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Disclosery

FLQM FRANKLIN TEMPLETON ETF TR

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US MID CP MLTFCT (fund)

147 managers (150 13F filers) reported a position in FLQM shares at 2025-03-31, 21,534,077 shares in all. 23 filers opened a position and 18 filers sold out during the quarter.

Managers
147
13F filers
150
New
23
Added
74
Reduced
37
Sold out
18
Shares held by filers
21,534,077

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,600,056$138M0.04%+712,42113F-HRTimelineGroup
LPL Financial LLC2,586,118$137M0.05%+59,26813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,694,427$89.8M0.03%-6,72013F-HRTimelineGroup
Orgel Wealth Management, LLC1,478,842$78.4M2.04%-58,50813F-HRTimeline
CWM, LLCin group CWM, LLC1,441,503$76.4M0.3%+231,69113F-HRTimelineGroup
Bogart Wealth, LLC713,082$37.8M1.78%+6,18613F-HRTimeline
Cetera Investment Advisers552,890$29.3M0.06%+181,58413F-HRTimeline
Private Advisor Group, LLC530,426$28.1M0.17%+145,48013F-HRTimeline
Harbor Group, Inc.504,631$26.8M5.35%+249,48313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/499,507$26.5M<0.01%+155,78513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC454,625$24.1M0.08%+69,53613F-HRTimeline
HighTower Advisors, LLC447,106$23.7M0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY399,285$21.2M<0.01%+98,07513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA350,852$18.6M<0.01%+63,61713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…333,518$17.7M0.01%-202,78213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…332,994$17.7M0.09%+126,21413F-HRTimeline
FINANCIAL CONSULATE, INC332,863$17.6M4.45%+14,30913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC317,710$16.8M7.73%+82,58613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.284,082$15.1M0.03%+22,56713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding270,950$14.4M+56,173Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP236,475$12.5M0.01%+82,42113F-HRTimelineGroup
Cambridge Investment Research Advisors,…235,591$12.5M0.04%-31,08613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding226,407$12M+27,214Timeline
EAGLE WEALTH STRATEGIES LLC196,559$10.4M6.4%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding183,066$9.7M+6,743Timeline
Geneos Wealth Management Inc.170,630$9.05M0.13%+92,87813F-HRTimeline
ADAPT WEALTH ADVISORS, LLC161,811$8.58M4.18%+8,48613F-HRTimeline
Redhawk Wealth Advisors, Inc.161,673$8.57M1.15%+3,31913F-HRTimeline
Atria Investments, Inc155,778$8.26M0.11%-9,01413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC142,272$7.54M0.01%+17,61013F-HRTimeline
Janney Montgomery Scott LLC141,195$7.49M0.02%+23,13113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS134,512$7.13M0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP130,970$6.89M0.01%+66,72613F-HR/ATimelineGroup
Keystone Financial Services, LLC125,137$6.63M5.62%+8,13613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.124,003$6.57M0.04%-4,86213F-HRTimeline
Snowden Capital Advisors LLC120,935$6.41M0.21%+12,02213F-HRTimeline
Sherrill & Hutchins Financial Advisory,…120,826$6.4M5.46%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC118,046$6.26M3.56%-3,84913F-HRTimeline
IFP Advisors, Inc101,398$5.37M0.17%-4,87413F-HRTimeline
KPP Advisory Services LLC98,456$5.22M0.99%+21,82513F-HRTimeline
AllGen Financial Advisors, Inc.92,339$4.89M1.45%new13F-HRTimeline
Thomasville National Bank91,455$4.85M0.35%-96113F-HRTimeline
Base Wealth Management LLC89,974$4.77M3.63%13F-HRTimeline
Algorithmic Investment Models, LLC89,586$4.75M3.5%-6,25713F-HRTimeline
&PARTNERS89,419$4.7M0.05%+64,74413F-HRTimeline
Family Capital Management, Inc.84,337$4.47M2.76%+1313F-HRTimeline
Advisor Resource Council83,788$4.44M0.36%new13F-HRTimeline
WCG Wealth Advisors LLC80,606$4.27M0.32%+67,35913F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC73,405$3.89M0.32%+11,29913F-HRTimeline
Certified Advisory Corp67,480$3.58M0.4%-61913F-HRTimeline
Bison Wealth, LLC65,563$3.39M0.32%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,202$3.3M0.01%+58,04213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,444$3.26M0.03%-1,05913F-HRTimelineGroup
Advisory Services Network, LLC53,776$2.85M0.05%+8,76413F-HRTimeline
Perigon Wealth Management, LLC47,606$2.52M0.06%new13F-HRTimeline
Berger Financial Group, Inc47,403$2.51M0.17%+10613F-HRTimeline
M Holdings Securities, Inc.43,688$2.32M0.39%new13F-HRTimeline
MONEYWISE, INC.38,131$2.02M1.07%-1,03213F-HRTimeline
Focus Financial Network, Inc.34,957$1.85M0.08%+7,67213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.34,418$1.82M0.87%-3,10513F-HRTimeline
AIFG Consultants Ltd.33,422$1.77M2.92%-82413F-HRTimeline
Steward Partners Investment Advisory, L…33,420$1.77M0.02%+2,19313F-HRTimeline
Riverbend Wealth Management, LLC30,974$1.64M1.47%-22013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.30,913$1.64M0.08%-19013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,565$1.62M<0.01%-18,21313F-HRTimelineGroup
Larson Financial Group LLC29,511$1.56M0.07%new13F-HRTimeline
