FLBL institutional holders

Franklin Senior Loan ETF · 128 reporting institutions · $490.4M reported value

Funds that can replace FLBL · FLBL return decomposition

Institutional holdings

Institutions reporting FLBL, largest first
InstitutionReported positionAdvisors at firmReport period
New York Life Investment Management LLC$97.8M892026-06-30
Bank of New York Mellon Corp$40M02026-06-30
Lpl Financial LLC$28.3M23,4582026-06-30
Shp Wealth Management$25.9M322026-06-30
Envestnet Pmc$24.4M602026-06-30
Franklin Resources Inc$20.8M02026-06-30
Raymond James Financial Inc$20.1M02026-06-30
Curran Financial Partners, LLC$19.1M162026-06-30
Sage Advisory Services, Ltd.co.$15.9M02026-06-30
Prentice Wealth Management LLC$14.8M52026-06-30
Ameriprise Financial Inc$14.6M02026-06-30
Cetera Investment Advisers$12.6M10,3702026-06-30
Assetmark, Inc$11.7M2202026-06-30
Dorval Corp$7.9M32026-06-30
Royal Bank of Canada$7.9M02026-06-30
Independence Financial Advisors, LLC$6.9M82026-06-30
Fifth Third Securities, Inc.$6.6M1,0142026-06-30
Aire Advisors, LLC$6.2M122026-06-30
Osaic Holdings, Inc.$6.1M02026-06-30
Steward Partners Investment Advisory, LLC$5.4M4812026-06-30
Truist Financial Corp$4.9M02026-06-30
Advisory Services Network$4.7M2532026-06-30
MML Investors Services, LLC$4.4M5,1202026-06-30
Mission Hills Financial Advisory, LLC$4.4M32026-06-30
Integrated Wealth Concepts LLC$4.3M4802026-06-30
Morgan Stanley$4M23,1852026-06-30
Bank of America Corp /de$3.9M02026-06-30
Wealthplan Investment Management, LLC$3.4M292026-06-30
Calamos Advisors LLC$3.4M422026-06-30
Foguth Wealth Management, Llc.$3M512026-06-30
Clark Capital Management Group, Inc.$2.8M12026-06-30
American Financial & Tax Strategies Inc$2.7M12026-06-30
Kathmere Capital Management, LLC$2.3M172026-06-30
PNC Financial Services Group, Inc.$2.3M02026-06-30
Farther Finance Advisors, LLC$2M3342026-06-30
Wells Fargo & Company/mn$1.9M02026-06-30
Fortitude Family Office, LLC$1.7M142026-06-30
Rooted Wealth Advisors, Inc.$1.7M82026-06-30
Sei Investments Co$1.6M02026-06-30
Blue Jean Financial LLC$1.6M82026-06-30
Sovran Advisors, LLC$1.6M702026-06-30
Wealthplan Partners, LLC$1.5M262026-06-30
Cwm, LLC$1.5M6672026-03-31
Equitable Holdings, Inc.$1.5M02026-06-30
Sanctuary Advisors, LLC$1.4M4012026-06-30
The Fiduciary Alliance$1.3M492026-06-30
Jpmorgan Chase & Co$1.2M02026-06-30
Eagle Global Advisors LLC$1.1M82026-06-30
Comprehensive Wealth Management, LLC$1.1M62026-06-30
Insight Wealth Strategies, LLC$1.1M92026-06-30
Oak Hill Wealth Advisors, LLC$1.1M02025-09-30
Cerity Partners LLC$1M7772026-06-30
Cordoba Advisory Partners LLC$994.2K72026-06-30
Stifel Financial Corp$982.7K02026-06-30
Focus Financial$967.7K1212026-06-30
Key Client Fiduciary Advisors, LLC$933.8K102026-06-30
World Investment Advisors$915.6K3592026-06-30
Acorn Wealth Advisors, LLC$829.4K52026-06-30
Mercer Global Advisors Inc /adv$818.6K02026-06-30
Atria Investments, Inc$718.4K62026-06-30
Sunesis Advisors, LLC$717.4K102026-06-30
Simplicity Wealth, LLC$701.8K02026-06-30
