Stifel Financial
FLQM icon

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

Stifel 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
Q3 		$24.3M Sell
422,661
-6,148
-1% -$369K 0.02% 596
2026
Q2 		$24.8M Buy
428,809
+16,494
+4% +$936K 0.02% 599
2026
Q1 		$22.6M Buy
412,315
+39,542
+11% +$2.25M 0.02% 586
2025
Q4 		$21M Buy
372,773
+5,792
+2% +$325K 0.02% 617
2025
Q3 		$20.7M Buy
366,981
+70,542
+24% +$3.94M 0.02% 615
2025
Q2 		$16.1M Buy
296,439
+59,964
+25% +$3.15M 0.02% 679
2025
Q1 		$12.5M Buy
236,475
+82,421
+54% +$4.5M 0.01% 755
2024
Q4 		$8.37M Buy
154,054
+16,442
+12% +$925K 0.01% 942
2024
Q3 		$7.67M Buy
137,612
+17,973
+15% +$958K 0.01% 970
2024
Q2 		$6.14M Buy
119,639
+12,087
+11% +$622K 0.01% 1032
2024
Q1 		$5.75M Buy
107,552
+16,626
+18% +$828K 0.01% 1063
2023
Q4 		$4.38M Buy
90,926
+46,719
+106% +$2.07M 0.01% 1182
2023
Q3 		$1.9M Buy
44,207
+6,977
+19% +$313K ﹤0.01% 1626
2023
Q2 		$1.67M Sell
37,230
-887
-2% -$38.3K ﹤0.01% 1753
2023
Q1 		$1.65M Buy
38,117
+17,627
+86% +$762K ﹤0.01% 1706
2022
Q4 		$851K Buy
+20,490
New +$843K ﹤0.01% 2121

Other funds holding FLQM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Stifel Financial's FLQM Position: Q3 2026 in Review

Stifel Financial reduced its Franklin US Mid Cap Multifactor Index ETF (FLQM) stake by 1.4% in Q3 2026, selling an estimated $369K and leaving 422,661 shares worth $24.3M. The position accounts for 0.02% of the portfolio, ranked #596.

Stifel Financial first reported a position in FLQM in Q4 2022 and has held it in 16 quarters since. The position peaked at $24.8M in Q2 2026. 130 funds tracked by Wall St. Rank hold FLQM as of Q3 2026.

  • Stifel Financial held 422,661 shares of Franklin US Mid Cap Multifactor Index ETF worth $24.3M as of Q3 2026.
  • Stifel Financial sold 6,148 Franklin US Mid Cap Multifactor Index ETF shares in Q3 2026, an estimated $369K.
  • Franklin US Mid Cap Multifactor Index ETF made up 0.02% of Stifel Financial's portfolio in Q3 2026, its #596 holding.
  • Stifel Financial first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Stifel Financial's Franklin US Mid Cap Multifactor Index ETF position peaked at $24.8M in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.