FLQL Institutional Ownership
Franklin U.S. Large Cap Multifactor Index ETF
1W: +0.3%
1M: +1.5%
3M: +2.3%
YTD: +13.9%
1Y: +16.4%
3Y: +90.6%
5Y: +94.9%
$79.43
+0.87 (+1.10%)
Weekly Expected Move ±1.6%
$77
$78
$79
$81
$82
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — FLQL
109
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
19
New Positions
43
Increased
32
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (114 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 8,515,143 | $676M | -299,724 | -3.4% | 22Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,807,715 | $144M | -239,547 | -11.7% | 15Q | SEC ↗ |
| 3 | Sanctuary Advisors, LLC | 1,681,358 | $134M | +6,106 | +0.4% | 9Q | SEC ↗ |
| 4 | Steward Partners Investment Advisory, | 1,190,339 | $95M | -38,149 | -3.1% | 10Q | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 1,079,036 | $86M | -15,098 | -1.4% | 13Q | SEC ↗ |
| 6 | LPL Financial LLC | 877,858 | $70M | +113,985 | +14.9% | 30Q | SEC ↗ |
| 7 | Arkadios Wealth Advisors | 767,264 | $61M | +220,577 | +40.3% | 6Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 607,918 | $48M | +46,394 | +8.3% | 30Q | SEC ↗ |
| 9 | MORGAN STANLEY | 578,891 | $46M | +42,357 | +7.9% | 30Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 465,273 | $37M | +96,887 | +26.3% | 7Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 458,045 | $36M | +9,701 | +2.2% | 16Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 457,068 | $36M | +16,143 | +3.7% | 15Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 276,517 | $22M | +71,091 | +34.6% | 30Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 271,495 | $22M | +46,663 | +20.8% | 11Q | SEC ↗ |
| 15 | Howard Capital Management, LLC NEW | 240,975 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Sequent Planning LLC | 219,827 | $17M | +14,407 | +7.0% | 4Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 200,277 | $16M | +97,201 | +94.3% | 2Q | SEC ↗ |
| 18 | Brookstone Capital Management | 181,117 | $14M | +8,007 | +4.6% | 28Q | SEC ↗ |
| 19 | RFG Advisory, LLC NEW | 148,467 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 138,477 | $11M | +14,793 | +12.0% | 29Q | SEC ↗ |
| 21 | Wealthcare Advisory Partners LLC | 135,685 | $11M | -1,199 | -0.9% | 17Q | SEC ↗ |
| 22 | MGO ONE SEVEN LLC | 133,525 | $11M | +674 | +0.5% | 4Q | SEC ↗ |
| 23 | McKinney Capital Management, LLC NEW | 126,142 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 24 | WIN ADVISORS, INC NEW | 123,282 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Atria Investments, Inc | 113,424 | $9M | +15,098 | +15.4% | 13Q | SEC ↗ |
| 26 | World Investment Advisors | 108,214 | $9M | -1,719 | -1.6% | 8Q | SEC ↗ |
| 27 | UBS Group AG | 93,470 | $7M | -4,082 | -4.2% | 29Q | SEC ↗ |
| 28 | CWM, LLC | 83,486 | $7M | +15,104 | +22.1% | 18Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 82,268 | $7M | +2,729 | +3.4% | 29Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 76,165 | $6M | -5,459 | -6.7% | 26Q | SEC ↗ |
| 31 | Cerity Partners LLC | 75,563 | $6M | +19,888 | +35.7% | 2Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 71,424 | $6M | +24,159 | +51.1% | 8Q | SEC ↗ |
| 33 | Equitable Holdings, Inc. | 66,459 | $5M | -9,740 | -12.8% | 27Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 65,000 | $5M | +48,341 | +290.2% | 32Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 62,044 | $5M | +52,969 | +583.7% | 4Q | SEC ↗ |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,925 | $5M | +2,849 | +4.9% | 6Q | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 48,791 | $4M | -699 | -1.4% | 4Q | SEC ↗ |
| 38 | Cornerstone Wealth Management, LLC | 46,807 | $4M | +1,222 | +2.7% | 14Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 44,918 | $4M | +3,255 | +7.8% | 27Q | SEC ↗ |
| 40 | Paul R. Ried Financial Group, LLC | 40,764 | $3M | -3,433 | -7.8% | 7Q | SEC ↗ |
| 41 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 33,918 | $3M | +8,400 | +32.9% | 5Q | SEC ↗ |
| 42 | Lakeshore Capital Group, Inc. | 31,176 | $2M | -617 | -1.9% | 6Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 29,072 | $2M | +25,145 | +640.3% | 4Q | SEC ↗ |
| 44 | SAGESPRING WEALTH PARTNERS, LLC | 28,782 | $2M | -2,971 | -9.4% | 7Q | SEC ↗ |
