FRANKLIN TEMPLETON HOLDINGS
CUSIP 35473M105
Franklin Templeton Holdings has 90 institutional holders in Filings Flow’s 13F database, together reporting 1.50M shares worth $86M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Commonwealth Equity Services, LLC, and Lpl Financial LLC.
Institutional Holders
90
Q1 2026
Reported Value
$86M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WBI INVESTMENTS, LLC$362M AUM | 2.14% | $8M | 124.5K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 1.53% | $3M | 48.6K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 0.85% | $1M | 16.5K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.43% | $3M | 48.0K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 0.33% | $391,738 | 6.8K | Q4 2025OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.28% | $569,726 | 9.2K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.24% | $293,263 | 4.9K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.14% | $438,404 | 8.1K | Q2 2026 |
| Mason & Associates Inc$516M AUM | 0.10% | $524,033 | 8.7K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.09% | $6M | 110.4K | Q2 2026 |
| MRA Advisory Group$276M AUM | 0.09% | $248,597 | 4.7K | Q2 2026 |
| Archer Investment Management, LLC$293M AUM | 0.09% | $211,102 | 3.4K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.08% | $203,789 | 3.5K | Q4 2025OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.08% | $383,029 | 6.2K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 0.07% | $2M | 24.4K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.07% | $209,886 | 3.4K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.07% | $212,858 | 3.2K | Q4 2025OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.07% | $559,654 | 9.0K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.05% | $270,492 | 5.2K | Q3 2025OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.04% | $298,767 | 4.8K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $754,246 | 12.1K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.03% | $254,895 | 4.8K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $247,685 | 4.0K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.02% | $29,593 | 476 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 218.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $339,324 | 5.5K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.02% | $64,512 | 1.1K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 47.6K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $407,678 | 7.1K | Q4 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $497,360 | 8.0K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $518,684 | 8.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $854,837 | 13.8K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 30.8K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $187,202 | 3.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $311,002 | 5.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $282,182 | 4.9K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $231,494 | 4.0K | Q4 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $32,811 | 541 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $224,064 | 4.2K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $16M | 251.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $384,335 | 6.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $318,932 | 5.1K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $208,166 | 3.6K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $422,726 | 7.3K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $14,050 | 226 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 175.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $328,879 | 5.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $93,255 | 1.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 28.7K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.00% | $3,917 | 68 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $812,997 | 13.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $731,368 | 11.8K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $49,239 | 792 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5M | 95.2K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $61,548 | 990 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $282,811 | 4.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 26.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $19,397 | 312 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $301,651 | 5.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $153,897 | 2.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $233,758 | 3.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $4,476 | 72 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $3,110 | 54 | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $4,057 | 76 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $72,324 | 1.4K | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $8,331 | 134 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $5,133 | 81 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $263,663 | 4.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $13,308 | 210 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $8,269 | 133 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $15,605 | 251 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $3,295 | 53 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $1,617 | 26 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $127,138 | 2.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $459,796 | 8.9K | Q3 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $684 | 11 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $274,916 | 4.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $34,753 | 559 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $12,310 | 198 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 53.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $27,106 | 436 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 16.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 19.4K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $782,720 | 12.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $44,870 | 779 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 44.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $2,583 | 50 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $9,274 | 161 | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $249 | 4 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,047 | 44 | Q2 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $437,921 | 7.6K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $13,845 | 268 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,181 | 19 | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $187 | 3 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $827 | 16 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $282,000 | 4.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $922 | 16 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $14,175 | 228 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $220,537 | 4.3K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2,114 | 34 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $746 | 12 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $83,432 | 1.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $167,597 | 2.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5,782 | 93 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $27,878 | 484 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $28,800 | 500 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $878 | 17 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $231 | 4 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,974 | 80 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8,393 | 135 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.