FLGV Institutional Ownership
Franklin U.S. Treasury Bond ETF
1W: -0.5%
1M: -2.4%
3M: -4.0%
YTD: -4.9%
1Y: -5.1%
3Y: +6.8%
5Y: -7.3%
$19.39
-0.04 (-0.18%)
Weekly Expected Move ±0.6%
$19
$19
$19
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLGV
60
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
971M
Total Invested
11
New Positions
26
Increased
17
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (66 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 33,997,632 | 659M | +1,354,496 | +4.1% | 22Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 5,648,854 | 110M | +25,960 | +0.5% | 6Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 2,387,582 | 46M | +211,412 | +9.7% | 24Q | SEC ↗ |
| 4 | Janney Montgomery Scott LLC | 1,844,949 | 36M | +97,707 | +5.6% | 25Q | SEC ↗ |
| 5 | Modern Wealth Management, LLC NEW | 1,326,307 | 26M | — | +0.0% | 1Q | SEC ↗ |
| 6 | LPL Financial LLC | 867,694 | 17M | +177,192 | +25.7% | 16Q | SEC ↗ |
| 7 | Concurrent Investment Advisors, LLC | 500,532 | 10M | +29,278 | +6.2% | 10Q | SEC ↗ |
| 8 | First Heartland Consultants, Inc. | 448,314 | 9M | +15,683 | +3.6% | 7Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 438,218 | 8M | +23,316 | +5.6% | 23Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 404,194 | 8M | -103,042 | -20.3% | 15Q | SEC ↗ |
| 11 | Sequent Planning LLC | 343,014 | 7M | +21,126 | +6.6% | 4Q | SEC ↗ |
| 12 | MGO ONE SEVEN LLC | 205,671 | 4M | +7,187 | +3.6% | 4Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 193,448 | 4M | +72,136 | +59.5% | 8Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 172,496 | 3M | +8,145 | +5.0% | 7Q | SEC ↗ |
| 15 | Coastal Bridge Advisors, LLC | 124,322 | 2M | +89,015 | +252.1% | 2Q | SEC ↗ |
| 16 | Flaharty Asset Management, LLC | 108,143 | 2M | -1,290,031 | -92.3% | 4Q | SEC ↗ |
| 17 | Scarborough Advisors, LLC | 92,077 | 2M | +64,920 | +239.1% | 2Q | SEC ↗ |
| 18 | RFG Advisory, LLC NEW | 89,893 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Atria Investments, Inc | 82,175 | 2M | +5,859 | +7.7% | 4Q | SEC ↗ |
| 20 | NewEdge Advisors, LLC | 65,715 | 1M | +3,516 | +5.7% | 10Q | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 48,500 | 940K | — | +0.0% | 2Q | SEC ↗ |
| 22 | Steward Partners Investment Advisory, NEW | 44,425 | 861K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 39,596 | 768K | +37,752 | +2047.3% | 8Q | SEC ↗ |
| 24 | World Investment Advisors | 36,256 | 703K | -922 | -2.5% | 3Q | SEC ↗ |
| 25 | Valmark Advisers, Inc. | 35,506 | 688K | +2,915 | +8.9% | 12Q | SEC ↗ |
| 26 | Geneos Wealth Management Inc. | 25,153 | 488K | +249 | +1.0% | 12Q | SEC ↗ |
| 27 | StoneX Group Inc. | 22,904 | 444K | -65 | -0.3% | 2Q | SEC ↗ |
| 28 | Encompass More Asset Management | 20,827 | 404K | +732 | +3.6% | 8Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,781 | 384K | -30,454 | -60.6% | 3Q | SEC ↗ |
| 30 | Thrivent Financial for Lutherans | 17,310 | 336K | +7,235 | +71.8% | 2Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 14,013 | 272K | +12 | +0.1% | 3Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors NEW | 11,645 | 226K | — | +0.0% | 1Q | SEC ↗ |
| 33 | ROI Financial Advisors, LLC NEW | 11,205 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Aprio Wealth Management, LLC | 10,870 | 211K | -155 | -1.4% | 6Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC NEW | 10,627 | 206K | — | +0.0% | 1Q | SEC ↗ |
| 36 | TOTAL INVESTMENT MANAGEMENT INC | 10,144 | 197K | — | +0.0% | 15Q | SEC ↗ |
| 37 | Private Advisor Group, LLC NEW | 10,090 | 196K | — | +0.0% | 1Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 4,560 | 88K | -11,457 | -71.5% | 12Q | SEC ↗ |
| 39 | CITIGROUP INC | 3,034 | 59K | +2,637 | +664.2% | 2Q | SEC ↗ |
