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Franklin U.S. Mid Cap Multifactor Index ETF (FLQM) Institutional Ownership

Franklin U.S. Mid Cap Multifactor Index ETF logo
$56.94 -0.19 (-0.33%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$288.58M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$200.84M
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FLQM Institutional Buying and Selling by Quarter

Franklin U.S. Mid Cap Multifactor Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Access Investment Management LLC2,153$118K0.0%N/A0.007%
5/19/2026 Western Wealth Management LLC5,541$304K0.0%-7.1%0.018%
5/19/2026 NewEdge Advisors LLC125,824$6.91M0.1%+19.8%0.411%
5/19/2026 Bank of America Corp DE675,138$37.09M0.0%-7.7%2.203%
5/18/2026 Royal Bank of Canada322,764$17.73M0.0%+0.3%1.053%
5/13/2026 Cetera Investment Advisers1,454,613$79.90M0.1%+10.9%4.746%
5/8/2026 Pacific Sun Financial Corp7,447$409K0.2%+4.5%0.024%
5/7/2026 World Equity Group Inc.25,028$1.38M0.4%+5.9%0.082%
5/5/2026 Beaumont Financial Advisors LLC17,748$975K0.1%+6.4%0.058%
5/5/2026 Geneos Wealth Management Inc.59,503$3.27M0.1%-4.6%0.194%
5/5/2026 Sigma Planning Corp9,803$538K0.0%-36.9%0.032%
5/5/2026 Flynn Zito Capital Management LLC265,790$14.60M4.7%-16.1%0.867%
5/2/2026 International Assets Investment Management LLC6,176$340K0.0%+7.3%0.020%
5/1/2026 Fifth Third Bancorp909$50K0.0%N/A0.003%
4/30/2026 Kestra Advisory Services LLC64,952$3.57M0.0%-4.9%0.212%
4/30/2026 IAG Wealth Partners LLC64,530$3.55M0.4%+4.4%0.211%
4/28/2026 Berger Financial Group Inc43,939$2.41M0.1%+2.8%0.143%
4/27/2026 Private Advisor Group LLC485,374$26.66M0.1%-4.7%1.584%
4/27/2026 Trademark Financial Management LLC4,165$229K0.1%-6.8%0.014%
4/25/2026 Axis Wealth Partners LLC5,357$294K0.2%-16.4%0.017%
4/25/2026 KPP Advisory Services LLC88,493$4.86M0.7%-6.0%0.289%
4/24/2026 Essex Financial Services Inc.16,782$922K0.1%-1.0%0.055%
4/23/2026 Intrua Financial LLC49,295$2.71M0.3%+14.7%0.161%
4/23/2026 Vicus Capital58,914$3.24M0.2%+9.6%0.192%
4/23/2026 Riverbend Wealth Management LLC36,037$1.98M1.1%+8.2%0.118%
4/22/2026 Janney Montgomery Scott LLC204,337$11.22M0.0%+15.9%0.667%
4/22/2026 Onyx Bridge Wealth Group LLC8,691$477K0.1%+116.6%0.028%
4/22/2026 Fort Washington Investment Advisors Inc. OH56,969$3.13M0.0%-10.6%0.186%
4/21/2026 Piedmont Capital Management LLC NC177,715$9.76M6.5%+0.6%0.580%
4/20/2026 Kestra Private Wealth Services LLC119,885$6.59M0.1%-8.9%0.391%
4/18/2026 Richards Merrill & Peterson Inc.949$52K0.0%N/A0.003%
4/17/2026 AdvisorNet Financial Inc3,697$203K0.0%-6.1%0.012%
4/16/2026 Sheets Smith Wealth Management16,098$884K0.1%+8.1%0.053%
4/15/2026 Nations Financial Group Inc. IA ADV4,306$237K0.0%N/A0.014%
3/17/2026 Rockefeller Capital Management L.P.19,101$1.08M0.0%+736.3%0.062%
2/19/2026 Axxcess Wealth Management LLC14,585$821K0.0%+1.9%0.048%
2/18/2026 Raymond James Financial Inc.1,861,769$104.74M0.0%+3.8%6.074%
2/18/2026 NewEdge Advisors LLC105,012$5.91M0.0%+9,103.5%0.343%
2/18/2026 Garton & Associates Financial Advisors LLC4,021$226K0.1%N/A0.013%
2/17/2026 AQR Capital Management LLC9,081$511K0.0%-39.1%0.030%
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2/17/2026 Cetera Investment Advisers1,311,994$73.81M0.1%+23.3%4.281%
2/17/2026 Equitable Holdings Inc.53,427$3.01M0.0%-15.9%0.174%
2/17/2026 Osaic Holdings Inc.306,705$17.26M0.0%-8.9%1.001%
2/17/2026 Advisory Services Network LLC77,455$4.36M0.1%+14.6%0.253%
2/17/2026 Private Advisor Group LLC509,296$28.65M0.1%-9.2%1.662%
2/17/2026 Captrust Financial Advisors149,858$8.43M0.0%+3.4%0.489%
