Filing Research | BEN - FRANKLIN RESOURCES INC Institutional Holdings

Snapshot holdings

50 / 148 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	5.3MSH	$176.7M
2	Vest Financial, LLC	Shares	1.8MSH	$59.3M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	1.0MSH	$34.9M
4	FIRST CITIZENS BANK & TRUST CO	Shares	593.7KSH	$19.8M
5	FOUNDATION RESOURCE MANAGEMENT INC	Shares	583.1KSH	$19.4M
6	Envestnet Portfolio Solutions, Inc.	Shares	546.4KSH	$18.2M
7	Sound Income Strategies, LLC	Shares	476.0KSH	$15.8M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	446.3KSH	$14.6M
9	Fideuram Asset Management (Ireland) dac	Shares	452.1KSH	$14.3M
10	ARGENT CAPITAL MANAGEMENT LLC	Shares	363.1KSH	$12.1M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	315.4KSH	$10.5M
12	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	209.9KSH	$7.0M
13	CHATHAM CAPITAL GROUP, INC.	Shares	184.4KSH	$6.1M
14	Uncommon Cents Investing LLC	Shares	165.7KSH	$5.5M
15	Robeco Institutional Asset Management B.V.	Shares	160.6KSH	$5.3M
16	Police & Firemen's Retirement System of New Jersey	Shares	122.9KSH	$4.1M
17	Mirae Asset Global Investments Co., Ltd.	Shares	122.6KSH	$4.1M
18	Unison Advisors LLC	Shares	115.8KSH	$3.9M
19	SVB WEALTH LLC	Shares	108.0KSH	$3.6M
20	Keystone Financial Planning, Inc.	Shares	105.8KSH	$3.5M
21	Abundance Wealth Counselors	Shares	88.4KSH	$2.9M
22	Czech National Bank	Shares	87.3KSH	$2.9M
23	Merit Financial Group, LLC	Shares	81.5KSH	$2.7M
24	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	67.7KSH	$2.3M
25	J.W. COLE ADVISORS, INC.	Shares	65.3KSH	$2.2M
26	Blackhawk Capital Partners, LLC	Shares	60.1KSH	$2.0M
27	Poehling Capital Management, INC.	Shares	54.4KSH	$1.8M
28	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	53.4KSH	$1.8M
29	San Luis Wealth Advisors LLC	Shares	34.5KSH	$1.1M
30	SteelPeak Wealth, LLC	Shares	33.0KSH	$1.1M
31	Sequoia Financial Advisors, LLC	Shares	33.0KSH	$1.1M
32	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	32.7KSH	$1.1M
33	Farther Finance Advisors, LLC	Shares	32.0KSH	$1.1M
34	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	29.7KSH	$989.3K
35	Mirador Capital Partners LP	Shares	29.3KSH	$975.9K
36	Redhawk Wealth Advisors, Inc.	Shares	27.3KSH	$908.1K
37	Capital Investment Advisory Services, LLC	Shares	26.2KSH	$872.8K
38	D.A. DAVIDSON & CO.	Shares	22.9KSH	$760.9K
39	Global X Japan Co., Ltd.	Shares	21.7KSH	$720.8K
40	GATEWAY INVESTMENT ADVISERS LLC	Shares	20.5KSH	$683.2K
41	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	19.9KSH	$662.6K
42	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	19.6KSH	$652.5K
43	CoreCap Advisors, LLC	Shares	19.4KSH	$646.6K
44	Crossmark Global Holdings, Inc.	Shares	19.4KSH	$646.0K
45	PARK NATIONAL CORP /OH/	Shares	19.3KSH	$641.7K
46	GAMMA Investing LLC	Shares	18.6KSH	$619.0K
47	BENJAMIN EDWARDS INC	Shares	18.1KSH	$601.3K
48	Whitener Capital Management, Inc.	Shares	18.0KSH	$600.2K
49	HARTFORD INVESTMENT MANAGEMENT CO	Shares	16.8KSH	$558.8K
50	Cornerstone Wealth Management, LLC	Shares	16.3KSH	$540.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 154 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+431.3K	+$61.4M	$176.7M
2	Fideuram Asset Management (Ireland) dac new	Shares	+452.1K	+$14.3M	$14.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+405.7K	+$13.7M	$14.6M
