Franklin U.S. Mid Cap MultifFLQMETF
13F holders, Q1 2026 (March 31)165holders −6
15new positions
16sold out
3famous investors
$54.91avg. 13F price*
At the end of Q1 2026, 165 institutions reported holding Franklin U.S. Mid Cap Multif (FLQM) in their 13F filings, down 6 from Q4 2025. 15 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($170.5M), Ameriprise Financial Inc. ($112.1M) and Orgel Wealth Management, LLC ($98.7M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $16.1M |
| Exits | 16 | $28.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,577,893 shares bought and 1,818,938 shares sold, net −241,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| LPL Financial LLC | 0.05% | Add +7.6% | 3,103,326 | $170.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.2% | 2,040,141 | $112.1M |
| Orgel Wealth Management, LLC | 2.13% | Add +18.9% | 1,796,639 | $98.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -18.3% | 1,521,760 | $83.6M |
| Cetera Investment Advisers | 0.09% | Add +10.9% | 1,454,613 | $79.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -5.5% | 912,530 | $50.1M |
| Harbor Group, Inc. | 7.16% | Add +9.0% | 901,408 | $49.5M |
| Larson Financial Group LLC | 1.58% | Add +17.8% | 899,001 | $49.4M |
| Bank of America Corp. | 0.00% | Reduce -7.8% | 675,138 | $37.1M |
| Cwm, LLC | 0.10% | Reduce -12.6% | 667,636 | $36.7M |
| Morgan Stanley | 0.00% | Reduce -6.8% | 642,184 | $35.3M |
| HighTower Advisors, LLC | 0.03% | Add +7.0% | 588,955 | $32.4M |
| Private Advisor Group, LLC | 0.13% | Reduce -4.7% | 485,374 | $26.7M |
| Eagle Wealth Strategies LLC | 10.56% | Add +4.8% | 438,625 | $24.1M |
| Federation des caisses Desjardins du Quebec | 0.09% | Add +8.3% | 430,250 | $23.6M |
| Stifel Financial Corp. | 0.02% | Add +10.6% | 412,315 | $22.6M |
| Financial Consulate, Inc. | 2.57% | Reduce -1.1% | 376,016 | $20.7M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 322,764 | $17.7M |
| Jones Financial Companies LLLP | 0.01% | Add +1.5% | 318,988 | $17.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 271,955 | $14.9M |
| Flynn Zito Capital Management, LLC | 4.66% | Reduce -16.1% | 265,790 | $14.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -20.9% | 242,476 | $13.3M |
| Sherrill & Hutchins Financial Advisory, Inc | 7.82% | Add +6.2% | 241,098 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -12.4% | 240,505 | $13.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +15.9% | 204,337 | $11.2M |
| Stratos Investment Management, LLC | 0.44% | Add +2.1% | 200,619 | $11.0M |
| Redhawk Wealth Advisors, Inc. | 1.21% | Add +2.1% | 198,923 | $10.9M |
| TrustBank | 3.92% | Add +0.7% | 183,900 | $10.1M |
| Piedmont Capital Management, LLC | 6.51% | Add +0.7% | 177,715 | $9.8M |
| Integrity Financial Corp | 4.35% | Add +3.6% | 159,272 | $8.7M |
| Financial Management, Inc. | 7.98% | Add +3.6% | 154,616 | $8.5M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -12.9% | 154,458 | $8.5M |
| Keystone Financial Services, LLC | 5.55% | Add +6.6% | 150,313 | $8.3M |
| Snowden Capital Advisors LLC | 0.19% | Add +0.1% | 132,226 | $7.3M |
| NewEdge Advisors, LLC | 0.03% | Add +20.2% | 126,264 | $6.9M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -8.9% | 119,885 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +254.2% | 113,435 | $6.1M |
| Algorithmic Investment Models, LLC | 7.39% | Add +4.9% | 109,070 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.9% | 108,303 | $5.9M |
| Independent Advisor Alliance | 0.06% | New | 104,772 | $5.8M |
| AssuredPartners Investment Advisors, LLC | 0.58% | New | 95,984 | $5.3M |
| &partners | 0.03% | Add +2.1% | 94,290 | $5.2M |
| Captrust Financial Advisors | 0.01% | Reduce -37.0% | 94,450 | $5.2M |
| KPP Advisory Services LLC | 0.71% | Reduce -6.0% | 88,493 | $4.9M |
| KMG Fiduciary Partners, LLC | 0.35% | Add +2.1% | 84,997 | $4.7M |
