Franklin U.S. Mid Cap MultifFLQMETF
13F holders, Q2 2025 (June 30)165holders +16
26new positions
9sold out
2famous investors
$54.31avg. 13F price*
At the end of Q2 2025, 165 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings, up 16 from Q1 2025. 26 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($168.2M), Ameriprise Financial Inc. ($143.4M) and Raymond James Financial Inc. ($95.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.5M |
| Exits | 9 | $9.1M |
All 13F filers, Q1 2025 → Q2 2025: 3,730,448 shares bought and 891,729 shares sold, net +2,838,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| LPL Financial LLC | 0.06% | Add +19.8% | 3,097,402 | $168.2M |
| Ameriprise Financial Inc. | 0.04% | Add +1.7% | 2,643,176 | $143.4M |
| Raymond James Financial Inc. | 0.03% | Add +3.7% | 1,757,419 | $95.4M |
| Orgel Wealth Management, LLC | 1.75% | Reduce -9.4% | 1,340,239 | $72.8M |
| Cwm, LLC | 0.20% | Reduce -25.8% | 1,069,726 | $58.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +144.2% | 814,598 | $44.2M |
| Cetera Investment Advisers | 0.07% | Add +38.9% | 767,895 | $41.7M |
| Bogart Wealth, LLC | 1.72% | Add +3.8% | 740,023 | $40.2M |
| Bank of America Corp. | 0.00% | Add +35.6% | 677,284 | $36.8M |
| Morgan Stanley | 0.00% | Add +69.4% | 676,549 | $36.7M |
| Harbor Group, Inc. | 6.12% | Add +25.8% | 634,722 | $34.5M |
| Private Advisor Group, LLC | 0.18% | Add +14.5% | 607,443 | $33.0M |
| Larson Financial Group LLC | 1.10% | Add +1603.5% | 502,712 | $27.3M |
| HighTower Advisors, LLC | 0.03% | Add +9.7% | 490,517 | $26.6M |
| MML Investors Services, LLC | 0.07% | Reduce -6.3% | 426,190 | $23.1M |
| Financial Consulate, Inc. | 3.86% | Add +8.0% | 359,563 | $19.5M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +6.7% | 355,130 | $19.3M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 332,189 | $18.0M |
| Osaic Holdings, Inc. | 0.03% | Add +16.2% | 330,115 | $17.9M |
| Flynn Zito Capital Management, LLC | 7.32% | Add +0.7% | 319,921 | $17.4M |
| Stifel Financial Corp. | 0.02% | Add +25.4% | 296,439 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +17.6% | 277,069 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 253,264 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +68.0% | 219,997 | $11.9M |
| Stratos Investment Management, LLC | 0.49% | Add +1.1% | 195,190 | $10.6M |
| Eagle Wealth Strategies LLC | 5.84% | Reduce -2.1% | 192,333 | $10.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 7.35% | Add +44.1% | 174,064 | $9.5M |
| Redhawk Wealth Advisors, Inc. | 1.16% | Add +5.0% | 169,834 | $9.2M |
| Adapt Wealth Advisors, LLC | 4.07% | Add +3.6% | 167,660 | $9.1M |
| Atria Investments, Inc | 0.11% | Add +5.5% | 164,283 | $8.9M |
| AllGen Financial Advisors, Inc. | 2.38% | Add +76.5% | 162,943 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +12.6% | 159,024 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 142,861 | $7.8M |
| Captrust Financial Advisors | 0.02% | Add +5.5% | 141,927 | $7.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +13.1% | 140,217 | $7.6M |
| Keystone Financial Services, LLC | 5.43% | Add +5.1% | 131,534 | $7.1M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +12.3% | 130,342 | $7.1M |
| Snowden Capital Advisors LLC | 0.20% | Add +0.9% | 121,997 | $6.7M |
| Byrne Financial Freedom, LLC | 3.15% | Reduce -1.6% | 116,100 | $6.3M |
| Algorithmic Investment Models, LLC | 4.06% | Add +22.0% | 109,299 | $5.9M |
| WCG Wealth Advisors LLC | 0.34% | Add +20.4% | 97,090 | $5.3M |
| KPP Advisory Services LLC | 0.85% | Reduce -3.4% | 95,105 | $5.2M |
| IFP Advisors, Inc | 0.14% | Reduce -8.7% | 92,622 | $5.0M |
| Base Wealth Management LLC | 3.11% | Reduce -0.6% | 89,450 | $4.9M |
| Geneos Wealth Management Inc. | 0.12% | Add +9.4% | 88,449 | $4.8M |
