FLQM Institutional Ownership
Franklin U.S. Mid Cap Multifactor Index ETF
1W: -0.7%
1M: -4.6%
3M: -1.9%
YTD: +2.5%
1Y: +3.3%
3Y: +40.3%
5Y: +35.5%
$57.88
+0.06 (+0.10%)
Weekly Expected Move ±1.5%
$56
$57
$58
$59
$60
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLQM
181
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
21
New Positions
53
Increased
86
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (196 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,641,550 | $153M | -461,776 | -14.9% | 24Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 2,123,314 | $123M | +83,173 | +4.1% | 10Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 1,381,155 | $80M | -73,458 | -5.1% | 10Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,055,774 | $61M | -465,986 | -30.6% | 7Q | SEC ↗ |
| 5 | Larson Financial Group LLC | 1,040,102 | $60M | +141,101 | +15.7% | 6Q | SEC ↗ |
| 6 | Harbor Group, Inc. | 945,316 | $55M | +43,908 | +4.9% | 9Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 770,191 | $45M | -142,339 | -15.6% | 12Q | SEC ↗ |
| 8 | MORGAN STANLEY | 669,365 | $39M | +27,181 | +4.2% | 13Q | SEC ↗ |
| 9 | CWM, LLC | 667,636 | $39M | -95,983 | -12.6% | 12Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 624,932 | $36M | +35,977 | +6.1% | 6Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 588,329 | $34M | -86,809 | -12.9% | 15Q | SEC ↗ |
| 12 | EAGLE WEALTH STRATEGIES LLC | 471,779 | $27M | +33,154 | +7.6% | 6Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 428,809 | $25M | +16,494 | +4.0% | 15Q | SEC ↗ |
| 14 | FINANCIAL CONSULATE, INC | 379,294 | $22M | +3,278 | +0.9% | 10Q | SEC ↗ |
| 15 | Federation des caisses Desjardins du Q | 324,033 | $19M | -106,217 | -24.7% | 10Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 297,592 | $17M | -21,396 | -6.7% | 10Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 288,323 | $17M | +16,368 | +6.0% | 12Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 267,111 | $15M | -218,263 | -45.0% | 16Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 250,727 | $15M | -72,037 | -22.3% | 13Q | SEC ↗ |
| 20 | Sherrill & Hutchins Financial Advisory | 246,185 | $14M | +5,087 | +2.1% | 6Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 245,916 | $14M | +3,440 | +1.4% | 26Q | SEC ↗ |
| 22 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 226,978 | $13M | -38,812 | -14.6% | 12Q | SEC ↗ |
| 23 | Stratos Investment Management, LLC | 211,505 | $12M | +10,886 | +5.4% | 12Q | SEC ↗ |
| 24 | OneDigital Investment Advisors LLC | 189,273 | $11M | +34,815 | +22.5% | 5Q | SEC ↗ |
| 25 | TrustBank | 185,943 | $11M | +2,043 | +1.1% | 3Q | SEC ↗ |
| 26 | Piedmont Capital Management, LLC/NC | 172,917 | $10M | -4,798 | -2.7% | 3Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 172,485 | $10M | -31,852 | -15.6% | 10Q | SEC ↗ |
| 28 | Financial Management, Inc. | 158,281 | $9M | +3,665 | +2.4% | 3Q | SEC ↗ |
| 29 | Keystone Financial Services, LLC | 153,341 | $9M | +3,028 | +2.0% | 7Q | SEC ↗ |
| 30 | KPP Advisory Services LLC | 144,941 | $8M | +56,448 | +63.8% | 10Q | SEC ↗ |
| 31 | NewEdge Advisors, LLC | 144,650 | $8M | +18,386 | +14.6% | 8Q | SEC ↗ |
| 32 | Atria Investments, Inc | 140,448 | $8M | +116,954 | +497.8% | 11Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 136,743 | $8M | -103,762 | -43.1% | 26Q | SEC ↗ |
| 34 | Integrity Financial Corp /WA | 122,116 | $7M | -37,156 | -23.3% | 15Q | SEC ↗ |
| 35 | Algorithmic Investment Models, LLC | 113,052 | $7M | +3,982 | +3.7% | 8Q | SEC ↗ |
| 36 | KESTRA PRIVATE WEALTH SERVICES, LLC | 107,328 | $6M | -12,557 | -10.5% | 12Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 105,951 | $6M | -2,352 | -2.2% | 15Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 105,582 | $6M | -7,853 | -6.9% | 10Q | SEC ↗ |
| 39 | &PARTNERS | 103,113 | $6M | +8,823 | +9.4% | 8Q | SEC ↗ |
| 40 | CAPTRUST FINANCIAL ADVISORS | 96,994 | $6M | +2,544 | +2.7% | 6Q | SEC ↗ |
