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Disclosery

FLBL FRANKLIN TEMPLETON ETF TR

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SENIOR LOAN ETF (fund)

121 managers (122 13F filers) reported a position in FLBL shares at 2026-06-30, 25,243,097 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
121
13F filers
122
New
11
Added
47
Reduced
54
Sold out
8
Shares held by filers
25,243,097

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
New York Life Investment Management LLCin group New York Life Investment Mana…4,268,479$97.8M0.68%+1,571,46313F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.3,734,487$85.6M1.16%-91,14013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,744,923$40M0.01%-188,09113F-HRTimelineGroup
LPL Financial LLC1,234,032$28.3M0.01%-43,75113F-HRTimeline
SHP Wealth Management1,128,010$25.9M1.78%+91,76413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,063,913$24.4M0.01%-80,40213F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources906,213$20.8M<0.01%+10,89413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC876,493$20.1M0.01%+18,05213F-HRTimelineGroup
Curran Financial Partners, LLC831,237$19.1M2.84%+97,68813F-HRTimeline
Sage Advisory Services, Ltd.Co.694,133$15.9M7.83%-22,07713F-HRTimeline
Prentice Wealth Management LLC646,864$14.8M3.06%+62,87913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC638,924$14.6M<0.01%-69,79513F-HRTimelineGroup
Cetera Investment Advisers548,795$12.6M0.01%+64,16513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC509,695$11.7M0.02%+74,33113F-HRTimelineGroup
DORVAL Corp346,058$7.93M2.28%+7,83013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA345,503$7.92M<0.01%+10,66813F-HRTimelineGroup
Independence Financial Advisors, LLC298,880$6.85M1.78%+24,21313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding290,397$6.66M+59,406Timeline
AIRE ADVISORS, LLC272,527$6.25M1.02%+6,62613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.265,740$6.09M0.01%+28,32613F-HRTimelineGroup
Steward Partners Investment Advisory, L…237,069$5.43M0.03%+20,90613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP211,967$4.86M0.01%+12,14113F-HRTimelineGroup
Advisory Services Network, LLC203,666$4.67M0.05%new13F-HRTimeline
MML INVESTORS SERVICES, LLC191,164$4.38M0.01%+31,21613F-HRTimeline
Mission Hills Financial Advisory, LLC190,163$4.36M1.91%-12,90313F-HRTimeline
Integrated Wealth Concepts LLC188,231$4.31M0.03%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY175,650$4.03M<0.01%-48,40313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/171,371$3.93M<0.01%-49,51213F-HRTimelineGroup
Cambridge Investment Research Advisors,…159,572$3.66M0.01%+26213F-HR/ATimeline
WealthPlan Investment Management, LLC148,764$3.41M0.17%-32,83413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC146,337$3.35M0.01%-3,19813F-HRTimelineGroup
Foguth Wealth Management, LLC.130,078$3M0.34%+6,98113F-HRTimeline
Clark Capital Management Group, Inc.121,691$2.79M0.02%+5,34813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC119,785$2.75M1.24%-73413F-HRTimeline
Kathmere Capital Management, LLC101,413$2.32M0.12%+11,57613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…98,965$2.27M<0.01%+42013F-HRTimelineGroup
Farther Finance Advisors, LLC87,954$2.02M0.02%-13,76213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,004$1.93M<0.01%-5,40613F-HRTimelineGroup
Fortitude Family Office, LLC73,556$1.69M0.33%-47,06313F-HRTimeline
Rooted Wealth Advisors, Inc.73,106$1.68M0.41%-58513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO69,665$1.6M<0.01%+36,90213F-HRTimelineGroup
BLUE JEAN FINANCIAL LLC68,820$1.58M1.1%+8,19413F-HRTimeline
Sovran Advisors, LLC67,907$1.56M0.12%+3,20213F-HRTimeline
WealthPLAN Partners, LLC65,689$1.51M0.29%-38,23213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,870$1.49M0.01%+6,27113F-HRTimelineGroup
Sanctuary Advisors, LLC58,952$1.35M0.01%+1,79613F-HRTimeline
Fiduciary Alliance LLC57,795$1.32M0.09%-2,72413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,616$1.18M<0.01%+51,60913F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC50,044$1.15M0.04%-3,60113F-HRTimeline
Comprehensive Wealth Management, LLC48,917$1.12M0.51%-14,50913F-HRTimeline
Insight Wealth Strategies, LLC48,681$1.11M0.11%-7,13713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC44,835$1.03M<0.01%-3,97613F-HRTimelineGroup
