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Franklin US Mid Cap Multifactor Index ETF

165 hedge funds and large institutions have $1.32B invested in Franklin US Mid Cap Multifactor Index ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0.4% less ownership

Funds ownership: 79.55%79.15% (-0.4%)

4% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$52.7M)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

4% less funds holding

Funds holding: 171165 (-6)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.15%
New
16
Increased
63
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$170M +$12.6M +220,123 +8%
Ameriprise
2
Ameriprise
Minnesota
$112M -$270K -4,736 -0.2%
OWM
3
Orgel Wealth Management
Wisconsin
$98.7M +$16.3M +285,800 +19%
Raymond James Financial
4
Raymond James Financial
Florida
$83.6M -$19.4M -340,009 -18%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$79.9M +$8.13M +142,619 +11%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$50.1M -$3.04M -53,386 -6%
HG
7
Harbor Group
New Hampshire
$49.5M +$4.26M +74,755 +9%
LFG
8
Larson Financial Group
Missouri
$49.4M +$7.74M +135,758 +18%
Bank of America
9
Bank of America
North Carolina
$37.1M -$3.23M -56,697 -8%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$36.7M -$5.47M -95,983 -13%
Morgan Stanley
11
Morgan Stanley
New York
$35.3M -$2.67M -46,809 -7%
HighTower Advisors
12
HighTower Advisors
Illinois
$32.4M +$2.21M +38,759 +7%
PAG
13
Private Advisor Group
New Jersey
$26.7M -$1.36M -23,922 -5%
EWS
14
Eagle Wealth Strategies
New Jersey
$24.1M +$1.13M +19,886 +5%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.6M +$1.88M +32,892 +8%
Stifel Financial
16
Stifel Financial
Missouri
$22.6M +$2.25M +39,542 +11%
FC
17
Financial Consulate
Maryland
$20.7M -$237K -4,164 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.7M +$61.1K +1,072 +0.3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$17.2M +$263K +4,609 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.9M +$1.1M +19,316 +8%
FZCM
21
Flynn Zito Capital Management
New York
$14.6M -$2.9M -50,861 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$13.3M -$3.66M -64,229 -21%
SHFA
23
Sherrill & Hutchins Financial Advisory
Georgia
$13.2M +$799K +14,018 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.2M -$1.95M -34,210 -12%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$11.2M +$1.6M +28,045 +16%