Franklin U.S. Mid Cap MultifFLQMETF

13F holders, Q3 2025 (September 30)
163holders −2
14new positions
15sold out
3famous investors
$56.45avg. 13F price*

At the end of Q3 2025, 163 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings, down 2 from Q2 2025. 14 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($174.5M), Ameriprise Financial Inc. ($121.8M) and Raymond James Financial Inc. ($101.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions14$9.4M
Exits15$22.6M

All 13F filers, Q2 2025 → Q3 2025: 1,925,100 shares bought and 2,265,680 shares sold, net −340,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 163 holders

LPL Financial LLC 0.05% Reduce -0.2% 3,090,503 $174.5M
Ameriprise Financial Inc. 0.03% Reduce -18.4% 2,157,799 $121.8M
Raymond James Financial Inc. 0.03% Add +2.1% 1,793,802 $101.3M
Orgel Wealth Management, LLC 1.81% Add +4.7% 1,403,767 $79.2M
Cetera Investment Advisers 0.07% Add +38.6% 1,064,089 $60.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +19.8% 975,462 $55.1M
Cwm, LLC 0.16% Reduce -10.0% 962,788 $54.3M
Bank of America Corp. 0.00% Add +20.9% 818,615 $46.2M
Harbor Group, Inc. 6.51% Add +14.3% 725,480 $41.0M
Morgan Stanley 0.00% Add +2.3% 691,845 $39.1M
Larson Financial Group LLC 1.33% Add +33.7% 672,283 $38.0M
Private Advisor Group, LLC 0.16% Reduce -7.7% 560,821 $31.7M
HighTower Advisors, LLC 0.03% Add +7.6% 527,626 $29.8M
MML Investors Services, LLC 0.07% Add +2.1% 435,074 $24.6M
Eagle Wealth Strategies LLC 10.96% Add +102.9% 390,301 $22.0M
Stifel Financial Corp. 0.02% Add +23.8% 366,981 $20.7M
Federation des caisses Desjardins du Quebec 0.08% Add +2.5% 364,164 $20.6M
Financial Consulate, Inc. 2.90% Add +1.3% 364,147 $20.6M
Osaic Holdings, Inc. 0.03% Add +2.0% 336,660 $19.1M
Royal Bank of Canada 0.00% Reduce -4.6% 316,759 $17.9M
Flynn Zito Capital Management, LLC 6.32% Reduce -5.3% 303,080 $17.1M
Jones Financial Companies LLLP 0.01% Add +34.4% 295,755 $16.7M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -0.4% 275,905 $15.6M
Envestnet Asset Management Inc. 0.00% Reduce -6.0% 238,119 $13.4M
Sherrill & Hutchins Financial Advisory, Inc 8.49% Add +19.3% 207,631 $11.7M
Stratos Investment Management, LLC 0.46% Add +1.1% 197,293 $11.1M
Redhawk Wealth Advisors, Inc. 1.19% Add +7.3% 182,198 $10.3M
AllGen Financial Advisors, Inc. 2.45% Add +8.6% 176,960 $10.0M
Commonwealth Equity Services, LLC 0.01% Add +3.6% 148,050 $8.4M
Captrust Financial Advisors 0.02% Add +2.1% 144,938 $8.2M
Integrity Financial Corp 3.86% Add +87.6% 142,949 $8.1M
Janney Montgomery Scott LLC 0.02% Reduce -10.4% 142,502 $8.0M
Kestra Private Wealth Services, LLC 0.10% Add +5.3% 137,314 $7.8M
Keystone Financial Services, LLC 5.40% Add +3.9% 136,666 $7.7M
Snowden Capital Advisors LLC 0.19% Add +1.9% 124,371 $7.0M
Bison Wealth, LLC 0.61% Add +35.9% 118,703 $6.6M
Algorithmic Investment Models, LLC 3.99% Reduce -2.5% 106,535 $6.0M
OneDigital Investment Advisors LLC 0.06% Add +122.8% 105,972 $6.0M
Base Wealth Management LLC 3.12% Add +8.4% 96,971 $5.5M
Geneos Wealth Management Inc. 0.13% Add +4.5% 92,467 $5.2M
&partners 0.03% Add +0.1% 87,769 $5.0M
Family Capital Management, Inc. 2.32% Add +2.3% 85,962 $4.9M
KMG Fiduciary Partners, LLC 0.31% Add +2.3% 82,133 $4.6M
Fort Washington Investment Advisors Inc. 0.03% Add +50.8% 81,694 $4.6M
