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Get Institutions for : 
Franklin Libertyq Us Mid Cap Equity Etf (FLQM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    7
Total shares held : 
6,775,637  
% of shares held : 
75.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  31  
Amount of shares held : 
1,825,827  
% of shares held change : 
  20.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 140,352
 2.07%
 
Increased Positions :
42
 1,914,502
 28.26%
 
Unchanged Positions :
6
 4,456
 0.07%
 
Decreased Positions :
18
-122,921
-1.81%
 
Closed Positions :
6
-106,106
-1.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 341 - 2024-03-31 1,732,237 $92,605,000 187,726
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 196 - 2024-03-31 1,267,310 $67,750,000 408,202
   CWM LLC 119 - 2024-03-31 676,560 $36,169,000 264,848
   IHT Wealth Management LLC 19 - 2024-03-31 387,976 $20,741,000 78,869
   BANK OF AMERICA CORP /DE/ 1907 - 2024-03-31 386,004 $20,636,000 194,423
   GeoWealth Management LLC 36 - 2024-03-31 313,262 $16,747,000 -3,470
   FINANCIAL CONSULATE INC 9 *New 2024-03-31 275,661 $14,737,000 275,661
   Private Advisor Group LLC 187 - 2024-03-31 262,010 $14,007,000 -17,074
   Advisor Group Holdings Inc. 616 - 2024-03-31 217,071 $11,606,000 56,337
   Cetera Investment Advisers 652 *New 2024-03-31 197,314 $10,548,000 197,314
   ROYAL BANK OF CANADA 1457 - 2024-03-31 196,368 $10,498,000 68,165
   Fundamentun LLC 32 - 2024-03-31 183,466 $9,808,000 -34,730
   FLYNN ZITO CAPITAL MANAGEMENT LLC 6 - 2024-03-31 170,039 $9,090,000 79
   RAYMOND JAMES & ASSOCIATES 1261 - 2024-03-31 156,429 $8,363,000 35,028
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 524 - 2024-03-31 153,506 $8,206,000 15,302
   MULTIFINANCIAL SECURITIES CORP 303 - 2024-03-31 153,008 $8,180,000 -28,758
   MONEYWISE INC. 9 - 2024-03-31 128,694 $6,880,000 -94,589
   STIFEL FINANCIAL CORP 1063 - 2024-03-31 107,552 $5,750,000 16,626
   Snowden Capital Advisors LLC 157 - 2024-03-31 98,908 $5,288,000 -1,535
   COMMONWEALTH EQUITY SERVICES LLC. 1122 - 2024-03-31 98,849 $5,284,000 88,961
   Leo Wealth LLC 37 - 2024-03-31 91,996 $4,892,000 17,302
   TNB FINANCIAL 48 - 2024-03-31 90,040 $4,814,000 1,757
   Geneos Wealth Management Inc. 119 - 2024-03-31 89,110 $4,764,000 12,377
   KPP Advisory Services LLC 18 - 2024-03-31 87,263 $4,665,000 87,263
   Federation des caisses Desjardins du Quebec 323 - 2024-03-31 84,535 $4,519,000 0
   Berger Financial Group Inc 80 *New 2024-03-31 81,351 $4,349,000 81,351
   Redhawk Wealth Advisors Inc. 38 - 2024-03-31 77,600 $4,149,000 73,254
   Paul Damon & Associates Inc. 9 - 2024-03-31 77,299 $4,132,000 3,128
   KESTRA PRIVATE WEALTH SERVICES LLC 232 - 2024-03-31 76,685 $4,100,000 25,380
   IFP Advisors Inc 142 - 2023-12-31 69,008 $3,321,000 -1,588
   Lakeview Capital Partners LLC 43 - 2024-03-31 61,464 $3,286,000 16,537
   H D Vest Advisory Services 403 - 2024-03-31 60,939 $3,258,000 -4,941
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 666 - 2024-03-31 60,175 $3,217,000 38,060
   WCG Wealth Advisors LLC 97 - 2024-03-31 53,110 $2,839,000 8,278
   Equitable Holdings Inc. 358 - 2024-03-31 52,294 $2,796,000 -1,451
   MORGAN STANLEY 4308 - 2024-03-31 47,587 $2,544,000 9,119
   Stratos Wealth Partners LTD. 385 - 2024-03-31 46,058 $2,462,000 -24,413
   FINANCIAL NETWORK 941 - 2024-03-31 43,810 $2,342,000 -422
   Kestra Advisory Services LLC 814 - 2024-03-31 42,690 $2,282,000 2,253
   Solano Wealth Management Inc. 12 - 2024-03-31 40,323 $2,156,000 4,603
   Steward Partners Investment Advisory LLC 636 *New 2024-03-31 30,437 $1,627,000 30,437
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2046 - 2024-03-31 28,894 $1,545,000 -13,082
   JANE STREET GROUP LLC 2559 - 2024-03-31 28,673 $1,533,000 4,463
   LEAVELL T & ASSOCIATES INC 215 - 2024-03-31 28,275 $1,512,000 975
