FLBL Institutional Ownership
Franklin Senior Loan ETF
1W: -0.3%
1M: -1.0%
3M: -0.2%
YTD: -1.6%
1Y: -2.6%
3Y: +13.4%
5Y: +22.8%
$22.81
+0.03 (+0.13%)
Weekly Expected Move ±0.5%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLBL
130
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
578M
Total Invested
13
New Positions
47
Increased
62
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (154 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LL | 4,268,479 | $97M | +1,571,463 | +58.3% | 5Q | SEC ↗ |
| 2 | HANTZ FINANCIAL SERVICES, INC. | 3,734,487 | $85M | -91,140 | -2.4% | 11Q | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 1,744,923 | $40M | -188,091 | -9.7% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,234,032 | $28M | -43,751 | -3.4% | 18Q | SEC ↗ |
| 5 | SHP Wealth Management | 1,128,010 | $26M | +91,764 | +8.9% | 3Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1,063,913 | $24M | -80,402 | -7.0% | 11Q | SEC ↗ |
| 7 | FRANKLIN RESOURCES INC | 906,213 | $21M | +10,894 | +1.2% | 22Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 876,493 | $20M | +18,052 | +2.1% | 7Q | SEC ↗ |
| 9 | Curran Financial Partners, LLC | 831,237 | $19M | +97,688 | +13.3% | 5Q | SEC ↗ |
| 10 | Sage Advisory Services, Ltd.Co. | 694,133 | $16M | -22,077 | -3.1% | 7Q | SEC ↗ |
| 11 | Prentice Wealth Management LLC | 646,864 | $15M | +62,879 | +10.8% | 7Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 638,924 | $15M | -69,795 | -9.8% | 9Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 548,795 | $13M | +64,165 | +13.2% | 13Q | SEC ↗ |
| 14 | ASSETMARK, INC | 509,695 | $12M | +74,331 | +17.1% | 11Q | SEC ↗ |
| 15 | DORVAL Corp | 346,058 | $8M | +7,830 | +2.3% | 8Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 345,503 | $8M | +10,668 | +3.2% | 19Q | SEC ↗ |
| 17 | Independence Financial Advisors, LLC | 298,880 | $7M | +24,213 | +8.8% | 6Q | SEC ↗ |
| 18 | Fifth Third Securities, Inc. | 289,209 | $7M | +59,611 | +26.0% | 9Q | SEC ↗ |
| 19 | AIRE ADVISORS, LLC | 272,527 | $6M | +6,626 | +2.5% | 18Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 265,740 | $6M | +28,326 | +11.9% | 18Q | SEC ↗ |
| 21 | Steward Partners Investment Advisory, | 237,069 | $5M | +20,906 | +9.7% | 7Q | SEC ↗ |
| 22 | TRUIST FINANCIAL CORP | 211,967 | $5M | +12,141 | +6.1% | 7Q | SEC ↗ |
| 23 | Advisory Services Network, LLC NEW | 203,666 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 191,164 | $4M | +31,216 | +19.5% | 11Q | SEC ↗ |
| 25 | Mission Hills Financial Advisory, LLC | 190,163 | $4M | -12,903 | -6.4% | 8Q | SEC ↗ |
| 26 | Integrated Wealth Concepts LLC NEW | 188,231 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 27 | MORGAN STANLEY | 175,650 | $4M | -48,403 | -21.6% | 17Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 171,371 | $4M | -49,512 | -22.4% | 7Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 159,572 | $4M | +262 | +0.2% | 18Q | SEC ↗ |
| 30 | WealthPlan Investment Management, LLC | 148,764 | $3M | -32,834 | -18.1% | 9Q | SEC ↗ |
| 31 | Calamos Advisors LLC | 146,337 | $3M | -3,198 | -2.1% | 10Q | SEC ↗ |
| 32 | Foguth Wealth Management, LLC. | 130,078 | $3M | +6,981 | +5.7% | 3Q | SEC ↗ |
| 33 | Clark Capital Management Group, Inc. | 121,691 | $3M | +5,348 | +4.6% | 5Q | SEC ↗ |
| 34 | AMERICAN FINANCIAL & TAX STRATEGIES IN | 119,785 | $3M | -734 | -0.6% | 11Q | SEC ↗ |
| 35 | Kathmere Capital Management, LLC | 101,413 | $2M | +11,576 | +12.9% | 10Q | SEC ↗ |
| 36 | PNC Financial Services Group, Inc. | 98,965 | $2M | +420 | +0.4% | 7Q | SEC ↗ |
| 37 | Farther Finance Advisors, LLC | 87,954 | $2M | -13,762 | -13.5% | 8Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 84,004 | $2M | -5,406 | -6.0% | 7Q | SEC ↗ |
