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

050100150200 Q1 2024: 97Q1 2024Q2 2024: 106Q2 2024Q3 2024: 128Q3 2024Q4 2024: 147Q4 2024Q1 2025: 149Q1 2025Q2 2025: 165Q2 2025Q3 2025: 163Q3 2025Q4 2025: 171Q4 2025Q1 2026: 165Q1 2026Q2 2026: 166Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$19.5M
Exits9$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
Mariner, LLC 0.00% Add +1.1% 11,660 $633K
Strategic Equity Management 0.23% Reduce -22.5% 11,393 $619K
Cornerstone Wealth Management, LLC 0.04% Add +7.2% 10,901 $592K
Redwood Financial Network Corp 0.40% Reduce -3.9% 10,771 $585K
Clear Point Advisors Inc. 0.49% Reduce -15.2% 10,750 $584K
Planwiser Financial, LLC 0.46% Reduce -2.3% 9,728 $538K
ProVise Management Group, LLC 0.04% Reduce -0.8% 9,362 $508K
Wells Fargo & Company 0.00% New 9,139 $496K
HRT Financial LP 0.00% New 9,118 $495K
Integrated Wealth Concepts LLC 0.00% New 8,887 $483K
Pinnacle Financial Partners Inc 0.01% No change 8,615 $468K
Landmark Wealth Management, Inc. 0.20% Reduce -75.1% 8,565 $465K
Farther Finance Advisors, LLC 0.01% Reduce -62.2% 8,513 $462K
Southland Equity Partners LLC 0.10% Reduce -0.1% 8,226 $447K
J.W. Cole Advisors, Inc. 0.01% Add +7.8% 8,151 $443K
Sanctuary Advisors, LLC 0.00% New 7,729 $420K
Solano Wealth Investment Advisors LLC 0.21% Reduce -37.8% 7,634 $415K
IFG Advisory, LLC 0.02% Add +43.5% 7,480 $406K
Pacific Sun Financial Corp 0.20% Reduce -2.2% 7,012 $381K
Greykasell Wealth Strategies, Inc. 0.18% New 6,980 $379K
Arkadios Wealth Advisors 0.01% Add +10.2% 6,971 $379K
D. E. Shaw & Co. 0.00% No change 6,905 $375K
Personal Cfo Solutions, LLC 0.07% New 6,867 $373K
Investor's Fiduciary Advisor Network, LLC 0.13% Reduce -18.4% 6,498 $352K
Fulton Breakefield Broenniman LLC 0.02% No change 6,281 $341K
Principal Securities, Inc. 0.01% Add +16.3% 6,265 $340K
Western Wealth Management, LLC 0.02% Reduce -1.7% 6,139 $333K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -26.9% 6,052 $329K
Axis Wealth Partners, LLC 0.21% Add +25.0% 6,023 $327K
GeoWealth Management, LLC 0.01% Reduce -5.1% 5,889 $320K
MBL Wealth, LLC 0.03% New 5,575 $303K
Cozad Asset Management Inc. 0.03% New 5,368 $292K
Scotia Capital Inc. 0.00% Add +1.4% 4,884 $265K
Private Trust Co. NA 0.02% Reduce -1.3% 4,624 $251K
Onyx Bridge Wealth Group LLC 0.03% Reduce -33.4% 4,021 $218K
AdvisorNet Financial, Inc 0.01% No change 3,998 $217K
International Assets Investment Management, LLC 0.02% Reduce -14.0% 3,964 $215K
First Heartland Consultants, Inc. 0.02% Reduce -5.5% 3,947 $214K
FMR LLC 0.00% Add +73.5% 3,346 $182K
Ancora Advisors LLC 0.00% Add +3.7% 1,869 $102K
CIBC Private Wealth Group LLC 0.00% No change 1,640 $89K
Capital Investment Advisory Services, LLC 0.01% New 1,497 $81K
Capital Analysts, LLC 0.00% Add +788.4% 1,297 $70K
NewEdge Advisors, LLC 0.00% Add +44.4% 1,061 $58K
Ameritas Advisory Services, LLC 0.00% New 969 $53K
National Bank of Canada 0.00% Add +16.2% 581 $32K
UBS Group AG 0.00% No change 532 $29K
Clearstead Advisors, LLC 0.00% No change 485 $26K
Nova Wealth Management, Inc. 0.02% Reduce -48.5% 475 $26K
Allworth Financial LP 0.00% Add +37.4% 437 $24K
Bank of Montreal 0.00% Reduce -92.7% 432 $23K
AE Wealth Management LLC 0.00% Reduce -26.5% 305 $17K
MTM Investment Management, LLC 0.01% New 296 $16K
Elevation Point Wealth Partners, LLC 0.00% New 250 $14K
US Bancorp \de 0.00% New 241 $13K
C M Bidwell & Associates Ltd. 0.01% No change 240 $13K
Golden State Wealth Management, LLC 0.00% No change 237 $13K
McIlrath & Eck, LLC 0.00% No change 207 $11K
Dunhill Financial, LLC 0.00% New 201 $11K
Johnson Financial Group, Inc. 0.00% New 170 $9K
Frazier Financial Advisors, LLC 0.00% No change 117 $6K
Global Retirement Partners, LLC 0.00% — 22 $1K
Assetmark, Inc. 0.00% New 18 $978
JPMorgan Chase & Co. 0.00% Reduce -97.5% 10 $543
CoreCap Advisors, LLC 0.00% New 8 $434

"% 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.