4	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+363.1K	+$12.1M	$12.1M
5	Vest Financial, LLC trimmed	Shares	-250.5K	+$11.3M	$59.3M
6	FIRST CITIZENS BANK & TRUST CO added	Shares	+40.6K	+$6.7M	$19.8M
7	Envestnet Portfolio Solutions, Inc. added	Shares	+38.1K	+$6.2M	$18.2M
8	FOUNDATION RESOURCE MANAGEMENT INC trimmed	Shares	-2.3K	+$5.6M	$19.4M
9	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-198.7K	+$5.4M	$34.9M
10	Sound Income Strategies, LLC trimmed	Shares	-70.1K	+$3.0M	$15.8M
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-5.2K	+$2.9M	$10.5M
12	J.W. COLE ADVISORS, INC. new	Shares	+65.3K	+$2.2M	$2.2M
13	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-555	+$2.0M	$7.0M
14	Abundance Wealth Counselors added	Shares	+44.5K	+$1.9M	$2.9M
15	Uncommon Cents Investing LLC trimmed	Shares	-108	+$1.6M	$5.5M
16	Mirae Asset Global Investments Co., Ltd. added	Shares	+7.4K	+$1.4M	$4.1M
17	Police & Firemen's Retirement System of New Jersey added	Shares	+6.4K	+$1.3M	$4.1M
18	Robeco Institutional Asset Management B.V. trimmed	Shares	-16.1K	+$1.2M	$5.3M
19	Unison Advisors LLC added	Shares	+1.3K	+$1.1M	$3.9M
20	SteelPeak Wealth, LLC new	Shares	+33.0K	+$1.1M	$1.1M
21	Keystone Financial Planning, Inc. trimmed	Shares	-116	+$1.0M	$3.5M
22	Czech National Bank added	Shares	+3.6K	+$926.9K	$2.9M
23	CHATHAM CAPITAL GROUP, INC. trimmed	Shares	-36.6K	+$915.8K	$6.1M
24	Merit Financial Group, LLC added	Shares	+5.4K	+$913.9K	$2.7M
25	Redhawk Wealth Advisors, Inc. new	Shares	+27.3K	+$908.1K	$908.1K
26	SVB WEALTH LLC trimmed	Shares	-18.9K	+$596.6K	$3.6M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.9K	+$562.4K	$2.3M
28	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+8.6K	+$518.3K	$1.1M
29	Poehling Capital Management, INC. trimmed	Shares	-516	+$512.8K	$1.8M
30	Farther Finance Advisors, LLC added	Shares	+6.1K	+$452.2K	$1.1M
31	IFP Advisors, Inc added	Shares	+11.7K	+$432.1K	$537.9K
32	Sequoia Financial Advisors, LLC added	Shares	+4.2K	+$416.8K	$1.1M
33	City Center Advisors, LLC new	Shares	+11.8K	+$393.7K	$393.7K
34	Blackhawk Capital Partners, LLC trimmed	Shares	-7.9K	+$393.3K	$2.0M
35	Apollon Wealth Management, LLC added	Shares	+7.0K	+$319.7K	$534.1K
36	NorthCrest Asset Manangement, LLC new	Shares	+9.4K	+$317.7K	$317.7K
37	QRG CAPITAL MANAGEMENT, INC. new	Shares	+9.1K	+$304.1K	$304.1K
38	MinichMacGregor Wealth Management, LLC new	Shares	+8.9K	+$296.7K	$296.7K
39	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-9.3K	+$295.8K	$1.8M
40	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-146	+$283.5K	$989.3K
41	Mirador Capital Partners LP trimmed	Shares	-464	+$272.1K	$975.9K
42	Dynamic Advisor Solutions LLC new	Shares	+8.2K	+$271.7K	$271.7K
43	LRI Investments, LLC added	Shares	+8.0K	+$267.8K	$268.8K
44	Wedmont Private Capital new	Shares	+7.9K	+$263.8K	$263.8K
45	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+7.3K	+$244.2K	$244.2K
46	Capital Investment Advisory Services, LLC trimmed	Shares	-550	+$240.2K	$872.8K
47	PFG Investments, LLC added	Shares	+4.1K	+$237.5K	$483.7K
48	CoreCap Advisors, LLC added	Shares	+2.1K	+$237.0K	$646.6K
49	GAMMA Investing LLC added	Shares	+2.4K	+$235.0K	$619.0K
50	XML Financial, LLC new	Shares	+7.0K	+$234.6K	$234.6K

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