Filing Research | FBRT - FRANKLIN BSP RLTY TR INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	153.2KSH	$1.2M
2	Y-Intercept (Hong Kong) Ltd	Shares	64.2KSH	$522.7K
3	Magnus Financial Group LLC	Shares	48.5KSH	$394.4K
4	Abel Hall, LLC	Shares	48.0KSH	$390.9K
5	ANCHYRA PARTNERS LLC	Shares	45.2KSH	$368.0K
6	Miller Global Investments, LLC	Shares	39.4KSH	$320.9K
7	Fifth Third Wealth Advisors LLC	Shares	38.0KSH	$309.0K
8	Louisiana State Employees Retirement System	Shares	33.7KSH	$274.3K
9	INDEPENDENT FINANCIAL GROUP, LLC	Shares	32.3KSH	$263.3K
10	Grey Fox Wealth Advisors, LLC	Shares	25.1KSH	$209.2K
11	Brookwood Investment Group LLC	Shares	24.3KSH	$197.7K
12	Police & Firemen's Retirement System of New Jersey	Shares	22.6KSH	$184.1K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.7KSH	$168.6K
14	Cyndeo Wealth Partners, LLC	Shares	20.7KSH	$168.5K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	18.3KSH	$148.6K
16	Symmetry Partners, LLC	Shares	16.9KSH	$137.7K
17	Park Capital Management, LLC / WI	Shares	16.0KSH	$130.3K
18	Triumph Capital Management	Shares	14.1KSH	$114.8K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.5KSH	$109.0K
20	Central Pacific Bank - Trust Division	Shares	12.5KSH	$101.8K
21	Ignite Planners, LLC	Shares	11.7KSH	$95.5K
22	Raleigh Capital Management Inc.	Shares	11.3KSH	$92.3K
23	PFG Investments, LLC	Shares	11.2KSH	$91.0K
24	SteelPeak Wealth, LLC	Shares	10.2KSH	$85.4K
25	Bison Wealth, LLC	Shares	10.4KSH	$81.4K
26	Farther Finance Advisors, LLC	Shares	9.9KSH	$80.8K
27	GAMMA Investing LLC	Shares	8.5KSH	$69.0K
28	Spire Wealth Management	Shares	2.2KSH	$18.2K
29	Cape Investment Advisory, Inc.	Shares	1.9KSH	$15.7K
30	Versant Capital Management, Inc	Shares	1.5KSH	$11.9K
31	SJS Investment Consulting Inc.	Shares	1.4KSH	$11.4K
32	SIGNATUREFD, LLC	Shares	1.3KSH	$10.2K
33	High Note Wealth, LLC	Shares	537SH	$4.4K
34	MassMutual Private Wealth & Trust, FSB	Shares	478SH	$3.9K
35	WEST PACES ADVISORS INC.	Shares	435SH	$3.5K
36	Cedar Mountain Advisors, LLC	Shares	409SH	$3.3K
37	IFP Advisors, Inc	Shares	396SH	$3.2K
38	CoreCap Advisors, LLC	Shares	279SH	$2.3K
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	55SH	$448
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	39.8KSH	$324
41	State of Alaska, Department of Revenue	Shares	25.3KSH	$206
42	AMALGAMATED BANK	Shares	20.7KSH	$168
43	GILPIN WEALTH MANAGEMENT, LLC	Shares	12SH	$98
44	Davis Capital Management	Shares	6SH	$49
45	EverSource Wealth Advisors, LLC	Shares	5SH	$41

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

48 / 48 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+64.2K	+$522.7K	$522.7K
2	ANCHYRA PARTNERS LLC new	Shares	+45.2K	+$368.0K	$368.0K
3	Fifth Third Wealth Advisors LLC new	Shares	+38.0K	+$309.0K	$309.0K
4	Grey Fox Wealth Advisors, LLC new	Shares	+25.1K	+$209.2K	$209.2K
5	Cyndeo Wealth Partners, LLC new	Shares	+20.7K	+$168.5K	$168.5K
6	Symmetry Partners, LLC new	Shares	+16.9K	+$137.7K	$137.7K
7	Park Capital Management, LLC / WI new	Shares	+16.0K	+$130.3K	$130.3K
8	SteelPeak Wealth, LLC new	Shares	+10.2K	+$85.4K	$85.4K
9	Bison Wealth, LLC new	Shares	+10.4K	+$81.4K	$81.4K
10	Magnus Financial Group LLC added	Shares	+10.0K	+$68.2K	$394.4K
11	Abel Hall, LLC added	Shares	+6.7K	+$40.0K	$390.9K
12	Cape Investment Advisory, Inc. new	Shares	+1.9K	+$15.7K	$15.7K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.2K	+$13.7K	$109.0K
14	SJS Investment Consulting Inc. new	Shares	+1.4K	+$11.4K	$11.4K
15	SIGNATUREFD, LLC added	Shares	+1.2K	+$9.5K	$10.2K
16	High Note Wealth, LLC new	Shares	+537	+$4.4K	$4.4K
17	WEST PACES ADVISORS INC. new	Shares	+435	+$3.5K	$3.5K
18	IFP Advisors, Inc added	Shares	+391	+$3.2K	$3.2K
19	MassMutual Private Wealth & Trust, FSB added	Shares	+111	+$775	$3.9K
20	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+12	+$98	$98
21	Davis Capital Management new	Shares	+6	+$49	$49
22	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+3.2K	+$13	$324
23	Hughes Financial Services, LLC exited	Shares	-2	-$17	$0
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$19	$448
25	AMALGAMATED BANK trimmed	Shares	-2.8K	-$31	$168
26	CoreCap Advisors, LLC unchanged	Shares	0	-$98	$2.3K
27	State of Alaska, Department of Revenue trimmed	Shares	-14.9K	-$135	$206
28	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$143	$3.3K
29	EverSource Wealth Advisors, LLC trimmed	Shares	-19	-$163	$41
30	Spire Wealth Management unchanged	Shares	0	-$784	$18.2K
31	PFG Investments, LLC added	Shares	+15	-$3.8K	$91.0K
32	Raleigh Capital Management Inc. unchanged	Shares	0	-$4.0K	$92.3K
33	Central Pacific Bank - Trust Division unchanged	Shares	0	-$4.4K	$101.8K
34	Triumph Capital Management unchanged	Shares	0	-$7.8K	$114.8K
35	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$7.9K	$184.1K
36	Versant Capital Management, Inc trimmed	Shares	-1.2K	-$10.9K	$11.9K
37	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.8K	-$12.6K	$1.2M
38	Miller Global Investments, LLC unchanged	Shares	0	-$13.8K	$320.9K
39	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-826	-$14.3K	$168.6K
40	Ignite Planners, LLC trimmed	Shares	-1.2K	-$14.3K	$95.5K
41	GAMMA Investing LLC trimmed	Shares	-1.8K	-$18.4K	$69.0K
42	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.9K	-$22.7K	$148.6K
43	Brookwood Investment Group LLC trimmed	Shares	-2.5K	-$29.3K	$197.7K
44	Louisiana State Employees Retirement System trimmed	Shares	-2.5K	-$33.0K	$274.3K
45	Brookstone Capital Management exited	Shares	-12.5K	-$106.0K	$0
46	Farther Finance Advisors, LLC trimmed	Shares	-62.2K	-$523.9K	$80.8K
47	Strong Tower Advisory Services exited	Shares	-86.7K	-$736.5K	$0
48	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-100.6K	-$865.7K	$263.3K