FRAF / Franklin Financial Services Corporation - Institutional Ownership - Buyers

Franklin Financial Services Corporation
US ˙ NasdaqCM ˙ US3535251082

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Franklin Financial Services Corporation include Trexquant Investment LP, Gsa Capital Partners Llp, Rhumbline Advisers, MetLife Investment Management, LLC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A, Police & Firemen's Retirement System of New Jersey, Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio, DFSTX - U.s. Small Cap Portfolio - Institutional Class, AVSC - Avantis U.S. Small Cap Equity ETF, EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB, EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB, EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB, Amalgamated Bank, Sterling Capital Management LLC, RYRUX - Russell 2000 2x Strategy Fund A-Class Shares, RYRRX - Russell 2000 Fund Class A, RYMKX - Russell 2000 1.5x Strategy Fund Class H, and RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity .

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
(%)
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 1,078 65.08 37 85.00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 3,142 35.55 121 51.25
2025-08-13 13F Northern Trust Corp 31,303 257.63 1,084 249.35
2025-08-14 13F Fmr Llc 219 0.46 8 0.00
2025-08-12 13F Ameritas Investment Partners, Inc. 428 15
2025-08-08 13F Geode Capital Management, Llc 98,224 109.80 3,401 104.88
2025-08-13 13F MetLife Investment Management, LLC 2,621 91
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 170 6
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Royal Bank Of Canada 12,322 9.32 427 6.75
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,429 1.09 326 -1.21
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,855 12.49 64 25.49
2025-03-24 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 1,036 2.37 36 6.06
2025-08-13 13F New York State Common Retirement Fund 2,900 0
2025-08-04 13F Amalgamated Bank 143 0
2025-08-11 13F Empowered Funds, LLC 34,015 1.62 1,178 -0.76
2025-08-12 13F Trexquant Investment LP 14,186 491
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 396 890.00 14 1,200.00
2025-07-22 13F Gsa Capital Partners Llp 6,495 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 1 0
2025-08-13 13F Renaissance Technologies Llc 19,500 82.24 675 78.10
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 144 5
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,784 102.92 96 100.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 428 15.99 15 27.27
2025-08-14 13F Wells Fargo & Company/mn 2,690 268,900.00 93
2025-08-05 13F Bank of New York Mellon Corp 10,024 347
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 881 17.47 31 15.38
2025-08-11 13F Vanguard Group Inc 226,027 15.90 7,826 13.21
2025-08-13 13F Arrowstreet Capital, Limited Partnership 32,702 62.51 1,132 58.77
2025-08-13 13F Marshall Wace, Llp 45,468 333.61 1,575 324.26
2025-08-14 13F Bridgeway Capital Management Inc 64,715 0.84 2,241 -1.50
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 10 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 170 6
2025-08-15 13F Morgan Stanley 14,008 102.46 485 97.96
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 21 1
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 297 11
2025-08-12 13F Dimensional Fund Advisors Lp 52,491 4.44 1,817 2.02
2025-08-14 13F Bnp Paribas Arbitrage, Sa 516 18
2025-07-18 13F RKL Wealth Management LLC 9,195 0.16 318 -2.15
2025-08-12 13F Legal & General Group Plc 378 13
2025-08-12 13F American Century Companies Inc 21,149 6.42 732 3.98
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 443 17
2025-08-12 13F Jpmorgan Chase & Co 14,801 623.41 512 611.11
2025-03-24 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 1,092 15.43 38 23.33
2025-08-14 13F California State Teachers Retirement System 262 9
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 34,015 1.62 1,178 -0.76
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 3,384 1,148.71 131 1,344.44
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,212 7.68 315 9.76
2025-08-12 13F Charles Schwab Investment Management Inc 12,515 433
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 1,582 55
2025-08-14 13F State Street Corp 40,484 192.28 1,402 185.34
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,028 6.54 2,113 4.09
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,525 200.66 157 239.13
2025-08-14 13F Citadel Advisors Llc 20,843 91.24 722 86.79
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 986 38
2025-08-12 13F BlackRock, Inc. 194,773 598.81 6,744 582.59
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,292 79
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,364 24.41 130 38.71
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,791 5.39 798 7.40
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 1,038 36
2025-08-12 13F Rhumbline Advisers 5,360 186
2025-08-14 13F/A Barclays Plc 7,465 37,225.00 0
2025-08-08 13F/A Sterling Capital Management LLC 113 4
2025-08-14 13F Bank Of America Corp /de/ 4,549 66.63 158 63.54
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,867 19.78 304 33.48
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 6 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,775 6.57 222 8.33
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