Filing Research | FRANKLIN TEMPLETON ETF TR Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Baron Wealth Management LLC	Shares	749.0KSH	$32.0M
2	TriaGen Wealth Management LLC	Shares	610.3KSH	$26.1M
3	FLAGSHIP HARBOR ADVISORS, LLC	Shares	596.2KSH	$25.5M
4	AllGen Financial Advisors, Inc.	Shares	414.9KSH	$17.7M
5	FIRST HAWAIIAN BANK	Shares	186.9KSH	$8.0M
6	RFG Advisory, LLC	Shares	157.9KSH	$6.7M
7	Mirador Capital Partners LP	Shares	156.8KSH	$6.7M
8	Ridgeline Wealth Planning, LLC	Shares	136.7KSH	$5.8M
9	CARY STREET PARTNERS FINANCIAL LLC	Shares	136.0KSH	$5.8M
10	Owen LaRue, LLC	Shares	112.6KSH	$4.8M
11	Midwest Financial Group LLC	Shares	109.9KSH	$4.7M
12	HBW ADVISORY SERVICES LLC	Shares	94.8KSH	$4.0M
13	Capital Investment Counsel, LLC	Shares	81.8KSH	$3.5M
14	Dynamic Advisor Solutions LLC	Shares	60.6KSH	$2.6M
15	Sowell Financial Services LLC	Shares	55.8KSH	$2.4M
16	Prospera Financial Services Inc	Shares	55.5KSH	$2.4M
17	Entelevest, LLC	Shares	45.2KSH	$1.9M
18	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	45.0KSH	$1.9M
19	Kelly Financial Services LLC	Shares	44.4KSH	$1.9M
20	D.A. DAVIDSON & CO.	Shares	43.0KSH	$1.8M
21	First Bank & Trust	Shares	41.3KSH	$1.8M
22	Southland Equity Partners LLC	Shares	39.6KSH	$1.7M
23	Cornerstone Wealth Management, LLC	Shares	35.7KSH	$1.5M
24	Prota Financial, LLC	Shares	34.7KSH	$1.5M
25	OxenFree Capital LLC	Shares	34.2KSH	$1.5M
26	BENJAMIN EDWARDS INC	Shares	26.5KSH	$1.1M
27	NOVEM GROUP	Shares	24.9KSH	$1.1M
28	Envestnet Portfolio Solutions, Inc.	Shares	20.9KSH	$895.0K
29	IRON Financial LLC	Shares	20.7KSH	$883.5K
30	TITLEIST ASSET MANAGEMENT, LLC	Shares	20.2KSH	$862.1K
31	J.W. COLE ADVISORS, INC.	Shares	19.4KSH	$829.7K
32	Professional Financial Advisors, LLC	Shares	18.9KSH	$809.4K
33	Goldstein Advisors, LLC	Shares	17.5KSH	$749.4K
34	Royal Fund Management, LLC	Shares	14.6KSH	$625.8K
35	Whitaker-Myers Wealth Managers, LTD.	Shares	14.2KSH	$608.6K
36	Wedmont Private Capital	Shares	14.0KSH	$601.4K
37	Meridian Financial Advisors, LLC	Shares	13.5KSH	$578.4K
38	Forza Wealth Management, LLC	Shares	12.9KSH	$551.1K
39	Herold Advisors, Inc.	Shares	11.2KSH	$478.0K
40	Barnes Wealth Management Group, Inc	Shares	10.1KSH	$433.1K
41	apricus wealth, LLC	Shares	9.6KSH	$408.2K
42	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.0KSH	$385.7K
43	Burns Matteson Capital Management, LLC	Shares	8.3KSH	$354.6K
44	Apollon Wealth Management, LLC	Shares	6.0KSH	$254.9K
45	IFP Advisors, Inc	Shares	5.8KSH	$247.1K
46	Wealthcare Advisory Partners LLC	Shares	5.6KSH	$239.1K
47	AdvisorNet Financial, Inc	Shares	3.0KSH	$128.6K
48	Hartford Financial Management Inc.	Shares	1.8KSH	$78.3K
49	Crewe Advisors LLC	Shares	1.6KSH	$68.0K
50	Cape Investment Advisory, Inc.	Shares	1.3KSH	$56.2K

