Institutional Ownership Franklin Templeton ETF Tr (FLCH)
This table provides information about the institutional ownership of Franklin Templeton ETF Tr (FLCH). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $74.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
1,321,454
shares
|
$24.6 Million
9.86% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
675,560
shares
|
$12.6 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
425,000
shares
|
$7.9 Million
0.58% of portfolio
|
Q3 2023
New holding
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
337,859
shares
|
$6.28 Million
0.09% of portfolio
|
Q3 2024
Added 4.68%
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
284,017
shares
|
$5.28 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
145,714
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2023
Reduced 17.07%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
126,422
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
122,989
shares
|
$2.29 Million
1.23% of portfolio
|
Q2 2022
New holding
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
60,000
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
55,319
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.32%
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
43,865
shares
|
$815,011
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
42,341
shares
|
$786,695
0.11% of portfolio
|
Q3 2024
Added 66.5%
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
39,400
shares
|
$732,051
0.24% of portfolio
|
Q3 2024
Added 30.9%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
39,037
shares
|
$725,307
0.01% of portfolio
|
Q3 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
35,915
shares
|
$667,300
0.01% of portfolio
|
Q3 2024
Reduced 76.9%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
35,599
shares
|
$661,429
0.03% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
33,480
shares
|
$622,058
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
31,362
shares
|
$582,705
0.06% of portfolio
|
Q3 2024
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
29,467
shares
|
$547,496
0.01% of portfolio
|
Q3 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,981
shares
|
$538,466
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
14,480
shares
|
$269,038
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,109
shares
|
$224,985
0.0% of portfolio
|
Q3 2024
Added 3.48%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,549
shares
|
$214,580
0.02% of portfolio
|
Q2 2023
Reduced 5.51%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
9,285
shares
|
$172,515
0.03% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,363
shares
|
$155,384
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|