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FLCO Institutional Ownership

Franklin Investment Grade Corporate ETF
1W: -0.7% 1M: -2.8% 3M: -5.2% YTD: -5.8% 1Y: -6.2% 3Y: +11.0% 5Y: -8.1%
$20.24
-0.03 (-0.15%)
 
Weekly Expected Move ±0.7%
$20 $20 $20 $20 $21
ETF AMEX · AUM $565.6M

Institutional Ownership — FLCO

53
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
588M
Total Invested
7
New Positions
25
Increased
18
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (56 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FRANKLIN RESOURCES INC 14,419,856 $292M -478,610 -3.2% 22Q SEC ↗
2 HANTZ FINANCIAL SERVICES, INC. 4,397,651 $89M -198,408 -4.3% 11Q SEC ↗
3 Convergence Financial, LLC 1,857,864 $38M +947,777 +104.1% 2Q SEC ↗
4 MORGAN STANLEY 1,194,982 $24M +463 +0.0% 34Q SEC ↗
5 BANK OF AMERICA CORP /DE 978,531 $20M -11,199 -1.1% 15Q SEC ↗
6 AMERIPRISE FINANCIAL INC 829,024 $17M +161,103 +24.1% 9Q SEC ↗
7 Legacy CG, LLC 751,190 $15M +17,585 +2.4% 2Q SEC ↗
8 Sanctuary Advisors, LLC 447,173 $9M +27,996 +6.7% 9Q SEC ↗
9 CAPTRUST FINANCIAL ADVISORS 380,295 $8M +26,709 +7.6% 2Q SEC ↗
10 BENJAMIN EDWARDS INC 320,980 $6M +29,974 +10.3% 8Q SEC ↗
11 Bank of New York Mellon Corp 274,685 $6M +23,979 +9.6% 8Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 238,524 $5M +27,252 +12.9% 25Q SEC ↗
13 CITADEL ADVISORS LLC 176,968 $4M +58,586 +49.5% 8Q SEC ↗
14 TRUIST FINANCIAL CORP 165,319 $3M +4,101 +2.5% 24Q SEC ↗
15 Sequent Planning LLC 139,124 $3M +9,185 +7.1% 4Q SEC ↗
16 JPMORGAN CHASE & CO 130,702 $3M +14,604 +12.6% 12Q SEC ↗
17 Cetera Investment Advisers 124,928 $3M +10,415 +9.1% 6Q SEC ↗
18 LPL Financial LLC 118,963 $2M -12,777 -9.7% 29Q SEC ↗
19 MML INVESTORS SERVICES, LLC 74,286 $2M +26,165 +54.4% 11Q SEC ↗
20 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 63,132 $1M +4,912 +8.4% 4Q SEC ↗
21 Compound Planning, Inc. 58,317 $1M +2,011 +3.6% 4Q SEC ↗
22 RFG Advisory, LLC NEW 51,173 $1M — +0.0% 1Q SEC ↗
23 MGO ONE SEVEN LLC 37,256 $754K -274 -0.7% 3Q SEC ↗
24 OSAIC HOLDINGS, INC. 26,730 $541K +16,131 +152.2% 26Q SEC ↗
25 JANE STREET GROUP, LLC 24,237 $491K -15,544 -39.1% 2Q SEC ↗
26 GOLDMAN SACHS GROUP INC 19,906 $403K -42,346 -68.0% 2Q SEC ↗
27 RAYMOND JAMES FINANCIAL INC 19,523 $395K -2,207 -10.2% 7Q SEC ↗
28 COMMONWEALTH EQUITY SERVICES, LLC 19,182 $388K +9,251 +93.2% 2Q SEC ↗
29 Brooklyn Investment Group 17,061 $345K -9,912 -36.7% 4Q SEC ↗
30 HighTower Advisors, LLC 15,477 $313K -227 -1.4% 11Q SEC ↗
31 Atria Investments, Inc 15,004 $304K +99 +0.7% 3Q SEC ↗
32 Steward Partners Investment Advisory, NEW 14,266 $289K — +0.0% 1Q SEC ↗
33 STEVENS CAPITAL PARTNERS NEW 11,644 $236K — +0.0% 1Q SEC ↗
