Franklin U.S. Mid Cap MultifFLQMETF
13F holders, Q3 2024 (September 30)128holders +22
28new positions
6sold out
3famous investors
$55.70avg. 13F price*
At the end of Q3 2024, 128 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings, up 22 from Q2 2024. 28 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($131.9M), Raymond James Financial Services Advisors, Inc. ($78.2M) and Ameriprise Financial Inc. ($61.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $64.7M |
| Exits | 6 | $927K |
All 13F filers, Q2 2024 → Q3 2024: 4,143,724 shares bought and 140,871 shares sold, net +4,002,853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| LPL Financial LLC | 0.06% | Add +28.7% | 2,367,312 | $131.9M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +10.1% | 1,403,104 | $78.2M |
| Ameriprise Financial Inc. | 0.02% | Add +220.2% | 1,101,485 | $61.3M |
| Cwm, LLC | 0.25% | Add +36.1% | 1,035,544 | $57.7M |
| Bogart Wealth, LLC | 1.88% | Add +8.8% | 711,224 | $39.6M |
| Orgel Wealth Management, LLC | 0.81% | New | 579,310 | $32.3M |
| Raymond James & Associates | 0.01% | Add +5.1% | 360,278 | $20.1M |
| Private Advisor Group, LLC | 0.12% | Add +20.1% | 349,743 | $19.5M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 324,737 | $18.1M |
| Financial Consulate, Inc. | 4.53% | Add +7.3% | 306,436 | $17.1M |
| Cetera Investment Advisers | 0.03% | Add +32.2% | 270,521 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -0.4% | 253,066 | $14.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +68.5% | 252,314 | $14.1M |
| Royal Bank of Canada | 0.00% | Add +13.5% | 246,239 | $13.7M |
| Flynn Zito Capital Management, LLC | 5.90% | Add +1.5% | 218,662 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.7% | 206,477 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2826.5% | 201,048 | $11.2M |
| Stratos Investment Management, LLC | 0.74% | Add +0.8% | 189,966 | $10.6M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +18.0% | 182,020 | $10.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +51.0% | 168,055 | $9.4M |
| Harbor Group, Inc. | 1.97% | Add +253.5% | 152,674 | $8.5M |
| Stifel Financial Corp. | 0.01% | Add +15.0% | 137,612 | $7.7M |
| Financial Partners Group, Inc | 1.02% | New | 124,328 | $6.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +93.2% | 121,900 | $6.8M |
| Morgan Stanley | 0.00% | Add +7.4% | 115,295 | $6.4M |
| Redhawk Wealth Advisors, Inc. | 0.86% | Add +2.8% | 107,806 | $6.0M |
| Snowden Capital Advisors LLC | 0.18% | Add +1.2% | 107,465 | $6.0M |
| Bank of Montreal | 0.00% | New | 105,404 | $5.9M |
| Geneos Wealth Management Inc. | 0.22% | Add +4.5% | 103,888 | $5.8M |
| Algorithmic Investment Models, LLC | 4.16% | New | 101,757 | $5.7M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +18.4% | 100,633 | $5.6M |
| IFP Advisors, Inc | 0.20% | Add +35.0% | 99,956 | $5.6M |
| Adapt Wealth Advisors, LLC | 2.74% | Add +111.8% | 92,028 | $5.1M |
| Thomasville National Bank | 0.38% | Reduce -0.1% | 91,555 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +76.2% | 90,507 | $5.0M |
| Leo Wealth, LLC | 0.43% | Add +52.2% | 85,351 | $4.8M |
| Family Capital Management, Inc. | 2.89% | Add +2.6% | 80,398 | $4.5M |
| KPP Advisory Services LLC | 1.01% | Add +69.8% | 75,366 | $4.2M |
| Bison Wealth, LLC | 0.60% | Add +9.3% | 67,180 | $3.7M |
| Certified Advisory Corp | 0.40% | New | 64,036 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Add +18.8% | 63,222 | $3.5M |
| GeoWealth Management, LLC | 0.12% | Add +25.3% | 59,723 | $3.3M |
| Moneywise, Inc. | 1.62% | Reduce -38.5% | 59,128 | $3.3M |
| KMG Fiduciary Partners, LLC | 0.28% | Add +369.4% | 57,214 | $3.2M |
