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Disclosery

FLBL FRANKLIN TEMPLETON ETF TR

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SENIOR LOAN ETF (fund)

118 managers (119 13F filers) reported a position in FLBL shares at 2026-03-31, 24,692,355 shares in all. 12 filers opened a position and 23 filers sold out during the quarter.

Managers
118
13F filers
119
New
12
Added
55
Reduced
47
Sold out
23
Shares held by filers
24,692,355

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HANTZ FINANCIAL SERVICES, INC.3,825,627$88M1.34%+1,385,88413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New York Life Investment Management LLCin group New York Life Investment Mana…2,697,016$62M0.52%+32,20313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,933,014$44.5M0.01%+1,677,15313F-HRTimelineGroup
LPL Financial LLC1,277,783$29.4M0.01%-103,10313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,144,315$26.3M0.01%+534,33713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,040,250$23.9M0.01%-153,75013F-HRTimelineGroup
SHP Wealth Management1,036,246$23.8M1.8%-147,08013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources895,319$20.6M0.01%-4,188,65313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC858,441$19.7M0.01%+478,78313F-HRTimelineGroup
Curran Financial Partners, LLC733,549$16.9M3.02%+74,86413F-HRTimeline
Sage Advisory Services, Ltd.Co.716,210$16.5M9.02%+326,62313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC708,719$16.3M<0.01%-383,84513F-HR/ATimelineGroup
Prentice Wealth Management LLC583,985$13.4M3.03%+1,26913F-HRTimeline
Cetera Investment Advisers484,630$11.1M0.01%-40,77713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC435,364$10M0.02%+70,66713F-HRTimelineGroup
DORVAL Corp338,228$7.78M2.41%+4,20913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA334,835$7.7M<0.01%+232,32913F-HRTimelineGroup
Independence Financial Advisors, LLC274,667$6.32M1.9%+12,16513F-HRTimeline
AIRE ADVISORS, LLC265,901$6.12M1.12%+6,14113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237,414$5.46M0.01%-92,07513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding230,991$5.31M+4,241Timeline
MORGAN STANLEYin group MORGAN STANLEY224,053$5.15M<0.01%+18,57113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/220,883$5.08M<0.01%+18,58613F-HRTimelineGroup
Steward Partners Investment Advisory, L…216,163$4.97M0.03%+1,73313F-HRTimeline
Mission Hills Financial Advisory, LLC203,066$4.67M2.39%+7,67313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP199,826$4.6M0.01%+153,61313F-HRTimelineGroup
WealthPlan Investment Management, LLC181,598$4.18M0.23%-294,78013F-HRTimeline
MML INVESTORS SERVICES, LLC159,948$3.68M0.01%-8,89513F-HRTimeline
Cambridge Investment Research Advisors,…159,310$3.66M0.01%+4,64013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC149,535$3.44M0.01%-70,14413F-HRTimelineGroup
Foguth Wealth Management, LLC.123,097$2.83M0.33%-39,54713F-HRTimeline
Fortitude Family Office, LLC120,619$2.77M0.62%-8,86413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC120,519$2.77M1.35%-2,70213F-HRTimeline
Clark Capital Management Group, Inc.116,343$2.68M0.02%+11,59513F-HRTimeline
WealthPLAN Partners, LLC103,921$2.39M0.46%-28,21313F-HRTimeline
Farther Finance Advisors, LLC101,716$2.33M0.02%-3,80713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…98,545$2.27M<0.01%+96,90413F-HRTimelineGroup
McAdam, LLC95,959$2.21M0.1%+10,63913F-HRTimeline
Kathmere Capital Management, LLC89,837$2.07M0.13%-23,49513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,410$2.06M<0.01%+86,70913F-HR/ATimelineGroup
Maia Wealth LLC84,426$1.94M0.33%+21,02413F-HRTimeline
Andina Capital Management, LLC75,727$1.74M1.54%-54,71613F-HRTimeline
Rooted Wealth Advisors, Inc.73,691$1.71M0.45%-1,78413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,324$1.55M<0.01%-149,54713F-HRTimelineGroup
CWM, LLCin group CWM, LLC65,191$1.5M<0.01%+10,60213F-HRTimelineGroup
Sovran Advisors, LLC64,705$1.5M0.12%-1,99213F-HRTimeline
Comprehensive Wealth Management, LLC63,426$1.46M0.74%+6,69813F-HRTimeline
BLUE JEAN FINANCIAL LLC60,626$1.39M1.15%+4,53713F-HRTimeline
Fiduciary Alliance LLC60,519$1.39M0.08%+1,31013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,599$1.37M0.01%+7,57413F-HRTimelineGroup
Sanctuary Advisors, LLC57,156$1.31M0.01%+5,07713F-HRTimeline