| 41 | Advisory Services Network, LLC | 86,788 | $5M | +5,545 | +6.8% | 9Q | SEC ↗ |
| 42 | Thomasville National Bank NEW | 85,166 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Family Capital Management, Inc. | 82,223 | $5M | +1,054 | +1.3% | 15Q | SEC ↗ |
| 44 | IFP Advisors, Inc | 81,614 | $5M | +2,526 | +3.2% | 18Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 72,570 | $4M | +7,618 | +11.7% | 23Q | SEC ↗ |
| 46 | IAG Wealth Partners, LLC | 63,055 | $4M | -1,475 | -2.3% | 7Q | SEC ↗ |
| 47 | GOLDMAN SACHS GROUP INC | 61,352 | $4M | +39,100 | +175.7% | 2Q | SEC ↗ |
| 48 | Intrua Financial, LLC | 57,245 | $3M | +7,950 | +16.1% | 6Q | SEC ↗ |
| 49 | VICUS CAPITAL | 56,988 | $3M | -1,926 | -3.3% | 6Q | SEC ↗ |
| 50 | HRT FINANCIAL LP NEW | 56,625 | $3M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Thomasville National Bank | 85,166 | $5M |
| HRT FINANCIAL LP | 56,625 | $3M |
| Thrivent Financial for Lutherans | 50,887 | $3M |
| AXXCESS WEALTH MANAGEMENT, LLC | 15,274 | $884K |
| NATIXIS ADVISORS, LLC | 11,803 | $683K |
| IFG Advisory, LLC | 10,413 | $603K |
| Ameritas Advisory Services, LLC | 9,086 | $526K |
| Clear Point Advisors Inc. | 9,002 | $521K |
| Signature Wealth Management Group | 4,452 | $258K |
| XTX Topco Ltd | 4,229 | $245K |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,579 | $207K |
| Integrated Wealth Concepts LLC | 1,569 | $91K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,315 | $76K |
| Register Financial Advisors LLC | 915 | $53K |
| Financial Perspectives, Inc | 555 | $32K |
| Aptus Capital Advisors, LLC | 389 | $23K |
| Regatta Research & Money Management | 221 | $13K |
| Silver Grove Financial Group, Inc. | 141 | $8K |
| UBS Group AG | 67 | $4K |
| CoreCap Advisors, LLC | 63 | $4K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AllGen Financial Advisors, Inc. | 159,756 | $9M |
| TWO SIGMA INVESTMENTS, LP | 112,600 | $7M |
| Independent Advisor Alliance | 104,772 | $6M |
| AssuredPartners Investment Advisors | 95,984 | $6M |
| KMG FIDUCIARY PARTNERS, LLC | 84,997 | $5M |
| Certified Advisory Corp | 73,178 | $4M |
| WCG Wealth Advisors LLC | 28,913 | $2M |
| WORLD EQUITY GROUP, INC. | 25,028 | $1M |
| TRUIST FINANCIAL CORP | 18,548 | $1M |
| MGO ONE SEVEN LLC | 18,490 | $1M |
| GREAT VALLEY ADVISOR GROUP, INC. | 17,726 | $1M |
| M Holdings Securities, Inc. | 11,799 | $683K |
| Mariner, LLC | 11,626 | $673K |
| Orion Porfolio Solutions, LLC | 9,152 | $530K |
| Redwood Financial Network Corp | 5,866 | $340K |
| WBI INVESTMENTS, LLC | 5,580 | $323K |
| Pinnacle Financial Partners, Inc. | 4,955 | $287K |
| Investor's Fiduciary Advisor Networ | 4,114 | $238K |
| Garton & Associates Financial Advis | 4,021 | $233K |
| Caprock Group, LLC | 3,617 | $209K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Larson Financial Group LLC | +141,101 | +15.7% | 1,040,102 |
| Atria Investments, Inc | +116,954 | +497.8% | 140,448 |
| AMERIPRISE FINANCIAL INC | +83,173 | +4.1% | 2,123,314 |
| KPP Advisory Services LLC | +56,448 | +63.8% | 144,941 |
| Harbor Group, Inc. | +43,908 | +4.9% | 945,316 |
| GOLDMAN SACHS GROUP INC | +39,100 | +175.7% | 61,352 |
| HighTower Advisors, LLC | +35,977 | +6.1% | 624,932 |
| OneDigital Investment Advisors LLC | +34,815 | +22.5% | 189,273 |
| EAGLE WEALTH STRATEGIES LLC | +33,154 | +7.6% | 471,779 |
| MORGAN STANLEY | +27,181 | +4.2% | 669,365 |
| Forefront Wealth Partners, LLC | +20,486 | +101.9% | 40,594 |
| CITADEL ADVISORS LLC | +20,069 | +87.5% | 43,014 |
| NewEdge Advisors, LLC | +18,386 | +14.6% | 144,650 |
| STIFEL FINANCIAL CORP | +16,494 | +4.0% | 428,809 |
| ENVESTNET ASSET MANAGEMENT INC | +16,368 | +6.0% | 288,323 |
| Stratos Investment Management, LLC | +10,886 | +5.4% | 211,505 |
| &PARTNERS | +8,823 | +9.4% | 103,113 |
| Intrua Financial, LLC | +7,950 | +16.1% | 57,245 |
| Kestra Advisory Services, LLC | +7,618 | +11.7% | 72,570 |
| Advisory Services Network, LLC | +5,545 | +6.8% | 86,788 |