34 J.W. COLE ADVISORS, INC. NEW 10,914 $221K — +0.0% 1Q SEC ↗
35 ROYAL BANK OF CANADA 10,254 $208K +1,970 +23.8% 30Q SEC ↗
36 WELLS FARGO & COMPANY/MN 5,437 $110K -401 -6.9% 25Q SEC ↗
37 PNC Financial Services Group, Inc. 5,131 $104K +1,322 +34.7% 9Q SEC ↗
38 TD Waterhouse Canada Inc. 5,060 $102K — +0.0% 5Q SEC ↗
39 CITIGROUP INC 1,266 $26K +1,103 +676.7% 2Q SEC ↗
40 CWM, LLC 1,000 $20K +492 +96.9% 9Q SEC ↗
41 UBS Group AG 687 $14K +154 +28.9% 3Q SEC ↗
42 Geneos Wealth Management Inc. 461 $9K — +0.0% 24Q SEC ↗
43 INTERNATIONAL ASSETS INVESTMENT MANAGE 304 $6K — +0.0% 3Q SEC ↗
44 Blue Trust, Inc. NEW 215 $4K — +0.0% 1Q SEC ↗
45 CoreCap Advisors, LLC NEW 136 $3K — +0.0% 1Q SEC ↗
46 Dunhill Financial, LLC 99 $2K +3 +3.1% 4Q SEC ↗
47 Aptus Capital Advisors, LLC NEW 5 $0K — +0.0% 1Q SEC ↗
48 UBS AM, a distinct business unit of UB 0 $0K -533 -100.0% 1Q SEC ↗
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -18,500 -100.0% 5Q SEC ↗
50 Intentional Wealth Strategies, LLC 0 $0K -4,771 -100.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Convergence Financial, LLC +947,777 +104.1% 1,857,864
AMERIPRISE FINANCIAL INC +161,103 +24.1% 829,024
CITADEL ADVISORS LLC +58,586 +49.5% 176,968
BENJAMIN EDWARDS INC +29,974 +10.3% 320,980
Sanctuary Advisors, LLC +27,996 +6.7% 447,173
ENVESTNET ASSET MANAGEMENT INC +27,252 +12.9% 238,524
CAPTRUST FINANCIAL ADVISORS +26,709 +7.6% 380,295
MML INVESTORS SERVICES, LLC +26,165 +54.4% 74,286
Bank of New York Mellon Corp +23,979 +9.6% 274,685
Legacy CG, LLC +17,585 +2.4% 751,190
OSAIC HOLDINGS, INC. +16,131 +152.2% 26,730
JPMORGAN CHASE & CO +14,604 +12.6% 130,702
Cetera Investment Advisers +10,415 +9.1% 124,928
COMMONWEALTH EQUITY SERVICES, LLC +9,251 +93.2% 19,182
Sequent Planning LLC +9,185 +7.1% 139,124
O'SHAUGHNESSY ASSET MANAGEMENT, LLC +4,912 +8.4% 63,132
TRUIST FINANCIAL CORP +4,101 +2.5% 165,319
Compound Planning, Inc. +2,011 +3.6% 58,317
ROYAL BANK OF CANADA +1,970 +23.8% 10,254
PNC Financial Services Group, Inc. +1,322 +34.7% 5,131
Biggest Decreases (11)
HolderReducedChange %Total Shares
FRANKLIN RESOURCES INC -478,610 -3.2% 14,419,856
HANTZ FINANCIAL SERVICES, INC. -198,408 -4.3% 4,397,651
GOLDMAN SACHS GROUP INC -42,346 -68.0% 19,906
JANE STREET GROUP, LLC -15,544 -39.1% 24,237
LPL Financial LLC -12,777 -9.7% 118,963
BANK OF AMERICA CORP /DE -11,199 -1.1% 978,531
Brooklyn Investment Group -9,912 -36.7% 17,061
RAYMOND JAMES FINANCIAL INC -2,207 -10.2% 19,523
WELLS FARGO & COMPANY/MN -401 -6.9% 5,437
MGO ONE SEVEN LLC -274 -0.7% 37,256
HighTower Advisors, LLC -227 -1.4% 15,477

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