Franklin U.S. Mid Cap MultifFLQMETF
13F holders, Q1 2024 (March 31)97holders
1famous investor
$53.45avg. 13F price*
At the end of Q1 2024, 97 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings. The largest holders were LPL Financial LLC ($92.6M), Raymond James Financial Services Advisors, Inc. ($67.8M) and Cwm, LLC ($36.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Franklin U.S. Mid Cap Multif
- CUSIP
- 35473P884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $44.8M |
| Exits | 5 | $2.6M |
Ownership 97 holders
| LPL Financial LLC | 0.05% | Add +12.2% | 1,732,237 | $92.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +47.5% | 1,267,310 | $67.8M |
| Cwm, LLC | 0.18% | Add +64.3% | 676,560 | $36.2M |
| IHT Wealth Management, LLC | 0.83% | Add +25.5% | 387,976 | $20.7M |
| Bank of America Corp. | 0.00% | Add +101.5% | 386,004 | $20.6M |
| GeoWealth Management, LLC | 0.65% | Reduce -1.1% | 313,262 | $16.7M |
| Financial Consulate, Inc. | 4.36% | New | 275,661 | $14.7M |
| Private Advisor Group, LLC | 0.10% | Reduce -6.1% | 262,010 | $14.0M |
| Osaic Holdings, Inc. | 0.03% | Add +35.0% | 217,071 | $11.6M |
| Cetera Investment Advisers | 0.02% | New | 197,314 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +53.2% | 196,368 | $10.5M |
| Stratos Investment Management, LLC | 0.96% | Reduce -15.9% | 183,466 | $9.8M |
| Flynn Zito Capital Management, LLC | 4.70% | Add +0.1% | 170,039 | $9.1M |
| Raymond James & Associates | 0.01% | Add +28.9% | 156,429 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +11.1% | 153,506 | $8.2M |
| Moneywise, Inc. | 3.74% | Reduce -42.4% | 128,694 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +18.3% | 107,552 | $5.7M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -1.5% | 98,908 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +899.7% | 98,849 | $5.3M |
| Leo Wealth, LLC | 0.50% | Add +23.2% | 91,996 | $4.9M |
| Thomasville National Bank | 0.40% | Add +2.0% | 90,040 | $4.8M |
| Geneos Wealth Management Inc. | 0.22% | Add +16.1% | 89,110 | $4.8M |
| KPP Advisory Services LLC | 1.28% | New | 87,263 | $4.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | New | 84,535 | $4.5M |
| Berger Financial Group, Inc | 0.36% | New | 81,351 | $4.3M |
| Redhawk Wealth Advisors, Inc. | 0.68% | Add +1685.5% | 77,600 | $4.1M |
| Family Capital Management, Inc. | 2.88% | Add +4.2% | 77,299 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +49.5% | 76,685 | $4.1M |
| IFP Advisors, Inc | 0.17% | Add +2.5% | 70,756 | $3.8M |
| Bison Wealth, LLC | 0.53% | Add +36.8% | 61,464 | $3.3M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -7.5% | 60,939 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +172.1% | 60,175 | $3.2M |
| WCG Wealth Advisors LLC | 0.24% | Add +18.5% | 53,110 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Reduce -2.7% | 52,294 | $2.8M |
| Morgan Stanley | 0.00% | Add +23.7% | 47,587 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -34.6% | 46,058 | $2.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.6% | 42,690 | $2.3M |
| Solano Wealth Management, Inc. | 1.21% | Add +12.9% | 40,323 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | New | 30,437 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.2% | 28,894 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +18.4% | 28,673 | $1.5M |
| Leavell Investment Management, Inc. | 0.09% | Add +3.6% | 28,275 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.23% | Reduce -5.5% | 26,264 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +5.2% | 26,101 | $1.4M |
