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Disclosery

FLQM FRANKLIN TEMPLETON ETF TR

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US MID CP MLTFCT (fund)

144 managers (147 13F filers) reported a position in FLQM shares at 2024-12-31, 18,180,697 shares in all. 21 filers opened a position and 10 filers sold out during the quarter.

Managers
144
13F filers
147
New
21
Added
76
Reduced
26
Sold out
10
Shares held by filers
18,180,697

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
LPL Financial LLC2,526,850$137M0.06%+159,53813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,887,635$103M0.03%+786,15013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,701,147$92.4M0.03%13F-HR/ATimelineGroup
Orgel Wealth Management, LLC1,537,350$83.5M2.18%+958,04013F-HRTimeline
CWM, LLCin group CWM, LLC1,209,812$65.7M0.27%+174,26813F-HRTimelineGroup
Bogart Wealth, LLC706,896$38.4M1.82%-4,32813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…536,300$29.1M0.02%+368,24513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC385,089$20.9M0.07%+367,10213F-HRTimeline
Private Advisor Group, LLC384,946$20.9M0.12%+35,20313F-HRTimeline
Cetera Investment Advisers371,306$20.2M0.04%+100,78513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/343,722$18.7M<0.01%+18,98513F-HRTimelineGroup
FINANCIAL CONSULATE, INC318,554$17.3M4.59%+12,11813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY301,210$16.4M<0.01%+185,91513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA287,235$15.6M<0.01%+40,99613F-HRTimelineGroup
Cambridge Investment Research Advisors,…266,677$14.5M0.05%+14,36313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.261,515$14.2M0.03%+8,44913F-HR/ATimelineGroup
Harbor Group, Inc.255,148$13.9M3.11%+102,47413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC235,124$12.8M5.94%+16,46213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding214,777$11.7M+8,180Timeline
Federation des caisses Desjardins du Qu…206,780$11.2M0.06%+24,76013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding199,193$10.8M-29,689Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding176,323$9.58M-14,817Timeline
Atria Investments, Inc164,792$8.95M0.11%+127,69813F-HRTimeline
Redhawk Wealth Advisors, Inc.158,354$8.6M1.16%+50,54813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP154,054$8.37M0.01%+16,44213F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC153,325$8.33M4.1%+61,29713F-HRTimeline
Financial Partners Group, Inc130,949$7.11M1.04%+6,62113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.128,865$7M0.04%+6,96513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC124,662$6.77M0.01%-81,81513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC121,895$6.62M2.95%13F-HRTimeline
Janney Montgomery Scott LLC118,064$6.41M0.02%+71,75713F-HRTimeline
Keystone Financial Services, LLC117,001$6.35M5.83%13F-HRTimeline
Snowden Capital Advisors LLC108,913$5.92M0.18%+1,44813F-HRTimeline
IFP Advisors, Inc106,272$5.77M0.19%+6,31613F-HRTimeline
Leo Wealth, LLC95,859$5.21M0.47%+10,50813F-HRTimeline
Algorithmic Investment Models, LLC95,843$5.21M4.01%-5,91413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/92,514$5.02M<0.01%-12,89013F-HRTimelineGroup
Thomasville National Bank92,416$5.02M0.36%+86113F-HRTimeline
Family Capital Management, Inc.84,324$4.58M2.76%+3,92613F-HRTimeline
Geneos Wealth Management Inc.77,752$4.22M0.15%-26,13613F-HRTimeline
KPP Advisory Services LLC76,631$4.16M0.98%+1,26513F-HRTimeline
Certified Advisory Corp68,099$3.7M0.4%+4,06313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,813$3.52M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP64,244$3.49M<0.01%+37,46513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,503$3.39M0.03%-71913F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC62,106$3.37M0.28%+4,89213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,999$2.66M0.01%+5,42713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,778$2.65M<0.01%+15,42313F-HRTimelineGroup
Bison Wealth, LLC48,521$2.64M0.58%-18,65913F-HRTimeline
Berger Financial Group, Inc47,297$2.57M0.18%+37513F-HRTimeline
GeoWealth Management, LLC45,325$2.46M0.08%-14,39813F-HRTimeline
Riggs Capital Management LLC45,323$2.46M2.42%13F-HRTimeline
Advisory Services Network, LLC45,012$2.44M0.05%+38,33713F-HRTimeline
Independent Advisor Alliance44,181$2.4M0.03%new13F-HRTimeline
MONEYWISE, INC.39,163$2.13M1.07%-19,96513F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.37,523$2.04M0.99%-3,93213F-HRTimeline
AIFG Consultants Ltd.34,246$1.86M3.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…31,227$1.7M0.02%+72113F-HRTimeline
Riverbend Wealth Management, LLC31,194$1.7M1.51%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.31,103$1.69M0.08%-14713F-HRTimeline
Empirical Asset Management, LLC28,793$1.56M0.52%-1,67413F-HRTimeline
Per Stirling Capital Management, LLC.28,522$1.55M0.22%+1,15513F-HRTimeline
Sigma Planning Corp27,468$1.49M0.05%+19,66813F-HRTimeline
Focus Financial Network, Inc.27,285$1.48M0.06%+20,08113F-HRTimeline
Integrity Financial Corp /WA25,440$1.38M0.79%+73213F-HRTimeline
