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Franklin Senior Loan ETF (FLBL) Institutional Ownership

$24.23 +0.02 (+0.08%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Franklin Senior Loan ETF (BATS:FLBL)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$170.00M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$21.59M
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FLBL Institutional Buying and Selling by Quarter

Franklin Senior Loan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.876,361$21.29M0.0%-30.2%5.982%
11/25/2024 World Investment Advisors LLC10,092$245K0.0%N/A0.069%
11/18/2024 Sunbelt Securities Inc.20,118$488K0.0%+53.7%0.137%
11/15/2024 MML Investors Services LLC112,859$2.74M0.0%+16.9%0.770%
11/15/2024 Orion Portfolio Solutions LLC8,351$203K0.0%-33.1%0.057%
11/15/2024 Jane Street Group LLC146,579$3.56M0.0%+131.5%1.001%
11/15/2024 Stifel Financial Corp72,961$1.77M0.0%+1.6%0.498%
11/15/2024 IHT Wealth Management LLC35,582$863K0.0%+48.1%0.243%
11/14/2024 Hantz Financial Services Inc.1,738,228$42.19M0.7%+19.9%11.865%
11/13/2024 Freedom Investment Management Inc.38,238$928K0.1%-3.7%0.261%
11/13/2024 Acorn Wealth Advisors LLC37,013$898K0.4%+12.7%0.253%
11/12/2024 Raymond James Trust N.A.10,000$243K0.0%N/A0.068%
11/7/2024 OneAscent Wealth Management LLC26,198$636K0.2%+3.4%0.179%
11/6/2024 Evolution Wealth Advisors LLC30,405$738K0.1%+4.2%0.208%
11/5/2024 Systelligence LLC464,355$11.27M2.8%-19.6%3.170%
11/5/2024 WealthPlan Investment Management LLC572,399$13.89M1.4%+483.0%3.907%
11/5/2024 WealthPLAN Partners LLC241,499$5.86M0.8%+1,033.4%1.648%
11/1/2024 Assetmark Inc.448,303$10.88M0.0%+18.4%3.060%
10/31/2024 TFB Advisors LLC9,655$234K0.1%+15.7%0.066%
10/31/2024 Concurrent Investment Advisors LLC8,877$215K0.0%-26.6%0.061%
10/29/2024 Farther Finance Advisors LLC4,497$109K0.0%N/A0.031%
10/28/2024 CacheTech Inc.32,956$800K0.2%+114.9%0.225%
10/28/2024 Focus Financial Network Inc.8,377$203K0.0%N/A0.057%
10/25/2024 Andina Capital Management LLC186,841$4.54M3.4%+42.4%1.275%
10/25/2024 Strategic Blueprint LLC16,230$394K0.0%-11.5%0.111%
10/24/2024 Wealth Enhancement Advisory Services LLC55,551$1.35M0.0%-83.8%0.379%
10/23/2024 DORVAL Corp640,527$15.63M6.4%N/A4.372%
10/21/2024 Foundations Investment Advisors LLC185,463$4.50M0.1%+14.4%1.266%
10/21/2024 Sightline Wealth Advisors LLC113,595$2.76M1.5%+25.4%0.775%
10/19/2024Capital Wealth Management LLC56,955$1.38M0.6%+6.3%0.389%
10/18/2024Key Client Fiduciary Advisors LLC48,544$1.18M0.5%-4.3%0.331%
10/10/2024 Concourse Financial Group Securities Inc.134,369$3.26M0.2%+63.2%0.917%
10/8/2024 Dynamic Advisor Solutions LLC11,293$274K0.0%-5.4%0.077%
8/28/2024 Heritage Oak Wealth Advisors LLC83,904$2.05M1.1%N/A0.573%
8/22/2024 Cetera Investment Advisers240,764$5.88M0.0%+79.8%1.643%
8/21/2024 Advisory Alpha LLC16,791$410K0.0%+15.1%0.115%
8/16/2024 Sunbelt Securities Inc.13,085$319K0.0%+145.7%0.089%
8/16/2024 Kathmere Capital Management LLC43,190$1.05M0.1%+99.7%0.295%
8/14/2024 Insigneo Advisory Services LLC9,897$238K0.0%N/A0.068%
8/13/2024 Thrivent Financial for Lutherans30,975$756K0.0%+23.4%0.211%
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8/9/2024 WealthPLAN Partners LLC21,308$520K0.1%N/A0.145%
8/8/2024 American Financial & Tax Strategies Inc.116,389$2.84M1.5%-1.0%0.794%
8/8/2024 Envestnet Asset Management Inc.317,155$7.74M0.0%+89.2%2.165%
8/8/2024 CoreCap Advisors LLC150,051$3.66M0.4%N/A1.024%
8/8/2024 Prevail Innovative Wealth Advisors LLC240,619$5.87M2.1%+43.8%1.642%
8/8/2024 LPL Financial LLC1,470,823$35.90M0.0%+136.0%10.040%
8/8/2024 Frontier Asset Management LLC12,085$295K0.1%N/A0.082%
