Franklin U.S. Mid Cap MultifFLQMETF

13F holders, Q4 2025 (December 31)
171holders +8
13new positions
11sold out
3famous investors
$56.26avg. 13F price*

At the end of Q4 2025, 171 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings, up 8 from Q3 2025. 13 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($162.2M), Ameriprise Financial Inc. ($115.0M) and Raymond James Financial Inc. ($104.7M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$12.0M
Exits11$8.2M

All 13F filers, Q3 2025 → Q4 2025: 1,602,867 shares bought and 1,573,811 shares sold, net +29,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

LPL Financial LLC 0.04% Reduce -6.7% 2,883,203 $162.2M
Ameriprise Financial Inc. 0.03% Reduce -5.2% 2,044,877 $115.0M
Raymond James Financial Inc. 0.03% Add +3.8% 1,861,769 $104.7M
Orgel Wealth Management, LLC 1.88% Add +7.6% 1,510,839 $85.0M
Cetera Investment Advisers 0.08% Add +23.3% 1,311,994 $73.8M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -1.0% 965,916 $54.3M
Harbor Group, Inc. 6.97% Add +13.9% 826,653 $46.5M
Cwm, LLC 0.12% Reduce -20.7% 763,619 $43.0M
Larson Financial Group LLC 1.44% Add +13.5% 763,243 $42.9M
Bank of America Corp. 0.00% Reduce -10.6% 731,835 $41.2M
Morgan Stanley 0.00% Reduce -0.4% 688,993 $38.8M
HighTower Advisors, LLC 0.03% Add +4.3% 550,196 $31.0M
Private Advisor Group, LLC 0.13% Reduce -9.2% 509,296 $28.7M
Eagle Wealth Strategies LLC 10.97% Add +7.3% 418,739 $23.6M
Federation des caisses Desjardins du Quebec 0.09% Add +9.1% 397,358 $22.4M
Financial Consulate, Inc. 2.92% Add +4.4% 380,180 $21.4M
Stifel Financial Corp. 0.02% Add +1.6% 372,773 $21.0M
Royal Bank of Canada 0.00% Add +1.6% 321,692 $18.1M
Flynn Zito Capital Management, LLC 6.37% Add +4.5% 316,651 $17.8M
Jones Financial Companies LLLP 0.01% Add +6.3% 314,379 $17.7M
Osaic Holdings, Inc. 0.03% Reduce -8.9% 306,705 $17.3M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -0.4% 274,715 $15.5M
Envestnet Asset Management Inc. 0.00% Add +6.1% 252,639 $14.2M
Sherrill & Hutchins Financial Advisory, Inc 9.06% Add +9.4% 227,080 $12.8M
Stratos Investment Management, LLC 0.44% Reduce -0.5% 196,413 $11.1M
Redhawk Wealth Advisors, Inc. 1.23% Add +7.0% 194,888 $11.0M
Orion Porfolio Solutions, LLC 0.08% Add +1269.9% 186,362 $10.5M
TrustBank 4.28% — 182,565 $10.3M
OneDigital Investment Advisors LLC 0.10% Add +67.3% 177,308 $10.0M
Piedmont Capital Management, LLC 6.53% — 176,572 $9.9M
Janney Montgomery Scott LLC 0.02% Add +23.7% 176,292 $9.9M
AllGen Financial Advisors, Inc. 2.13% Reduce -9.7% 159,756 $9.0M
Integrity Financial Corp 4.38% Add +7.5% 153,724 $8.6M
Captrust Financial Advisors 0.02% Add +3.4% 149,858 $8.4M
Financial Management, Inc. 7.98% — 149,294 $8.4M
Keystone Financial Services, LLC 5.41% Add +3.2% 141,060 $7.9M
Snowden Capital Advisors LLC 0.19% Add +6.2% 132,109 $7.4M
Kestra Private Wealth Services, LLC 0.09% Reduce -4.1% 131,654 $7.4M
MML Investors Services, LLC 0.02% Reduce -72.7% 118,884 $6.7M
Two Sigma Investments, LP 0.01% New 112,600 $6.3M
NewEdge Advisors, LLC 0.02% Add +9103.5% 105,012 $5.9M
Algorithmic Investment Models, LLC 7.21% Reduce -2.4% 104,011 $5.9M
Commonwealth Equity Services, LLC 0.01% Reduce -30.9% 102,248 $5.8M
Sunrise Financial Services, LLC 4.21% — 99,262 $5.6M
