Home › FLMI

Who holds FLMI

FRANKLIN TEMPLETON ETF TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
LPL Financial LLC6.8M$172.0M0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC5.2M$131.4M1.7%
AMERIPRISE FINANCIAL INC4.5M$113.5M0.0%
BANK OF AMERICA CORP /DE/3.3M$83.0M0.0%
Meeder Advisory Services, Inc.2.4M$59.6M2.2%
WELLS FARGO & COMPANY/MN2.3M$58.4M0.0%
MORGAN STANLEY2.2M$54.5M0.0%
RAYMOND JAMES FINANCIAL INC1.9M$48.1M0.0%
Cetera Investment Advisers1.6M$40.7M0.0%
Focus Partners Wealth1.3M$31.8M0.0%
Composition Wealth, LLC1.2M$30.8M0.4%
Axiom Financial Strategies, LLC1.2M$29.8M9.3%
JANE STREET GROUP, LLC1.0M$25.7M0.0%
Sanctuary Advisors, LLC967.8K$24.4M0.1%
OSAIC HOLDINGS, INC.937.5K$23.6M0.0%
Waverly Advisors, LLC835.2K$21.0M0.1%
New England Private Wealth Advisors LLC836.0K$20.6M2.0%
CENTRAL BANK & TRUST CO793.1K$20.0M2.8%
ENVESTNET ASSET MANAGEMENT INC669.9K$16.9M0.0%
Legacy CG, LLC646.3K$16.3M4.2%
STIFEL FINANCIAL CORP618.3K$15.6M0.0%
RFG Advisory, LLC613.3K$15.4M0.2%
Private Advisor Group, LLC585.0K$14.7M0.1%
JONES FINANCIAL COMPANIES LLLP543.3K$13.7M0.0%
TRUIST FINANCIAL CORP535.3K$13.5M0.0%
Midwest Financial Partners Investments, Inc.535.0K$13.5M5.6%
Bank of New York Mellon Corp503.4K$12.7M0.0%
AE Wealth Management LLC470.9K$11.9M0.1%
Orion Porfolio Solutions, LLC444.1K$11.2M0.1%
MFA WEALTH ADVISORS, LLC426.6K$10.7M1.8%
KESTRA PRIVATE WEALTH SERVICES, LLC402.3K$10.1M0.1%
NewEdge Advisors, LLC370.0K$9.3M0.0%
Asio Capital, LLC363.9K$9.2M1.2%
Ocean Park Asset Management, LLC351.2K$8.8M0.4%
Prentice Wealth Management LLC330.5K$8.3M1.7%
JPMORGAN CHASE & CO326.9K$8.2M0.0%
COMMONWEALTH EQUITY SERVICES, LLC318.1K$8.0M0.0%
Cambridge Investment Research Advisors, Inc.315.6K$7.9M0.0%
Beacon Bridge Wealth Partners, LLC314.7K$7.9M2.3%
MML INVESTORS SERVICES, LLC306.7K$7.7M0.0%
Equitable Holdings, Inc.264.5K$6.7M0.0%
FRANKLIN RESOURCES INC260.8K$6.6M0.0%
HighPoint Advisor Group LLC247.5K$6.2M0.2%
VestGen Advisors, LLC237.7K$6.0M0.2%
BlueStem Wealth Partners, LLC228.2K$5.7M0.6%
HANCOCK WHITNEY CORP227.6K$5.7M0.1%
Retirement Planning Group, LLC225.5K$5.7M0.1%
Legacy Financial Advisors, Inc.222.1K$5.6M0.7%
Certified Advisory Corp216.4K$5.4M0.4%
Wealth Alliance Advisory Group, LLC215.2K$5.4M0.8%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO209.4K$5.3M0.0%
Stratos Investment Management, LLC185.1K$4.7M0.2%
Steward Partners Investment Advisory, LLC180.9K$4.6M0.0%
ROYAL BANK OF CANADA174.2K$4.4M0.0%
Stratos Wealth Advisors, LLC167.2K$4.2M0.2%
Concurrent Investment Advisors, LLC163.5K$4.1M0.0%
Summit Financial, LLC161.9K$4.1M0.0%
Elequin Capital, LP149.3K$3.8M0.1%
Kestra Advisory Services, LLC148.1K$3.7M0.0%
ROBINSON SMITH WEALTH ADVISORS LLC141.0K$3.5M2.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}