8/2/2024 Foundations Investment Advisors LLC162,048$3.96M0.1%N/A1.106%
8/1/2024 Aire Advisors LLC250,702$6.10M1.4%+0.9%1.711%
8/1/2024 Drive Wealth Management LLC8,443$206K0.1%-54.0%0.058%
7/31/2024 Anfield Capital Management LLC2,586$63K0.0%N/A0.018%
7/31/2024Commonwealth Equity Services LLC10,024$245K0.0%-41.4%0.068%
7/31/2024 Concurrent Investment Advisors LLC12,101$295K0.0%N/A0.083%
7/30/2024 Hantz Financial Services Inc.1,449,571$35.38M0.7%N/A9.895%
7/30/2024 TFB Advisors LLC8,345$204K0.1%N/A0.057%
7/29/2024 Ameritas Advisory Services LLC13,850$338K0.0%N/A0.095%
7/29/2024 Arkadios Wealth Advisors16,935$413K0.0%+57.3%0.116%
7/27/2024 Strategic Blueprint LLC18,344$448K0.0%+78.4%0.125%
7/26/2024 Cambridge Investment Research Advisors Inc.74,307$1.81M0.0%+32.0%0.507%
7/25/2024 Systelligence LLC577,755$14.10M3.8%+0.1%3.944%
7/25/2024 Rooted Wealth Advisors Inc.33,593$819K0.4%N/A0.229%
7/23/2024 Concourse Financial Group Securities Inc.82,311$2.01M0.1%+4.1%0.562%
7/22/2024 Atria Wealth Solutions Inc.61,562$1.50M0.0%+256.1%0.420%
7/19/2024Raymond James & Associates52,436$1.28M0.0%+68.1%0.358%
7/18/2024 Evolution Wealth Advisors LLC29,190$713K0.1%N/A0.199%
7/17/2024Capital Wealth Management LLC53,578$1.31M0.6%+51.2%0.366%
7/16/2024 Envestnet Portfolio Solutions Inc.58,079$1.42M0.0%+105.7%0.396%
7/16/2024Key Client Fiduciary Advisors LLC50,740$1.24M0.6%-1.6%0.346%
7/16/2024 Wealth Enhancement Advisory Services LLC343,523$8.39M0.0%-4.6%2.345%
7/16/2024 Andina Capital Management LLC131,214$3.20M2.4%N/A0.896%
7/16/2024 Foguth Wealth Management LLC.34,394$840K0.4%N/A0.235%
7/15/2024 Fifth Third Securities Inc.184,411$4.50M0.4%N/A1.259%
7/12/2024 Pennsylvania Capital Management Inc. ADV436,896$10.67M4.1%+78.1%2.982%
5/24/2024Cetera Advisors LLC26,797$656K0.0%+63.7%0.183%
5/24/2024 Cetera Investment Advisers133,918$3.28M0.0%+34.1%0.914%
5/15/2024 Transcendent Capital Group LLC4,120$101K0.1%N/A0.028%
5/14/2024 JT Stratford LLC27,932$684K0.1%+11.5%0.191%
5/10/2024 Prevail Innovative Wealth Advisors LLC167,305$4.10M1.5%N/A1.142%
5/8/2024 Avantax Advisory Services Inc.10,015$245K0.0%+16.1%0.068%
5/6/2024 Envestnet Portfolio Solutions Inc.28,231$692K0.0%+13.7%0.197%
5/6/2024 Advisory Alpha LLC14,594$357K0.0%+16.7%0.102%
5/1/2024 Concourse Financial Group Securities Inc.79,045$1.94M0.1%-5.1%0.551%
4/30/2024 Perigon Wealth Management LLC98,321$2.41M0.1%N/A0.685%
4/24/2024 Fulcrum Equity Management13,775$337K0.4%-20.5%0.096%
4/24/2024 Sightline Wealth Advisors LLC67,186$1.65M1.1%+490.1%0.468%
4/23/2024 Strategic Blueprint LLC10,285$252K0.0%+16.7%0.072%
4/22/2024 Drive Wealth Management LLC18,353$450K0.1%N/A0.128%
4/19/2024Capital Wealth Management LLC35,429$868K0.4%N/A0.377%
4/19/2024 Kovack Advisors Inc.35,387$867K0.1%N/A0.376%
4/16/2024 OneAscent Wealth Management LLC22,919$561K0.2%+54.2%0.244%
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4/16/2024 Kathmere Capital Management LLC21,626$530K0.1%N/A0.230%
4/16/2024 Seed Wealth Management Inc.75,713$1.84M1.8%-11.3%0.805%
4/16/2024 Wealth Enhancement Advisory Services LLC359,914$8.82M0.0%-2.9%3.829%
4/15/2024Key Client Fiduciary Advisors LLC51,590$1.26M0.7%-6.0%0.549%
4/12/2024 Fermata Advisors LLC12,823$314K0.1%N/A0.136%
4/12/2024 Systelligence LLC577,084$14.14M3.7%+0.6%6.139%
4/11/2024 Fortitude Family Office LLC1,562$38K0.0%N/A0.017%
2/12/2024 Adams Wealth Management13,375$325K0.1%-11.6%0.142%
2/9/2024 Cambridge Investment Research Advisors Inc.55,590$1.35M0.0%+21.0%0.591%
2/9/2024 Franklin Resources Inc.2,797,611$67.95M0.0%+8.5%29.762%
(Data available from 1/1/2016 forward)

FLBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLBL shares?

During the previous two years, 87 institutional investors and hedge funds held shares of Franklin Senior Loan ETF. The most heavily invested institutionals were Hantz Financial Services Inc. ($42.19M), LPL Financial LLC ($35.90M), Franklin Resources Inc. ($21.29M), Trilogy Capital Inc. ($17.83M), DORVAL Corp ($15.63M), WealthPlan Investment Management LLC ($13.89M), and Advisor Group Holdings Inc. ($12.39M).Learn more on FLBL's institutional investors.

Which institutional investors have been buying Franklin Senior Loan ETF stock?

Of the 82 institutional investors that purchased Franklin Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hantz Financial Services Inc. ($1.74M), LPL Financial LLC ($1.09M), Trilogy Capital Inc. ($733.97K), DORVAL Corp ($640.53K), WealthPlan Investment Management LLC ($474.22K), Systelligence LLC ($273.02K), and WealthPLAN Partners LLC ($241.50K).

How much institutional buying is happening at Franklin Senior Loan ETF?

Institutional investors have bought a total of 9,066,249 shares in the last 24 months. This purchase volume represents approximately $220.02M in transactions.

Which Franklin Senior Loan ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold Franklin Senior Loan ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($1.21M), Systelligence LLC ($466.81K), Envestnet Asset Management Inc. ($344.26K), Wealth Enhancement Advisory Services LLC ($314.93K), Seed Wealth Management Inc. ($52.82K), LPL Financial LLC ($12.16K), and Key Client Fiduciary Advisors LLC ($10.39K).

How much institutional selling is happening at Franklin Senior Loan ETF?

Institutional investors have sold a total of 2,461,586 shares in the last 24 months. This volume of shares sold represents approximately $59.25M in transactions.



This page (BATS:FLBL) was last updated on 12/22/2024 by MarketBeat.com Staff
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