Franklin U.S. Mid Cap MultifFLQMETF
13F holders, Q1 2025 (March 31)149holders +2
23new positions
18sold out
3famous investors
$53.00avg. 13F price*
At the end of Q1 2025, 149 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings, up 2 from Q4 2024. 23 opened new positions and 18 sold out. The largest holders were Ameriprise Financial Inc. ($137.9M), LPL Financial LLC ($137.1M) and Raymond James Financial Inc. ($89.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $72.7M |
| Exits | 18 | $24.9M |
All 13F filers, Q4 2024 → Q1 2025: 4,243,097 shares bought and 959,013 shares sold, net +3,284,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Ameriprise Financial Inc. | 0.04% | Add +37.7% | 2,600,056 | $137.9M |
| LPL Financial LLC | 0.05% | Add +2.4% | 2,586,118 | $137.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -0.4% | 1,694,427 | $89.8M |
| Orgel Wealth Management, LLC | 2.04% | Reduce -3.8% | 1,478,842 | $78.4M |
| Cwm, LLC | 0.30% | Add +19.1% | 1,441,503 | $76.4M |
| Bogart Wealth, LLC | 1.78% | Add +0.9% | 713,082 | $37.8M |
| Cetera Investment Advisers | 0.06% | Add +48.9% | 552,890 | $29.3M |
| Private Advisor Group, LLC | 0.17% | Add +37.8% | 530,426 | $28.1M |
| Harbor Group, Inc. | 5.35% | Add +97.8% | 504,631 | $26.8M |
| Bank of America Corp. | 0.00% | Add +45.3% | 499,507 | $26.5M |
| MML Investors Services, LLC | 0.08% | Add +18.1% | 454,625 | $24.1M |
| HighTower Advisors, LLC | 0.03% | New | 447,106 | $23.7M |
| Morgan Stanley | 0.00% | Add +32.6% | 399,285 | $21.2M |
| Royal Bank of Canada | 0.00% | Add +22.1% | 350,852 | $18.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -37.8% | 333,518 | $17.7M |
| Federation des caisses Desjardins du Quebec | 0.09% | Add +61.0% | 332,994 | $17.7M |
| Financial Consulate, Inc. | 4.45% | Add +4.5% | 332,863 | $17.6M |
| Flynn Zito Capital Management, LLC | 7.73% | Add +35.1% | 317,710 | $16.8M |
| Osaic Holdings, Inc. | 0.03% | Add +8.6% | 284,082 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.5% | 262,673 | $13.9M |
| Stifel Financial Corp. | 0.01% | Add +53.5% | 236,475 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -11.7% | 235,591 | $12.5M |
| Eagle Wealth Strategies LLC | 6.40% | New | 196,559 | $10.4M |
| Stratos Investment Management, LLC | 0.55% | Add +19.0% | 192,979 | $10.2M |
| Adapt Wealth Advisors, LLC | 4.18% | Add +5.5% | 161,811 | $8.6M |
| Redhawk Wealth Advisors, Inc. | 1.15% | Add +2.1% | 161,673 | $8.6M |
| Atria Investments, Inc | 0.11% | Reduce -5.5% | 155,778 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.1% | 142,272 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +19.6% | 141,195 | $7.5M |
| Captrust Financial Advisors | 0.02% | New | 134,512 | $7.1M |
| Jones Financial Companies LLLP | 0.01% | Add +103.9% | 130,970 | $6.9M |
| Keystone Financial Services, LLC | 5.62% | Add +7.0% | 125,137 | $6.6M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -3.8% | 124,003 | $6.6M |
| Snowden Capital Advisors LLC | 0.21% | Add +11.0% | 120,935 | $6.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 5.46% | New | 120,826 | $6.4M |
| Byrne Financial Freedom, LLC | 3.56% | Reduce -3.2% | 118,046 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +5.9% | 116,035 | $6.2M |
| IFP Advisors, Inc | 0.17% | Reduce -4.6% | 101,398 | $5.4M |
| KPP Advisory Services LLC | 0.99% | Add +28.5% | 98,456 | $5.2M |
| AllGen Financial Advisors, Inc. | 1.45% | New | 92,339 | $4.9M |
| Thomasville National Bank | 0.35% | Reduce -1.0% | 91,455 | $4.8M |
| Base Wealth Management LLC | 3.63% | — | 89,974 | $4.8M |
| Algorithmic Investment Models, LLC | 3.50% | Reduce -6.5% | 89,586 | $4.7M |
| &partners | 0.05% | Add +262.4% | 89,419 | $4.7M |
| Family Capital Management, Inc. | 2.76% | Add +0.0% | 84,337 | $4.5M |
