Franklin U.S. Mid Cap MultifFLQMETF
13F holders, Q4 2024 (December 31)147holders +19
21new positions
10sold out
2famous investors
$54.31avg. 13F price*
At the end of Q4 2024, 147 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings, up 19 from Q3 2024. 21 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($137.2M), Ameriprise Financial Inc. ($102.5M) and Raymond James Financial Inc. ($92.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $13.7M |
| Exits | 10 | $4.9M |
All 13F filers, Q3 2024 → Q4 2024: 4,201,683 shares bought and 365,807 shares sold, net +3,835,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| LPL Financial LLC | 0.06% | Add +6.7% | 2,526,850 | $137.2M |
| Ameriprise Financial Inc. | 0.03% | Add +71.4% | 1,887,635 | $102.5M |
| Raymond James Financial Inc. | 0.03% | — | 1,701,147 | $92.4M |
| Orgel Wealth Management, LLC | 2.18% | Add +165.4% | 1,537,350 | $83.5M |
| Cwm, LLC | 0.27% | Add +16.8% | 1,209,812 | $65.7M |
| Bogart Wealth, LLC | 1.82% | Reduce -0.6% | 706,896 | $38.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +219.1% | 536,300 | $29.1M |
| MML Investors Services, LLC | 0.07% | Add +2040.9% | 385,089 | $20.9M |
| Private Advisor Group, LLC | 0.12% | Add +10.1% | 384,946 | $20.9M |
| Cetera Investment Advisers | 0.04% | Add +37.3% | 371,306 | $20.2M |
| Bank of America Corp. | 0.00% | Add +5.8% | 343,722 | $18.7M |
| Financial Consulate, Inc. | 4.59% | Add +4.0% | 318,554 | $17.3M |
| Morgan Stanley | 0.00% | Add +161.3% | 301,210 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +16.6% | 287,235 | $15.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +5.7% | 266,677 | $14.5M |
| Osaic Holdings, Inc. | 0.03% | Add +3.3% | 261,515 | $14.2M |
| Harbor Group, Inc. | 3.11% | Add +67.1% | 255,148 | $13.9M |
| Flynn Zito Capital Management, LLC | 5.94% | Add +7.5% | 235,124 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 207,708 | $11.3M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +13.6% | 206,780 | $11.2M |
| Atria Investments, Inc | 0.11% | Add +344.3% | 164,792 | $8.9M |
| Stratos Investment Management, LLC | 0.53% | Reduce -14.6% | 162,217 | $8.8M |
| Redhawk Wealth Advisors, Inc. | 1.16% | Add +46.9% | 158,354 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +11.9% | 154,054 | $8.4M |
| Adapt Wealth Advisors, LLC | 4.10% | Add +66.6% | 153,325 | $8.3M |
| Financial Partners Group, Inc | 1.04% | Add +5.3% | 130,949 | $7.1M |
| Avantax Advisory Services, Inc. | 0.04% | Add +5.7% | 128,865 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -39.6% | 124,662 | $6.8M |
| Byrne Financial Freedom, LLC | 2.95% | — | 121,895 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +155.0% | 118,064 | $6.4M |
| Keystone Financial Services, LLC | 5.83% | — | 117,001 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +8.9% | 109,588 | $6.0M |
| Snowden Capital Advisors LLC | 0.19% | Add +1.4% | 108,913 | $5.9M |
| IFP Advisors, Inc | 0.19% | Add +6.3% | 106,272 | $5.8M |
| Leo Wealth, LLC | 0.47% | Add +12.3% | 95,859 | $5.2M |
| Algorithmic Investment Models, LLC | 4.01% | Reduce -5.8% | 95,843 | $5.2M |
| Bank of Montreal | 0.00% | Reduce -12.2% | 92,514 | $5.0M |
| Thomasville National Bank | 0.36% | Add +0.9% | 92,416 | $5.0M |
| Family Capital Management, Inc. | 2.76% | Add +4.9% | 84,324 | $4.6M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -25.2% | 77,752 | $4.2M |
| KPP Advisory Services LLC | 0.98% | Add +1.7% | 76,631 | $4.2M |
| Certified Advisory Corp | 0.40% | Add +6.3% | 68,099 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -26.3% | 66,735 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 64,813 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +139.9% | 64,244 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.1% | 62,503 | $3.4M |
