Franklin Senior Loan ETFFLBLETF

13F holders, Q3 2024 (September 30)
107holders +8
21new positions
14sold out
1famous investor
$29.50avg. 13F price*

At the end of Q3 2024, 107 institutions reported holding Franklin Senior Loan ETF (FLBL) in their 13F filings, up 8 from Q2 2024. 21 opened new positions and 14 sold out. The largest holders were Focus Partners Wealth ($76.5M), Hantz Financial Services, Inc. ($42.2M) and JPMorgan Chase & Co. ($22.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions21$104.4M
Exits14$10.9M

All 13F filers, Q2 2024 → Q3 2024: 4,632,052 shares bought and 2,371,729 shares sold, net +2,260,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 107 holders

Focus Partners Wealth 0.24% New 362,927 $76.5M
Hantz Financial Services, Inc. 0.75% Add +19.9% 1,738,228 $42.2M
JPMorgan Chase & Co. 0.00% Add +1507.2% 929,425 $22.6M
Franklin Resources Inc. 0.01% Reduce -30.2% 876,361 $21.3M
LPL Financial LLC 0.01% Reduce -44.4% 818,373 $19.9M
DORVAL Corp 6.42% New 640,527 $15.6M
WealthPlan Investment Management, LLC 1.41% Add +483.0% 572,399 $13.9M
Systelligence, LLC 2.80% Reduce -19.6% 464,355 $11.3M
Assetmark, Inc. 0.03% Add +18.4% 448,303 $10.9M
Prevail Innovative Wealth Advisors, LLC 2.99% Add +67.9% 404,059 $9.8M
Envestnet Asset Management Inc. 0.00% Add +11.3% 353,093 $8.6M
Perigon Wealth Management, LLC 0.19% Add +14.0% 293,008 $7.1M
Cetera Investment Advisers 0.01% Add +5.8% 254,776 $6.2M
Ameriprise Financial Inc. 0.00% Add +2542.7% 254,414 $6.2M
WealthPLAN Partners, LLC 0.79% Add +1033.4% 241,499 $5.9M
Aire Advisors, LLC 1.26% Reduce -6.6% 234,154 $5.7M
Calamos Advisors LLC 0.04% Add +1928.9% 213,968 $5.2M
Andina Capital Management, LLC 3.45% Add +42.4% 186,841 $4.5M
Foundations Investment Advisors, LLC 0.09% Add +14.4% 185,463 $4.5M
Fifth Third Securities, Inc. 0.42% Add +0.3% 184,994 $4.5M
Osaic Holdings, Inc. 0.01% Add +70.5% 174,643 $4.2M
Old Mission Capital LLC 0.08% New 148,295 $3.6M
Jane Street Group, LLC 0.01% Add +131.5% 146,579 $3.6M
CoreCap Advisors, LLC 0.16% Reduce -4.2% 143,818 $3.5M
Concourse Financial Group Securities, Inc. 0.19% Add +63.3% 134,369 $3.3M
American Financial & Tax Strategies Inc. 1.42% Reduce -1.2% 115,038 $2.8M
Sightline Wealth Advisors, LLC 1.52% Add +25.4% 113,595 $2.8M
MML Investors Services, LLC 0.01% Add +16.9% 112,859 $2.7M
Mission Hills Financial Advisory, LLC 1.91% — 92,359 $2.2M
Clark Capital Management Group, Inc. 0.01% New 84,922 $2.1M
Deutsche Bank AG 0.00% No change 81,625 $2.0M
Trivium Point Advisory, LLC 0.28% New 81,284 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.3% 79,734 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +19.8% 73,738 $1.8M
Seed Wealth Management, Inc. 1.43% Reduce -2.9% 73,554 $1.8M
Stifel Financial Corp. 0.00% Add +1.6% 72,961 $1.8M
Raymond James Financial Services Advisors, Inc. 0.00% Add +32.9% 68,331 $1.7M
Level Four Advisory Services, LLC 0.07% Add +3.5% 64,802 $1.6M
3EDGE Asset Management, LP 0.11% Add +1.9% 64,325 $1.6M
Foguth Wealth Management, LLC. 0.55% Add +80.5% 62,072 $1.5M
Raymond James & Associates 0.00% Add +17.0% 61,335 $1.5M
Signal Advisors Wealth, LLC 0.21% New 60,109 $1.5M