| 39 | Fortitude Family Office, LLC | 73,556 | $2M | -47,063 | -39.0% | 4Q | SEC ↗ |
| 40 | Rooted Wealth Advisors, Inc. | 73,106 | $2M | -585 | -0.8% | 9Q | SEC ↗ |
| 41 | SEI INVESTMENTS CO | 69,665 | $2M | +36,902 | +112.6% | 5Q | SEC ↗ |
| 42 | BLUE JEAN FINANCIAL LLC | 68,820 | $2M | +8,194 | +13.5% | 3Q | SEC ↗ |
| 43 | Sovran Advisors, LLC | 67,907 | $2M | +3,202 | +4.9% | 7Q | SEC ↗ |
| 44 | WealthPLAN Partners, LLC | 65,689 | $1M | -38,232 | -36.8% | 9Q | SEC ↗ |
| 45 | CWM, LLC | 65,191 | $1M | +10,602 | +19.4% | 9Q | SEC ↗ |
| 46 | Equitable Holdings, Inc. | 64,870 | $1M | +6,271 | +10.7% | 14Q | SEC ↗ |
| 47 | Sanctuary Advisors, LLC | 58,952 | $1M | +1,796 | +3.1% | 6Q | SEC ↗ |
| 48 | Fiduciary Alliance LLC | 57,795 | $1M | -2,724 | -4.5% | 5Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 51,616 | $1M | +51,609 | +737271.4% | 9Q | SEC ↗ |
| 50 | EAGLE GLOBAL ADVISORS LLC | 50,044 | $1M | -3,601 | -6.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Advisory Services Network, LLC | 203,666 | $5M |
| Integrated Wealth Concepts LLC | 188,231 | $4M |
| Simplicity Wealth,LLC | 30,618 | $698K |
| Dakota Wealth Management | 26,718 | $609K |
| SEEDS INVESTOR LLC | 24,128 | $550K |
| Equity Wealth Partners, LLC | 10,703 | $244K |
| PARK AVENUE SECURITIES LLC | 9,934 | $227K |
| Keeler Thomas Management LLC | 9,589 | $219K |
| Tower Research Capital LLC (TRC) | 6,301 | $144K |
| Cape Investment Advisory, Inc. | 2,242 | $51K |
| Global Retirement Partners, LLC | 1,912 | $44K |
| Blue Trust, Inc. | 175 | $4K |
| Financial Gravity Companies, Inc. | 4 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 721,609 | $16M |
| JANE STREET GROUP, LLC | 288,779 | $7M |
| OLD MISSION CAPITAL LLC | 184,357 | $4M |
| Maia Wealth LLC | 84,426 | $2M |
| CITADEL ADVISORS LLC | 67,324 | $2M |
| Integrated Advisors Network LLC | 35,714 | $815K |
| CAPITAL WEALTH MANAGEMENT, LLC | 34,550 | $788K |
| IHT Wealth Management, LLC | 27,819 | $635K |
| FLOW TRADERS U.S. LLC | 14,969 | $341K |
| CWA Asset Management Group, LLC | 14,673 | $335K |
| Wealth Management Associates, Inc. | 9,877 | $225K |
| Private Advisory Group LLC | 9,661 | $220K |
| OneAscent Financial Services LLC | 9,095 | $207K |
| Ameritas Advisory Services, LLC | 8,624 | $197K |
| Kestra Advisory Services, LLC | 7,585 | $173K |
| Greenline Wealth Management LLC | 7,318 | $167K |
| Elequin Capital, LP | 1,499 | $34K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,404 | $32K |
| Eagle Bay Advisors LLC | 1,083 | $25K |
| Medallion Wealth Advisors, LLC | 620 | $14K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| New York Life Investment Management | +1,571,463 | +58.3% | 4,268,479 |
| Curran Financial Partners, LLC | +97,688 | +13.3% | 831,237 |
| SHP Wealth Management | +91,764 | +8.9% | 1,128,010 |
| ASSETMARK, INC | +74,331 | +17.1% | 509,695 |
| Cetera Investment Advisers | +64,165 | +13.2% | 548,795 |
| Prentice Wealth Management LLC | +62,879 | +10.8% | 646,864 |
| Fifth Third Securities, Inc. | +59,611 | +26.0% | 289,209 |
| JPMORGAN CHASE & CO | +51,609 | +737271.4% | 51,616 |
| SEI INVESTMENTS CO | +36,902 | +112.6% | 69,665 |
| MML INVESTORS SERVICES, LLC | +31,216 | +19.5% | 191,164 |
| OSAIC HOLDINGS, INC. | +28,326 | +11.9% | 265,740 |
| Independence Financial Advisors, LL | +24,213 | +8.8% | 298,880 |
| Steward Partners Investment Advisor | +20,906 | +9.7% | 237,069 |
| RAYMOND JAMES FINANCIAL INC | +18,052 | +2.1% | 876,493 |
| Cordoba Advisory Partners LLC | +13,919 | +47.3% | 43,375 |
| TRUIST FINANCIAL CORP | +12,141 | +6.1% | 211,967 |
| Kathmere Capital Management, LLC | +11,576 | +12.9% | 101,413 |
| FRANKLIN RESOURCES INC | +10,894 | +1.2% | 906,213 |
| ROYAL BANK OF CANADA | +10,668 | +3.2% | 345,503 |
| CWM, LLC | +10,602 | +19.4% | 65,191 |