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FLCB Institutional Ownership

Franklin U.S. Core Bond ETF
1W: -0.7% 1M: -2.9% 3M: -4.6% YTD: -5.3% 1Y: -5.3% 3Y: +9.3% 5Y: -7.2%
$20.33
-0.07 (-0.34%)
 
Weekly Expected Move ±0.6%
$20 $20 $20 $20 $21
ETF AMEX · AUM $3.0B

Institutional Ownership — FLCB

95
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
17
New Positions
40
Increased
31
Reduced
14
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (101 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FRANKLIN RESOURCES INC 76,612,127 1.6B -1,141,777 -1.5% 22Q SEC ↗
2 LPL Financial LLC 6,372,940 $130M +4,525,436 +244.9% 25Q SEC ↗
3 Sanctuary Advisors, LLC 3,238,403 $66M +157,182 +5.1% 9Q SEC ↗
4 AMERIPRISE FINANCIAL INC 3,161,887 $64M +509,745 +19.2% 4Q SEC ↗
5 Bank of New York Mellon Corp 3,072,978 $62M -95,207 -3.0% 13Q SEC ↗
6 HANTZ FINANCIAL SERVICES, INC. 2,675,305 $54M +577,831 +27.5% 12Q SEC ↗
7 JONES FINANCIAL COMPANIES LLLP 2,617,190 $53M +853,193 +48.4% 10Q SEC ↗
8 Janney Montgomery Scott LLC 2,468,864 $50M +90,303 +3.8% 17Q SEC ↗
9 BANK OF AMERICA CORP /DE 2,154,834 $44M -30,628 -1.4% 15Q SEC ↗
10 MORGAN STANLEY 1,977,724 $40M +140,795 +7.7% 25Q SEC ↗
11 ENVESTNET ASSET MANAGEMENT INC 1,417,696 $29M +38,042 +2.8% 24Q SEC ↗
12 JPMORGAN CHASE & CO 1,329,341 $27M +133,096 +11.1% 12Q SEC ↗
13 Sequent Planning LLC 1,009,658 $21M +74,385 +8.0% 4Q SEC ↗
14 Cetera Investment Advisers 666,202 $14M +34,543 +5.5% 15Q SEC ↗
15 ASSETMARK, INC 615,234 $13M +103,562 +20.2% 10Q SEC ↗
16 MGO ONE SEVEN LLC 467,065 $9M +7,643 +1.7% 4Q SEC ↗
17 CITADEL ADVISORS LLC NEW 448,947 $9M — +0.0% 1Q SEC ↗
18 Allworth Financial LP 429,809 $9M -194,143 -31.1% 17Q SEC ↗
19 RAYMOND JAMES FINANCIAL INC 371,218 $8M -88,030 -19.2% 7Q SEC ↗
20 KESTRA PRIVATE WEALTH SERVICES, LLC 230,707 $5M +13,543 +6.2% 5Q SEC ↗
21 Atria Investments, Inc 227,776 $5M +10,491 +4.8% 13Q SEC ↗
22 CENTRAL TRUST Co 224,144 $5M +10,538 +4.9% 21Q SEC ↗
23 Capital Analysts, LLC 219,579 $4M +219,167 +53195.9% 2Q SEC ↗
24 Smartleaf Asset Management LLC 202,559 $4M — +0.0% 4Q SEC ↗
25 Bogart Wealth, LLC 192,766 $4M +250 +0.1% 26Q SEC ↗
26 RFG Advisory, LLC NEW 185,259 $4M — +0.0% 1Q SEC ↗
27 NATIXIS ADVISORS, LLC 177,219 $4M +46,665 +35.7% 8Q SEC ↗
28 Steward Partners Investment Advisory, NEW 127,851 $3M — +0.0% 1Q SEC ↗
29 CWM, LLC 106,371 $2M +80,992 +319.1% 3Q SEC ↗
30 JANE STREET GROUP, LLC NEW 104,652 $2M — +0.0% 1Q SEC ↗
31 OSAIC HOLDINGS, INC. 104,212 $2M +19,784 +23.4% 26Q SEC ↗
32 WELLS FARGO & COMPANY/MN 101,203 $2M -3,460 -3.3% 24Q SEC ↗
33 CITIGROUP INC 88,768 $2M +68,376 +335.3% 2Q SEC ↗
34 ROYAL BANK OF CANADA 88,330 $2M +18,805 +27.0% 8Q SEC ↗
35 NewEdge Advisors, LLC 80,454 $2M +8,119 +11.2% 10Q SEC ↗
36 World Investment Advisors 63,766 $1M -8,194 -11.4% 3Q SEC ↗
37 COMMONWEALTH EQUITY SERVICES, LLC 57,983 $1M +12,958 +28.8% 8Q SEC ↗
