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Disclosery

FLBL FRANKLIN TEMPLETON ETF TR

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SENIOR LOAN ETF (fund)

132 managers (132 13F filers) reported a position in FLBL shares at 2025-12-31, 27,170,311 shares in all. 14 filers opened a position and 20 filers sold out during the quarter.

Managers
132
13F filers
132
New
14
Added
56
Reduced
47
Sold out
20
Shares held by filers
27,170,311

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FRANKLIN RESOURCES INCin group Franklin Resources5,083,972$119M0.03%-4,205,99213F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…2,664,813$62.4M0.54%-947,34613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,439,743$57.1M0.84%+69,70413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LPL Financial LLC1,380,886$32.3M0.01%-69,80113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,194,000$28M0.01%-1,449,00013F-HRTimelineGroup
SHP Wealth Management1,183,326$27.7M2.16%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,092,564$25.6M0.01%+246,55713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC721,609$16.9M3.03%-15,75713F-HRTimeline
Curran Financial Partners, LLC658,685$15.4M2.93%+125,81713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding609,978$14.3M-200,619Timeline
Prentice Wealth Management LLC582,716$13.6M3.12%+60,22113F-HRTimeline
Cetera Investment Advisers525,407$12.3M0.01%+134,83713F-HRTimeline
WealthPlan Investment Management, LLC476,378$11.2M0.71%-273,89413F-HRTimeline
Sage Advisory Services, Ltd.Co.389,587$9.12M4.97%-96613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC379,658$8.89M<0.01%-136,18113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC364,697$8.54M0.02%+86,28713F-HRTimelineGroup
DORVAL Corp334,019$7.82M2.5%-134,39613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.329,489$7.72M0.01%-272,22413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…328,151$7.69M0.19%+322,89513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC288,779$6.76M0.01%+166,66113F-HRTimelineGroup
Independence Financial Advisors, LLC262,502$6.15M1.69%+13,95113F-HRTimeline
AIRE ADVISORS, LLC259,760$6.08M1.11%-1,75813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp255,861$5.99M<0.01%-401,39113F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…226,750$5.31M0.35%+12,85513F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC219,679$5.14M0.02%-115,76513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC216,871$5.08M<0.01%+143,07513F-HRTimelineGroup
Steward Partners Investment Advisory, L…214,430$5.02M0.03%+6,33313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY205,482$4.81M<0.01%+2,03013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/202,297$4.74M<0.01%-17,74113F-HRTimelineGroup
Mission Hills Financial Advisory, LLC195,393$4.58M2.42%+7,15213F-HRTimeline
OLD MISSION CAPITAL LLC184,357$4.32M0.17%+175,90213F-HRTimeline
MML INVESTORS SERVICES, LLC168,843$3.95M0.01%+6,24213F-HRTimeline
Foguth Wealth Management, LLC.162,644$3.81M0.59%13F-HRTimeline
Cambridge Investment Research Advisors,…154,670$3.62M0.01%+1,03613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,341$3.44M<0.01%+2,05613F-HRTimeline
WealthPLAN Partners, LLC132,134$3.09M0.46%-20,02313F-HRTimeline
Andina Capital Management, LLC130,443$3.05M1.85%-16,58713F-HRTimeline
Fortitude Family Office, LLC129,483$3.03M0.71%+118,52113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC123,221$2.89M1.44%+80813F-HRTimeline
Kathmere Capital Management, LLC113,332$2.65M0.18%-13,41113F-HRTimeline
Perigon Wealth Management, LLC107,970$2.53M0.05%-44,90513F-HRTimeline
Farther Finance Advisors, LLC105,523$2.47M0.03%-2,00813F-HRTimeline
Clark Capital Management Group, Inc.104,748$2.45M0.02%+12,76913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,506$2.4M<0.01%-122,62813F-HRTimelineGroup
Cordoba Advisory Partners LLC86,067$2.02M0.5%13F-HRTimeline
McAdam, LLC85,320$2M0.09%+16,66713F-HRTimeline
Kovack Advisors, Inc.80,113$1.88M0.09%+9,89213F-HR/ATimeline
Rooted Wealth Advisors, Inc.75,475$1.75M0.49%+3,11313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV71,428$1.67M<0.01%+35,71413F-HRTimeline
Sovran Advisors, LLC66,697$1.57M0.13%+3,79513F-HRTimeline
Maia Wealth LLC63,402$1.46M0.25%+30,65313F-HRTimeline
Fiduciary Alliance LLC59,209$1.39M0.09%+1,24013F-HRTimeline
Comprehensive Wealth Management, LLC56,728$1.33M0.78%+10,02513F-HRTimeline
Insight Wealth Strategies, LLC56,107$1.31M0.15%+6,42413F-HRTimeline
BLUE JEAN FINANCIAL LLC56,089$1.31M1.07%13F-HRTimeline
CWM, LLCin group CWM, LLC54,589$1.28M<0.01%+51,54213F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC54,325$1.27M0.05%-2,04513F-HRTimeline