| 40 | GILPIN WEALTH MANAGEMENT, LLC NEW | 2,170 | 42K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Transamerica Financial Advisors, LLC | 1,076 | 21K | -304 | -22.0% | 12Q | SEC ↗ |
| 42 | WEBSTER BANK, N. A. | 1,055 | 20K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Cullen/Frost Bankers, Inc. NEW | 1,005 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 757 | 15K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Global Retirement Partners, LLC NEW | 532 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 46 | MORGAN STANLEY | 504 | 10K | — | +0.0% | 4Q | SEC ↗ |
| 47 | Dunhill Financial, LLC | 202 | 4K | +7 | +3.6% | 4Q | SEC ↗ |
| 48 | Federation des caisses Desjardins du Q | 125 | 2K | — | +0.0% | 4Q | SEC ↗ |
| 49 | IFP Advisors, Inc | 116 | 2K | +1 | +0.9% | 9Q | SEC ↗ |
| 50 | AE Wealth Management LLC | 56 | 1K | +5 | +9.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 1,326,307 | 26M |
| RFG Advisory, LLC | 89,893 | 2M |
| Steward Partners Investment Advisor | 44,425 | 861K |
| Cambridge Investment Research Advis | 11,645 | 226K |
| ROI Financial Advisors, LLC | 11,205 | 217K |
| MML INVESTORS SERVICES, LLC | 10,627 | 206K |
| Private Advisor Group, LLC | 10,090 | 196K |
| GILPIN WEALTH MANAGEMENT, LLC | 2,170 | 42K |
| Cullen/Frost Bankers, Inc. | 1,005 | 19K |
| Global Retirement Partners, LLC | 532 | 10K |
| Aptus Capital Advisors, LLC | 8 | 0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 80,286 | 2M |
| OpenArc Corporate Advisory, LLC | 30,563 | 593K |
| GTS SECURITIES LLC | 30,337 | 588K |
| JANE STREET GROUP, LLC | 18,351 | 356K |
| GeoWealth Management, LLC | 18,066 | 350K |
| GC Wealth Management RIA, LLC | 18,066 | 350K |
| HRT FINANCIAL LP | 12,826 | 249K |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 11,915 | 231K |
| HANTZ FINANCIAL SERVICES, INC. | 2,904 | 56K |
| Key Financial Inc | 2,620 | 51K |
| JONES FINANCIAL COMPANIES LLLP | 1,420 | 28K |
| ASSETMARK, INC | 1,096 | 21K |
| ROYAL BANK OF CANADA | 588 | 11K |
| MAI Capital Management | 301 | 6K |
| Root Financial Partners, LLC | 169 | 3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | +1,354,496 | +4.1% | 33,997,632 |
| OSAIC HOLDINGS, INC. | +211,412 | +9.7% | 2,387,582 |
| LPL Financial LLC | +177,192 | +25.7% | 867,694 |
| Janney Montgomery Scott LLC | +97,707 | +5.6% | 1,844,949 |
| Coastal Bridge Advisors, LLC | +89,015 | +252.1% | 124,322 |
| CITADEL ADVISORS LLC | +72,136 | +59.5% | 193,448 |
| Scarborough Advisors, LLC | +64,920 | +239.1% | 92,077 |
| Farther Finance Advisors, LLC | +37,752 | +2047.3% | 39,596 |
| Concurrent Investment Advisors, LLC | +29,278 | +6.2% | 500,532 |
| BANK OF AMERICA CORP /DE | +25,960 | +0.5% | 5,648,854 |
| ENVESTNET ASSET MANAGEMENT INC | +23,316 | +5.6% | 438,218 |
| Sequent Planning LLC | +21,126 | +6.6% | 343,014 |
| First Heartland Consultants, Inc. | +15,683 | +3.6% | 448,314 |
| RAYMOND JAMES FINANCIAL INC | +8,145 | +5.0% | 172,496 |
| Thrivent Financial for Lutherans | +7,235 | +71.8% | 17,310 |
| MGO ONE SEVEN LLC | +7,187 | +3.6% | 205,671 |
| Atria Investments, Inc | +5,859 | +7.7% | 82,175 |
| NewEdge Advisors, LLC | +3,516 | +5.7% | 65,715 |
| Valmark Advisers, Inc. | +2,915 | +8.9% | 35,506 |
| CITIGROUP INC | +2,637 | +664.2% | 3,034 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Flaharty Asset Management, LLC | -1,290,031 | -92.3% | 108,143 |
| Cetera Investment Advisers | -103,042 | -20.3% | 404,194 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -30,454 | -60.6% | 19,781 |
| JPMORGAN CHASE & CO | -11,457 | -71.5% | 4,560 |
| World Investment Advisors | -922 | -2.5% | 36,256 |
| Transamerica Financial Advisors, LL | -304 | -22.0% | 1,076 |
| Aprio Wealth Management, LLC | -155 | -1.4% | 10,870 |
| StoneX Group Inc. | -65 | -0.3% | 22,904 |