Franklin U.S. Mid Cap MultifFLQMETF
13F holders, Q2 2024 (June 30)106holders +9
16new positions
6sold out
2famous investors
$51.29avg. 13F price*
At the end of Q2 2024, 106 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings, up 9 from Q1 2024. 16 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($94.4M), Raymond James Financial Services Advisors, Inc. ($65.4M) and Cwm, LLC ($39.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $45.2M |
| Exits | 6 | $26.8M |
All 13F filers, Q1 2024 → Q2 2024: 2,245,580 shares bought and 1,012,554 shares sold, net +1,233,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| LPL Financial LLC | 0.05% | Add +6.2% | 1,839,793 | $94.4M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +0.5% | 1,274,133 | $65.4M |
| Cwm, LLC | 0.18% | Add +12.5% | 761,015 | $39.0M |
| Bogart Wealth, LLC | 1.71% | New | 653,625 | $33.5M |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 347,895 | $17.8M |
| Raymond James & Associates | 0.01% | Add +119.1% | 342,750 | $17.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3499.1% | 343,970 | $17.4M |
| Private Advisor Group, LLC | 0.10% | Add +11.1% | 291,131 | $14.9M |
| Financial Consulate, Inc. | 4.29% | Add +3.6% | 285,610 | $14.6M |
| Osaic Holdings, Inc. | 0.03% | Add +17.1% | 254,090 | $13.0M |
| Royal Bank of Canada | 0.00% | Add +10.5% | 217,025 | $11.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +119.2% | 216,678 | $11.1M |
| Flynn Zito Capital Management, LLC | 5.65% | Add +26.7% | 215,470 | $11.1M |
| Cetera Investment Advisers | 0.02% | Add +3.7% | 204,603 | $10.5M |
| Stratos Investment Management, LLC | 0.80% | Add +2.7% | 188,462 | $9.7M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +82.5% | 154,246 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.5% | 149,696 | $7.7M |
| Stifel Financial Corp. | 0.01% | Add +11.2% | 119,639 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +85.0% | 111,301 | $5.7M |
| Morgan Stanley | 0.00% | Add +125.6% | 107,339 | $5.5M |
| Snowden Capital Advisors LLC | 0.16% | Add +7.4% | 106,224 | $5.4M |
| Redhawk Wealth Advisors, Inc. | 0.82% | Add +35.1% | 104,849 | $5.4M |
| Geneos Wealth Management Inc. | 0.23% | Add +11.5% | 99,371 | $5.1M |
| Moneywise, Inc. | 2.61% | Reduce -25.3% | 96,161 | $4.9M |
| Thomasville National Bank | 0.38% | Add +1.8% | 91,650 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +10.8% | 84,991 | $4.4M |
| Family Capital Management, Inc. | 2.74% | Add +1.4% | 78,393 | $4.0M |
| IFP Advisors, Inc | 0.15% | Add +4.7% | 74,067 | $3.8M |
| Bison Wealth, LLC | 0.53% | No change | 61,464 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +3.5% | 63,099 | $3.2M |
| Leo Wealth, LLC | 0.29% | Reduce -39.0% | 56,067 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Add +1.8% | 53,221 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.3% | 51,367 | $2.6M |
| Mutual Advisors, LLC | 0.08% | Add +172.3% | 47,021 | $2.5M |
| Landmark Wealth Management, Inc. | 1.37% | New | 48,462 | $2.5M |
| Berger Financial Group, Inc | 0.20% | Reduce -40.9% | 48,107 | $2.5M |
| GeoWealth Management, LLC | 0.11% | Reduce -84.8% | 47,654 | $2.4M |
| Solano Wealth Management, Inc. | 1.29% | Add +14.0% | 45,966 | $2.4M |
| KPP Advisory Services LLC | 0.61% | Reduce -49.1% | 44,383 | $2.3M |
| Adapt Wealth Advisors, LLC | 1.40% | New | 43,455 | $2.2M |
| Harbor Group, Inc. | 0.57% | New | 43,185 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +137.7% | 40,381 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -15.1% | 39,124 | $2.0M |