Kovack Advisors, Inc. 0.15% Add +0.5% 58,065 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.2% 57,386 $1.4M
Kathmere Capital Management, LLC 0.13% Add +31.9% 56,965 $1.4M
Capital Wealth Management, LLC 0.59% Add +6.3% 56,955 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -83.8% 55,551 $1.3M
Royal Bank of Canada 0.00% Reduce -16.3% 55,424 $1.3M
Equitable Holdings, Inc. 0.01% Reduce -32.1% 52,554 $1.3M
Key Client Fiduciary Advisors, LLC 0.54% Reduce -4.3% 48,544 $1.2M
IFP Advisors, Inc 0.04% Add +18.1% 46,534 $1.1M
Freedom Investment Management, Inc. 0.07% Reduce -3.7% 38,238 $928K
Rooted Wealth Advisors, Inc. 0.41% Add +12.1% 37,658 $912K
Acorn Wealth Advisors, LLC 0.39% Add +12.7% 37,013 $898K
IHT Wealth Management, LLC 0.02% Add +48.1% 35,582 $863K
Adams Wealth Management 0.17% Add +114.9% 32,956 $800K
CacheTech Inc. 0.17% Add +114.9% 32,956 $800K
Evolution Wealth Advisors, LLC 0.13% Add +4.2% 30,405 $738K
Janney Montgomery Scott LLC 0.00% New 29,803 $723K
Pennsylvania Capital Management Inc. 0.26% Reduce -93.2% 29,757 $722K
Fulcrum Equity Management 0.58% Reduce -1.3% 28,315 $687K
JT Stratford LLC 0.12% Reduce -0.9% 28,290 $687K
OneAscent Wealth Management LLC 0.24% Add +3.4% 26,198 $636K
TrueMark Investments, LLC 0.17% New 21,464 $521K
Sunbelt Securities, Inc. 0.05% Add +53.8% 20,118 $488K
Waterfront Wealth Inc. 0.12% New 19,351 $472K
Advisory Alpha, LLC 0.02% Add +5.2% 17,665 $429K
Arkadios Wealth Advisors 0.02% Add +1.3% 17,148 $416K
Strategic Blueprint, LLC 0.02% Reduce -11.5% 16,230 $394K
Ameritas Advisory Services, LLC 0.01% Reduce -5.0% 13,150 $319K
Fermata Advisors, LLC 0.06% Reduce -0.9% 13,048 $317K
Citadel Advisors 0.00% New 12,535 $304K
Frontier Asset Management, LLC 0.10% Add +0.4% 12,138 $295K
Dynamic Advisor Solutions LLC 0.01% Reduce -5.4% 11,293 $274K
Atria Investments, Inc 0.00% Reduce -2.7% 10,531 $256K
Principal Securities, Inc. 0.01% Add +101.5% 10,290 $250K
World Investment Advisors 0.01% New 10,092 $245K
Raymond James Trust N.A. 0.01% New 10,000 $243K
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 9,926 $241K
TFB Advisors LLC 0.07% Add +15.7% 9,655 $234K
Mgo One Seven LLC 0.01% Add +13.3% 9,547 $232K
RFG Advisory, LLC 0.01% New 9,198 $223K
Concurrent Investment Advisors, LLC 0.01% Reduce -26.6% 8,877 $215K
Focus Financial Network, Inc. 0.01% New 8,377 $203K
Orion Porfolio Solutions, LLC 0.00% Reduce -33.1% 8,351 $203K
Orion Portfolio Solutions, LLC 0.00% Reduce -33.1% 8,351 $203K
GeoWealth Management, LLC 0.00% New 5,512 $134K
Balefire, LLC 0.04% Reduce -16.1% 5,051 $123K
WealthShield Partners, LLC 0.02% Add +1.1% 4,649 $113K
Farther Finance Advisors, LLC 0.00% New 4,497 $109K
Transcendent Capital Group LLC 0.05% No change 4,120 $100K
Anfield Capital Management, LLC 0.03% Add +33.8% 3,461 $84K
Morgan Stanley 0.00% Reduce -23.4% 1,319 $32K
Geneos Wealth Management Inc. 0.00% No change 800 $19K
Allworth Financial LP 0.00% No change 550 $13K
Cwm, LLC 0.00% Add +0.4% 452 $11K
Clear Investment Research, LLC 0.01% Add +4.0% 337 $8K
Fortitude Family Office, LLC 0.00% Reduce -80.0% 303 $7K
Mendota Financial Group, LLC 0.00% New 216 $5K
Creative Financial Designs Inc. 0.00% No change 210 $5K

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

Show all 107 holders