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O'Shaughnessy Asset Management’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

O'Shaughnessy Asset Management’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 		$10.9K Hold
199
– – ﹤0.01% 2409
2025
Q4 		$11.2K Buy
+199
New +$11.2K ﹤0.01% 2392

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

O'Shaughnessy Asset Management's FLQM Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its Franklin US Mid Cap Multifactor Index ETF (FLQM) position steady in Q1 2026 at 199 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

O'Shaughnessy Asset Management first reported a position in FLQM in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.2K in Q4 2025. 165 funds tracked by Wall St. Rank hold FLQM as of Q1 2026.

  • O'Shaughnessy Asset Management held 199 shares of Franklin US Mid Cap Multifactor Index ETF worth $10.9K as of Q1 2026.
  • O'Shaughnessy Asset Management left its Franklin US Mid Cap Multifactor Index ETF share count unchanged in Q1 2026.
  • Franklin US Mid Cap Multifactor Index ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2409 holding.
  • O'Shaughnessy Asset Management first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2025 and has held it in 2 quarters since.
  • O'Shaughnessy Asset Management's Franklin US Mid Cap Multifactor Index ETF position peaked at $11.2K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.