| Advisory Services Network, LLC | 0.06% | Add +4.9% | 81,243 | $4.5M |
| Family Capital Management, Inc. | 1.98% | Reduce -6.6% | 81,169 | $4.5M |
| IFP Advisors, Inc | 0.09% | Add +27.3% | 79,088 | $4.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.9% | 64,952 | $3.6M |
| IAG Wealth Partners, LLC | 0.40% | Add +4.4% | 64,530 | $3.5M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -4.6% | 59,503 | $3.3M |
| Vicus Capital | 0.24% | Add +9.6% | 58,914 | $3.2M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -10.6% | 56,969 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.5% | 52,938 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Add +12.3% | 52,228 | $2.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +12.2% | 50,402 | $2.8M |
| Intrua Financial, LLC | 0.29% | Add +14.7% | 49,295 | $2.7M |
| Merit Financial Group, LLC | 0.02% | Reduce -12.1% | 47,708 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -14.8% | 45,536 | $2.6M |
| Berger Financial Group, Inc | 0.14% | Add +2.8% | 43,939 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 40,035 | $2.2M |
| Smartleaf Asset Management LLC | 0.08% | Reduce -0.0% | 39,461 | $2.1M |
| Byrne Financial Freedom, LLC | 0.99% | Reduce -4.0% | 37,487 | $2.1M |
| Ridgeline Wealth Planning, LLC | 1.46% | Reduce -0.4% | 36,335 | $2.0M |
| Riverbend Wealth Management, LLC | 1.23% | Add +8.2% | 36,037 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.7% | 32,968 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -74.6% | 30,239 | $1.7M |
| WCG Wealth Advisors LLC | 0.04% | Add +2.0% | 28,913 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.46% | Add +1.3% | 26,727 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.9% | 26,163 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +4.8% | 25,423 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -6.4% | 25,311 | $1.4M |
| World Equity Group, Inc. | 0.36% | Add +5.9% | 25,028 | $1.4M |
| Atria Investments, Inc | 0.01% | Add +8.5% | 23,494 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.3% | 23,434 | $1.3M |
| Citadel Advisors | 0.00% | Add +11.9% | 22,945 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 22,252 | $1.2M |
| Moneywise, Inc. | 0.49% | Reduce -18.3% | 20,382 | $1.1M |
| Forefront Wealth Partners, LLC | 0.46% | Add +20.6% | 20,108 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 18,548 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.8% | 17,796 | $978K |
| Beaumont Financial Advisors, LLC | 0.07% | Add +6.5% | 17,748 | $975K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.40% | Reduce -9.2% | 17,566 | $965K |
| Essex Financial Services, Inc. | 0.05% | Reduce -1.0% | 16,782 | $922K |
| Harbour Investments, Inc. | 0.01% | Add +3.6% | 16,669 | $916K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -28.0% | 16,503 | $907K |
| Sheets Smith Wealth Management | 0.10% | Add +8.1% | 16,098 | $884K |
| Jane Street Group, LLC | 0.00% | New | 15,528 | $853K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.5% | 13,980 | $768K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -21.6% | 13,694 | $752K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.7% | 12,880 | $707K |
| Planwiser Financial, LLC | 0.48% | Add +4.2% | 11,701 | $661K |
| HighPoint Advisor Group LLC | 0.03% | Add +0.0% | 11,642 | $639K |
| Mariner, LLC | 0.00% | Add +0.1% | 11,626 | $639K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +22.5% | 11,152 | $613K |
| Sunrise Financial Services, LLC | 0.39% | Reduce -89.8% | 10,118 | $556K |
| Sigma Planning Corp | 0.01% | Reduce -36.9% | 9,803 | $538K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -6.1% | 9,759 | $536K |
| Leo Wealth, LLC | 0.04% | Reduce -46.5% | 9,747 | $535K |
| VeraBank, N.A. | 0.09% | Reduce -3.2% | 9,186 | $505K |
"% 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.