Filing Research | FRANKLIN TEMPLETON ETF TR Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	5.2MSH	$131.4M
2	Composition Wealth, LLC	Shares	1.2MSH	$30.8M
3	CENTRAL BANK & TRUST CO	Shares	793.1KSH	$20.0M
4	Legacy CG, LLC	Shares	646.3KSH	$16.3M
5	RFG Advisory, LLC	Shares	613.3KSH	$15.4M
6	Midwest Financial Partners Investments, Inc.	Shares	535.0KSH	$13.5M
7	MFA WEALTH ADVISORS, LLC	Shares	426.6KSH	$10.7M
8	Asio Capital, LLC	Shares	363.9KSH	$9.2M
9	Ocean Park Asset Management, LLC	Shares	351.2KSH	$8.8M
10	Prentice Wealth Management LLC	Shares	330.5KSH	$8.3M
11	Certified Advisory Corp	Shares	216.4KSH	$5.4M
12	Wealth Alliance Advisory Group, LLC	Shares	215.2KSH	$5.4M
13	PENNEY FINANCIAL, LLC	Shares	124.6KSH	$3.1M
14	Total Clarity Wealth Management, Inc.	Shares	117.9KSH	$3.0M
15	Patriot Financial Group Insurance Agency, LLC	Shares	116.4KSH	$2.9M
16	AdvisorNet Financial, Inc	Shares	105.3KSH	$2.7M
17	ShoreHaven Wealth Partners, LLC	Shares	101.7KSH	$2.6M
18	Embree Financial Group	Shares	96.5KSH	$2.4M
19	Redhawk Wealth Advisors, Inc.	Shares	96.2KSH	$2.4M
20	ARWA LLC	Shares	96.5KSH	$2.4M
21	Hobart Private Capital, LLC	Shares	92.3KSH	$2.3M
22	BENJAMIN EDWARDS INC	Shares	86.8KSH	$2.2M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	71.8KSH	$1.8M
24	CGN Advisors LLC	Shares	67.2KSH	$1.7M
25	SFG Wealth Management, LLC.	Shares	53.7KSH	$1.4M
26	TrueWealth Advisors, LLC	Shares	46.3KSH	$1.2M
27	Cornerstone Wealth Management, LLC	Shares	43.8KSH	$1.1M
28	XY Planning Network, Inc.	Shares	43.6KSH	$1.1M
29	HICKS CAPITAL MANAGEMENT LLC	Shares	43.0KSH	$1.1M
30	Hidden Cove Wealth Management, LLC	Shares	37.9KSH	$952.9K
31	Golden State Wealth Management, LLC	Shares	37.1KSH	$935.0K
32	Spire Wealth Management	Shares	32.4KSH	$815.2K
33	Prospera Financial Services Inc	Shares	32.0KSH	$804.8K
34	SAX WEALTH ADVISORS, LLC	Shares	30.7KSH	$760.8K
35	Milestones Private Investment Advisors LLC	Shares	29.9KSH	$751.5K
36	D.A. DAVIDSON & CO.	Shares	29.2KSH	$734.7K
37	J.W. COLE ADVISORS, INC.	Shares	27.5KSH	$693.1K
38	Good Harbor Advisors, Inc.	Shares	26.6KSH	$670.8K
39	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	26.4KSH	$663.9K
40	IFP Advisors, Inc	Shares	25.0KSH	$630.5K
41	Members Advisory Group LLC	Shares	24.0KSH	$605.1K
42	Tenzing Financial LLC	Shares	23.3KSH	$584.8K
43	First Heartland Consultants, Inc.	Shares	22.9KSH	$576.4K
44	FLAGSHIP HARBOR ADVISORS, LLC	Shares	20.3KSH	$509.9K
45	MassMutual Private Wealth & Trust, FSB	Shares	17.1KSH	$430.2K
46	Wedmont Private Capital	Shares	16.4KSH	$408.9K
47	Mallini Complete Financial Planning LLC	Shares	15.6KSH	$392.5K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	15.4KSH	$386.2K
49	Bill Few Associates, Inc.	Shares	15.3KSH	$385.2K
50	TRUE BLUE FINANCIAL, LLC	Shares	15.3KSH	$384.7K