Sanctuary Advisors, LLC52,079$1.22M0.01%+3,67513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,765$1.21M<0.01%+10,30113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,025$1.2M0.01%-4,34113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC48,471$1.14M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,213$1.08M<0.01%-49,67613F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC40,481$948K0.33%+41913F-HRTimeline
Advisory Alpha, LLC38,220$895K0.02%+1,90013F-HRTimeline
Acorn Wealth Advisors, LLC38,187$894K0.27%-2,79313F-HRTimeline
Integrated Advisors Network LLC35,714$836K0.04%013F-HRTimeline
Focus Financial Network, Inc.35,165$824K0.03%+2,37113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC34,550$809K0.26%-19,53013F-HRTimeline
Arkadios Wealth Advisors33,667$788K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC32,500$761K0.06%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.31,475$737K0.03%-1,47113F-HRTimeline
Evolution Wealth Advisors, LLC30,428$713K0.07%-95313F-HRTimeline
Atria Investments, Inc29,585$693K0.01%+99713F-HRTimeline
Janney Montgomery Scott LLC27,897$653K<0.01%-3,16513F-HRTimeline
IHT Wealth Management, LLC27,819$652K0.02%-23,92513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO27,753$650K<0.01%+83413F-HRTimelineGroup
IFP Advisors, Inc25,617$600K0.01%+3,36513F-HRTimeline
Keudell/Morrison Wealth Management25,168$589K0.12%13F-HRTimeline
Waterfront Wealth Inc.24,726$582K0.11%+1,15313F-HRTimeline
World Investment Advisors24,831$582K0.01%+3,18613F-HR/ATimeline
Elm3 Financial Group, LLC24,649$577K0.48%-9,04213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,237$568K0.01%+6,38513F-HRTimelineGroup
KWB Wealth23,425$549K0.05%+12,26613F-HRTimeline
Tenzing Financial LLC22,463$526K0.43%13F-HRTimeline
ProCore Advisors, LLC20,522$481K0.49%13F-HRTimeline
Intrua Financial, LLC19,541$458K0.05%-95413F-HRTimeline
FLOW TRADERS U.S. LLC14,969$351K0.01%new13F-HRTimeline
Regal Investment Advisors LLC14,888$349K0.02%+1,94413F-HRTimeline
CWA Asset Management Group, LLC14,673$344K0.01%+37813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,180$332K0.01%+93313F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…13,254$312K<0.01%+62413F-HRTimeline
Fermata Advisors, LLC12,527$293K0.07%-32613F-HRTimeline
AdvisorNet Financial, Inc11,099$260K0.01%-182,77413F-HRTimeline
Wealth Management Associates, Inc.9,877$231K0.08%-32,81813F-HRTimeline
Tactive Advisors, LLC9,806$230K0.07%-2,17213F-HRTimeline
Private Advisory Group LLC9,661$226K0.02%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding9,095$213K-56,169Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,624$202K0.01%-3,92613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,585$178K<0.01%new13F-HRTimelineGroup
Greenline Wealth Management LLC7,318$171K0.18%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,985$117K0.03%new13F-HRTimeline
WealthShield Partners, LLC4,662$109K0.01%+4013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,530$106K<0.01%-1,83613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,493$81.8K<0.01%+3,05113F-HR/ATimelineGroup
LANARK FINANCIAL, INC.3,364$78.8K0.01%-59113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,161$74K<0.01%+12113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,701$63.2K<0.01%-85,79213F-HRTimelineGroup
PRIVATE TRUST CO NA2,140$50.1K<0.01%+3213F-HRTimeline
Geneos Wealth Management Inc.2,079$48.7K<0.01%-47113F-HRTimeline
Global Retirement Partners, LLC1,825$42.7K<0.01%+2513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,641$38.4K<0.01%-54,57513F-HRTimelineGroup
Elequin Capital, LP1,499$35.1K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,404$32.9K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC1,296$30.4K0.02%13F-HRTimeline
Eagle Bay Advisors LLC1,083$25.4K0.02%new13F-HRTimeline
AE Wealth Management LLC1,000$23.4K<0.01%+30813F-HRTimeline
CoreCap Advisors, LLC832$19.5K<0.01%-12213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.742$17.4K<0.01%+3513F-HRTimelineGroup
Medallion Wealth Advisors, LLC620$14.5K<0.01%013F-HRTimeline
Allworth Financial LP550$12.9K<0.01%013F-HRTimeline
SageView Advisory Group, LLC443$10.4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC281$6.6K<0.01%-46,99013F-HRTimeline
COMERICA BANK272$6.37K<0.01%-78313F-HRTimeline
UBS Group AGin group UBS Group AG272$6.37K<0.01%+25813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134$3.14K<0.01%new13F-HR/ATimelineGroup
Bank of New Hampshire111$2.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…99$2.32K<0.01%013F-HRTimeline
Crews Bank & Trust65$1.52K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC30$704<0.01%new13F-HRTimeline
Park Square Financial Group, LLC12$291<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$164<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3$70<0.01%-2513F-HRTimelineGroup

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