38 Cambridge Investment Research Advisors 52,799 $1M -866 -1.6% 27Q SEC ↗
39 Private Advisor Group, LLC 51,694 $1M +7,544 +17.1% 15Q SEC ↗
40 Slagle Financial, LLC 42,414 $862K +1,378 +3.4% 13Q SEC ↗
41 Pinnacle Financial Group, LLC / IL 41,189 $837K +2,859 +7.5% 8Q SEC ↗
42 TD Waterhouse Canada Inc. 38,866 $790K -19,649 -33.6% 6Q SEC ↗
43 Envestnet Portfolio Solutions, Inc. 37,030 $753K -1,042 -2.7% 12Q SEC ↗
44 PARK AVENUE SECURITIES LLC 34,426 $700K +6,770 +24.5% 13Q SEC ↗
45 HUB Investment Partners, LLC 33,573 $683K +249 +0.7% 3Q SEC ↗
46 Pinnacle Financial Partners, Inc. 32,274 $656K +3,818 +13.4% 3Q SEC ↗
47 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,840 $647K -1,918 -5.7% 4Q SEC ↗
48 Cullen/Frost Bankers, Inc. 31,347 $637K +4 +0.0% 9Q SEC ↗
49 Clearbridge Investments, LLC 28,862 $587K — +0.0% 14Q SEC ↗
50 StoneX Group Inc. 26,945 $548K -31 -0.1% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +4,525,436 +244.9% 6,372,940
JONES FINANCIAL COMPANIES LLLP +853,193 +48.4% 2,617,190
HANTZ FINANCIAL SERVICES, INC. +577,831 +27.5% 2,675,305
AMERIPRISE FINANCIAL INC +509,745 +19.2% 3,161,887
Capital Analysts, LLC +219,167 +53195.9% 219,579
Sanctuary Advisors, LLC +157,182 +5.1% 3,238,403
MORGAN STANLEY +140,795 +7.7% 1,977,724
JPMORGAN CHASE & CO +133,096 +11.1% 1,329,341
ASSETMARK, INC +103,562 +20.2% 615,234
Janney Montgomery Scott LLC +90,303 +3.8% 2,468,864
CWM, LLC +80,992 +319.1% 106,371
Sequent Planning LLC +74,385 +8.0% 1,009,658
CITIGROUP INC +68,376 +335.3% 88,768
NATIXIS ADVISORS, LLC +46,665 +35.7% 177,219
ENVESTNET ASSET MANAGEMENT INC +38,042 +2.8% 1,417,696
Cetera Investment Advisers +34,543 +5.5% 666,202
OSAIC HOLDINGS, INC. +19,784 +23.4% 104,212
ROYAL BANK OF CANADA +18,805 +27.0% 88,330
KESTRA PRIVATE WEALTH SERVICES, LLC +13,543 +6.2% 230,707
COMMONWEALTH EQUITY SERVICES, LLC +12,958 +28.8% 57,983
Biggest Decreases (17)
HolderReducedChange %Total Shares
FRANKLIN RESOURCES INC -1,141,777 -1.5% 76,612,127
Allworth Financial LP -194,143 -31.1% 429,809
Bank of New York Mellon Corp -95,207 -3.0% 3,072,978
RAYMOND JAMES FINANCIAL INC -88,030 -19.2% 371,218
BANK OF AMERICA CORP /DE -30,628 -1.4% 2,154,834
TD Waterhouse Canada Inc. -19,649 -33.6% 38,866
World Investment Advisors -8,194 -11.4% 63,766
WELLS FARGO & COMPANY/MN -3,460 -3.3% 101,203
NATIONS FINANCIAL GROUP INC, /IA/ / -1,918 -5.7% 31,840
Envestnet Portfolio Solutions, Inc. -1,042 -2.7% 37,030
O'SHAUGHNESSY ASSET MANAGEMENT, LLC -936 -5.8% 15,142
Cambridge Investment Research Advis -866 -1.6% 52,799
FIFTH THIRD BANCORP -802 -5.1% 14,807
Signature Equity Partners, LLC -238 -22.3% 830
Park Square Financial Group, LLC -111 -68.5% 51
Transamerica Financial Advisors, LL -40 -14.9% 228
StoneX Group Inc. -31 -0.1% 26,945

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms