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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$16.1M
Exits16$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
Orion Porfolio Solutions, LLC 0.00% Reduce -95.1% 9,152 $503K
Principal Securities, Inc. 0.01% Add +11.3% 8,932 $491K
Onyx Bridge Wealth Group LLC 0.05% Add +116.6% 8,691 $477K
Strategic Equity Management 0.17% Reduce -21.6% 8,396 $461K
ProVise Management Group, LLC 0.03% Add +1.0% 8,318 $457K
Landmark Wealth Management, Inc. 0.17% Reduce -1.7% 8,278 $455K
Southland Equity Partners LLC 0.08% Reduce -1.7% 7,895 $434K
AQR Capital Management 0.00% Reduce -14.2% 7,792 $428K
J.W. Cole Advisors, Inc. 0.01% Reduce -9.0% 7,790 $428K
Cozad Asset Management Inc. 0.03% Add +0.1% 7,628 $419K
Pacific Sun Financial Corp 0.20% Add +4.5% 7,447 $409K
Greykasell Wealth Strategies, Inc. 0.15% No change 6,980 $383K
Summit Financial, LLC 0.00% Reduce -25.7% 6,538 $359K
Solano Wealth Investment Advisors LLC 0.18% Reduce -4.0% 6,446 $354K
Fulton Breakefield Broenniman LLC 0.02% No change 6,281 $345K
Park Avenue Securities LLC 0.00% Reduce -12.5% 6,192 $340K
International Assets Investment Management, LLC 0.02% Add +7.3% 6,176 $340K
Personal Cfo Solutions, LLC 0.05% No change 5,882 $323K
Redwood Financial Network Corp 0.21% Reduce -18.1% 5,866 $322K
FMR LLC 0.00% Add +0.9% 5,786 $318K
MBL Wealth, LLC 0.02% No change 5,660 $311K
Western Wealth Management, LLC 0.01% Reduce -7.1% 5,541 $304K
Axis Wealth Partners, LLC 0.16% Reduce -16.4% 5,357 $294K
Advisor Resource Council 0.11% Reduce -8.8% 5,270 $289K
Empirical Asset Management, LLC 0.07% Reduce -10.4% 4,934 $271K
Keystone Financial Group 0.02% Add +7.3% 4,794 $264K
Signature Wealth Management Group 0.09% New 4,452 $245K
Farther Finance Advisors, LLC 0.00% Reduce -12.7% 4,370 $240K
Nations Financial Group Inc, /Ia/ 0.01% New 4,306 $237K
Trademark Financial Management, LLC 0.11% Reduce -6.8% 4,165 $229K
D. E. Shaw & Co. 0.00% No change 4,152 $228K
Bison Wealth, LLC 0.02% Reduce -31.3% 4,092 $227K
Citigroup Inc. 0.00% Add +1259.3% 3,779 $208K
AdvisorNet Financial, Inc 0.01% Reduce -6.1% 3,697 $203K
Private Trust Co. NA 0.02% Reduce -0.3% 3,680 $202K
Wells Fargo & Company 0.00% Add +1401.6% 2,823 $155K
Access Investment Management LLC 0.03% New 2,153 $118K
Ancora Advisors LLC 0.00% No change 1,656 $91K
Capital Investment Advisory Services, LLC 0.01% Reduce -5.0% 1,632 $90K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,489 $82K
Capital Analysts, LLC 0.00% Reduce -70.2% 1,106 $60K
Richards, Merrill & Peterson, Inc. 0.02% New 949 $52K
Fifth Third Bancorp 0.00% New 909 $50K
Bogart Wealth, LLC 0.00% No change 495 $27K
Clearstead Advisors, LLC 0.00% No change 485 $27K
First Heartland Consultants, Inc. 0.00% Reduce -0.8% 3,823 $21K
Bessemer Group Inc. 0.00% No change 300 $16K
Security National Bank 0.00% New 290 $16K
Vanguard Advisers Inc. 0.00% — 265 $15K
C M Bidwell & Associates Ltd. 0.01% No change 260 $14K
Signature Equity Partners, LLC 0.01% Reduce -0.8% 246 $14K
Golden State Wealth Management, LLC 0.00% No change 237 $13K
O'shaughnessy Asset Management, LLC 0.00% No change 199 $11K
Allworth Financial LP 0.00% No change 175 $10K
Assetmark, Inc. 0.00% Add +766.7% 156 $9K
Nova Wealth Management, Inc. 0.01% No change 145 $8K
Frazier Financial Advisors, LLC 0.00% No change 119 $7K
Evolution Wealth Management Inc. 0.00% No change 113 $6K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -23.1% 100 $6K
Keating Financial Advisory Services, Inc. 0.00% New 94 $5K
AE Wealth Management LLC 0.00% Reduce -79.3% 63 $3K
Trust Co 0.00% No change 51 $3K
National Bank of Canada 0.00% New 44 $2K
WealthShield Partners, LLC 0.00% New 43 $2K
SHP Wealth Management 0.00% New 32 $2K

"% 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.