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

50 / 60 loaded

#		Instrument
1	Mirador Capital Partners LP added	Shares	+139.9K	+$6.0M	$6.7M
2	RFG Advisory, LLC added	Shares	+120.7K	+$5.3M	$6.7M
3	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+28.5K	+$2.9M	$25.5M
4	TriaGen Wealth Management LLC added	Shares	+20.1K	+$2.6M	$26.1M
5	Baron Wealth Management LLC added	Shares	+9.3K	+$2.6M	$32.0M
6	AllGen Financial Advisors, Inc. added	Shares	+8.7K	+$1.6M	$17.7M
7	Midwest Financial Group LLC added	Shares	+25.9K	+$1.4M	$4.7M
8	Professional Financial Advisors, LLC new	Shares	+18.9K	+$809.4K	$809.4K
9	Prospera Financial Services Inc added	Shares	+13.4K	+$693.4K	$2.4M
10	Wedmont Private Capital new	Shares	+14.0K	+$601.4K	$601.4K
11	HBW ADVISORY SERVICES LLC added	Shares	+7.3K	+$565.9K	$4.0M
12	Forza Wealth Management, LLC new	Shares	+12.9K	+$551.1K	$551.1K
13	FIRST HAWAIIAN BANK trimmed	Shares	-59	+$541.4K	$8.0M
14	Envestnet Portfolio Solutions, Inc. added	Shares	+10.1K	+$462.4K	$895.0K
15	Owen LaRue, LLC added	Shares	+2.9K	+$443.2K	$4.8M
16	First Bank & Trust added	Shares	+6.5K	+$379.1K	$1.8M
17	Dynamic Advisor Solutions LLC added	Shares	+5.0K	+$374.0K	$2.6M
18	Sowell Financial Services LLC added	Shares	+4.8K	+$355.3K	$2.4M
19	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-1.4K	+$339.4K	$5.8M
20	Capital Investment Counsel, LLC added	Shares	+2.1K	+$320.3K	$3.5M
21	Ridgeline Wealth Planning, LLC trimmed	Shares	-2.1K	+$313.1K	$5.8M
22	Cornerstone Wealth Management, LLC added	Shares	+4.3K	+$274.3K	$1.5M
23	Entelevest, LLC added	Shares	+3.6K	+$273.6K	$1.9M
24	D.A. DAVIDSON & CO. added	Shares	+2.7K	+$233.6K	$1.8M
25	apricus wealth, LLC added	Shares	+2.9K	+$145.0K	$408.2K
26	Herold Advisors, Inc. added	Shares	+2.7K	+$139.7K	$478.0K
27	ABSOLUTE CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$130.9K	$1.9M
28	Southland Equity Partners LLC added	Shares	+27	+$116.2K	$1.7M
29	IRON Financial LLC added	Shares	+1.4K	+$115.0K	$883.5K
30	BENJAMIN EDWARDS INC unchanged	Shares	0	+$77.0K	$1.1M
31	Kelly Financial Services LLC trimmed	Shares	-1.4K	+$71.8K	$1.9M
32	J.W. COLE ADVISORS, INC. added	Shares	+106	+$60.7K	$829.7K
33	TITLEIST ASSET MANAGEMENT, LLC unchanged	Shares	0	+$58.7K	$862.1K
34	Cape Investment Advisory, Inc. new	Shares	+1.3K	+$56.2K	$56.2K
35	Meridian Financial Advisors, LLC added	Shares	+117	+$44.1K	$578.4K
36	Royal Fund Management, LLC trimmed	Shares	-137	+$37.2K	$625.8K
37	Capital Investment Advisory Services, LLC added	Shares	+700	+$30.1K	$32.9K
38	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+72	+$29.1K	$385.7K
39	Barnes Wealth Management Group, Inc trimmed	Shares	-24	+$28.5K	$433.1K
40	Goldstein Advisors, LLC trimmed	Shares	-705	+$23.0K	$749.4K
41	Sachetta, LLC new	Shares	+442	+$18.9K	$18.9K
42	IFP Advisors, Inc added	Shares	+11	+$17.3K	$247.1K
43	Wealthcare Advisory Partners LLC trimmed	Shares	-12	+$15.8K	$239.1K
44	Burns Matteson Capital Management, LLC trimmed	Shares	-367	+$9.5K	$354.6K
45	AdvisorNet Financial, Inc unchanged	Shares	0	+$8.8K	$128.6K
46	Crewe Advisors LLC unchanged	Shares	0	+$4.6K	$68.0K
47	CoreCap Advisors, LLC added	Shares	+30	+$4.1K	$42.3K
48	Hartford Financial Management Inc. trimmed	Shares	-68	+$2.6K	$78.3K
49	Blue Trust, Inc. unchanged	Shares	0	+$727	$10.7K
50	Lodestone Wealth Management LLC unchanged	Shares	0	+$550	$8.1K

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