Empirical Asset Management, LLC29,442$1.56M0.53%+64913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,827$1.53M<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.28,403$1.51M0.04%+7,09313F-HRTimeline
Ridgeline Wealth Planning, LLC27,304$1.45M1.42%new13F-HRTimeline
Integrity Financial Corp /WA26,022$1.38M0.78%+58213F-HRTimeline
Kingsview Wealth Management, LLC24,983$1.32M0.02%+1,93313F-HRTimeline
HAZLETT, BURT & WATSON, INC.24,623$1.31M0.59%+1,27213F-HRTimeline
Sigma Planning Corp22,824$1.21M0.04%-4,64413F-HRTimeline
Farther Finance Advisors, LLC22,521$1.2M0.03%+18,79213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,378$1.19M<0.01%-1,71513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC22,098$1.17M0.17%+1,50713F-HRTimeline
Mutual Advisors, LLC22,370$1.14M0.03%+11,80413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,378$1.13M0.02%+5,02313F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.19,738$1.05M0.08%+2,95413F-HRTimelineGroup
Dynamic Advisor Solutions LLC19,206$1.02M0.03%+2,00313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,574$932K0.02%new13F-HRTimelineGroup
IAG Wealth Partners, LLC17,300$917K0.14%+17,17413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,534$876K<0.01%+76613F-HRTimelineGroup
Beaumont Financial Advisors, LLC16,472$873K0.07%+51913F-HRTimeline
MGO ONE SEVEN LLC14,966$793K0.03%+1,21513F-HRTimeline
Strategic Equity Management14,703$779K0.33%+16613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,452$766K0.02%+31313F-HRTimeline
D.A. DAVIDSON & CO.14,414$764K0.01%+74813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…14,100$747K<0.01%+2,30013F-HRTimeline
Orion Porfolio Solutions, LLC13,948$739K0.01%+1,14513F-HRTimeline
Orion Portfolio Solutions, LLC13,948$739K0.01%+1,14513F-HR/ATimeline
Clear Point Advisors Inc.12,680$672K0.6%-70613F-HRTimeline
Solano Wealth Investment Advisors LLC12,281$651K0.4%-49413F-HRTimeline
Westover Capital Advisors, LLC11,722$621K0.14%+2313F-HRTimeline
Mariner, LLCin group Mariner, LLC11,538$612K<0.01%-1,25513F-HRTimelineGroup
Redwood Financial Network Corp11,205$594K0.45%+28213F-HRTimeline
WORLD EQUITY GROUP, INC.10,904$578K0.17%-4,60213F-HRTimeline
Atria Wealth Solutions, Inc.10,831$574K0.01%+30013F-HRTimeline
Cornerstone Wealth Management, LLC10,166$539K0.04%+4,04113F-HRTimeline
PLANWISER FINANCIAL, LLC9,952$524K0.47%13F-HRTimeline
ProVise Management Group, LLC9,442$501K0.04%+22213F-HRTimeline
Pinnacle Financial Partners Inc8,615$457K0.01%013F-HRTimeline
Southland Equity Partners LLC8,236$437K0.1%-20013F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,963$422K0.2%+2,13613F-HRTimeline
J.W. COLE ADVISORS, INC.7,565$401K0.01%new13F-HRTimeline
Pacific Sun Financial Corp7,172$380K0.22%+25013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,905$366K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors6,325$335K0.01%-7813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC6,281$333K0.02%013F-HRTimeline
Western Wealth Management, LLC6,247$331K0.02%-1013F-HRTimeline
GeoWealth Management, LLC6,205$329K0.01%-39,12013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,111$324K<0.01%013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC6,041$320K0.05%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,877$312K<0.01%-86,63713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,386$293K0.01%013F-HRTimelineGroup
IFG Advisory, LLC5,213$276K0.02%new13F-HRTimeline
VICUS CAPITAL5,175$274K0.03%new13F-HRTimeline
Axis Wealth Partners, LLC4,817$255K0.19%+30613F-HRTimeline
SCOTIA CAPITAL INC.4,816$255K<0.01%-15513F-HRTimeline
PRIVATE TRUST CO NA4,685$248K0.03%-40113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,622$245K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,609$244K0.02%new13F-HRTimeline
Caprock Group, LLC4,256$226K0.01%+1013F-HRTimeline
First Heartland Consultants, Inc.4,177$221K0.02%-3013F-HRTimeline
AdvisorNet Financial, Inc3,998$212K0.02%013F-HRTimeline
Intrua Financial, LLC3,992$212K0.03%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,029$161K0.03%+2,86113F-HRTimeline
FMR LLCin group FMR LLC1,928$102K<0.01%+61813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,802$95.5K<0.01%+12213F-HRTimelineGroup
SIGNATUREFD, LLC1,620$85.9K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,640$76.9K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.922$48.9K0.04%-5413F-HR/ATimeline
NewEdge Advisors, LLC735$39K<0.01%-2,30113F-HRTimeline
Sage Mountain Advisors LLC677$35.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG532$28.2K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$26.5K<0.01%-43813F-HRTimelineGroup
Clearstead Advisors, LLC485$25.7K<0.01%013F-HRTimeline
AE Wealth Management LLC415$22K<0.01%+11013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO400$21.2K<0.01%+13413F-HRTimelineGroup
Allworth Financial LP318$16.3K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD240$12.7K0.01%013F-HRTimeline
Golden State Wealth Management, LLC237$12.6K<0.01%new13F-HR/ATimeline
McIlrath & Eck, LLC207$11K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC146$8K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC117$6.21K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-99213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.