Filing Research | FRANKLIN TEMPLETON ETF TR Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Blue Trust, Inc.	Shares	131.3KSH	$8.7M
2	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	125.2KSH	$8.3M
3	Marotta Asset Management	Shares	65.8KSH	$4.0M
4	Boltwood Capital Management	Shares	17.2KSH	$1.1M
5	Miller Global Investments, LLC	Shares	12.6KSH	$833.0K
6	Credit Capital Investments LLC	Shares	10.3KSH	$680.6K
7	FIDUCIARY FINANCIAL GROUP, LLC	Shares	6.4KSH	$419.8K
8	Farther Finance Advisors, LLC	Shares	5.7KSH	$373.4K
9	IFP Advisors, Inc	Shares	5.6KSH	$370.0K
10	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	5.5KSH	$361.7K
11	MRA Advisory Group	Shares	4.1KSH	$272.4K
12	Tradewinds Capital Management, LLC	Shares	2.1KSH	$138.0K
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.6KSH	$103.3K
14	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$70.1K
15	Golden State Wealth Management, LLC	Shares	492SH	$32.5K
16	Triumph Capital Management	Shares	135SH	$8.9K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	130SH	$7.9K
18	Tower View Wealth Management LLC	Shares	15SH	$992
19	Mountain Hill Investment Partners Corp.	Shares	10SH	$661
20	CX Institutional	Shares	392SH	$26

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

21 / 21 loaded

#		Instrument
1	Blue Trust, Inc. new	Shares	+131.3K	+$8.7M	$8.7M
2	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-17.4K	+$2.6M	$8.3M
3	Marotta Asset Management trimmed	Shares	-14.4K	+$744.8K	$4.0M
4	Boltwood Capital Management added	Shares	+200	+$458.1K	$1.1M
5	Sumitomo Mitsui DS Asset Management Company, Ltd new	Shares	+5.5K	+$361.7K	$361.7K
6	Miller Global Investments, LLC trimmed	Shares	-406	+$314.2K	$833.0K
7	MRA Advisory Group new	Shares	+4.1K	+$272.4K	$272.4K
8	Farther Finance Advisors, LLC added	Shares	+3.1K	+$269.3K	$373.4K
9	Credit Capital Investments LLC trimmed	Shares	-200	+$262.0K	$680.6K
10	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$166.5K	$419.8K
11	IFP Advisors, Inc unchanged	Shares	0	+$146.8K	$370.0K
12	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+1.6K	+$103.3K	$103.3K
13	Tradewinds Capital Management, LLC trimmed	Shares	-229	+$45.6K	$138.0K
14	Golden State Wealth Management, LLC unchanged	Shares	0	+$12.9K	$32.5K
15	Triumph Capital Management added	Shares	+10	+$3.9K	$8.9K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$2.6K	$7.9K
17	Tower View Wealth Management LLC new	Shares	+15	+$992	$992
18	Mountain Hill Investment Partners Corp. new	Shares	+10	+$661	$661
19	CX Institutional unchanged	Shares	0	+$10	$26
20	Activest Wealth Management exited	Shares	0	$0	$0
21	EverSource Wealth Advisors, LLC trimmed	Shares	-761	-$2.5K	$70.1K