Atria Investments, Inc 0.05% Reduce -50.3% 81,583 $4.6M
KPP Advisory Services LLC 0.68% Reduce -14.4% 81,376 $4.6M
Thomasville National Bank 0.28% Reduce -1.3% 77,869 $4.4M
Certified Advisory Corp 0.39% Add +0.8% 72,672 $4.1M
Advisory Services Network, LLC 0.06% Add +4.1% 67,567 $3.8M
Equitable Holdings, Inc. 0.03% Reduce -7.8% 63,534 $3.6M
Kestra Advisory Services, LLC 0.02% Reduce -10.9% 63,465 $3.6M
IFP Advisors, Inc 0.09% Reduce -31.9% 63,108 $3.6M
IAG Wealth Partners, LLC 0.38% Add +20.7% 56,230 $3.2M
Merit Financial Group, LLC 0.03% Reduce -3.7% 54,454 $3.1M
Steward Partners Investment Advisory, LLC 0.02% Add +11.7% 50,584 $2.9M
Smartleaf Asset Management LLC 0.17% New 47,588 $2.7M
Vicus Capital 0.20% Add +14.6% 47,024 $2.7M
Perigon Wealth Management, LLC 0.05% Reduce -0.7% 46,523 $2.6M
Focus Financial Network, Inc. 0.09% Add +7.6% 43,105 $2.4M
Berger Financial Group, Inc 0.15% Reduce -1.8% 43,010 $2.4M
Byrne Financial Freedom, LLC 1.17% Reduce -64.2% 41,532 $2.3M
Ridgeline Wealth Planning, LLC 1.50% Add +2.5% 35,394 $2.0M
Intrua Financial, LLC 0.22% Add +45.9% 32,910 $1.9M
Oppenheimer & Co. Inc. 0.02% Add +37.0% 32,887 $1.9M
Riverbend Wealth Management, LLC 1.25% Reduce -0.1% 31,690 $1.8M
Moneywise, Inc. 0.79% Reduce -0.7% 30,923 $1.7M
Stratos Wealth Partners, LTD. 0.02% Reduce -7.0% 30,270 $1.7M
AIFG Consultants Ltd. 2.99% Reduce -6.8% 30,087 $1.7M
WCG Wealth Advisors LLC 0.11% Reduce -69.3% 29,828 $1.7M
Mutual Advisors, LLC 0.04% Reduce -2.4% 29,818 $1.7M
Truist Financial Corp. 0.00% Reduce -56.0% 27,456 $1.5M
Citadel Advisors 0.00% New 26,860 $1.5M
Susquehanna International Group, LLP 0.00% New 26,743 $1.5M
Leavell Investment Management, Inc. 0.06% Reduce -15.1% 25,208 $1.4M
World Equity Group, Inc. 0.31% Add +42.1% 24,141 $1.4M
Concurrent Investment Advisors, LLC 0.02% New 23,822 $1.3M
Hazlett, Burt & Watson, Inc. 0.45% Reduce -2.9% 22,792 $1.3M
Franklin Resources Inc. 0.00% Add +11.4% 20,452 $1.2M
Trademark Financial Management, LLC 0.63% Add +4.9% 19,048 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +3.7% 18,637 $1.1M
Essex Financial Services, Inc. 0.06% Reduce -4.9% 18,152 $1.0M
Great Valley Advisor Group, Inc. 0.02% Reduce -0.3% 17,549 $991K
Mgo One Seven LLC 0.02% Add +4.3% 17,083 $964K
Beaumont Financial Advisors, LLC 0.06% Add +2.9% 16,459 $929K
Harbour Investments, Inc. 0.02% Add +12.6% 15,284 $863K
AQR Capital Management 0.00% Reduce -13.6% 14,907 $842K
Empirical Asset Management, LLC 0.23% Reduce -50.8% 14,656 $827K
D.A. Davidson & Co. 0.01% Reduce -1.5% 14,446 $815K
Axxcess Wealth Management, LLC 0.02% Add +0.6% 14,310 $808K
Sheets Smith Wealth Management 0.09% No change 14,280 $806K
Orion Porfolio Solutions, LLC 0.01% Reduce -5.3% 13,604 $768K
Planwiser Financial, LLC 0.58% Add +37.5% 13,379 $733K
Summit Financial, LLC 0.01% New 12,356 $697K
Mariner, LLC 0.00% Reduce -0.6% 11,590 $654K
Forefront Wealth Partners, LLC 0.16% New 11,493 $649K
Strategic Equity Management 0.24% No change 11,393 $643K
Clear Point Advisors Inc. 0.48% Add +1.0% 10,862 $613K
Sigma Planning Corp 0.02% Reduce -16.6% 10,616 $599K
Cornerstone Wealth Management, LLC 0.03% Reduce -9.6% 9,860 $557K
Sanctuary Advisors, LLC 0.00% Add +25.1% 9,672 $546K

"% 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.

Show all 163 holders