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Disclosery

FLQL FRANKLIN TEMPLETON ETF TR

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US LRG CP MLTFCT (fund)

72 managers (73 13F filers) reported a position in FLQL shares at 2024-12-31, 19,803,207 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
72
13F filers
73
New
6
Added
37
Reduced
14
Sold out
6
Shares held by filers
19,803,207

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 Resources9,516,253$558M0.16%+1,309,81213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,545,882$90.7M0.01%+19,66113F-HRTimelineGroup
Sanctuary Advisors, LLC1,444,690$88M0.56%+44,41713F-HRTimeline
Steward Partners Investment Advisory, L…886,481$52M0.46%+7,45213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp867,413$50.9M0.01%+57,01113F-HRTimelineGroup
World Investment Advisors784,170$46M1.26%+3,16813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC514,275$30.2M0.01%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY480,380$28.2M<0.01%+40,94213F-HR/ATimelineGroup
LPL Financial LLC448,406$26.3M0.01%+45,87313F-HRTimeline
Janney Montgomery Scott LLC394,239$23.1M0.06%+5313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO276,884$16.2M<0.01%+14,41113F-HRTimelineGroup
Cetera Investment Advisers270,704$15.9M0.03%+26,15913F-HRTimeline
Atria Investments, Inc243,841$14.3M0.18%+9,54013F-HRTimeline
Cambridge Investment Research Advisors,…176,953$10.4M0.03%+44,04813F-HRTimeline
WIN ADVISORS, INC154,154$9.04M4.37%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN153,081$8.98M<0.01%+4,40913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management137,846$8.08M0.12%+1,02013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding132,868$7.79M+6,594Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …131,195$7.69M0.21%-10213F-HRTimelineGroup
Christopher J. Hasenberg, Inc124,921$7.33M2.95%+1,44813F-HRTimeline
UBS Group AGin group UBS Group AG108,460$6.36M<0.01%+83113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.102,747$6.03M0.04%+8,08413F-HRTimeline
Cornerstone Wealth Management, LLC89,948$5.27M0.36%+3,62213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.82,723$4.85M0.05%+1,33513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,466$3.9M<0.01%+18,02213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,902$3.34M<0.01%+1,97113F-HRTimelineGroup
Paul R. Ried Financial Group, LLC53,910$3.16M2.22%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,011$2.99M0.01%-14,84213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC50,717$2.97M<0.01%+2,60513F-HRTimelineGroup
CRUX WEALTH ADVISORS49,680$2.91M1.62%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,605$2.21M0.01%+85213F-HRTimelineGroup
Howard Capital Management, LLC37,515$2.2M0.03%+15,08913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,189$2.18M<0.01%+1,99413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC33,751$1.98M0.05%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,004$1.94M<0.01%-41,29213F-HRTimelineGroup
CWM, LLCin group CWM, LLC28,293$1.66M0.01%+8,28213F-HRTimelineGroup
SOL Capital Management CO22,583$1.32M0.15%+14,73313F-HRTimeline
Atria Wealth Solutions, Inc.22,178$1.3M0.01%+26113F-HRTimeline
ARRIEN INVESTMENTS, INC.20,109$1.23M0.87%-94713F-HRTimeline
Bogart Wealth, LLC18,745$1.1M0.05%-5813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,988$1.05M<0.01%-131,66113F-HRTimelineGroup
Core Wealth Partners LLC16,290$955K0.55%-29813F-HRTimeline
Geneos Wealth Management Inc.11,414$669K0.02%-22113F-HRTimeline
Key Client Fiduciary Advisors, LLC10,504$616K0.28%+213F-HRTimeline
D.A. DAVIDSON & CO.8,016$470K<0.01%+25413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,815$458K<0.01%+21013F-HRTimelineGroup
Modern Wealth Management, LLC6,518$382K0.01%new13F-HR/ATimeline
NewEdge Advisors, LLC6,475$380K<0.01%+23213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,991$293K<0.01%-11313F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC4,665$274K0.23%13F-HR/ATimeline
FMR LLCin group FMR LLC3,963$232K<0.01%-7113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,634$213K0.01%013F-HRTimelineGroup
COMERICA BANK2,149$126K<0.01%-113F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,023$123K0.01%-57813F-HRTimeline
Medallion Wealth Advisors, LLC1,611$94.5K0.05%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,239$72.7K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,010$59.2K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc765$44.9K<0.01%+6913F-HRTimeline
Glassman Wealth Services656$38.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…622$36.5K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.610$35.8K0.02%13F-HRTimeline
TD Waterhouse Canada Inc.509$29.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/318$18.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC265$15.5K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC245$14.4K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC157$9.21K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…140$8.21K<0.01%-10413F-HRTimeline
Farther Finance Advisors, LLC131$7.68K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC160$6.59K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.84$4.95K<0.01%013F-HRTimeline
Abound Wealth Management67$3.93K<0.01%new13F-HRTimeline
GeoWealth Management, LLC1$35<0.01%-5,30013F-HRTimeline