…2,612,190$63.3M0.59%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,356,750$57.1M0.92%+138,15913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keudell/Morrison Wealth Management1,539,692$37.3M8.28%+21,65313F-HRTimeline
LPL Financial LLC1,251,358$30.3M0.01%-7,91513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding771,797$18.7M-112,581Timeline
WealthPlan Investment Management, LLC735,647$17.8M1.3%+144,93913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp679,829$16.5M<0.01%-21,59113F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC669,237$16.2M3.64%+35,83613F-HRTimeline
DORVAL Corp610,381$14.8M5.29%-94,23513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.562,712$13.6M0.02%+164,98013F-HR/ATimelineGroup
Prentice Wealth Management LLC532,052$12.9M3.39%-238,62613F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC467,284$11.3M1.33%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC442,558$10.7M<0.01%+72,57513F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.371,398$9M4.9%+18,50613F-HRTimeline
Curran Financial Partners, LLC356,750$8.64M1.91%new13F-HRTimeline
Cetera Investment Advisers351,097$8.51M0.01%-96,07513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC349,238$8.46M<0.01%-680,24113F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC304,920$7.39M0.03%-515,26513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA263,552$6.38M<0.01%-7,77813F-HR/ATimelineGroup
AIRE ADVISORS, LLC259,002$6.28M1.22%-2,35013F-HRTimeline
Independence Financial Advisors, LLC232,696$5.64M2.19%+6,99013F-HRTimeline
Ocean Park Asset Management, LLC215,400$5.18M0.18%013F-HRTimeline
Foundations Investment Advisors, LLC210,356$5.1M0.08%-29,44213F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…209,246$5.07M0.38%-68513F-HRTimelineGroup
Steward Partners Investment Advisory, L…201,291$4.88M0.04%-2,90213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/188,688$4.57M<0.01%+180,95113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY184,117$4.46M<0.01%+181,51213F-HRTimelineGroup
Perigon Wealth Management, LLC183,705$4.45M0.1%-46,30013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.177,999$4.29M3.53%+4,69513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC163,481$3.96M0.01%-364,63613F-HRTimelineGroup
Mission Hills Financial Advisory, LLC159,672$3.87M2.4%+22,16813F-HRTimeline
Foguth Wealth Management, LLC.154,685$3.75M0.8%-35,28713F-HRTimeline
MML INVESTORS SERVICES, LLC152,779$3.7M0.01%+4,04413F-HRTimeline
Signal Advisors Wealth, LLC151,305$3.67M0.29%-30,11913F-HRTimeline
WealthPLAN Partners, LLC150,667$3.65M0.59%-79,41413F-HRTimeline
Cambridge Investment Research Advisors,…143,218$3.47M0.01%+43,46113F-HRTimeline
AdvisorNet Financial, Inc138,455$3.35M0.22%+37,78513F-HRTimeline
Trivium Point Advisory, LLC121,372$2.94M0.32%+4,68613F-HRTimeline
Sovran Advisors, LLC121,595$2.94M0.31%+69,86713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC115,943$2.81M1.45%+2,38013F-HRTimeline
Andina Capital Management, LLC107,222$2.6M1.82%-18,12213F-HRTimeline
Marmo Financial Group, LLC105,559$2.56M1.27%+62813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,430$2.19M<0.01%+7,28313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN87,833$2.13M<0.01%-19313F-HRTimelineGroup
Clark Capital Management Group, Inc.86,504$2.1M0.01%new13F-HRTimeline
Kovack Advisors, Inc.75,667$1.83M0.18%-3,13013F-HRTimeline
IronOak Wealth LLC.72,007$1.74M1.7%13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding66,997$1.62M-33,516Timeline
Rooted Wealth Advisors, Inc.65,481$1.59M0.55%+11,97913F-HRTimeline
Kathmere Capital Management, LLC63,025$1.53M0.12%+2,39813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,372$1.39M0.01%+3,44113F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC56,915$1.38M0.51%-1,83213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,158$1.36M<0.01%-3,85813F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC55,790$1.35M0.05%-2,00013F-HRTimeline
McAdam, LLC54,458$1.32M0.07%+14,84713F-HRTimeline
IHT Wealth Management, LLC52,943$1.28M0.04%+18613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,117$1.19M<0.01%-4,60213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,637$1.13M<0.01%-30,19913F-HRTimelineGroup
Atria Wealth Solutions, Inc.46,234$1.12M0.03%-36,76713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED43,448$1.05M0.09%-3,29813F-HRTimeline
Wealth Management Associates, Inc.42,695$1.03M0.4%-5,23013F-HRTimeline
