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Franklin US Mid Cap Multifactor Index ETF

171 hedge funds and large institutions have $1.37B invested in Franklin US Mid Cap Multifactor Index ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

5% more funds holding

Funds holding: 163171 (+8)

1.69% more ownership

Funds ownership: 77.85%79.55% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

2% more capital invested

Capital invested by funds: $1.34B → $1.37B (+$31.4M)

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.08%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.18%
New
20
Increased
70
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$162M -$11.6M -207,300 -7%
Ameriprise
2
Ameriprise
Minnesota
$115M -$6.34M -112,922 -5%
Raymond James Financial
3
Raymond James Financial
Florida
$105M +$3.81M +67,967 +4%
OWM
4
Orgel Wealth Management
Wisconsin
$85M +$6.01M +107,072 +8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$73.8M +$13.9M +247,905 +23%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$54.3M -$536K -9,546 -1%
HG
7
Harbor Group
New Hampshire
$46.5M +$5.68M +101,173 +14%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$43M -$11.2M -199,169 -21%
LFG
9
Larson Financial Group
Missouri
$42.9M +$5.1M +90,960 +14%
Bank of America
10
Bank of America
North Carolina
$41.2M -$4.87M -86,780 -11%
Morgan Stanley
11
Morgan Stanley
New York
$38.8M -$160K -2,852 -0.4%
HighTower Advisors
12
HighTower Advisors
Illinois
$31M +$1.27M +22,570 +4%
PAG
13
Private Advisor Group
New Jersey
$28.7M -$2.89M -51,525 -9%
EWS
14
Eagle Wealth Strategies
New Jersey
$23.6M +$1.6M +28,438 +7%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.4M +$1.86M +33,194 +9%
FC
16
Financial Consulate
Maryland
$21.4M +$900K +16,033 +4%
Stifel Financial
17
Stifel Financial
Missouri
$21M +$325K +5,792 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.1M +$277K +4,933 +2%
FZCM
19
Flynn Zito Capital Management
New York
$17.8M +$761K +13,571 +4%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$17.7M +$1.05M +18,624 +6%
Osaic Holdings
21
Osaic Holdings
Arizona
$17.3M -$1.68M -29,955 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$15.5M -$66.8K -1,190 -0.4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$14.2M +$815K +14,520 +6%
SHFA
24
Sherrill & Hutchins Financial Advisory
Georgia
$12.8M +$1.09M +19,449 +9%
SIM
25
Stratos Investment Management
Ohio
$11.1M -$49.4K -880 -0.4%