Franklin U.S. Mid Cap MultifFLQMETF
13F holders, Q1 2026 (March 31)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 |
| 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.