Franklin Senior Loan ETFFLBLETF

13F holders, Q2 2025 (June 30)
132holders +5
21new positions
19sold out
$24.23avg. 13F price*

At the end of Q2 2025, 132 institutions reported holding Franklin Senior Loan ETF (FLBL) in their 13F filings, up 5 from Q1 2025. 21 opened new positions and 19 sold out. The largest holders were Franklin Resources Inc. ($223.6M), New York Life Investment Management LLC ($63.3M) and Hantz Financial Services, Inc. ($57.1M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions21$91.3M
Exits19$18.1M

All 13F filers, Q1 2025 → Q2 2025: 5,019,670 shares bought and 3,598,127 shares sold, net +1,421,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 132 holders

Franklin Resources Inc. 0.06% Add +0.0% 9,227,596 $223.6M
New York Life Investment Management LLC 0.59% New 2,612,190 $63.3M
Hantz Financial Services, Inc. 0.92% Add +6.2% 2,356,750 $57.1M
Keudell/Morrison Wealth Management 8.28% Add +1.4% 1,539,692 $37.3M
LPL Financial LLC 0.01% Reduce -0.6% 1,251,358 $30.3M
Envestnet Asset Management Inc. 0.01% Reduce -9.0% 750,910 $18.2M
WealthPlan Investment Management, LLC 1.30% Add +24.5% 735,647 $17.8M
Bank of New York Mellon Corp 0.00% Reduce -3.1% 679,829 $16.5M
Prevail Innovative Wealth Advisors, LLC 3.64% Add +5.7% 669,237 $16.2M
DORVAL Corp 5.29% Reduce -13.4% 610,381 $14.8M
Osaic Holdings, Inc. 0.02% Add +41.5% 562,712 $13.6M
Prentice Wealth Management LLC 3.39% Reduce -31.0% 532,052 $12.9M
Ashford Capital Management Inc. 1.33% New 467,284 $11.3M
Raymond James Financial Inc. 0.00% Add +19.6% 442,558 $10.7M
Sage Advisory Services, Ltd.Co. 4.90% Add +5.2% 371,398 $9.0M
Curran Financial Partners, LLC 1.91% New 356,750 $8.6M
Cetera Investment Advisers 0.01% Reduce -21.5% 351,097 $8.5M
Ameriprise Financial Inc. 0.00% Reduce -66.1% 349,238 $8.5M
Calamos Advisors LLC 0.05% Reduce -62.8% 304,920 $7.4M
Royal Bank of Canada 0.00% Reduce -2.9% 263,552 $6.4M
Aire Advisors, LLC 1.22% Reduce -0.9% 259,002 $6.3M
Independence Financial Advisors, LLC 2.19% Add +3.1% 232,696 $5.6M
Ocean Park Asset Management, LLC 0.18% No change 215,400 $5.2M
Foundations Investment Advisors, LLC 0.08% Reduce -12.3% 210,356 $5.1M
Fifth Third Securities, Inc. 0.38% Reduce -0.3% 209,246 $5.1M
Steward Partners Investment Advisory, LLC 0.04% Reduce -1.4% 201,291 $4.9M
Bank of America Corp. 0.00% Add +2338.8% 188,688 $4.6M
Morgan Stanley 0.00% Add +6967.8% 184,117 $4.5M
Perigon Wealth Management, LLC 0.10% Reduce -20.1% 183,705 $4.5M
Summit Investment Advisors, Inc. 3.53% Add +2.7% 177,999 $4.3M
Assetmark, Inc. 0.01% Reduce -69.0% 163,481 $4.0M
Mission Hills Financial Advisory, LLC 2.40% Add +16.1% 159,672 $3.9M
Foguth Wealth Management, LLC. 0.80% Reduce -18.6% 154,685 $3.7M
MML Investors Services, LLC 0.01% Add +2.7% 152,779 $3.7M
Signal Advisors Wealth, LLC 0.29% Reduce -16.6% 151,305 $3.7M
WealthPLAN Partners, LLC 0.59% Reduce -34.5% 150,667 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +43.6% 143,218 $3.5M
AdvisorNet Financial, Inc 0.22% Add +37.5% 138,455 $3.4M
Trivium Point Advisory, LLC 0.32% Add +4.0% 121,372 $2.9M
Sovran Advisors, LLC 0.31% Add +135.1% 121,595 $2.9M
American Financial & Tax Strategies Inc. 1.45% Add +2.1% 115,943 $2.8M
Andina Capital Management, LLC 1.82% Reduce -14.5% 107,222 $2.6M
Marmo Financial Group, LLC 1.27% Add +0.6% 105,559 $2.6M