   Per Stirling Capital Management LLC. 67 - 2024-03-31 26,264 $1,404,000 -1,514
   Cornerstone Wealth Management LLC 160 - 2024-03-31 26,101 $1,395,000 1,289
   Integrity Financial Corp /WA 29 - 2024-03-31 23,974 $1,282,000 28
   ATRIA INVESTMENTS LLC 863 - 2024-03-31 22,971 $1,228,000 -1,933
   Empirical Asset Management LLC 43 - 2024-03-31 22,407 $1,198,000 -1,513
   LINCOLN NATIONAL CORP 507 - 2024-03-31 19,638 $1,050,000 4,062
   Mutual Advisors LLC 490 - 2024-03-31 17,270 $923,000 -13,941
   JANNEY MONTGOMERY SCOTT LLC 1561 *New 2024-03-31 16,989 $908,000 16,989
   Kingsview Wealth Management LLC 519 - 2024-03-31 16,734 $895,000 484
   ESSEX FINANCIAL SERVICES INC 235 - 2024-03-31 15,228 $814,000 2,612
   HAZLETT BURT & WATSON INC. 43 - 2024-03-31 15,001 $802,000 2,123
   Dynamic Advisors Solutions LLC 487 - 2024-03-31 14,902 $797,000 193
   MARINER WEALTH ADVISORS, LLC 1763 - 2024-03-31 13,150 $703,000 -2,760
   Clear Point Advisors Inc. 47 - 2024-03-31 12,886 $689,000 410
   GOLDMAN SACHS GROUP INC/ 3770 *New 2024-03-31 12,832 $686,000 12,832
   DAVIDSON D A & CO 862 - 2024-03-31 12,825 $686,000 2,480
   FRANKLIN RESOURCES INC 1996 - 2024-03-31 12,543 $671,000 486
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 293 - 2024-03-31 12,565 $668,000 -975
   Integrated Wealth Concepts LLC 1007 - 2024-03-31 10,224 $547,000 2,742
   AMERIPRISE FINANCIAL INC 3326 *New 2024-03-31 9,557 $511,000 9,557
   Redwood Financial Network Corp 78 - 2024-03-31 8,914 $477,000 1,190
   Ameritas Advisory Services LLC 574 - 2024-03-31 9,086 $461,000 9,086
   Southland Equity Partners LLC 118 - 2024-03-31 8,218 $439,000 -7
   PACIFIC SUN FINANCIAL CORP 133 - 2024-03-31 6,782 $363,000 0
   FULTON BREAKEFIELD BROENNIMAN LLC 139 *New 2024-03-31 6,281 $336,000 6,281
   THRIVENT FINANCIAL FOR LUTHERANS 2283 *New 2024-03-31 5,972 $319,000 5,972
   PRIVATE TRUST CO NA 502 - 2024-03-31 5,792 $310,000 583
   Western Wealth Management LLC 505 - 2024-03-31 5,596 $299,000 134
   Sigma Planning Corp 959 *New 2024-03-31 5,505 $294,000 5,505
   AQR CAPITAL MANAGEMENT LLC 2137 *New 2024-03-31 5,464 $292,000 5,464
   Strategic Equity Management 29 *New 2024-03-31 5,412 $289,000 5,412
   ENVESTNET ASSET MANAGEMENT INC 3722 - 2024-03-31 5,265 $281,000 386
   Arkadios Wealth Advisors 557 - 2024-03-31 5,209 $278,000 7
   HARBOUR INVESTMENTS INC. 816 - 2023-12-31 4,723 $227,000 2,435
   AdvisorNet Financial Inc 450 - 2024-03-31 4,102 $219,000 1
   Aspire Private Capital LLC 193 - 2024-03-31 1,901 $102,000 0
   Atlantic Trust Group LLC 1448 *New 2024-03-31 1,640 $87,000 1,640
   DB Wealth Management Group LLC 134 - 2023-12-31 1,623 $78,000 0
   PROEQUITIES INC. 1162 - 2024-03-31 992 $53,000 92
   PRINCIPAL SECURITIES INC. 1612 - 2024-03-31 823 $44,000 47
   Aspire Wealth Management Corp 137 - 2024-03-31 764 $41,000 168
   PNC FINANCIAL SERVICES GROUP INC 3090 *New 2024-03-31 734 $39,000 734
   Ronald Blue Trust Inc. 1129 *New 2024-03-31 506 $27,000 506
   NATIONAL BANK OF CANADA /FI/ 1761 - 2024-03-31 500 $26,000 0
   Hartland & Co. LLC 900 - 2024-03-31 485 $25,000 0
   FMR LLC 3790 - 2024-03-31 422 $23,000 121
   Nelson Van Denburg & Campbell Wealth Management Gr 1554 *New 2024-03-31 414 $22,000 414
   Sage Mountain Advisors LLC 377 *New 2024-03-31 327 $17,000 327
   Householder Group Estate & Retirement Specialist L 711 *New 2024-03-31 290 $16,000 290
   J P MORGAN CHASE & CO 4997 *New 2024-03-31 260 $14,000 260
   BIDWELL C M & ASSOCIATES LTD/ 276 - 2024-03-31 240 $13,000 30
   JONES FINANCIAL COMPANIES LLLP 1000 *New 2024-03-31 250 $13,000 250
   McIlrath & Eck LLC 588 - 2024-03-31 207 $11,000 -141
   Frazier Financial Advisors LLC 538 - 2024-03-31 115 $6,000 -200
   PSI Advisors LLC 674 - 2024-03-31 29 $2,000 -1
   ADVISORY SERVICES NETWORK, LLC 2198 *Closed 2024-03-31 0 $0 -2,286

  100 Records found
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