Franklin Senior Loan ETFFLBLETF

13F holders, Q2 2024 (June 30)
99holders +24
26new positions
4sold out
$24.41avg. 13F price*

At the end of Q2 2024, 99 institutions reported holding Franklin Senior Loan ETF (FLBL) in their 13F filings, up 24 from Q1 2024. 26 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($35.9M), Hantz Financial Services, Inc. ($35.4M) and Franklin Resources Inc. ($30.7M).

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 → Q2 2024

InstitutionsTotal Value
New Positions26$27.3M
Exits4$11K

All 13F filers, Q1 2024 → Q2 2024: 3,982,333 shares bought and 129,217 shares sold, net +3,853,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

LPL Financial LLC 0.02% Add +136.0% 1,470,823 $35.9M
Hantz Financial Services, Inc. 0.68% Add +43.4% 1,449,571 $35.4M
Franklin Resources Inc. 0.01% Add +17.2% 1,256,258 $30.7M
Systelligence, LLC 3.75% Add +0.1% 577,755 $14.1M
Pennsylvania Capital Management Inc. 4.12% Add +78.1% 436,896 $10.7M
Assetmark, Inc. 0.03% Add +157.3% 378,483 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -4.5% 343,523 $8.4M
Envestnet Asset Management Inc. 0.00% Add +89.2% 317,155 $7.7M
Perigon Wealth Management, LLC 0.18% Add +161.5% 257,083 $6.3M
Aire Advisors, LLC 1.39% Add +0.9% 250,702 $6.1M
Cetera Investment Advisers 0.01% Add +79.8% 240,764 $5.9M
Prevail Innovative Wealth Advisors, LLC 2.08% Add +43.8% 240,619 $5.9M
Fifth Third Securities, Inc. 0.42% New 184,411 $4.5M
Foundations Investment Advisors, LLC 0.10% New 162,048 $4.0M
CoreCap Advisors, LLC 0.38% Add +137.3% 150,051 $3.7M
Summit Investment Advisory Services, LLC 3.80% New 132,393 $3.2M
Andina Capital Management, LLC 2.41% New 131,214 $3.2M
American Financial & Tax Strategies Inc. 1.50% Reduce -1.0% 116,389 $2.8M
Osaic Holdings, Inc. 0.01% Reduce -46.8% 102,418 $2.5M
Ocean Park Asset Management, LLC 0.12% No change 101,900 $2.5M
WealthPlan Investment Management, LLC 0.36% New 98,178 $2.4M
MML Investors Services, LLC 0.01% Add +8.4% 96,523 $2.4M
Sightline Wealth Advisors, LLC 1.38% Add +34.8% 90,581 $2.2M
Heritage Oak Wealth Advisors LLC 1.07% — 83,904 $2.0M
Concourse Financial Group Securities, Inc. 0.13% Add +4.1% 82,311 $2.0M
Deutsche Bank AG 0.00% New 81,625 $2.0M
Equitable Holdings, Inc. 0.02% Add +2.1% 77,455 $1.9M
Seed Wealth Management, Inc. 1.61% Add +0.1% 75,784 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +31.9% 74,307 $1.8M
Stifel Financial Corp. 0.00% Add +24.3% 71,789 $1.8M
Royal Bank of Canada 0.00% Add +34.1% 66,241 $1.6M
Jane Street Group, LLC 0.00% Reduce -1.9% 63,327 $1.5M
3EDGE Asset Management, LP 0.12% Add +2.3% 63,093 $1.5M
Level Four Advisory Services, LLC 0.07% New 62,629 $1.5M
Atria Wealth Solutions, Inc. 0.02% Add +256.1% 61,562 $1.5M
Envestnet Portfolio Solutions, Inc. 0.00% Add +105.7% 58,079 $1.4M
JPMorgan Chase & Co. 0.00% New 57,829 $1.4M
Kovack Advisors, Inc. 0.16% Add +63.3% 57,790 $1.4M
Capital Wealth Management, LLC 0.60% Add +51.2% 53,578 $1.3M
Raymond James & Associates 0.00% Add +68.1% 52,436 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +161.1% 51,412 $1.3M
Key Client Fiduciary Advisors, LLC 0.63% Reduce -1.6% 50,740 $1.2M