| Bison Wealth, LLC | 0.38% | Add +33.3% | 87,360 | $4.8M |
| &partners | 0.04% | Reduce -1.9% | 87,711 | $4.8M |
| Family Capital Management, Inc. | 2.39% | Reduce -0.3% | 84,072 | $4.6M |
| KMG Fiduciary Partners, LLC | 0.32% | Add +9.3% | 80,272 | $4.4M |
| Thomasville National Bank | 0.29% | Reduce -13.7% | 78,915 | $4.3M |
| Integrity Financial Corp | 2.12% | Add +192.9% | 76,212 | $4.2M |
| Certified Advisory Corp | 0.41% | Add +6.9% | 72,111 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +6.2% | 71,207 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +12.1% | 68,887 | $3.7M |
| Advisory Services Network, LLC | 0.06% | Add +20.7% | 64,928 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +0.2% | 62,325 | $3.4M |
| Leo Wealth, LLC | 0.25% | New | 59,202 | $3.2M |
| Merit Financial Group, LLC | 0.03% | New | 56,572 | $3.1M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +284.1% | 54,160 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | New | 48,368 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | New | 47,563 | $2.6M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -1.5% | 46,872 | $2.5M |
| IAG Wealth Partners, LLC | 0.33% | Add +169.2% | 46,572 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +35.5% | 45,276 | $2.5M |
| M Holdings Securities, Inc. | 0.41% | Add +1.5% | 44,360 | $2.4M |
| Berger Financial Group, Inc | 0.15% | Reduce -7.6% | 43,815 | $2.4M |
| Vicus Capital | 0.19% | Add +693.1% | 41,041 | $2.2M |
| Focus Financial Network, Inc. | 0.09% | Add +14.6% | 40,063 | $2.2M |
| Ridgeline Wealth Planning, LLC | 1.54% | Add +26.5% | 34,534 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.6% | 32,556 | $1.8M |
| AIFG Consultants Ltd. | 3.42% | Reduce -3.5% | 32,268 | $1.8M |
| Riverbend Wealth Management, LLC | 1.30% | Add +2.5% | 31,734 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +36.6% | 30,549 | $1.7M |
| Moneywise, Inc. | 0.79% | Reduce -18.3% | 31,152 | $1.7M |
| Empirical Asset Management, LLC | 0.50% | Add +1.3% | 29,809 | $1.6M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -4.0% | 29,683 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 26,273 | $1.4M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.17% | Add +722.3% | 24,908 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +12.3% | 24,002 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -4.4% | 23,886 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.52% | Reduce -4.6% | 23,480 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -20.5% | 22,909 | $1.2M |
| Intrua Financial, LLC | 0.18% | Add +465.2% | 22,564 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Reduce -3.3% | 19,087 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +11.0% | 18,351 | $997K |
| Trademark Financial Management, LLC | 0.60% | New | 18,155 | $986K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -6.4% | 17,971 | $976K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.2% | 17,602 | $956K |
| AQR Capital Management | 0.00% | Reduce -22.9% | 17,249 | $937K |
| World Equity Group, Inc. | 0.25% | Add +55.8% | 16,988 | $923K |
| Mgo One Seven LLC | 0.03% | Add +9.5% | 16,383 | $890K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -2.9% | 15,995 | $869K |
| D.A. Davidson & Co. | 0.01% | Add +1.7% | 14,660 | $796K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.0% | 14,368 | $780K |
| Sheets Smith Wealth Management | 0.09% | New | 14,280 | $776K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -1.6% | 14,225 | $773K |
| Park Avenue Securities LLC | 0.01% | New | 13,644 | $741K |
| Harbour Investments, Inc. | 0.02% | Reduce -52.2% | 13,575 | $737K |
| Sigma Planning Corp | 0.02% | Reduce -44.2% | 12,732 | $691K |
| VeraBank, N.A. | 0.13% | New | 11,676 | $634K |
"% 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.