Franklin Senior Loan ETFFLBLETF

13F holders, Q1 2024 (March 31)
75holders
$24.49avg. 13F price*

At the end of Q1 2024, 75 institutions reported holding Franklin Senior Loan ETF (FLBL) in their 13F filings. The largest holders were Franklin Resources Inc. ($26.3M), Hantz Financial Services, Inc. ($24.8M) and LPL Financial LLC ($15.3M).

Company
Franklin Senior Loan ETF
CUSIP
35473P595
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 75Q1 2024Q2 2024: 99Q2 2024Q3 2024: 107Q3 2024Q4 2024: 126Q4 2024Q1 2025: 127Q1 2025Q2 2025: 132Q2 2025Q3 2025: 130Q3 2025Q4 2025: 132Q4 2025Q1 2026: 119Q1 2026Q2 2026: 122Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions20$19.1M
Exits6$18.4M

Ownership 75 holders

Franklin Resources Inc. 0.01% Reduce -61.7% 1,071,962 $26.3M
Hantz Financial Services, Inc. 0.48% Add +128.3% 1,010,706 $24.8M
LPL Financial LLC 0.01% Add +44.0% 623,123 $15.3M
Systelligence, LLC 3.70% Add +0.6% 577,084 $14.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -2.9% 359,914 $8.8M
Aire Advisors, LLC 1.37% Reduce -1.0% 248,459 $6.1M
Pennsylvania Capital Management Inc. 2.49% New 245,328 $6.0M
Osaic Holdings, Inc. 0.01% Add +32.0% 192,631 $4.7M
Envestnet Asset Management Inc. 0.00% Add +1.8% 167,673 $4.1M
Prevail Innovative Wealth Advisors, LLC 1.52% New 167,305 $4.1M
Assetmark, Inc. 0.01% Add +143.8% 147,086 $3.6M
Cetera Investment Advisers 0.01% Add +34.1% 133,918 $3.3M
American Financial & Tax Strategies Inc. 1.55% Reduce -1.5% 117,617 $2.9M
Ocean Park Asset Management, LLC 0.12% No change 101,900 $2.5M
Perigon Wealth Management, LLC 0.07% New 98,321 $2.4M
MML Investors Services, LLC 0.01% Add +9.7% 89,034 $2.2M
Concourse Financial Group Securities, Inc. 0.13% Reduce -5.1% 79,045 $1.9M
Equitable Holdings, Inc. 0.02% Reduce -6.3% 75,883 $1.9M
Seed Wealth Management, Inc. 1.76% Reduce -11.3% 75,713 $1.8M
Sightline Wealth Advisors, LLC 1.08% Add +490.1% 67,186 $1.6M
Jane Street Group, LLC 0.00% Add +249.9% 64,581 $1.6M
CoreCap Advisors, LLC 0.08% Add +44.5% 63,229 $1.5M
3EDGE Asset Management, LP 0.12% New 61,656 $1.5M
Stifel Financial Corp. 0.00% Add +73.3% 57,739 $1.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.3% 56,314 $1.4M
Key Client Fiduciary Advisors, LLC 0.67% Reduce -6.0% 51,590 $1.3M
Royal Bank of Canada 0.00% Reduce -36.7% 49,389 $1.2M
Silver Oak Securities, Incorporated 0.17% New 44,723 $1.1M
Capital Wealth Management, LLC 0.42% New 35,429 $868K
Kovack Advisors, Inc. 0.10% New 35,387 $867K
Raymond James & Associates 0.00% Add +110.8% 31,195 $764K
Acorn Wealth Advisors, LLC 0.38% Add +9.3% 29,753 $729K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.8% 28,231 $692K
JT Stratford LLC 0.14% Add +11.5% 27,932 $684K
Thrivent Financial for Lutherans 0.00% Add +31.1% 25,094 $615K
OneAscent Wealth Management LLC 0.22% Add +54.2% 22,919 $561K
Kathmere Capital Management, LLC 0.06% New 21,626 $530K
IHT Wealth Management, LLC 0.02% Add +34.9% 21,537 $528K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.1% 19,692 $482K
Drive Wealth Management, LLC 0.13% New 18,353 $450K
Freedom Investment Management, Inc. 0.03% Reduce -30.8% 17,669 $433K
Atria Wealth Solutions, Inc. 0.00% Add +24.4% 17,286 $423K
Commonwealth Equity Services, LLC 0.00% Reduce -8.6% 17,104 $419K
Advisory Alpha, LLC 0.01% Add +16.7% 14,594 $357K
Fulcrum Equity Management 0.40% Reduce -20.5% 13,775 $337K
Adams Wealth Management 0.08% Reduce -0.7% 13,283 $325K
Fermata Advisors, LLC 0.07% New 12,823 $314K
Orion Porfolio Solutions, LLC 0.00% Add +41.3% 12,611 $309K
Orion Portfolio Solutions, LLC 0.00% Add +41.3% 12,611 $309K
Florida Financial Advisors, LLC 0.22% New 12,186 $298K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.1% 12,035 $295K
Arkadios Wealth Advisors 0.02% Add +3.5% 10,766 $264K
Calamos Advisors LLC 0.00% New 10,546 $258K
Strategic Blueprint, LLC 0.02% Add +16.7% 10,285 $252K
Avantax Advisory Services, Inc. 0.00% Add +16.1% 10,015 $245K
Regal Investment Advisors LLC 0.01% New 8,956 $219K
Sunbelt Securities, Inc. 0.01% Reduce -0.2% 5,325 $130K
IFP Advisors, Inc 0.01% Add +12.7% 5,075 $124K
Principal Securities, Inc. 0.00% Add +1282.6% 4,839 $119K
WealthShield Partners, LLC 0.02% No change 4,600 $113K
Transcendent Capital Group LLC 0.06% New 4,120 $101K
Balefire, LLC 0.03% Reduce -6.5% 3,608 $88K
Private Trust Co. NA 0.01% New 2,317 $57K
Fortitude Family Office, LLC 0.03% New 1,562 $38K
Geneos Wealth Management Inc. 0.00% No change 800 $20K
Cwm, LLC 0.00% New 623 $15K
Morgan Stanley 0.00% Add +0.6% 485 $12K
Bfsg, LLC 0.00% New 250 $6K
Creative Financial Designs Inc. 0.00% No change 210 $5K
Impact Partnership Wealth, LLC 0.00% No change 177 $4K
Bank of New Hampshire 0.00% New 111 $3K
Financial Gravity Asset Management, Inc. 0.00% Reduce -31.5% 37 $907
ICA Group Wealth Management, LLC 0.00% New 25 $612
FMR LLC 0.00% Reduce -50.0% 1 $24
Larson Financial Group LLC 0.00% No change 1 $13

"% of holder's portfolio" is FLBL's weight in each manager's 13F, not the share of Franklin Senior Loan ETF the manager owns.