Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index ETF include Two Sigma Investments, Lp, Mml Investors Services, Llc, TFAGX - TFA AlphaGen Growth Fund Class I, National Wealth Management Group, LLC, Nations Financial Group Inc, /ia/ /adv, Tiaa Trust, National Association, TFAFX - Tactical Growth Allocation Fund Class I, and Simplex Trading, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,596 | 19.19 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16,159 | 1 | ||||||
| 2025-08-26 | NP | FLTFX - Franklin LifeSmart 2055 Retirement Target Fund Class A | 53,374 | 0.61 | 3,371 | 12.59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 105,330 | 1.94 | 6,653 | 14.08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,173 | 200 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 342,871 | 5.32 | 21,656 | 17.86 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 156,377 | 10.20 | 9,877 | 23.33 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 35,824 | 52.14 | 2,263 | 70.33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 50 | 0 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 36,400 | 2,299 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1,900 | 120 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16,712 | 0.34 | 1,056 | 12.34 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 3,495 | 221 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 100,114 | 8.29 | 6,323 | 21.20 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 7,000 | 442 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 5,031 | 284 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 32 | 2 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63,859 | 14.80 | 4,033 | 28.48 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 20,836 | 3.93 | 1,316 | 16.27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,355 | 86 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5,048 | 2.58 | 319 | 14.80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,180,552 | 25.36 | 137,724 | 40.28 | ||||
| 2025-08-26 | NP | FLJSX - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class | 11,555 | 5.96 | 730 | 18.54 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18,613 | 752.24 | 1,176 | 863.11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 53,296 | 1.85 | 3,366 | 13.99 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,687 | 21.31 | 170 | 35.20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 20 | |||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37,866 | 5.51 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,334 | 211 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 27,938 | 12.98 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 136,883 | 46.52 | 8,584 | 63.83 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,286 | 81 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 35,895 | 17.45 | 2 | 100.00 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 84,940 | 84.01 | 5,380 | 106.53 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 361,334 | 17.87 | 22,822 | 31.90 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 137,468 | 4.44 | 8,682 | 16.88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 151,475 | 6.74 | 9,567 | 19.45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,020,887 | 6.71 | 64,479 | 19.42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 156,347 | 1.56 | 9,875 | 13.65 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,527 | 286 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 560,858 | 17.84 | 35,424 | 31.88 |
