LPL Financial
FLQM icon

LPL Financial’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

LPL Financial’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
Q1 		$170M Buy
3,103,326
+220,123
+8% +$12.6M 0.05% 387
2025
Q4 		$162M Sell
2,883,203
-207,300
-7% -$11.6M 0.04% 380
2025
Q3 		$174M Sell
3,090,503
-6,899
-0.2% -$385K 0.05% 345
2025
Q2 		$168M Buy
3,097,402
+511,284
+20% +$26.9M 0.06% 317
2025
Q1 		$137M Buy
2,586,118
+59,268
+2% +$3.24M 0.05% 327
2024
Q4 		$137M Buy
2,526,850
+159,538
+7% +$8.97M 0.06% 300
2024
Q3 		$132M Buy
2,367,312
+527,519
+29% +$28.1M 0.06% 289
2024
Q2 		$94.4M Buy
1,839,793
+107,556
+6% +$5.54M 0.05% 351
2024
Q1 		$92.6M Buy
1,732,237
+187,726
+12% +$9.34M 0.05% 341
2023
Q4 		$74.3M Buy
1,544,511
+150,608
+11% +$6.67M 0.05% 372
2023
Q3 		$59.9M Buy
1,393,903
+214,283
+18% +$9.62M 0.04% 402
2023
Q2 		$53M Sell
1,179,620
-17,253
-1% -$746K 0.04% 422
2023
Q1 		$51.8M Buy
1,196,873
+452,579
+61% +$19.6M 0.04% 404
2022
Q4 		$30.9M Buy
744,294
+422,273
+131% +$17.4M 0.03% 528
2022
Q3 		$12.1M Buy
322,021
+208,532
+184% +$8.57M 0.01% 864
2022
Q2 		$4.4M Buy
113,489
+50,821
+81% +$2.12M ﹤0.01% 1495
2022
Q1 		$2.82M Buy
62,668
+5,876
+10% +$261K ﹤0.01% 1808
2021
Q4 		$2.75M Buy
56,792
+6,908
+14% +$321K ﹤0.01% 1855
2021
Q3 		$2.19M Buy
49,884
+36,434
+271% +$1.65M ﹤0.01% 1972
2021
Q2 		$593K Buy
13,450
+518
+4% +$22.3K ﹤0.01% 3005
2021
Q1 		$529K Sell
12,932
-11,216
-46% -$443K ﹤0.01% 2968
2020
Q4 		$917K Buy
24,148
+17,040
+240% +$611K ﹤0.01% 2265
2020
Q3 		$235K Buy
+7,108
New +$232K ﹤0.01% 3086
2020
Q1 		– Sell
-11,814
Closed -$393K – 3296
2019
Q4 		$393K Buy
11,814
+150
+1% +$4.84K ﹤0.01% 2566
2019
Q3 		$367K Buy
11,664
+852
+8% +$26.6K ﹤0.01% 2517
2019
Q2 		$337K Sell
10,812
-3,764
-26% -$116K ﹤0.01% 2600
2019
Q1 		$442K Buy
14,576
+6,550
+82% +$189K ﹤0.01% 2324
2018
Q4 		$211K Buy
+8,026
New +$227K ﹤0.01% 2772

Other funds holding FLQM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's FLQM Position: Q1 2026 in Review

LPL Financial increased its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 7.6% in Q1 2026, buying an estimated $12.6M and bringing the position to 3,103,326 shares worth $170M. The position accounts for 0.05% of the portfolio, ranked #387.

LPL Financial first reported a position in FLQM in Q4 2018 and has held it in 28 quarters since. The position peaked at $174M in Q3 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • LPL Financial held 3,103,326 shares of Franklin US Mid Cap Multifactor Index ETF worth $170M as of Q1 2026.
  • LPL Financial bought 220,123 Franklin US Mid Cap Multifactor Index ETF shares in Q1 2026, an estimated $12.6M.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.05% of LPL Financial's portfolio in Q1 2026, its #387 holding.
  • LPL Financial first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2018 and has held it in 28 quarters since.
  • LPL Financial's Franklin US Mid Cap Multifactor Index ETF position peaked at $174M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.