Filing Research | FRANKLIN TEMPLETON ETF TR Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Sage Advisory Services, Ltd.Co.	Shares	694.1KSH	$15.9M
2	Prentice Wealth Management LLC	Shares	646.9KSH	$14.8M
3	DORVAL Corp	Shares	346.1KSH	$7.9M
4	Independence Financial Advisors, LLC	Shares	298.9KSH	$6.9M
5	FIFTH THIRD SECURITIES, INC.	Shares	289.2KSH	$6.6M
6	Foguth Wealth Management, LLC.	Shares	130.1KSH	$3.0M
7	Farther Finance Advisors, LLC	Shares	88.0KSH	$2.0M
8	Fortitude Family Office, LLC	Shares	73.6KSH	$1.7M
9	BLUE JEAN FINANCIAL LLC	Shares	68.8KSH	$1.6M
10	Fiduciary Alliance LLC	Shares	57.8KSH	$1.3M
11	Insight Wealth Strategies, LLC	Shares	48.7KSH	$1.1M
12	Cordoba Advisory Partners LLC	Shares	43.4KSH	$994.2K
13	Focus Financial Network, Inc.	Shares	42.2KSH	$967.7K
14	Key Client Fiduciary Advisors, LLC	Shares	40.7KSH	$933.8K
15	IFP Advisors, Inc	Shares	27.6KSH	$632.1K
16	Tenzing Financial LLC	Shares	25.8KSH	$589.4K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.4KSH	$535.6K
18	Wealthcare Advisory Partners LLC	Shares	19.0KSH	$436.1K
19	Keudell/Morrison Wealth Management	Shares	18.7KSH	$428.0K
20	KWB Wealth	Shares	16.7KSH	$382.1K
21	Tactive Advisors, LLC	Shares	15.5KSH	$355.5K
22	Fermata Advisors, LLC	Shares	12.2KSH	$280.0K
23	Intrua Financial, LLC	Shares	11.8KSH	$271.1K
24	AdvisorNet Financial, Inc	Shares	4.8KSH	$109.1K
25	Cape Investment Advisory, Inc.	Shares	2.2KSH	$51.4K
26	LANARK FINANCIAL, INC.	Shares	1.1KSH	$25.2K
27	CoreCap Advisors, LLC	Shares	696SH	$15.9K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	346SH	$7.9K
29	Blue Trust, Inc.	Shares	175SH	$4.0K
30	Security National Bank	Shares	66SH	$1.5K
31	Crews Bank & Trust	Shares	65SH	$1.5K
32	PARK AVENUE SECURITIES LLC	Shares	9.9KSH	$228

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

33 / 33 loaded

#		Instrument
1	Prentice Wealth Management LLC added	Shares	+62.9K	+$1.4M	$14.8M
2	FIFTH THIRD SECURITIES, INC. added	Shares	+59.6K	+$1.3M	$6.6M
3	Independence Financial Advisors, LLC added	Shares	+24.2K	+$533.0K	$6.9M
4	Cordoba Advisory Partners LLC added	Shares	+13.9K	+$316.7K	$994.2K
5	BLUE JEAN FINANCIAL LLC added	Shares	+8.2K	+$183.0K	$1.6M
6	Foguth Wealth Management, LLC. added	Shares	+7.0K	+$165.8K	$3.0M
7	DORVAL Corp added	Shares	+7.8K	+$152.4K	$7.9M
8	Tactive Advisors, LLC added	Shares	+3.0K	+$68.6K	$355.5K
9	Cape Investment Advisory, Inc. new	Shares	+2.2K	+$51.4K	$51.4K
10	Wealthcare Advisory Partners LLC added	Shares	+1.7K	+$38.2K	$436.1K
11	Focus Financial Network, Inc. added	Shares	+1.7K	+$35.3K	$967.7K
12	Blue Trust, Inc. new	Shares	+175	+$4.0K	$4.0K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18	+$871	$535.6K
14	Tenzing Financial LLC added	Shares	+110	+$720	$589.4K
15	PARK AVENUE SECURITIES LLC new	Shares	+9.9K	+$228	$228
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	$0	$7.9K
17	Crews Bank & Trust unchanged	Shares	0	-$5	$1.5K
18	Security National Bank unchanged	Shares	0	-$5	$1.5K
19	CoreCap Advisors, LLC added	Shares	+1	-$55	$15.9K
20	Key Client Fiduciary Advisors, LLC added	Shares	+88	-$1.2K	$933.8K
21	Sound Income Strategies, LLC exited	Shares	-74	-$1.7K	$0
22	Fermata Advisors, LLC trimmed	Shares	-275	-$7.3K	$280.0K
23	Keudell/Morrison Wealth Management trimmed	Shares	-531	-$13.7K	$428.0K
24	LANARK FINANCIAL, INC. trimmed	Shares	-1.8K	-$41.8K	$25.2K
25	AdvisorNet Financial, Inc trimmed	Shares	-2.8K	-$63.6K	$109.1K
26	Fiduciary Alliance LLC trimmed	Shares	-2.7K	-$65.5K	$1.3M
27	Intrua Financial, LLC trimmed	Shares	-3.0K	-$69.1K	$271.1K
28	KWB Wealth trimmed	Shares	-6.4K	-$159.2K	$382.1K
29	IFP Advisors, Inc trimmed	Shares	-6.9K	-$159.9K	$632.1K
30	Insight Wealth Strategies, LLC trimmed	Shares	-7.1K	-$170.5K	$1.1M
31	Farther Finance Advisors, LLC trimmed	Shares	-13.8K	-$310.5K	$2.0M
32	Sage Advisory Services, Ltd.Co. trimmed	Shares	-22.1K	-$563.0K	$15.9M
33	Fortitude Family Office, LLC trimmed	Shares	-47.1K	-$1.1M	$1.7M