Filing Research | FRANKLIN TEMPLETON ETF TR Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Summit Investment Advisory Services, LLC	Shares	1.1MSH	$31.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	625.4KSH	$18.2M
3	Next Level Private LLC	Shares	439.4KSH	$12.7M
4	Sowell Financial Services LLC	Shares	425.6KSH	$12.3M
5	Base Wealth Management LLC	Shares	356.5KSH	$10.3M
6	D.A. DAVIDSON & CO.	Shares	165.3KSH	$4.8M
7	Intrua Financial, LLC	Shares	160.4KSH	$4.6M
8	DAVENPORT & Co LLC	Shares	157.9KSH	$4.6M
9	RICHARDS, MERRILL & PETERSON, INC.	Shares	110.1KSH	$3.2M
10	LVZ, Inc.	Shares	95.6KSH	$2.8M
11	BENJAMIN EDWARDS INC	Shares	86.8KSH	$2.5M
12	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	63.6KSH	$1.8M
13	Brookstone Capital Management	Shares	62.3KSH	$1.8M
14	HBW ADVISORY SERVICES LLC	Shares	51.7KSH	$1.5M
15	Secure Asset Management, LLC	Shares	41.6KSH	$1.2M
16	Envestnet Portfolio Solutions, Inc.	Shares	38.2KSH	$1.1M
17	FLAGSHIP HARBOR ADVISORS, LLC	Shares	37.4KSH	$1.1M
18	Prospera Financial Services Inc	Shares	36.4KSH	$1.1M
19	Innovative Wealth Building LLC	Shares	32.8KSH	$945.7K
20	XML Financial, LLC	Shares	25.9KSH	$746.3K
21	PFG Advisors	Shares	21.9KSH	$632.3K
22	Plus Group Wealth Advisors LLC	Shares	20.5KSH	$592.0K
23	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	19.7KSH	$567.4K
24	J.W. COLE ADVISORS, INC.	Shares	19.4KSH	$559.4K
25	C2C Wealth Management, LLC	Shares	15.5KSH	$447.3K
26	Bill Few Associates, Inc.	Shares	14.3KSH	$411.8K
27	KWB Wealth	Shares	11.3KSH	$324.7K
28	Demars Financial Group, LLC	Shares	10.6KSH	$305.7K
29	Cornerstone Wealth Management, LLC	Shares	9.9KSH	$284.7K
30	B. Riley Wealth Advisors, Inc.	Shares	7.5KSH	$217.7K
31	TITLEIST ASSET MANAGEMENT, LLC	Shares	7.2KSH	$207.0K
32	LANARK FINANCIAL, INC.	Shares	4.1KSH	$118.3K
33	Farther Finance Advisors, LLC	Shares	4.0KSH	$115.4K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.2KSH	$92.9K
35	Wealth Enhancement Trust Services, Inc.	Shares	2.0KSH	$59.0K
36	BARRETT & COMPANY, INC.	Shares	1.5KSH	$43.3K
37	Vermillion Wealth Management, Inc.	Shares	355SH	$10.2K
38	IFP Advisors, Inc	Shares	70SH	$2.0K

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

40 / 40 loaded

#		Instrument
1	Summit Investment Advisory Services, LLC added	Shares	+103.6K	+$3.1M	$31.9M
2	Next Level Private LLC added	Shares	+43.9K	+$1.3M	$12.7M
3	Base Wealth Management LLC added	Shares	+37.1K	+$1.1M	$10.3M
4	Envestnet Portfolio Solutions, Inc. new	Shares	+38.2K	+$1.1M	$1.1M
5	RICHARDS, MERRILL & PETERSON, INC. added	Shares	+37.4K	+$1.1M	$3.2M
6	Sowell Financial Services LLC added	Shares	+31.1K	+$939.2K	$12.3M
7	Intrua Financial, LLC added	Shares	+24.8K	+$729.0K	$4.6M
8	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+24.1K	+$697.3K	$1.1M
9	J.W. COLE ADVISORS, INC. new	Shares	+19.4K	+$559.4K	$559.4K
10	DAVENPORT & Co LLC added	Shares	+13.4K	+$402.0K	$4.6M
11	BENJAMIN EDWARDS INC added	Shares	+12.7K	+$375.0K	$2.5M
12	D.A. DAVIDSON & CO. added	Shares	+12.2K	+$369.4K	$4.8M
13	KWB Wealth new	Shares	+11.3K	+$324.7K	$324.7K
14	Demars Financial Group, LLC new	Shares	+10.6K	+$305.7K	$305.7K
15	Prospera Financial Services Inc added	Shares	+8.3K	+$243.5K	$1.1M
16	Secure Asset Management, LLC added	Shares	+7.6K	+$222.6K	$1.2M
17	B. Riley Wealth Advisors, Inc. new	Shares	+7.5K	+$217.7K	$217.7K
18	HBW ADVISORY SERVICES LLC added	Shares	+5.8K	+$173.1K	$1.5M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.4K	+$166.0K	$18.2M
20	C2C Wealth Management, LLC added	Shares	+3.5K	+$102.3K	$447.3K
21	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+3.0K	+$92.1K	$1.8M
22	Innovative Wealth Building LLC added	Shares	+2.7K	+$80.8K	$945.7K
23	LANARK FINANCIAL, INC. added	Shares	+2.7K	+$76.6K	$118.3K
24	LVZ, Inc. added	Shares	+2.3K	+$76.0K	$2.8M
25	Brookstone Capital Management added	Shares	+2.1K	+$66.9K	$1.8M
26	PFG Advisors added	Shares	+1.4K	+$41.7K	$632.3K
27	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+659	+$21.0K	$567.4K
28	Plus Group Wealth Advisors LLC added	Shares	+588	+$19.1K	$592.0K
29	IFP Advisors, Inc new	Shares	+70	+$2.0K	$2.0K
30	Cornerstone Wealth Management, LLC unchanged	Shares	0	+$1.0K	$284.7K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$865	$92.9K
32	TITLEIST ASSET MANAGEMENT, LLC unchanged	Shares	0	+$754	$207.0K
33	Farther Finance Advisors, LLC unchanged	Shares	0	+$580	$115.4K
34	Wealth Enhancement Trust Services, Inc. added	Shares	+10	+$502	$59.0K
35	BARRETT & COMPANY, INC. unchanged	Shares	0	+$158	$43.3K
36	Vermillion Wealth Management, Inc. unchanged	Shares	0	+$38	$10.2K
37	Bill Few Associates, Inc. trimmed	Shares	-3.7K	-$104.8K	$411.8K
38	XML Financial, LLC trimmed	Shares	-8.0K	-$227.3K	$746.3K
39	Retireful, LLC exited	Shares	-11.2K	-$321.0K	$0
40	Wealthcare Advisory Partners LLC exited	Shares	-11.2K	-$323.3K	$0