Truist Financial Corp. 0.00% Add +8.8% 90,430 $2.2M
Wells Fargo & Company 0.00% Reduce -0.2% 87,833 $2.1M
Clark Capital Management Group, Inc. 0.01% New 86,504 $2.1M
Kovack Advisors, Inc. 0.18% Reduce -4.0% 75,667 $1.8M
IronOak Wealth LLC. 1.70% — 72,007 $1.7M
Rooted Wealth Advisors, Inc. 0.55% Add +22.4% 65,481 $1.6M
Kathmere Capital Management, LLC 0.12% Add +4.0% 63,025 $1.5M
Equitable Holdings, Inc. 0.01% Add +6.4% 57,372 $1.4M
Capital Wealth Management, LLC 0.51% Reduce -3.1% 56,915 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -6.4% 56,158 $1.4M
Eagle Global Advisors LLC 0.05% Reduce -3.5% 55,790 $1.4M
OneAscent Financial Services LLC 0.10% Reduce -33.1% 55,589 $1.3M
McAdam, LLC 0.07% Add +37.5% 54,458 $1.3M
IHT Wealth Management, LLC 0.04% Add +0.3% 52,943 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.6% 49,117 $1.2M
Jane Street Group, LLC 0.00% Reduce -39.3% 46,637 $1.1M
Atria Wealth Solutions, Inc. 0.03% Reduce -44.3% 46,234 $1.1M
Silver Oak Securities, Incorporated 0.09% Reduce -7.1% 43,448 $1.1M
Wealth Management Associates, Inc. 0.40% Reduce -10.9% 42,695 $1.0M
Fiduciary Alliance LLC 0.08% New 42,500 $1.0M
Key Client Fiduciary Advisors, LLC 0.40% Reduce -14.5% 39,944 $968K
Acorn Wealth Advisors, LLC 0.35% Reduce -5.3% 38,564 $934K
Integrated Advisors Network LLC 0.04% New 35,721 $866K
Mercer Global Advisors Inc. 0.00% New 35,721 $866K
Stifel Financial Corp. 0.00% Reduce -43.5% 35,143 $852K
Sanctuary Advisors, LLC 0.01% Add +18.3% 34,039 $825K
FDx Advisors, Inc. 0.25% Reduce -2.6% 33,174 $804K
Evolution Wealth Advisors, LLC 0.11% Reduce -1.9% 31,355 $760K
IFP Advisors, Inc 0.02% Reduce -35.5% 30,765 $745K
Comprehensive Wealth Management, LLC 0.60% New 30,693 $744K
Elm3 Financial Group, LLC 0.61% Reduce -2.0% 30,068 $729K
Janney Montgomery Scott LLC 0.00% Reduce -2.0% 29,956 $726K
Focus Financial Network, Inc. 0.03% Add +12.4% 29,100 $705K
Advisory Alpha, LLC 0.02% Add +8.4% 29,031 $703K
Insight Wealth Strategies, LLC 0.09% Add +133.2% 29,099 $702K
Oak Hill Wealth Advisors, LLC 0.14% Add +0.4% 27,588 $667K
Atria Investments, Inc 0.01% Reduce -8.4% 27,435 $665K
Heritage Oak Wealth Advisors LLC 0.25% Reduce -78.4% 26,023 $631K
Intrua Financial, LLC 0.09% Reduce -9.9% 24,450 $592K
Sightline Wealth Advisors, LLC 0.26% Reduce -21.5% 22,298 $540K
Wilmington Savings Fund Society, FSB 0.01% New 22,154 $537K
Waterfront Wealth Inc. 0.12% Add +5.2% 21,505 $521K
Sei Investments Co. 0.00% New 21,337 $517K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -64.7% 20,887 $506K
World Investment Advisors 0.01% Reduce -21.5% 20,670 $501K
BlackRock, Inc. 0.00% Add +450.1% 20,199 $489K
Rockefeller Capital Management L.P. 0.00% New 19,728 $478K
Integrity Alliance, Llc. 0.02% Reduce -71.1% 18,039 $437K
Adams Wealth Management 0.08% Reduce -58.3% 16,641 $403K
CacheTech Inc. 0.07% Reduce -58.3% 16,641 $403K
CWA Asset Management Group, LLC 0.01% New 14,053 $341K
Fermata Advisors, LLC 0.08% Reduce -0.1% 13,115 $318K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 12,575 $304K
Regal Investment Advisors LLC 0.02% Add +6.1% 12,032 $292K
OneAscent Wealth Management LLC 0.10% Reduce -34.3% 11,408 $276K
Principal Securities, Inc. 0.01% Add +43.5% 11,341 $275K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.0% 11,233 $272K

"% 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 132 holders