| Leavell Investment Management, Inc. | 0.08% | Add +0.9% | 28,530 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +363.2% | 27,663 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.22% | Add +3.0% | 27,047 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -11.8% | 26,843 | $1.4M |
| Empirical Asset Management, LLC | 0.49% | Add +13.2% | 25,360 | $1.3M |
| Integrity Financial Corp | 0.80% | Add +3.4% | 24,779 | $1.3M |
| World Equity Group, Inc. | 0.35% | Reduce -1.1% | 23,076 | $1.2M |
| Atria Investments, Inc | 0.02% | Reduce -1.2% | 22,698 | $1.2M |
| HBW Advisory Services LLC | 0.17% | New | 19,500 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +9.2% | 18,265 | $937K |
| Hazlett, Burt & Watson, Inc. | 0.45% | Add +12.6% | 16,884 | $866K |
| Essex Financial Services, Inc. | 0.06% | Add +3.5% | 15,755 | $823K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.7% | 14,345 | $736K |
| Clear Point Advisors Inc. | 0.59% | Add +8.9% | 14,030 | $720K |
| D. E. Shaw & Co. | 0.00% | New | 13,183 | $676K |
| Franklin Resources Inc. | 0.00% | Add +3.8% | 13,018 | $668K |
| Mariner, LLC | 0.00% | Reduce -1.0% | 13,013 | $667K |
| D.A. Davidson & Co. | 0.01% | Add +0.8% | 12,925 | $663K |
| KMG Fiduciary Partners, LLC | 0.06% | New | 12,188 | $625K |
| Harbour Investments, Inc. | 0.02% | Add +92.4% | 11,935 | $612K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 10,786 | $553K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 10,786 | $553K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.4% | 10,671 | $547K |
| Jane Street Group, LLC | 0.00% | Reduce -62.9% | 10,628 | $545K |
| Redwood Financial Network Corp | 0.42% | Add +9.0% | 9,714 | $498K |
| Oppenheimer & Co. Inc. | 0.01% | New | 9,438 | $484K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 9,086 | $466K |
| Southland Equity Partners LLC | 0.12% | Add +0.1% | 8,228 | $422K |
| AQR Capital Management | 0.00% | Add +49.7% | 8,180 | $420K |
| International Assets Investment Management, LLC | 0.04% | Reduce -41.4% | 7,369 | $378K |
| Envestnet Asset Management Inc. | 0.00% | Add +30.5% | 6,870 | $352K |
| Pacific Sun Financial Corp | 0.21% | Add +0.9% | 6,842 | $351K |
| Advisory Services Network, LLC | 0.01% | New | 6,675 | $342K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 6,281 | $322K |
| Strategic Equity Management | 0.21% | Add +14.8% | 6,212 | $319K |
| Arkadios Wealth Advisors | 0.02% | Add +16.2% | 6,055 | $311K |
| Private Trust Co. NA | 0.03% | Add +3.0% | 5,966 | $306K |
| Sigma Planning Corp | 0.01% | Add +5.3% | 5,797 | $297K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.5% | 5,571 | $286K |
| ProVise Management Group, LLC | 0.02% | New | 5,509 | $283K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.9% | 4,366 | $224K |
| First Heartland Consultants, Inc. | 0.02% | New | 4,282 | $220K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -2.5% | 3,998 | $205K |
| Jones Financial Companies LLLP | 0.00% | Add +822.0% | 2,305 | $118K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,640 | $83K |
| Aspire Private Capital, LLC | 0.02% | Reduce -20.8% | 1,506 | $77K |
| FMR LLC | 0.00% | Add +208.5% | 1,302 | $67K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 992 | $51K |
| Principal Securities, Inc. | 0.00% | Add +12.8% | 928 | $48K |
| Aspire Wealth Management Corp | 0.02% | Add +8.4% | 828 | $42K |
| UBS Group AG | 0.00% | New | 682 | $35K |
| Sage Mountain Advisors LLC | 0.00% | Add +107.0% | 677 | $35K |
| Blue Trust, Inc. | 0.00% | No change | 506 | $27K |
| National Bank of Canada | 0.00% | No change | 500 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 485 | $25K |
| Avior Wealth Management, LLC | 0.00% | No change | 414 | $21K |
| Qube Research & Technologies Ltd | 0.00% | New | 400 | $21K |
"% 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.