2/17/2026 &PARTNERS92,335$5.19M0.0%+5.2%0.301%
2/17/2026 Royal Bank of Canada321,692$18.10M0.0%+1.6%1.050%
2/16/2026 Piedmont Capital Management LLC NC176,572$9.93M6.5%N/A0.576%
2/16/2026 MML Investors Services LLC118,884$6.69M0.0%-72.7%0.388%
2/16/2026 Integrity Financial Corp WA153,724$8.65M4.4%+7.5%0.502%
2/13/2026 Kestra Advisory Services LLC68,280$3.84M0.0%+7.6%0.223%
2/13/2026 Stifel Financial Corp372,773$20.97M0.0%+1.6%1.216%
2/13/2026 Smartleaf Asset Management LLC39,471$2.24M0.1%-17.1%0.129%
2/13/2026 Summit Financial LLC8,797$495K0.0%-28.8%0.029%
2/12/2026 Federation des caisses Desjardins du Quebec397,358$22.36M0.1%+9.1%1.296%
2/12/2026 Orion Porfolio Solutions LLC186,362$10.49M0.1%+1,269.9%0.608%
2/12/2026 Commonwealth Equity Services LLC102,248$5.75M0.0%-30.9%0.334%
2/12/2026 Steward Partners Investment Advisory LLC57,208$3.22M0.0%+13.1%0.187%
2/12/2026 Investor s Fiduciary Advisor Network LLC4,114$231K0.0%-7.8%0.013%
2/12/2026 Principal Securities Inc.8,026$452K0.0%+9.3%0.026%
2/12/2026 Great Valley Advisor Group Inc.17,726$997K0.0%+1.0%0.058%
2/11/2026 M Holdings Securities Inc.11,799$664K0.0%N/A0.038%
2/11/2026 Janney Montgomery Scott LLC176,292$9.92M0.0%+23.7%0.575%
2/11/2026 LPL Financial LLC2,883,203$162.21M0.0%-6.7%9.407%
2/11/2026 Franklin Resources Inc.24,257$1.37M0.0%+18.6%0.079%
2/11/2026 J.W. Cole Advisors Inc.8,560$482K0.0%-3.2%0.028%
2/10/2026 WCG Wealth Advisors LLC28,353$1.60M0.0%-4.9%0.093%
2/10/2026 IAG Wealth Partners LLC61,822$3.48M0.4%+9.9%0.202%
2/10/2026 Redwood Financial Network Corp7,167$403K0.3%-24.0%0.023%
2/10/2026 Clear Point Advisors Inc.10,352$582K0.5%-4.7%0.034%
2/10/2026 Hazlett Burt & Watson Inc.26,398$1.48M0.5%+15.8%0.086%
2/10/2026 Essex Financial Services Inc.16,959$954K0.1%-6.6%0.055%
2/10/2026 Northwestern Mutual Wealth Management Co.965,916$54.34M0.0%-1.0%3.151%
2/10/2026 IFG Advisory LLC7,510$423K0.0%-10.8%0.025%
2/9/2026 Strategic Equity Management10,710$603K0.2%-6.0%0.035%
2/9/2026 TrustBank182,565$10.27M4.3%N/A0.596%
2/9/2026 Harbour Investments Inc.16,085$905K0.0%+5.2%0.052%
2/6/2026 Empirical Asset Management LLC5,506$310K0.0%-62.4%0.018%
2/6/2026 Axxcess Wealth Management LLC14,585$821K0.0%+1.9%0.048%
2/6/2026 IFP Advisors Inc62,151$3.50M0.1%-1.5%0.203%
2/6/2026 Forefront Wealth Partners LLC16,671$938K0.4%+45.1%0.054%
2/6/2026 Larson Financial Group LLC763,243$42.94M1.4%+13.5%2.490%
2/6/2026 Flynn Zito Capital Management LLC316,651$17.82M6.4%+4.5%1.033%
2/6/2026 HighTower Advisors LLC550,196$30.95M0.0%+4.3%1.795%
2/6/2026 Envestnet Portfolio Solutions Inc.9,103$512K0.0%+10.1%0.030%
2/5/2026 Intrua Financial LLC42,989$2.42M0.3%+30.6%0.140%
2/5/2026 Thrivent Financial for Lutherans48,599$2.73M0.0%N/A0.159%
2/5/2026 Cornerstone Wealth Management LLC10,394$585K0.0%+5.4%0.034%
2/5/2026 Moneywise Inc.24,951$1.40M0.6%-19.3%0.081%
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2/4/2026AIFG Consultants Ltd.36,011$2.03M3.5%+19.7%0.117%
2/4/2026 Byrne Financial Freedom LLC39,040$2.20M1.0%-6.0%0.127%
2/3/2026 Ridgeline Wealth Planning LLC36,476$2.05M1.5%+3.1%0.119%
2/3/2026 International Assets Investment Management LLC5,755$324K0.0%+45.2%0.019%
2/3/2026 MGO One Seven LLC18,490$1.04M0.0%+8.2%0.060%
2/2/2026 Truist Financial Corp18,836$1.06M0.0%-31.4%0.061%
2/2/2026 KPP Advisory Services LLC94,187$5.30M0.8%+15.7%0.307%
2/2/2026 Mutual Advisors LLC27,029$1.52M0.0%-9.4%0.088%
2/2/2026 Oppenheimer & Co. Inc.34,231$1.93M0.0%+4.1%0.112%
1/30/2026 Sigma Planning Corp15,540$874K0.0%+46.4%0.051%


