Franklin Senior Loan ETFFLBLETF

13F holders, Q4 2024 (December 31)
126holders +19
27new positions
14sold out
$24.27avg. 13F price*

At the end of Q4 2024, 126 institutions reported holding Franklin Senior Loan ETF (FLBL) in their 13F filings, up 19 from Q3 2024. 27 opened new positions and 14 sold out. The largest holders were Hantz Financial Services, Inc. ($46.8M), LPL Financial LLC ($26.5M) and Ameriprise Financial Inc. ($22.5M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions27$82.4M
Exits14$84.3M

All 13F filers, Q3 2024 → Q4 2024: 6,449,732 shares bought and 2,090,572 shares sold, net +4,359,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 126 holders

Hantz Financial Services, Inc. 0.82% Add +11.1% 1,930,653 $46.8M
LPL Financial LLC 0.01% Add +33.2% 1,090,139 $26.5M
Ameriprise Financial Inc. 0.01% Add +264.0% 926,011 $22.5M
Franklin Resources Inc. 0.01% Add +1.6% 890,126 $21.6M
Keudell/Morrison Wealth Management 5.31% New 839,508 $20.4M
Calamos Advisors LLC 0.13% Add +274.5% 801,373 $19.4M
Bank of New York Mellon Corp 0.00% New 734,117 $17.8M
DORVAL Corp 6.60% Add +6.8% 684,180 $16.6M
WealthPlan Investment Management, LLC 1.38% Add +0.9% 577,532 $14.0M
Envestnet Asset Management Inc. 0.00% Add +55.8% 549,990 $13.3M
Prevail Innovative Wealth Advisors, LLC 3.67% Add +29.3% 522,518 $12.7M
Assetmark, Inc. 0.03% Add +11.7% 500,538 $12.1M
Royal Bank of Canada 0.00% Add +710.4% 449,176 $10.9M
Systelligence, LLC 2.63% Reduce -5.3% 439,868 $10.7M
Prentice Wealth Management LLC 2.47% New 352,326 $8.5M
Exchange Traded Concepts, LLC 0.17% New 338,880 $8.2M
Raymond James Financial Inc. 0.00% — 305,182 $7.4M
Sage Advisory Services, Ltd.Co. 4.16% New 289,042 $7.0M
Aire Advisors, LLC 1.29% Add +10.3% 258,245 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +361.0% 256,106 $6.2M
Cetera Investment Advisers 0.01% Reduce -4.0% 244,647 $5.9M
Foundations Investment Advisors, LLC 0.11% Add +26.0% 233,745 $5.7M
Perigon Wealth Management, LLC 0.14% Reduce -21.1% 231,340 $5.6M
WealthPLAN Partners, LLC 0.78% Reduce -6.3% 226,214 $5.5M
Ocean Park Asset Management, LLC 0.18% New 215,400 $5.2M
Fifth Third Securities, Inc. 0.42% Add +9.5% 202,651 $4.9M
Summit Investment Advisors, Inc. 3.64% — 168,875 $4.1M
Concourse Financial Group Securities, Inc. 0.23% Add +22.6% 164,679 $4.0M
Andina Capital Management, LLC 2.68% Reduce -27.4% 135,709 $3.3M
MML Investors Services, LLC 0.01% Add +7.2% 120,992 $2.9M
Signal Advisors Wealth, LLC 0.33% Add +97.0% 118,391 $2.9M
Osaic Holdings, Inc. 0.01% Reduce -34.1% 115,145 $2.8M
American Financial & Tax Strategies Inc. 1.44% Reduce -0.7% 114,289 $2.8M
Heritage Oak Wealth Advisors LLC 1.32% New 114,249 $2.8M
Old Mission Capital LLC 0.06% Reduce -26.4% 109,088 $2.6M
Mission Hills Financial Advisory, LLC 1.98% Add +13.7% 105,038 $2.5M
Sightline Wealth Advisors, LLC 1.22% Reduce -17.9% 93,258 $2.3M
Trivium Point Advisory, LLC 0.28% Add +10.9% 90,128 $2.2M
Wells Fargo & Company 0.00% New 88,747 $2.2M
Clark Capital Management Group, Inc. 0.01% Add +2.6% 87,148 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.4% 86,415 $2.1M
Foguth Wealth Management, LLC. 0.52% Add +31.3% 81,521 $2.0M
OneAscent Financial Services LLC 0.16% New 78,302 $1.9M
Truist Financial Corp. 0.00% New 76,196 $1.8M
Seed Wealth Management, Inc. 1.44% Add +0.1% 73,645 $1.8M
CoreCap Advisors, LLC 0.08% Reduce -49.2% 73,082 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +23.9% 71,117 $1.7M
3EDGE Asset Management, LP 0.09% Reduce -1.4% 63,439 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -14.1% 63,312 $1.5M
PNC Financial Services Group, Inc. 0.00% New 62,382 $1.5M
Kovack Advisors, Inc. 0.14% Add +2.9% 59,764 $1.5M
Capital Wealth Management, LLC 0.59% Add +0.1% 56,986 $1.4M
Kathmere Capital Management, LLC 0.12% Reduce -1.0% 56,410 $1.4M
Level Four Advisory Services, LLC 0.05% Reduce -16.9% 53,852 $1.3M