Silver Oak Securities, Incorporated 0.17% Add +2.0% 45,639 $1.1M
Kathmere Capital Management, LLC 0.11% Add +99.7% 43,190 $1.1M
Freedom Investment Management, Inc. 0.08% Add +124.6% 39,692 $969K
IFP Advisors, Inc 0.04% Add +676.3% 39,398 $962K
Foguth Wealth Management, LLC. 0.37% New 34,394 $840K
Rooted Wealth Advisors, Inc. 0.36% New 33,593 $819K
Acorn Wealth Advisors, LLC 0.40% Add +10.4% 32,838 $802K
Thrivent Financial for Lutherans 0.00% Add +23.4% 30,975 $756K
Evolution Wealth Advisors, LLC 0.14% New 29,190 $713K
Fulcrum Equity Management 0.63% Add +108.2% 28,684 $700K
JT Stratford LLC 0.13% Add +2.2% 28,542 $697K
OneAscent Wealth Management LLC 0.32% Add +10.6% 25,341 $619K
IHT Wealth Management, LLC 0.02% Add +11.6% 24,031 $587K
WealthPLAN Partners, LLC 0.06% New 21,308 $520K
Strategic Blueprint, LLC 0.03% Add +78.4% 18,344 $448K
Arkadios Wealth Advisors 0.03% Add +57.3% 16,935 $413K
Advisory Alpha, LLC 0.02% Add +15.1% 16,791 $410K
Adams Wealth Management 0.09% Add +15.4% 15,335 $374K
CacheTech Inc. 0.09% — 15,335 $374K
Ameritas Advisory Services, LLC 0.01% New 13,850 $338K
Fermata Advisors, LLC 0.07% Add +2.7% 13,173 $322K
Sunbelt Securities, Inc. 0.03% Add +145.7% 13,085 $319K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.0% 12,486 $305K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.0% 12,486 $305K
Concurrent Investment Advisors, LLC 0.01% New 12,101 $295K
Frontier Asset Management, LLC 0.11% New 12,085 $295K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.8% 11,935 $291K
Florida Financial Advisors, LLC 0.17% Reduce -2.9% 11,836 $289K
Atria Investments, Inc 0.00% New 10,828 $264K
Calamos Advisors LLC 0.00% No change 10,546 $257K
Commonwealth Equity Services, LLC 0.00% Reduce -41.4% 10,024 $245K
Insigneo Advisory Services, LLC 0.03% New 9,897 $238K
Ameriprise Financial Inc. 0.00% New 9,627 $235K
Avantax Advisory Services, Inc. 0.00% Reduce -8.1% 9,203 $225K
Regal Investment Advisors LLC 0.01% Reduce -0.8% 8,887 $217K
Drive Wealth Management, LLC 0.06% Reduce -54.0% 8,443 $206K
Mgo One Seven LLC 0.01% New 8,427 $206K
TFB Advisors LLC 0.07% New 8,345 $204K
Balefire, LLC 0.05% Add +66.8% 6,017 $147K
Principal Securities, Inc. 0.00% Add +5.5% 5,107 $125K
WealthShield Partners, LLC 0.02% No change 4,600 $112K
Transcendent Capital Group LLC 0.06% No change 4,120 $101K
Anfield Capital Management, LLC 0.03% New 2,586 $63K
Private Trust Co. NA 0.01% No change 2,317 $57K
Morgan Stanley 0.00% Add +255.1% 1,722 $42K
Fortitude Family Office, LLC 0.02% Reduce -3.2% 1,512 $37K
Geneos Wealth Management Inc. 0.00% No change 800 $20K
Allworth Financial LP 0.00% New 550 $13K
Cwm, LLC 0.00% Reduce -27.8% 450 $11K
Penserra Capital Management LLC 0.00% New 326 $8K
Clear Investment Research, LLC 0.01% New 324 $8K
Creative Financial Designs Inc. 0.00% No change 210 $5K
Bank of New Hampshire 0.00% No change 111 $3K
US Bancorp \de 0.00% New 61 $1K
Innealta Capital, LLC 0.00% New 57 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -91.9% 3 $73
FMR LLC 0.00% Add +100.0% 2 $49

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