Cordoba Advisory Partners LLC43,375$994K0.21%+13,91913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,873$983K<0.01%+80213F-HRTimelineGroup
FDx Advisors, Inc.42,275$969K0.29%-8,33813F-HRTimeline
Focus Financial Network, Inc.42,219$968K0.03%+1,68213F-HRTimeline
Key Client Fiduciary Advisors, LLC40,741$934K0.27%+8813F-HRTimeline
World Investment Advisors39,814$916K0.02%-1613F-HRTimeline
Acorn Wealth Advisors, LLC36,187$829K0.2%-47313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,714$819K<0.01%013F-HR/ATimeline
Atria Investments, Inc31,343$718K0.01%+25313F-HRTimeline
Waterfront Wealth Inc.31,398$717K0.11%+2,34013F-HRTimeline
Simplicity Wealth,LLC30,618$702K0.02%new13F-HRTimeline
Clear Creek Financial Management, LLC30,259$694K0.04%-2,25313F-HRTimeline
Evolution Wealth Advisors, LLC28,308$649K0.08%-2,13613F-HRTimeline
IFP Advisors, Inc27,577$632K0.01%-6,85713F-HRTimeline
Dakota Wealth Management26,718$612K0.01%new13F-HRTimeline
Tenzing Financial LLC25,783$589K0.4%+11013F-HRTimeline
SEEDS INVESTOR LLC24,128$553K0.06%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,438$536K<0.01%+1813F-HRTimeline
Perigon Wealth Management, LLC23,257$533K0.01%-7,80513F-HRTimeline
Kovack Advisors, Inc.20,247$463K0.02%-14,43013F-HRTimeline
Janney Montgomery Scott LLC19,593$449K<0.01%-1,06013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,028$436K0.01%+1,72613F-HRTimelineGroup
Andina Capital Management, LLC19,023$436K0.72%-56,70413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,740$430K0.01%+1,43413F-HRTimelineGroup
Keudell/Morrison Wealth Management18,675$428K0.08%-53113F-HRTimeline
Arkadios Wealth Advisors18,516$424K0.01%-24,52213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…17,251$396K<0.01%+2,59013F-HRTimeline
KWB Wealth16,673$382K0.03%-6,44013F-HRTimeline
Elm3 Financial Group, LLC16,615$381K0.26%-1,22913F-HRTimeline
McAdam, LLC16,551$379K0.01%-79,40813F-HRTimeline
Tactive Advisors, LLC15,511$356K0.09%+3,03513F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,692$291K0.01%-9,30113F-HRTimeline
Fermata Advisors, LLC12,216$280K0.06%-27513F-HRTimeline
Intrua Financial, LLC11,828$271K0.03%-2,96513F-HRTimeline
Regal Investment Advisors LLC11,296$259K0.01%+26113F-HRTimeline
ProCore Advisors, LLC11,275$258K0.32%-97013F-HRTimeline
Equity Wealth Partners, LLC10,703$245K0.09%new13F-HRTimeline
Advisory Alpha, LLC9,947$228K0.01%-33,40413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,934$228K<0.01%new13F-HRTimelineGroup
Keeler Thomas Management LLC9,589$220K0.08%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,301$144K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,846$134K<0.01%+1,19013F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS5,064$116K0.02%+4813F-HRTimeline
AdvisorNet Financial, Inc4,761$109K<0.01%-2,75113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,380$77.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2,242$51.4K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,195$50.3K<0.01%-8,46313F-HRTimelineGroup
PRIVATE TRUST CO NA2,106$48.3K<0.01%+1313F-HRTimeline
Geneos Wealth Management Inc.2,050$47K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,912$43.8K<0.01%13F-HRTimeline
PlanVest Financial, Inc1,860$42.6K0.03%+5013F-HRTimeline
Signature Equity Partners, LLC1,112$25.5K0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.1,101$25.2K<0.01%-1,81313F-HRTimeline
Ashton Thomas Private Wealth, LLC714$16.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC696$15.9K<0.01%+113F-HRTimeline
AE Wealth Management LLC445$10.2K<0.01%-19713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…346$7.91K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\338$7.75K<0.01%-11713F-HRTimelineGroup
Smartleaf Asset Management LLC281$6.43K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/255$5.85K<0.01%-1,039,99513F-HRTimelineGroup
Blue Trust, Inc.175$4.01K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134$3.07K<0.01%-2,83913F-HRTimelineGroup
Security National Bank66$1.51K<0.01%013F-HRTimeline
Crews Bank & Trust65$1.49K<0.01%013F-HRTimeline
WealthShield Partners, LLC55$1.26K<0.01%-4,60013F-HRTimeline
Park Square Financial Group, LLC42$9630.01%-11613F-HRTimeline
Cornerstone Planning Group LLC20$461<0.01%-1113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4$92<0.01%13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3$75<0.01%-2813F-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