Stifel Financial Corp. 0.00% Reduce -30.8% 50,506 $1.2M
Key Client Fiduciary Advisors, LLC 0.53% Add +0.8% 48,933 $1.2M
Rooted Wealth Advisors, Inc. 0.45% Add +25.6% 47,286 $1.1M
IFP Advisors, Inc 0.04% Add +1.0% 46,985 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -16.7% 43,763 $1.1M
Janus Henderson Group PLC 0.00% New 42,973 $1.0M
Acorn Wealth Advisors, LLC 0.39% Add +4.0% 38,503 $934K
IHT Wealth Management, LLC 0.03% Add +7.3% 38,179 $926K
Bank of America Corp. 0.00% New 37,508 $910K
FDx Advisors, Inc. 0.26% New 36,413 $884K
Janney Montgomery Scott LLC 0.00% Add +8.3% 32,284 $783K
Adams Wealth Management 0.15% Reduce -4.5% 31,482 $764K
CacheTech Inc. 0.14% Reduce -4.5% 31,482 $764K
Evolution Wealth Advisors, LLC 0.12% No change 30,405 $738K
Elm3 Financial Group, LLC 0.58% — 28,052 $681K
Eagle Global Advisors LLC 0.03% New 27,615 $670K
JT Stratford LLC 0.11% Reduce -6.6% 26,416 $641K
World Investment Advisors 0.02% Add +150.0% 25,234 $612K
Global View Capital Management LLC 0.21% — 24,783 $602K
McAdam, LLC 0.03% New 23,229 $564K
OneAscent Wealth Management LLC 0.22% Reduce -14.9% 22,289 $541K
Focus Financial Network, Inc. 0.02% Add +161.0% 21,861 $530K
Pennsylvania Capital Management Inc. 0.18% Reduce -26.7% 21,807 $529K
Advisory Alpha, LLC 0.02% Add +11.3% 19,660 $477K
Waterfront Wealth Inc. 0.12% Add +1.0% 19,553 $474K
Arkadios Wealth Advisors 0.03% Add +12.9% 19,357 $470K
Freedom Investment Management, Inc. 0.04% Reduce -50.6% 18,869 $458K
Strategic Blueprint, LLC 0.02% Add +3.6% 16,823 $408K
Oak Hill Wealth Advisors, LLC 0.08% — 13,653 $331K
Fulcrum Equity Management 0.33% Reduce -52.2% 13,542 $329K
Ameritas Advisory Services, LLC 0.01% No change 13,150 $319K
KOM Wealth Management Group, LLC 0.22% New 12,215 $296K
Sovran Advisors, LLC 0.04% — 12,160 $296K
Fermata Advisors, LLC 0.06% Reduce -6.9% 12,143 $295K
Dynamic Advisor Solutions LLC 0.01% Add +3.1% 11,645 $283K
Stratos Wealth Advisors, LLC 0.01% New 11,463 $278K
Anchor Pointe Wealth Management, LLC 0.36% — 11,423 $277K
Mgo One Seven LLC 0.01% Add +17.9% 11,254 $273K
Commonwealth Equity Services, LLC 0.00% Add +10.6% 10,980 $266K
TFB Advisors LLC 0.07% Add +8.0% 10,424 $253K
Sunbelt Securities, Inc. 0.02% Reduce -50.1% 10,034 $243K
Kestra Advisory Services, LLC 0.00% New 9,379 $228K
Principal Securities, Inc. 0.00% Reduce -23.2% 7,905 $192K
WealthShield Partners, LLC 0.02% Add +0.0% 4,651 $113K
Farther Finance Advisors, LLC 0.00% Reduce -0.2% 4,490 $109K
Transcendent Capital Group LLC 0.05% No change 4,120 $100K
Anfield Capital Management, LLC 0.03% No change 3,461 $84K
GeoWealth Management, LLC 0.00% Reduce -53.9% 2,540 $62K
Balefire, LLC 0.02% Reduce -51.5% 2,448 $59K
Global Retirement Partners, LLC 0.00% Add +1511.6% 1,112 $27K
AE Wealth Management LLC 0.00% New 1,100 $27K
Eagle Bay Advisors LLC 0.02% New 1,026 $25K
Clearstead Advisors, LLC 0.00% New 905 $22K
Comerica Bank 0.00% New 807 $20K
Geneos Wealth Management Inc. 0.00% No change 800 $19K
Allworth Financial LP 0.00% No change 550 $13K
Cwm, LLC 0.00% Reduce -0.4% 450 $11K
JPMorgan Chase & Co. 0.00% Reduce -100.0% 452 $11K
Ameriflex Group, Inc. 0.00% — 410 $10K
Clear Investment Research, LLC 0.01% Reduce -3.6% 325 $8K
US Bancorp \de 0.00% Add +370.5% 287 $7K
Creative Financial Designs Inc. 0.00% No change 210 $5K
CIBC Private Wealth Group LLC 0.00% New 116 $3K
Bank of New Hampshire 0.00% No change 111 $3K
Steward Partners Investment Advisory, LLC 0.00% New 100 $2K
Kestra Investment Management, LLC 0.00% New 86 $2K
Continuum Advisory, LLC 0.00% No change 84 $2K
Morgan Stanley 0.00% Reduce -93.6% 84 $2K
Financial Gravity Companies, Inc. 0.00% Add +6.3% 34 $825
Park Square Financial Group, LLC 0.00% — 32 $776
Coppell Advisory Solutions LLC 0.00% No change 17 $412
Larson Financial Group LLC 0.00% New 4 $97

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