| 45 | BlackRock, Inc. | 27,728 | $2M | +11,367 | +69.5% | 5Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 25,918 | $2M | +6,372 | +32.6% | 5Q | SEC ↗ |
| 47 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24,341 | $2M | +2,612 | +12.0% | 8Q | SEC ↗ |
| 48 | Indivisible Partners | 23,086 | $2M | +2,923 | +14.5% | 3Q | SEC ↗ |
| 49 | Bensler, LLC | 20,653 | $2M | +2,295 | +12.5% | 2Q | SEC ↗ |
| 50 | ARRIEN INVESTMENTS, INC. | 19,525 | $2M | -25 | -0.1% | 14Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Howard Capital Management, LLC | 240,975 | $19M |
| RFG Advisory, LLC | 148,467 | $12M |
| McKinney Capital Management, LLC | 126,142 | $10M |
| WIN ADVISORS, INC | 123,282 | $10M |
| NATIXIS ADVISORS, LLC | 11,502 | $914K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 9,702 | $771K |
| Vise Technologies, Inc. | 4,825 | $383K |
| D. E. Shaw & Co., Inc. | 3,300 | $262K |
| Advyzon Investment Management, LLC | 2,798 | $222K |
| WBI INVESTMENTS, LLC | 2,696 | $214K |
| Aptus Capital Advisors, LLC | 1,905 | $151K |
| Integrated Wealth Concepts LLC | 784 | $62K |
| MERCER GLOBAL ADVISORS INC /ADV | 690 | $55K |
| CoreCap Advisors, LLC | 525 | $42K |
| IFG Advisory, LLC | 288 | $23K |
| Global Retirement Partners, LLC | 166 | $13K |
| Cullen/Frost Bankers, Inc. | 94 | $7K |
| FIDUCIARY FINANCIAL ADVISORS | 54 | $4K |
| Concord Wealth Partners | 13 | $1K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 108,956 | $9M |
| Elevation Capital Advisory, LLC | 97,571 | $8M |
| SOL Capital Management CO | 55,015 | $4M |
| FLOW TRADERS U.S. LLC | 29,140 | $2M |
| Independent Advisor Alliance | 27,817 | $2M |
| CITADEL ADVISORS LLC | 25,929 | $2M |
| SILVER OAK SECURITIES, INCORPORATED | 21,284 | $2M |
| JANE STREET GROUP, LLC | 20,335 | $2M |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,952 | $393K |
| BANK OF MONTREAL /CAN | 318 | $25K |
| Qube Research & Technologies Ltd | 143 | $11K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 80 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | +220,577 | +40.3% | 767,264 |
| LPL Financial LLC | +113,985 | +14.9% | 877,858 |
| AMERIPRISE FINANCIAL INC | +97,201 | +94.3% | 200,277 |
| RAYMOND JAMES FINANCIAL INC | +96,887 | +26.3% | 465,273 |
| WELLS FARGO & COMPANY/MN | +71,091 | +34.6% | 276,517 |
| Rockefeller Capital Management L.P. | +52,969 | +583.7% | 62,044 |
| ROYAL BANK OF CANADA | +48,341 | +290.2% | 65,000 |
| JONES FINANCIAL COMPANIES LLLP | +46,663 | +20.8% | 271,495 |
| Cetera Investment Advisers | +46,394 | +8.3% | 607,918 |
| MORGAN STANLEY | +42,357 | +7.9% | 578,891 |
| Private Advisor Group, LLC | +25,145 | +640.3% | 29,072 |
| GOLDMAN SACHS GROUP INC | +24,159 | +51.1% | 71,424 |
| Cerity Partners LLC | +19,888 | +35.7% | 75,563 |
| JPMORGAN CHASE & CO | +16,143 | +3.7% | 457,068 |
| CWM, LLC | +15,104 | +22.1% | 83,486 |
| Atria Investments, Inc | +15,098 | +15.4% | 113,424 |
| ENVESTNET ASSET MANAGEMENT INC | +14,793 | +12.0% | 138,477 |
| Sequent Planning LLC | +14,407 | +7.0% | 219,827 |
| BlackRock, Inc. | +11,367 | +69.5% | 27,728 |
| OPPENHEIMER & CO INC | +10,932 | +328.7% | 14,258 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | -299,724 | -3.4% | 8,515,143 |
| BANK OF AMERICA CORP /DE | -239,547 | -11.7% | 1,807,715 |
| Mariner, LLC | -39,538 | -78.7% | 10,678 |
| Steward Partners Investment Advisor | -38,149 | -3.1% | 1,190,339 |
| Bank of New York Mellon Corp | -15,098 | -1.4% | 1,079,036 |
| Equitable Holdings, Inc. | -9,740 | -12.8% | 66,459 |
| OSAIC HOLDINGS, INC. | -5,459 | -6.7% | 76,165 |
| UBS Group AG | -4,082 | -4.2% | 93,470 |
| Paul R. Ried Financial Group, LLC | -3,433 | -7.8% | 40,764 |
| SAGESPRING WEALTH PARTNERS, LLC | -2,971 | -9.4% | 28,782 |
| World Investment Advisors | -1,719 | -1.6% | 108,214 |
| Core Wealth Partners LLC | -1,628 | -12.2% | 11,664 |
| FIFTH THIRD BANCORP | -1,300 | -46.4% | 1,500 |
| Kestra Advisory Services, LLC | -1,236 | -7.6% | 14,979 |
| Wealthcare Advisory Partners LLC | -1,199 | -0.9% | 135,685 |
| Financial Engines Advisors L.L.C. | -699 | -1.4% | 48,791 |
| Lakeshore Capital Group, Inc. | -617 | -1.9% | 31,176 |
| CRUX WEALTH ADVISORS | -456 | -2.9% | 15,148 |
| Concurrent Investment Advisors, LLC | -295 | -8.5% | 3,185 |
| LEIGH BALDWIN & CO., LLC | -255 | -6.4% | 3,705 |