Skip to content
Disclosery

FLQM FRANKLIN TEMPLETON ETF TR

Follow

US MID CP MLTFCT (fund)

163 managers (166 13F filers) reported a position in FLQM shares at 2025-06-30, 24,264,846 shares in all. 26 filers opened a position and 9 filers sold out during the quarter.

Managers
163
13F filers
166
New
26
Added
75
Reduced
52
Sold out
9
Shares held by filers
24,264,846

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC3,097,402$168M0.06%+511,28413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,643,176$143M0.04%+43,12013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,757,419$95.4M0.03%+62,99213F-HRTimelineGroup
Orgel Wealth Management, LLC1,340,239$72.8M1.75%-138,60313F-HRTimeline
CWM, LLCin group CWM, LLC1,069,726$58.1M0.2%-371,77713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…814,598$44.2M0.03%+481,08013F-HRTimelineGroup
Cetera Investment Advisers767,895$41.7M0.07%+215,00513F-HRTimeline
Bogart Wealth, LLC740,023$40.2M1.72%+26,94113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/677,284$36.8M<0.01%+177,77713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY676,549$36.7M<0.01%+277,26413F-HRTimelineGroup
Harbor Group, Inc.634,722$34.5M6.12%+130,09113F-HRTimeline
Private Advisor Group, LLC607,443$33M0.18%+77,01713F-HRTimeline
Larson Financial Group LLC502,712$27.3M1.1%+473,20113F-HRTimeline
HighTower Advisors, LLC490,517$26.6M0.03%+43,41113F-HRTimeline
MML INVESTORS SERVICES, LLC426,190$23.1M0.07%-28,43513F-HRTimeline
FINANCIAL CONSULATE, INC359,563$19.5M3.86%+26,70013F-HRTimeline
Federation des caisses Desjardins du Qu…355,130$19.3M0.08%+22,13613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA332,189$18M<0.01%-18,66313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.330,115$17.9M0.03%+46,03313F-HR/ATimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC319,921$17.4M7.32%+2,21113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP296,439$16.1M0.02%+59,96413F-HRTimelineGroup
Cambridge Investment Research Advisors,…277,069$15M0.05%+41,47813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding259,316$14.1M-11,634Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding227,746$12.4M+1,339Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP219,997$11.9M0.01%+89,02713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding201,549$10.9M+18,483Timeline
EAGLE WEALTH STRATEGIES LLC192,333$10.4M5.84%-4,22613F-HRTimeline
Sherrill & Hutchins Financial Advisory,…174,064$9.45M7.35%+53,23813F-HRTimeline
Redhawk Wealth Advisors, Inc.169,834$9.22M1.16%+8,16113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC167,660$9.11M4.07%+5,84913F-HRTimeline
Atria Investments, Inc164,283$8.92M0.11%+8,50513F-HRTimeline
AllGen Financial Advisors, Inc.162,943$8.85M2.38%+70,60413F-HRTimeline
Janney Montgomery Scott LLC159,024$8.64M0.02%+17,82913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC142,861$7.76M0.01%+58913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS141,927$7.71M0.02%+7,41513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.140,217$7.62M0.04%+16,21413F-HRTimeline
Keystone Financial Services, LLC131,534$7.14M5.43%+6,39713F-HRTimeline
Snowden Capital Advisors LLC121,997$6.65M0.2%+1,06213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC116,100$6.31M3.15%-1,94613F-HRTimeline
Algorithmic Investment Models, LLC109,299$5.94M4.06%+19,71313F-HRTimeline
WCG Wealth Advisors LLC97,090$5.27M0.34%+16,48413F-HRTimeline
KPP Advisory Services LLC95,105$5.17M0.85%-3,35113F-HR/ATimeline
IFP Advisors, Inc92,622$5.03M0.14%-8,77613F-HRTimeline
Base Wealth Management LLC89,450$4.86M3.11%-52413F-HRTimeline
Geneos Wealth Management Inc.88,449$4.8M0.12%-82,18113F-HRTimeline
Bison Wealth, LLC87,360$4.78M0.38%+21,79713F-HRTimeline
&PARTNERS87,711$4.76M0.04%-1,70813F-HRTimeline
