FMI
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Financial Management Inc’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

Financial Management Inc’s Portfolio FLQM Stock Details FLQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.16M Buy
158,281
+3,665
+2% +$208K 7.51% 4
2026
Q1 		$8.49M Buy
154,616
+5,322
+4% +$303K 7.98% 4
2025
Q4 		$8.4M Buy
+149,294
New +$8.38M 7.98% 5

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Management Inc's FLQM Position: Q2 2026 in Review

Financial Management Inc increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 2.4% in Q2 2026, buying an estimated $208K and bringing the position to 158,281 shares worth $9.16M. The position accounts for 7.51% of the portfolio, ranked #4.

Financial Management Inc first reported a position in FLQM in Q4 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold FLQM as of Q2 2026.

  • Financial Management Inc held 158,281 shares of Franklin US Mid Cap Multifactor Index ETF worth $9.16M as of Q2 2026.
  • Financial Management Inc bought 3,665 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2026, an estimated $208K.
  • Franklin US Mid Cap Multifactor Index ETF made up 7.51% of Financial Management Inc's portfolio in Q2 2026, its #4 holding.
  • Financial Management Inc first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.