Fiduciary Alliance LLC42,500$1.03M0.08%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC39,944$968K0.4%-6,77113F-HRTimeline
Acorn Wealth Advisors, LLC38,564$934K0.35%-2,18013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,721$866K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC35,721$866K0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,143$852K<0.01%-27,09713F-HRTimelineGroup
Sanctuary Advisors, LLC34,039$825K0.01%+5,26913F-HRTimeline
FDx Advisors, Inc.33,174$804K0.25%-87113F-HRTimeline
Evolution Wealth Advisors, LLC31,355$760K0.11%-62013F-HRTimeline
IFP Advisors, Inc30,765$745K0.02%-16,96613F-HRTimeline
Comprehensive Wealth Management, LLC30,693$744K0.6%new13F-HRTimeline
Elm3 Financial Group, LLC30,068$729K0.61%-62113F-HRTimeline
Janney Montgomery Scott LLC29,956$726K<0.01%-62213F-HRTimeline
Focus Financial Network, Inc.29,100$705K0.03%+3,21613F-HRTimeline
Advisory Alpha, LLC29,031$703K0.02%+2,24013F-HRTimeline
Insight Wealth Strategies, LLC29,099$702K0.09%+16,62213F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC27,588$667K0.14%+9913F-HRTimeline
Atria Investments, Inc27,435$665K0.01%-2,51813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC26,023$631K0.24%-94,60713F-HRTimeline
Intrua Financial, LLC24,450$592K0.09%-2,69013F-HRTimeline
Sightline Wealth Advisors, LLC22,298$540K0.26%-6,11813F-HRTimeline
Wilmington Savings Fund Society, FSB22,154$537K0.01%new13F-HRTimeline
Waterfront Wealth Inc.21,505$521K0.12%+1,05813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,337$517K<0.01%new13F-HRTimelineGroup
World Investment Advisors20,670$501K0.01%-5,65513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.20,199$489K<0.01%+16,52713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,728$478K<0.01%new13F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.18,039$437K0.02%-44,33413F-HRTimeline
Adams Wealth Management16,641$403K0.08%-23,26213F-HRTimeline
CacheTech Inc.16,641$403K0.07%-23,26213F-HRTimeline
CWA Asset Management Group, LLC14,053$341K0.01%new13F-HRTimeline
Fermata Advisors, LLC13,115$318K0.08%-613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…12,575$304K<0.01%new13F-HRTimeline
Regal Investment Advisors LLC12,032$292K0.02%+69213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,341$275K0.01%+3,43613F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,233$272K0.01%-113F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,740$260K0.01%-1,15813F-HRTimeline
Sunbelt Securities, Inc.10,034$243K0.02%+1,95313F-HRTimeline
KOM Wealth Management Group, LLC9,953$241K0.19%-4,91713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,523$231K<0.01%+4713F-HRTimeline
China Universal Asset Management Co., L…9,000$218K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC6,176$150K<0.01%-2,00013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,950$144K0.01%-7,20013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,026$122K0.04%+18013F-HRTimelineGroup
WealthShield Partners, LLC4,621$112K0.01%+2113F-HRTimeline
LANARK FINANCIAL, INC.3,931$95K0.01%+2,31513F-HRTimeline
Geneos Wealth Management Inc.2,550$61.8K<0.01%013F-HRTimeline
Brooklyn Investment Group1,335$32.3K<0.01%new13F-HR/ATimeline
CoreCap Advisors, LLC1,299$31.5K<0.01%-56,06313F-HRTimeline
Clearstead Advisors, LLC1,078$26.1K<0.01%+17313F-HRTimeline
AE Wealth Management LLC1,074$26K<0.01%013F-HRTimeline
COMERICA BANK1,055$25.6K<0.01%-3013F-HRTimeline
Global Retirement Partners, LLC990$24K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA783$19K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.693$16.8K<0.01%+56013F-HRTimelineGroup
Medallion Wealth Advisors, LLC620$15K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC570$14K<0.01%+12013F-HRTimelineGroup
Allworth Financial LP550$13.3K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.500$12.1K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\255$6.18K<0.01%013F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC166$4.02K0.01%-15913F-HRTimeline
Bank of New Hampshire111$2.69K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.102$2.47K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …31$751<0.01%13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17$412<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC11$267<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$170<0.01%-7,01113F-HRTimelineGroup
Strategic Wealth Investment Group, LLC7$170<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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