Family Capital Management, Inc.84,072$4.57M2.39%-26513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC80,272$4.36M0.32%+6,86713F-HRTimeline
Thomasville National Bank78,915$4.29M0.29%-12,54013F-HRTimeline
Integrity Financial Corp /WA76,212$4.16M2.12%+50,19013F-HRTimeline
Certified Advisory Corp72,111$3.92M0.41%+4,63113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,887$3.74M0.03%+7,44313F-HRTimelineGroup
Advisory Services Network, LLC64,928$3.55M0.06%+11,15213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,325$3.38M<0.01%+12313F-HRTimelineGroup
Leo Wealth, LLC59,202$3.22M0.25%new13F-HRTimeline
Merit Financial Group, LLC56,572$3.07M0.03%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…54,160$2.94M0.02%+40,06013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,368$2.63M0.01%new13F-HR/ATimelineGroup
OneDigital Investment Advisors LLC47,563$2.58M0.03%new13F-HRTimeline
Perigon Wealth Management, LLC46,872$2.55M0.06%-73413F-HRTimeline
IAG Wealth Partners, LLC46,572$2.53M0.33%+29,27213F-HRTimeline
Steward Partners Investment Advisory, L…45,276$2.46M0.02%+11,85613F-HRTimeline
M Holdings Securities, Inc.44,360$2.41M0.41%+67213F-HRTimeline
Berger Financial Group, Inc43,815$2.38M0.15%-3,58813F-HRTimeline
VICUS CAPITAL41,041$2.23M0.19%+35,86613F-HRTimeline
Focus Financial Network, Inc.40,063$2.18M0.09%+5,10613F-HRTimeline
Ridgeline Wealth Planning, LLC34,534$1.88M1.54%+7,23013F-HRTimeline
AIFG Consultants Ltd.32,268$1.75M3.42%-1,15413F-HRTimeline
Riverbend Wealth Management, LLC31,734$1.72M1.3%+76013F-HRTimeline
Mutual Advisors, LLC30,549$1.7M0.04%+8,17913F-HRTimeline
MONEYWISE, INC.31,152$1.69M0.79%-6,97913F-HRTimeline
Empirical Asset Management, LLC29,809$1.62M0.5%+36713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.29,683$1.62M0.07%-1,23013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,273$1.43M<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…24,908$1.35M0.17%+21,87913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,002$1.3M0.02%+2,62413F-HRTimelineGroup
Kingsview Wealth Management, LLC23,886$1.3M0.02%-1,09713F-HRTimeline
HAZLETT, BURT & WATSON, INC.23,480$1.27M0.52%-1,14313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,909$1.24M<0.01%-5,91813F-HRTimelineGroup
Intrua Financial, LLC22,564$1.23M0.18%+18,57213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.19,087$1.04M0.07%-65113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources18,351$997K<0.01%+1,81713F-HRTimelineGroup
Trademark Financial Management, LLC18,155$986K0.6%new13F-HRTimeline
Dynamic Advisor Solutions LLC17,971$976K0.03%-1,23513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,602$956K0.02%+2813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,249$937K<0.01%-5,12913F-HRTimelineGroup
WORLD EQUITY GROUP, INC.16,988$923K0.25%+6,08413F-HRTimeline
MGO ONE SEVEN LLC16,383$890K0.03%+1,41713F-HRTimeline
Beaumont Financial Advisors, LLC15,995$869K0.06%-47713F-HRTimeline
D.A. DAVIDSON & CO.14,660$796K0.01%+24613F-HRTimeline
Orion Porfolio Solutions, LLC14,368$780K0.01%+42013F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT14,280$776K0.09%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,225$773K0.02%-22713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,644$741K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,575$737K0.02%-14,82813F-HRTimeline
Sigma Planning Corp12,732$691K0.02%-10,09213F-HRTimeline
VeraBank, N.A.11,676$634K0.13%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,660$633K<0.01%+12213F-HRTimelineGroup
Strategic Equity Management11,393$619K0.23%-3,31013F-HRTimeline
Cornerstone Wealth Management, LLC10,901$592K0.04%+73513F-HRTimeline
Redwood Financial Network Corp10,771$585K0.4%-43413F-HRTimeline
Clear Point Advisors Inc.10,750$584K0.49%-1,93013F-HRTimeline