| Advisor Resource Council | 0.36% | New | 83,788 | $4.4M |
| Geneos Wealth Management Inc. | 0.14% | Add +4.0% | 80,862 | $4.3M |
| WCG Wealth Advisors LLC | 0.32% | Add +508.5% | 80,606 | $4.3M |
| KMG Fiduciary Partners, LLC | 0.32% | Add +18.2% | 73,405 | $3.9M |
| Certified Advisory Corp | 0.41% | Reduce -0.9% | 67,480 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.4% | 67,031 | $3.6M |
| Bison Wealth, LLC | 0.32% | New | 65,563 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +1395.2% | 62,202 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.7% | 61,444 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Add +19.5% | 53,776 | $2.9M |
| Perigon Wealth Management, LLC | 0.06% | New | 47,606 | $2.5M |
| Berger Financial Group, Inc | 0.17% | Add +0.2% | 47,403 | $2.5M |
| M Holdings Securities, Inc. | 0.39% | New | 43,688 | $2.3M |
| Moneywise, Inc. | 1.07% | Reduce -2.6% | 38,131 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Add +28.1% | 34,957 | $1.9M |
| Landmark Wealth Management, Inc. | 0.87% | Reduce -8.3% | 34,418 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -9.6% | 33,428 | $1.8M |
| AIFG Consultants Ltd. | 2.92% | Reduce -2.4% | 33,422 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +7.0% | 33,420 | $1.8M |
| Riverbend Wealth Management, LLC | 1.47% | Reduce -0.7% | 30,974 | $1.6M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -0.6% | 30,913 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.3% | 30,565 | $1.6M |
| Larson Financial Group LLC | 0.07% | New | 29,511 | $1.6M |
| Empirical Asset Management, LLC | 0.53% | Add +2.3% | 29,442 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 28,827 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +33.3% | 28,403 | $1.5M |
| Ridgeline Wealth Planning, LLC | 1.42% | New | 27,304 | $1.4M |
| Integrity Financial Corp | 0.78% | Add +2.3% | 26,022 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +8.4% | 24,983 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.59% | Add +5.5% | 24,623 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -16.9% | 22,824 | $1.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +503.9% | 22,521 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -7.1% | 22,378 | $1.2M |
| HBW Advisory Services LLC | 0.17% | Add +7.3% | 22,098 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +111.7% | 22,370 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +30.7% | 21,378 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Add +17.6% | 19,738 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +11.6% | 19,206 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | New | 17,574 | $932K |
| IAG Wealth Partners, LLC | 0.14% | Add +13630.2% | 17,300 | $917K |
| Franklin Resources Inc. | 0.00% | Add +4.9% | 16,534 | $876K |
| Beaumont Financial Advisors, LLC | 0.07% | Add +3.3% | 16,472 | $873K |
| Mgo One Seven LLC | 0.03% | Add +8.8% | 14,966 | $793K |
| Strategic Equity Management | 0.33% | Add +1.1% | 14,703 | $779K |
| Axxcess Wealth Management, LLC | 0.02% | Add +2.2% | 14,452 | $766K |
| D.A. Davidson & Co. | 0.01% | Add +5.5% | 14,414 | $764K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +19.5% | 14,100 | $747K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.9% | 13,948 | $739K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +8.9% | 13,948 | $739K |
| Clear Point Advisors Inc. | 0.60% | Reduce -5.3% | 12,680 | $672K |
| Solano Wealth Investment Advisors LLC | 0.40% | Reduce -3.9% | 12,281 | $651K |
| Westover Capital Advisors, LLC | 0.14% | Add +0.2% | 11,722 | $621K |
| Mariner, LLC | 0.00% | Reduce -9.8% | 11,538 | $612K |
| Redwood Financial Network Corp | 0.45% | Add +2.6% | 11,205 | $594K |
| World Equity Group, Inc. | 0.17% | Reduce -29.7% | 10,904 | $578K |
"% 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.