| KMG Fiduciary Partners, LLC | 0.28% | Add +8.6% | 62,106 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +12.5% | 48,999 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +46.2% | 48,778 | $2.6M |
| Bison Wealth, LLC | 0.58% | Reduce -27.8% | 48,521 | $2.6M |
| Berger Financial Group, Inc | 0.18% | Add +0.8% | 47,297 | $2.6M |
| GeoWealth Management, LLC | 0.08% | Reduce -24.1% | 45,325 | $2.5M |
| Riggs Capital Management LLC | 2.42% | — | 45,323 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Add +574.3% | 45,012 | $2.4M |
| Independent Advisor Alliance | 0.03% | New | 44,181 | $2.4M |
| Moneywise, Inc. | 1.07% | Reduce -33.8% | 39,163 | $2.1M |
| Landmark Wealth Management, Inc. | 0.99% | Reduce -9.5% | 37,523 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -5.0% | 36,976 | $2.0M |
| AIFG Consultants Ltd. | 3.03% | New | 34,246 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.4% | 31,227 | $1.7M |
| Riverbend Wealth Management, LLC | 1.51% | — | 31,194 | $1.7M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -0.5% | 31,103 | $1.7M |
| Empirical Asset Management, LLC | 0.52% | Reduce -5.5% | 28,793 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.22% | Add +4.2% | 28,522 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +252.2% | 27,468 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Add +278.8% | 27,285 | $1.5M |
| Integrity Financial Corp | 0.79% | Add +3.0% | 25,440 | $1.4M |
| &partners | 0.02% | Add +24.3% | 24,675 | $1.4M |
| AQR Capital Management | 0.00% | Add +20.6% | 24,093 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.56% | Add +14.5% | 23,351 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.4% | 23,050 | $1.3M |
| TAP Consulting, LLC | 0.24% | New | 21,419 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +26.3% | 21,310 | $1.2M |
| HBW Advisory Services LLC | 0.11% | Add +3.5% | 20,591 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +11.6% | 17,203 | $934K |
| Essex Financial Services, Inc. | 0.06% | Add +3.6% | 16,784 | $912K |
| Oppenheimer & Co. Inc. | 0.01% | Add +59.8% | 16,355 | $888K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -7.7% | 15,953 | $866K |
| Franklin Resources Inc. | 0.00% | Add +12.0% | 15,768 | $856K |
| World Equity Group, Inc. | 0.18% | Reduce -32.1% | 15,506 | $842K |
| Strategic Equity Management | 0.33% | Reduce -20.2% | 14,537 | $790K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -5.8% | 14,139 | $768K |
| Mgo One Seven LLC | 0.03% | New | 13,751 | $747K |
| D.A. Davidson & Co. | 0.01% | Add +5.5% | 13,666 | $742K |
| Clear Point Advisors Inc. | 0.62% | Add +0.1% | 13,386 | $727K |
| WCG Wealth Advisors LLC | 0.05% | New | 13,247 | $719K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.5% | 12,803 | $695K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.5% | 12,803 | $695K |
| Mariner, LLC | 0.00% | Reduce -1.6% | 12,793 | $695K |
| Solano Wealth Investment Advisors LLC | 0.42% | — | 12,775 | $694K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 11,800 | $641K |
| Westover Capital Advisors, LLC | 0.14% | Add +1.6% | 11,699 | $635K |
| Redwood Financial Network Corp | 0.44% | Add +3.1% | 10,923 | $593K |
| Mutual Advisors, LLC | 0.02% | Add +19.7% | 10,566 | $592K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +17.1% | 10,531 | $572K |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.4% | 9,842 | $535K |
| ProVise Management Group, LLC | 0.04% | Add +19.5% | 9,220 | $501K |
| Ameritas Advisory Services, LLC | 0.02% | New | 9,086 | $493K |
| Pinnacle Financial Partners Inc | 0.01% | Add +78.9% | 8,615 | $468K |
| Southland Equity Partners LLC | 0.11% | Add +2.1% | 8,436 | $458K |
"% 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.