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

50 / 66 loaded

#		Instrument
1	MFA WEALTH ADVISORS, LLC added	Shares	+285.0K	+$7.2M	$10.7M
2	Composition Wealth, LLC added	Shares	+191.4K	+$5.2M	$30.8M
3	Hobart Private Capital, LLC added	Shares	+79.3K	+$2.0M	$2.3M
4	Midwest Financial Partners Investments, Inc. added	Shares	+66.4K	+$1.9M	$13.5M
5	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-12.3K	+$1.7M	$131.4M
6	Certified Advisory Corp added	Shares	+63.8K	+$1.7M	$5.4M
7	RFG Advisory, LLC added	Shares	+44.2K	+$1.3M	$15.4M
8	CGN Advisors LLC added	Shares	+47.6K	+$1.2M	$1.7M
9	Prentice Wealth Management LLC added	Shares	+41.2K	+$1.1M	$8.3M
10	XY Planning Network, Inc. new	Shares	+43.6K	+$1.1M	$1.1M
11	Hidden Cove Wealth Management, LLC new	Shares	+37.9K	+$952.9K	$952.9K
12	Cornerstone Wealth Management, LLC added	Shares	+34.8K	+$880.1K	$1.1M
13	ShoreHaven Wealth Partners, LLC added	Shares	+30.7K	+$799.2K	$2.6M
14	CENTRAL BANK & TRUST CO added	Shares	+19.9K	+$793.6K	$20.0M
15	SAX WEALTH ADVISORS, LLC new	Shares	+30.7K	+$760.8K	$760.8K
16	J.W. COLE ADVISORS, INC. new	Shares	+27.5K	+$693.1K	$693.1K
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+26.4K	+$663.9K	$663.9K
18	HICKS CAPITAL MANAGEMENT LLC added	Shares	+23.7K	+$604.9K	$1.1M
19	Legacy CG, LLC added	Shares	+12.8K	+$563.2K	$16.3M
20	Asio Capital, LLC added	Shares	+16.6K	+$550.2K	$9.2M
21	AdvisorNet Financial, Inc added	Shares	+19.8K	+$529.7K	$2.7M
22	Total Clarity Wealth Management, Inc. added	Shares	+17.7K	+$483.8K	$3.0M
23	ARWA LLC added	Shares	+19.4K	+$481.0K	$2.4M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.2K	+$416.7K	$1.8M
25	Dynamic Advisor Solutions LLC new	Shares	+14.0K	+$353.2K	$353.2K
26	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+10.9K	+$273.4K	$273.4K
27	Redhawk Wealth Advisors, Inc. added	Shares	+9.5K	+$272.7K	$2.4M
28	Wealth Alliance Advisory Group, LLC added	Shares	+6.5K	+$243.6K	$5.4M
29	Duncan Williams Asset Management, LLC new	Shares	+8.1K	+$204.9K	$204.9K
30	Riverbend Wealth Management, LLC new	Shares	+8.0K	+$200.8K	$200.8K
31	Embree Financial Group added	Shares	+5.6K	+$175.5K	$2.4M
32	Ocean Park Asset Management, LLC unchanged	Shares	0	+$133.5K	$8.8M
33	Tenzing Financial LLC added	Shares	+5.0K	+$129.0K	$584.8K
34	Members Advisory Group LLC added	Shares	+4.7K	+$124.9K	$605.1K
35	RICHARDS, MERRILL & PETERSON, INC. new	Shares	+4.0K	+$100.7K	$100.7K
36	Prospera Financial Services Inc added	Shares	+3.5K	+$99.7K	$804.8K
37	First Heartland Consultants, Inc. added	Shares	+3.2K	+$87.3K	$576.4K
38	IFP Advisors, Inc added	Shares	+3.1K	+$85.3K	$630.5K
39	TrueWealth Advisors, LLC added	Shares	+2.4K	+$78.3K	$1.2M
40	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.5K	+$65.7K	$314.6K
41	D.A. DAVIDSON & CO. added	Shares	+2.0K	+$59.7K	$734.7K
42	Financial Partners Group, Inc added	Shares	+1.5K	+$43.2K	$345.3K
43	Golden State Wealth Management, LLC added	Shares	+1.0K	+$40.1K	$935.0K
44	Spire Wealth Management added	Shares	+972	+$36.4K	$815.2K
45	SFG Wealth Management, LLC. added	Shares	+62	+$21.9K	$1.4M
46	HOWARD WEALTH MANAGEMENT, LLC added	Shares	+689	+$21.9K	$319.0K
47	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+209	+$12.9K	$509.9K
48	Milestones Private Investment Advisors LLC unchanged	Shares	0	+$11.3K	$751.5K
49	Good Harbor Advisors, Inc. unchanged	Shares	0	+$10.1K	$670.8K
50	Mallini Complete Financial Planning LLC added	Shares	+161	+$9.9K	$392.5K

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