PLANWISER FINANCIAL, LLC9,728$538K0.46%-22413F-HRTimeline
ProVise Management Group, LLC9,362$508K0.04%-8013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,139$496K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP9,118$495K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC8,887$483K<0.01%new13F-HRTimeline
Pinnacle Financial Partners Inc8,615$468K0.01%013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.8,565$465K0.2%-25,85313F-HRTimeline
Farther Finance Advisors, LLC8,513$462K0.01%-14,00813F-HRTimeline
Southland Equity Partners LLC8,226$447K0.1%-1013F-HRTimeline
J.W. COLE ADVISORS, INC.8,151$443K0.01%+58613F-HRTimeline
Sanctuary Advisors, LLC7,729$420K<0.01%new13F-HRTimeline
Solano Wealth Investment Advisors LLC7,634$415K0.21%-4,64713F-HRTimeline
IFG Advisory, LLC7,480$406K0.02%+2,26713F-HRTimeline
Pacific Sun Financial Corp7,012$381K0.2%-16013F-HRTimeline
Greykasell Wealth Strategies, Inc.6,980$379K0.18%new13F-HRTimeline
Arkadios Wealth Advisors6,971$379K0.01%+64613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,905$375K<0.01%013F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC6,867$373K0.07%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,498$352K0.13%-1,46513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC6,281$341K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,265$340K0.01%+87913F-HRTimelineGroup
Western Wealth Management, LLC6,139$333K0.02%-10813F-HRTimeline
Axis Wealth Partners, LLC6,023$327K0.21%+1,20613F-HRTimeline
GeoWealth Management, LLC5,889$320K0.01%-31613F-HRTimeline
MBL Wealth, LLC5,575$303K0.03%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC5,368$292K0.03%new13F-HR/ATimeline
SCOTIA CAPITAL INC.4,884$265K<0.01%+6813F-HRTimeline
PRIVATE TRUST CO NA4,624$251K0.02%-6113F-HRTimeline
Onyx Bridge Wealth Group LLC4,021$218K0.03%-2,02013F-HRTimeline
AdvisorNet Financial, Inc3,998$217K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,964$215K0.02%-64513F-HRTimeline
First Heartland Consultants, Inc.3,947$214K0.02%-23013F-HRTimeline
FMR LLCin group FMR LLC3,346$182K<0.01%+1,41813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,869$102K<0.01%+6713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,640$89.1K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,497$81.3K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,297$70K<0.01%+1,15113F-HRTimelineGroup
NewEdge Advisors, LLC1,061$57.6K<0.01%+32613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…969$52.6K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/581$31.6K<0.01%+8113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG532$28.9K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC485$26.3K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.475$25.8K0.02%-44713F-HRTimeline
Allworth Financial LP437$23.7K<0.01%+11913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/432$23.5K<0.01%-5,44513F-HRTimelineGroup
AE Wealth Management LLC305$16.6K<0.01%-11013F-HRTimeline
MTM Investment Management, LLC296$16.1K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC250$13.6K<0.01%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\241$13.1K<0.01%new13F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD240$13K0.01%013F-HRTimeline
Golden State Wealth Management, LLC237$12.9K<0.01%013F-HRTimeline
McIlrath & Eck, LLC207$11.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC201$10.9K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.170$9.27K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC117$6.36K<0.01%013F-HRTimeline
Global Retirement Partners, LLC22$1.2K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18$978<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$543<0.01%-39013F-HRTimelineGroup
CoreCap Advisors, LLC8$434<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.