| Berger Financial Group, Inc | 0.19% | Reduce -2.5% | 46,922 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.7% | 46,307 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +57.5% | 43,572 | $2.4M |
| Landmark Wealth Management, Inc. | 1.15% | Reduce -14.5% | 41,455 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.5% | 38,916 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +260.7% | 38,335 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +63.4% | 37,094 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +664.0% | 33,355 | $1.9M |
| Leavell Investment Management, Inc. | 0.09% | Add +9.5% | 31,250 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +13.7% | 30,506 | $1.7M |
| Empirical Asset Management, LLC | 0.60% | Add +20.1% | 30,467 | $1.7M |
| Citadel Advisors | 0.00% | New | 28,616 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +1.2% | 27,367 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +1061.8% | 26,779 | $1.5M |
| Integrity Financial Corp | 0.81% | Reduce -0.3% | 24,708 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +26.8% | 23,153 | $1.3M |
| World Equity Group, Inc. | 0.46% | Reduce -1.0% | 22,850 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +58.4% | 20,882 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.52% | Add +20.8% | 20,390 | $1.1M |
| &partners | 0.02% | New | 19,849 | $1.1M |
| AQR Capital Management | 0.00% | Add +144.2% | 19,973 | $1.1M |
| HBW Advisory Services LLC | 0.16% | Add +2.0% | 19,893 | $1.1M |
| Strategic Equity Management | 0.48% | Add +193.2% | 18,211 | $1.0M |
| MML Investors Services, LLC | 0.00% | New | 17,987 | $1.0M |
| Beaumont Financial Advisors, LLC | 0.08% | New | 17,291 | $963K |
| Harbour Investments, Inc. | 0.03% | Add +41.4% | 16,876 | $940K |
| Essex Financial Services, Inc. | 0.06% | Add +2.8% | 16,197 | $895K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +7.5% | 15,414 | $859K |
| Axxcess Wealth Management, LLC | 0.02% | New | 15,001 | $836K |
| Franklin Resources Inc. | 0.00% | Add +8.2% | 14,084 | $790K |
| Clear Point Advisors Inc. | 0.58% | Reduce -4.7% | 13,377 | $745K |
| Mariner, LLC | 0.00% | Reduce -0.1% | 13,007 | $725K |
| D.A. Davidson & Co. | 0.01% | Add +0.2% | 12,950 | $721K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.8% | 12,491 | $696K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +15.8% | 12,491 | $696K |
| Westover Capital Advisors, LLC | 0.12% | New | 11,512 | $641K |
| Redwood Financial Network Corp | 0.46% | Add +9.0% | 10,592 | $590K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.5% | 10,238 | $570K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -15.0% | 9,075 | $505K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 8,992 | $501K |
| Mutual Advisors, LLC | 0.01% | Reduce -81.2% | 8,824 | $484K |
| Southland Equity Partners LLC | 0.11% | Add +0.4% | 8,261 | $460K |
| Sigma Planning Corp | 0.01% | Add +34.5% | 7,800 | $434K |
| ProVise Management Group, LLC | 0.03% | Add +40.0% | 7,715 | $430K |
| Personal Cfo Solutions, LLC | 0.06% | New | 7,602 | $423K |
| Arkadios Wealth Advisors | 0.02% | Add +21.9% | 7,379 | $411K |
| Focus Financial Network, Inc. | 0.02% | New | 7,204 | $401K |
| NewEdge Advisors, LLC | 0.00% | New | 6,801 | $379K |
| Pacific Sun Financial Corp | 0.20% | Reduce -2.6% | 6,662 | $371K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 6,281 | $350K |
| Advisory Services Network, LLC | 0.01% | No change | 6,675 | $342K |
| Private Trust Co. NA | 0.03% | No change | 5,966 | $332K |
| Advisor Resource Council | 0.14% | New | 5,680 | $316K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,549 | $309K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.1% | 5,400 | $301K |
| Pinnacle Financial Partners Inc | 0.01% | New | 4,815 | $268K |
"% 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.