KPP Advisory Services LLC 0.77% Add +15.7% 94,187 $5.3M
&partners 0.03% Add +5.2% 92,335 $5.2M
Family Capital Management, Inc. 2.17% Add +1.1% 86,921 $4.9M
KMG Fiduciary Partners, LLC 0.33% Add +1.3% 83,226 $4.7M
Thomasville National Bank 0.28% Add +4.2% 81,149 $4.6M
Advisory Services Network, LLC 0.06% Add +14.6% 77,455 $4.4M
Certified Advisory Corp 0.38% Add +0.7% 73,178 $4.1M
Kestra Advisory Services, LLC 0.02% Add +7.6% 68,280 $3.8M
Fort Washington Investment Advisors Inc. 0.02% Reduce -22.0% 63,714 $3.6M
Geneos Wealth Management Inc. 0.09% Reduce -32.6% 62,350 $3.5M
IFP Advisors, Inc 0.08% Reduce -1.5% 62,151 $3.5M
IAG Wealth Partners, LLC 0.40% Add +9.9% 61,822 $3.5M
Steward Partners Investment Advisory, LLC 0.02% Add +13.1% 57,208 $3.2M
Merit Financial Group, LLC 0.02% Reduce -0.4% 54,242 $3.1M
Vicus Capital 0.23% Add +14.3% 53,748 $3.0M
Equitable Holdings, Inc. 0.02% Reduce -15.9% 53,427 $3.0M
Thrivent Financial for Lutherans 0.01% New 48,599 $2.7M
Focus Financial Network, Inc. 0.09% Add +7.9% 46,516 $2.6M
Perigon Wealth Management, LLC 0.05% Reduce -3.5% 44,908 $2.5M
Intrua Financial, LLC 0.27% Add +30.6% 42,989 $2.4M
Berger Financial Group, Inc 0.14% Reduce -0.6% 42,746 $2.4M
Smartleaf Asset Management LLC 0.09% Reduce -17.1% 39,471 $2.2M
Byrne Financial Freedom, LLC 1.01% Reduce -6.0% 39,040 $2.2M
Ridgeline Wealth Planning, LLC 1.46% Add +3.1% 36,476 $2.1M
AIFG Consultants Ltd. 3.48% Add +19.7% 36,011 $2.0M
Oppenheimer & Co. Inc. 0.03% Add +4.1% 34,231 $1.9M
Riverbend Wealth Management, LLC 1.18% Add +5.1% 33,302 $1.9M
JPMorgan Chase & Co. 0.00% Add +604.4% 32,024 $1.8M
WCG Wealth Advisors LLC 0.04% Reduce -5.0% 28,353 $1.6M
Mutual Advisors, LLC 0.03% Reduce -9.3% 27,029 $1.5M
Hazlett, Burt & Watson, Inc. 0.47% Add +15.8% 26,398 $1.5M
Concurrent Investment Advisors, LLC 0.02% Add +6.8% 25,435 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -16.5% 25,285 $1.4M
Moneywise, Inc. 0.58% Reduce -19.3% 24,951 $1.4M
Franklin Resources Inc. 0.00% Add +18.6% 24,257 $1.4M
World Equity Group, Inc. 0.37% Reduce -2.1% 23,633 $1.3M
Leavell Investment Management, Inc. 0.05% Reduce -9.1% 22,918 $1.3M
Atria Investments, Inc 0.01% Reduce -73.5% 21,649 $1.2M
Citadel Advisors 0.00% Reduce -23.7% 20,504 $1.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.38% Add +1084.2% 19,349 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +736.3% 19,101 $1.1M
Truist Financial Corp. 0.00% Reduce -31.4% 18,836 $1.1M
Mgo One Seven LLC 0.02% Add +8.2% 18,490 $1.0M
Leo Wealth, LLC 0.07% New 18,215 $1.0M
Great Valley Advisor Group, Inc. 0.02% Add +1.0% 17,726 $997K
Dynamic Advisor Solutions LLC 0.03% Reduce -6.3% 17,460 $982K
Essex Financial Services, Inc. 0.05% Reduce -6.6% 16,959 $954K
Beaumont Financial Advisors, LLC 0.06% Add +1.3% 16,673 $938K
Forefront Wealth Partners, LLC 0.44% Add +45.0% 16,671 $938K
Harbour Investments, Inc. 0.02% Add +5.2% 16,085 $905K
Sigma Planning Corp 0.02% Add +46.4% 15,540 $874K
Sheets Smith Wealth Management 0.09% Add +4.3% 14,896 $838K
Axxcess Wealth Management, LLC 0.01% Add +1.9% 14,585 $821K
D.A. Davidson & Co. 0.00% Reduce -2.7% 14,050 $790K
Sanctuary Advisors, LLC 0.00% Add +34.1% 12,971 $730K
M Holdings Securities, Inc. 0.05% New 11,799 $664K

"% 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 171 holders