Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Franklin Templeton ETF Trust - Franklin Income Focus ETF include Bank Of America Corp /de/, IronOak Wealth LLC., Richards, Merrill & Peterson, Inc., Bank of New York Mellon Corp, WCG Wealth Advisors LLC, Equitable Holdings, Inc., PFG Advisors, Cornerstone Wealth Management, LLC, Principia Wealth Advisory, LLC, and Northwestern Mutual Wealth Management Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Private Trust Co Na | 15,941 | 1.24 | 431 | 2.86 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 61,112 | 206.73 | 1,653 | 211.89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 62,082 | 1.38 | 1,679 | 3.01 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 23,165 | 629 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 8,034 | 217 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,103,765 | 23.36 | 56,907 | 25.31 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24,068 | 651 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31,525 | 12.89 | 853 | 14.67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11,929 | 10.55 | 323 | 12.20 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2,430 | 66 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 22,200 | 601 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 911,490 | 14.19 | 24,656 | 16.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 135,489 | 18.71 | 3,665 | 20.57 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18,867 | 0.73 | 510 | 2.41 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 11,005 | 25.57 | 298 | 27.47 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 24,915 | 8.73 | 674 | 10.33 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 45,872 | 10.82 | 1,241 | 12.52 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 39,026 | 3,999.37 | 1,056 | 4,120.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8,663 | 0.13 | 234 | 1.74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 172,392 | 61.75 | 4,668 | 64.19 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10,137 | 274 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,271,696 | 22.04 | 34,399 | 23.96 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 82,385 | 0.24 | 2,229 | 1.83 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,493 | 21.49 | 338 | 23.44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9,511 | 257 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13,111 | 12.37 | 355 | 14.19 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 78 | 2 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 140,167 | 46.48 | 3,792 | 48.78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 231,932 | 54.28 | 6,274 | 56.71 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 35,793 | 54.31 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 62,340 | 367.42 | 2 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 24,410 | 14.89 | 660 | 16.81 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 10,201 | 8.45 | 276 | 10.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 23,301 | 1.93 | 630 | 3.62 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14,205 | 53.39 | 384 | 56.10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33,589 | 31.45 | 909 | 33.53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 17,818 | 295.60 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 428,152 | 34.56 | 11,582 | 36.68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 520,504 | 108.17 | 14,081 | 111.44 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138,618 | 343.28 | 3,764 | 350.12 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 26,609 | 45.91 | 720 | 48.25 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 102,041 | 9.71 | 2,760 | 11.47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 76,016 | 13.49 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,000 | 50.00 | 81 | 52.83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70,581 | 138.85 | 1,909 | 142.88 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 412,043 | 2.78 | 11,146 | 4.40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 680 | 3.98 | 18 | 5.88 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,000 | 270 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 35,494 | 99.09 | 960 | 102.53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,693,284 | 14.92 | 45,803 | 16.73 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 38,585 | 26.00 | 1,044 | 28.10 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 333,125 | 876.68 | 9,011 | 892.40 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18,012 | 12.12 | 487 | 14.05 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,615 | 206 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 93,095 | 491.19 | 2,518 | 500.95 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 58,980 | 444.00 | 1,595 | 453.82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 130,598 | 15.15 | 3,533 | 16.95 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,747 | 41.39 | 291 | 43.56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 684,853 | 18.06 | 18,522 | 19.84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90,344 | 36.93 | 2,444 | 39.12 |