&PARTNERS24,675$1.37M0.02%+4,82613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,093$1.31M<0.01%+4,12013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.23,351$1.27M0.56%+2,96113F-HRTimeline
Kingsview Wealth Management, LLC23,050$1.25M0.02%-10313F-HRTimeline
TAP Consulting, LLC21,419$1.16M0.24%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21,310$1.16M0.03%+4,43413F-HRTimeline
HBW ADVISORY SERVICES LLC20,591$1.12M0.11%+69813F-HRTimeline
Dynamic Advisor Solutions LLC17,203$934K0.04%+1,78913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,784$912K0.06%+58713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,355$888K0.01%+6,11713F-HRTimelineGroup
Beaumont Financial Advisors, LLC15,953$866K0.07%-1,33813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources15,768$856K<0.01%+1,68413F-HRTimelineGroup
WORLD EQUITY GROUP, INC.15,506$842K0.18%-7,34413F-HRTimeline
Strategic Equity Management14,537$790K0.33%-3,67413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,139$768K0.02%-86213F-HRTimeline
MGO ONE SEVEN LLC13,751$747K0.03%new13F-HRTimeline
D.A. DAVIDSON & CO.13,666$742K0.01%+71613F-HRTimeline
Clear Point Advisors Inc.13,386$727K0.62%+913F-HRTimeline
WCG Wealth Advisors LLC13,247$719K0.05%new13F-HRTimeline
Orion Porfolio Solutions, LLC12,803$695K0.01%+31213F-HRTimeline
Orion Portfolio Solutions, LLC12,803$695K0.01%+31213F-HRTimeline
Mariner, LLCin group Mariner, LLC12,793$695K<0.01%-21413F-HRTimelineGroup
Solano Wealth Investment Advisors LLC12,775$694K0.42%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,800$641K<0.01%new13F-HRTimeline
Westover Capital Advisors, LLC11,699$635K0.14%+18713F-HRTimeline
Redwood Financial Network Corp10,923$593K0.44%+33113F-HRTimeline
Mutual Advisors, LLC10,566$592K0.02%+1,74213F-HRTimeline
Atria Wealth Solutions, Inc.10,531$572K0.01%+1,53913F-HRTimeline
Integrated Wealth Concepts LLC9,842$535K0.01%+76713F-HRTimeline
ProVise Management Group, LLC9,220$501K0.04%+1,50513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,086$493K0.02%new13F-HRTimelineGroup
Pinnacle Financial Partners Inc8,615$468K0.01%+3,80013F-HRTimeline
Southland Equity Partners LLC8,436$458K0.11%+17513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,387$455K<0.01%new13F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC7,602$413K0.08%013F-HRTimeline
Pacific Sun Financial Corp6,922$376K0.2%+26013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,905$375K<0.01%-13,97713F-HRTimelineGroup
Arkadios Wealth Advisors6,403$348K0.02%-97613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC6,281$341K0.02%013F-HRTimeline
Western Wealth Management, LLC6,257$340K0.02%+85713F-HR/ATimeline
Cornerstone Wealth Management, LLC6,125$333K0.02%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,111$332K<0.01%new13F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…5,827$316K0.12%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,386$293K0.01%+2,97413F-HRTimelineGroup
PRIVATE TRUST CO NA5,086$276K0.03%-88013F-HRTimeline
SCOTIA CAPITAL INC.4,971$270K<0.01%new13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4,641$252K0.01%+1613F-HRTimeline
Axis Wealth Partners, LLC4,511$245K0.21%13F-HRTimeline
Caprock Group, LLC4,246$231K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.4,207$228K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,160$226K<0.01%-55413F-HRTimelineGroup
WINTRUST INVESTMENTS LLC4,143$225K0.2%new13F-HRTimeline
HRT FINANCIAL LP4,054$220K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3,998$217K0.02%013F-HRTimeline
Farther Finance Advisors, LLC3,729$203K0.01%+21613F-HRTimeline
NewEdge Advisors, LLC3,036$165K<0.01%-3,76513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,680$91.3K<0.01%+62713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,640$89.8K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,620$88K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,310$71.2K<0.01%+26213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…992$56K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.976$53K0.05%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/938$50.9K<0.01%+43813F-HRTimelineGroup
Sage Mountain Advisors LLC677$36.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG532$28.9K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC525$28.5K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC485$26.3K<0.01%013F-HRTimeline
PSI Advisors, LLC353$19.1K0.01%+213F-HRTimeline
Avior Wealth Management, LLC340$18.5K<0.01%013F-HRTimeline
AE Wealth Management LLC305$16.6K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO266$14.4K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD240$13K0.01%013F-HRTimeline
McIlrath & Eck, LLC207$11.2K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC204$11.1K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…168$9.12K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC126$6.84K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC117$6.33K0.01%+113F-HRTimeline
PMV Capital Advisers, LLC54$2.93K0.01%13F-HRTimeline
Wingate Wealth Advisors, Inc.39$2.14K<0.01%13F-HRTimeline