Filing Research | FRANKLIN TEMPLETON ETF TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Aureum Wealth Management, LLC	Shares	55.0KSH	$2.8M
2	COURIER CAPITAL LLC	Shares	25.0KSH	$1.3M
3	Yoffe Investment Management, LLC	Shares	12.3KSH	$634.6K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.7KSH	$247.0K
5	Boltwood Capital Management	Shares	4.0KSH	$208.5K
6	Blue Trust, Inc.	Shares	834SH	$42.9K
7	EverSource Wealth Advisors, LLC	Shares	805SH	$41.4K
8	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	348SH	$17.9K
9	Spire Wealth Management	Shares	241SH	$12.4K
10	Farther Finance Advisors, LLC	Shares	48SH	$2.5K
11	Aventura Private Wealth, LLC	Shares	12SH	$618
12	CX Institutional	Shares	3.5KSH	$180
13	Bogart Wealth, LLC	Shares	1SH	$51
14	Farmers & Merchants Trust Co of Chambersburg PA	Shares	257SH	$13

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

15 / 15 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+4.7K	+$247.0K	$247.0K
2	Aureum Wealth Management, LLC added	Shares	+1.5K	+$211.0K	$2.8M
3	Boltwood Capital Management new	Shares	+4.0K	+$208.5K	$208.5K
4	COURIER CAPITAL LLC trimmed	Shares	-85	+$59.0K	$1.3M
5	Yoffe Investment Management, LLC unchanged	Shares	0	+$31.2K	$634.6K
6	Farther Finance Advisors, LLC new	Shares	+48	+$2.5K	$2.5K
7	Blue Trust, Inc. unchanged	Shares	0	+$2.1K	$42.9K
8	EverSource Wealth Advisors, LLC trimmed	Shares	-2	+$1.9K	$41.4K
9	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$880	$17.9K
10	Spire Wealth Management unchanged	Shares	0	+$609	$12.4K
11	Bogart Wealth, LLC new	Shares	+1	+$51	$51
12	Aventura Private Wealth, LLC unchanged	Shares	0	+$31	$618
13	CX Institutional trimmed	Shares	-107	+$4	$180
14	Farmers & Merchants Trust Co of Chambersburg PA unchanged	Shares	0	$0	$13
15	Sound Income Strategies, LLC exited	Shares	-28	-$1.4K	$0

Filing Research | FRANKLIN TEMPLETON ETF TR Institutional Holdings