Insight Wealth Strategies, LLC55,818$1.28M0.14%-28913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC53,645$1.23M0.04%-68013F-HRTimeline
FDx Advisors, Inc.50,613$1.16M0.37%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC48,811$1.12M<0.01%+34013F-HRTimelineGroup
Advisory Alpha, LLC43,351$997K0.03%+5,13113F-HRTimeline
Arkadios Wealth Advisors43,038$990K0.02%+9,37113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,071$968K<0.01%-9,69413F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC40,653$935K0.32%+17213F-HRTimeline
Focus Financial Network, Inc.40,537$932K0.03%+5,37213F-HRTimeline
World Investment Advisors39,830$916K0.01%+14,99913F-HRTimeline
Acorn Wealth Advisors, LLC36,660$843K0.25%-1,52713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,714$821K<0.01%-35,71413F-HRTimeline
Kovack Advisors, Inc.34,677$793K0.04%-45,43613F-HRTimeline
IFP Advisors, Inc34,434$792K0.02%+8,81713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO32,763$754K<0.01%+5,01013F-HRTimelineGroup
Clear Creek Financial Management, LLC32,512$748K0.06%+1213F-HRTimeline
Atria Investments, Inc31,090$715K0.01%+1,50513F-HRTimeline
Perigon Wealth Management, LLC31,062$714K0.01%-76,90813F-HRTimeline
Evolution Wealth Advisors, LLC30,444$700K0.07%+1613F-HRTimeline
Cordoba Advisory Partners LLC29,456$677K0.19%-56,61113F-HRTimeline
Waterfront Wealth Inc.29,058$668K0.12%+4,33213F-HRTimeline
Tenzing Financial LLC25,673$589K0.44%+3,21013F-HRTimeline
KWB Wealth23,113$541K0.05%-31213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,420$535K<0.01%-122,92113F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,993$506K0.02%-9,48213F-HRTimeline
Janney Montgomery Scott LLC20,653$475K<0.01%-7,24413F-HRTimeline
Keudell/Morrison Wealth Management19,206$442K0.09%-5,96213F-HRTimeline
Elm3 Financial Group, LLC17,844$410K0.35%-6,80513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,306$398K0.01%-6,93113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,302$398K0.01%+3,12213F-HRTimelineGroup
Intrua Financial, LLC14,793$340K0.04%-4,74813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…14,661$337K<0.01%+1,40713F-HRTimeline
Fermata Advisors, LLC12,491$287K0.06%-3613F-HRTimeline
Tactive Advisors, LLC12,476$287K0.08%+2,67013F-HRTimeline
ProCore Advisors, LLC12,245$282K0.43%-8,27713F-HRTimeline
Regal Investment Advisors LLC11,035$254K0.01%-3,85313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,658$245K<0.01%+7,16513F-HRTimelineGroup
AdvisorNet Financial, Inc7,512$173K0.01%-3,58713F-HRTimeline
KELLEHER FINANCIAL ADVISORS5,016$115K0.03%+3113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,656$107K<0.01%+12613F-HRTimelineGroup
WealthShield Partners, LLC4,655$107K0.01%-713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,380$77.7K<0.01%+21913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,973$68.4K<0.01%+2,83913F-HRTimelineGroup
LANARK FINANCIAL, INC.2,914$67K0.01%-45013F-HRTimeline
PRIVATE TRUST CO NA2,093$48.1K<0.01%-4713F-HRTimeline
Geneos Wealth Management Inc.2,050$47.1K<0.01%-2913F-HRTimeline
PlanVest Financial, Inc1,810$41.6K0.03%13F-HRTimeline
Signature Equity Partners, LLC1,111$25.6K0.01%-18513F-HRTimeline
Ashton Thomas Private Wealth, LLC714$16.4K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC695$16K<0.01%-13713F-HRTimeline
AE Wealth Management LLC642$14.8K<0.01%-35813F-HRTimeline
Medallion Wealth Advisors, LLC620$14.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\455$10.5K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…346$7.91K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC281$6.44K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.219$5.04K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.219$5.04K<0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC186$4.28K0.01%new13F-HRTimeline
Park Square Financial Group, LLC158$3.63K0.03%+14613F-HRTimeline
Sound Income Strategies, LLC74$1.69K<0.01%new13F-HRTimeline
Security National Bank66$1.52K<0.01%new13F-HRTimeline
Crews Bank & Trust65$1.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.31$722<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC31$692<0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.24$552<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$160<0.01%013F-HR/ATimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4$92<0.01%+113F-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