| Integrity Financial Corp | 0.88% | Add +0.1% | 23,974 | $1.3M |
| World Equity Group, Inc. | 0.26% | Reduce -6.3% | 23,338 | $1.2M |
| Atria Investments, Inc | 0.02% | Reduce -7.8% | 22,971 | $1.2M |
| Empirical Asset Management, LLC | 0.58% | Reduce -6.3% | 22,407 | $1.2M |
| Lincoln National Corp. | 0.02% | Add +26.1% | 19,638 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -44.7% | 17,270 | $923K |
| Janney Montgomery Scott LLC | 0.00% | New | 16,989 | $908K |
| Kingsview Wealth Management, LLC | 0.02% | Add +3.0% | 16,734 | $895K |
| Essex Financial Services, Inc. | 0.08% | Add +20.7% | 15,228 | $814K |
| Hazlett, Burt & Watson, Inc. | 0.48% | Add +16.5% | 15,001 | $802K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +1.3% | 14,902 | $797K |
| Mariner, LLC | 0.00% | Reduce -17.4% | 13,150 | $703K |
| Clear Point Advisors Inc. | 0.57% | Add +3.3% | 12,886 | $689K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,832 | $686K |
| D.A. Davidson & Co. | 0.01% | Add +24.0% | 12,825 | $686K |
| Franklin Resources Inc. | 0.00% | Add +4.0% | 12,543 | $671K |
| International Assets Investment Management, LLC | 0.07% | Reduce -7.2% | 12,565 | $668K |
| Integrated Wealth Concepts LLC | 0.01% | Add +36.6% | 10,224 | $547K |
| Ameriprise Financial Inc. | 0.00% | New | 9,557 | $511K |
| Redwood Financial Network Corp | 0.41% | Add +15.4% | 8,914 | $477K |
| Ameritas Advisory Services, LLC | 0.02% | New | 9,086 | $461K |
| Southland Equity Partners LLC | 0.12% | Reduce -0.1% | 8,218 | $439K |
| Pacific Sun Financial Corp | 0.21% | No change | 6,782 | $363K |
| Fulton Breakefield Broenniman LLC | 0.03% | New | 6,281 | $336K |
| Harbour Investments, Inc. | 0.01% | Add +31.3% | 6,202 | $332K |
| Thrivent Financial for Lutherans | 0.00% | New | 5,972 | $319K |
| Private Trust Co. NA | 0.03% | Add +11.2% | 5,792 | $310K |
| Western Wealth Management, LLC | 0.02% | Add +2.5% | 5,596 | $299K |
| Sigma Planning Corp | 0.01% | New | 5,505 | $294K |
| AQR Capital Management | 0.00% | New | 5,464 | $292K |
| Strategic Equity Management | 0.24% | New | 5,412 | $289K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 5,265 | $281K |
| Arkadios Wealth Advisors | 0.02% | Add +0.1% | 5,209 | $278K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.0% | 4,102 | $219K |
| Aspire Private Capital, LLC | 0.03% | No change | 1,901 | $102K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,640 | $87K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +10.2% | 992 | $53K |
| Principal Securities, Inc. | 0.00% | Add +6.1% | 823 | $44K |
| Aspire Wealth Management Corp | 0.02% | Add +28.2% | 764 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | New | 734 | $39K |
| Blue Trust, Inc. | 0.00% | New | 506 | $27K |
| National Bank of Canada | 0.00% | No change | 500 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 485 | $25K |
| FMR LLC | 0.00% | Add +40.2% | 422 | $23K |
| Avior Wealth Management, LLC | 0.00% | New | 414 | $22K |
| Sage Mountain Advisors LLC | 0.00% | New | 327 | $17K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 290 | $16K |
| JPMorgan Chase & Co. | 0.00% | New | 260 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 250 | $13K |
| C M Bidwell & Associates Ltd. | 0.01% | Add +14.3% | 240 | $13K |
| McIlrath & Eck, LLC | 0.00% | Reduce -40.5% | 207 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -63.5% | 115 | $6K |
| PSI Advisors, LLC | 0.00% | Reduce -3.3% | 29 | $2K |
"% of holder's portfolio" is FLQM's weight in each manager's 13F, not the share of Franklin U.S. Mid Cap Multif the manager owns.