Clear Creek Financial Management, LLC$693.5K442026-06-30
Evolution Wealth Advisors, LLC$648.8K82026-06-30
Ifp Advisors, Inc$632.1K3182026-06-30
Dakota Wealth Management$612.4K02026-06-30
Tenzing Financial LLC$589.4K32026-06-30
Seeds Investor LLC$553K32026-06-30
Wealth Enhancement Advisory Services, LLC$535.6K1,0262026-06-30
Perigon Wealth Management, LLC$533.1K922026-06-30
Kovack Advisors, Inc.$463K2582026-06-30
Wealthcare Advisory Partners LLC$436.1K1702026-06-30
Andina Capital Management, LLC$436K92026-06-30
Principal Securities, Inc.$429.5K1,4632026-06-30
Keudell/morrison Wealth Management$428K82026-06-30
Arkadios Wealth Advisors$424.4K2262026-06-30
Zurcher Kantonalbank (zurich Cantonalbank)$395.6K02026-06-30
Kwb Wealth$382.1K102026-06-30
Elm3 Financial Group, LLC$380.8K32026-06-30
McAdam LLC$379.3K1352026-06-30
Tactive Advisors, LLC$355.5K182026-06-30
Integrity Alliance, Llc.$290.9K3532026-06-30
Fermata Advisors$280K132026-06-30
Intrua Financial, LLC$271.1K362026-06-30
Regal Investment Advisors LLC$258.9K1172026-06-30
Procore Advisors, LLC$258.4K32026-06-30
Equity Wealth Partners, LLC$245.3K72026-06-30
Advisory Alpha, LLC$228K662026-06-30
Keeler Thomas Management LLC$219.8K52026-06-30
Tower Research Capital LLC (trc)$144.4K02026-06-30
Blackrock, Inc.$134K02026-06-30
Kelleher Financial Advisors$116.1K42026-06-30
Advisornet Wealth Partners$109.1K582026-06-30
Hantz Financial Services, Inc.$85.6K3962026-06-30
TD Private Client Wealth LLC$77.5K5352026-06-30
Cape Investment Advisory, Inc.$51.4K352026-06-30
Rockefeller Capital Management LP$50.3K3462026-06-30
Private Trust Co NA$48.3K02026-06-30
Geneos Wealth Management, Inc.$47K1932026-06-30
Global Retirement Partners LLC$43.8K4912026-06-30
Planvest Financial, Inc$42.6K62026-06-30
Fifth Third Bancorp$27.2K02026-06-30
Signature Equity Partners, LLC$25.5K342026-06-30
Lanark Financial, Inc.$25.2K692026-06-30
CIBC Private Wealth Group LLC$17.4K02025-12-31
Ashton Thomas Private Wealth, LLC$16.4K962026-06-30
Corecap Advisors, LLC$15.9K1182026-06-30
Ae Wealth Management LLC$10.2K4712026-06-30
International Assets Investment Management, LLC$7.9K1222026-06-30
US Bancorp$7.7K02026-06-30
Smartleaf Asset Management LLC$6.4K92026-06-30
Comerica Bank$6.4K02025-12-31
Bank of Montreal /can$5.8K02026-06-30
Blue Trust, Inc.$4K02026-06-30
Cambridge Investment Research Advisors, Inc.$3.7K3,9402026-03-31
Northwestern Mutual Wealth Management Co$3.1K02026-06-30
Security National Bank$1.5K02026-06-30
Crews Bank & Trust$1.5K02026-06-30
Wealthshield Partners, LLC$1.3K02026-06-30
Fdx Advisors, Inc.$96902026-06-30
Park Square Financial Group LLC$96352026-06-30
Brown, Lisle/cummings, Inc.$55282026-03-31
Cornerstone Planning Group LLC$461232026-06-30
Janney Montgomery Scott LLC$4491,3422026-06-30
Park Avenue Securities LLC$2281,9082026-06-30
Financial Gravity Companies, Inc.$9202026-06-30
Financial Gravity Asset Management, Inc.$9212026-03-31
Harbour Investments, Inc.$752472026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30