FLQM Institutional Ownership - Frequently Asked Questions

During the previous two years, 185 institutional investors and hedge funds held shares of Franklin U.S. Mid Cap Multifactor Index ETF. The most heavily invested institutionals were LPL Financial LLC ($162.21M), Ameriprise Financial Inc. ($121.81M), Raymond James Financial Inc. ($104.74M), Orgel Wealth Management LLC ($85M), Cetera Investment Advisers ($79.90M), Raymond James Financial Services Advisors Inc. ($65.35M), and Northwestern Mutual Wealth Management Co. ($54.34M).Learn more on Franklin U.S. Mid Cap Multifactor Index ETF's institutional investors.

Of the 164 institutional investors that purchased Franklin U.S. Mid Cap Multifactor Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.87M), Orgel Wealth Management LLC ($1.71M), Ameriprise Financial Inc. ($1.54M), Cetera Investment Advisers ($895.19K), LPL Financial LLC ($853.88K), Harbor Group Inc. ($783.47K), and Northwestern Mutual Wealth Management Co. ($693.07K).

Institutional investors have bought a total of 5,191,256 shares in the last 24 months. This purchase volume represents approximately $288.58M in transactions.

Of the 83 institutional investors that sold Franklin U.S. Mid Cap Multifactor Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bogart Wealth LLC ($739.53K), CWM LLC ($677.88K), Ameriprise Financial Inc. ($485.38K), MML Investors Services LLC ($344.63K), LPL Financial LLC ($207.30K), Orgel Wealth Management LLC ($138.60K), and Private Advisor Group LLC ($122.07K).

Institutional investors have sold a total of 3,588,550 shares in the last 24 months. This volume of shares sold represents approximately $200.84M in transactions.



This page (BATS:FLQM) was last updated on 5/29/2026 by MarketBeat.com Staff.
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