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Franklin Financial Services (FRAF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares123,327 from 112,891
Change+10,436 (+9%)
Value$7.6M (+$557.1K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares72,811 from 3,075
Change+69,736 (+2268%)
Value$4.5M (+$4.3M)
Filed 2026-10-14
Dimensional Fund Advisors LP
INCREASED
Shares56,799 from 49,398
Change+7,401 (+15%)
Value$3.5M (+$418.7K)
Filed 2026-11-04
Sageworth Trust Co
UNCHANGED
Shares26,900 from 26,900
Change0 (0%)
Value$1.7M (-$21.0K)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares12,514 from 12,688
Change-174 (-1%)
Value$773.6K (-$20.6K)
Filed 2026-11-05
RKL Wealth Management LLC
INCREASED
Shares9,261 from 9,246
Change+15 (+0%)
Value$572.5K (-$6.2K)
Filed 2026-10-16
Barclays PLC
INCREASED
Shares8,964 from 7,890
Change+1,074 (+14%)
Value$554.2K (+$60.2K)
Filed 2026-11-06
Stonebridge Financial Group, LLC
DECREASED
Shares5,705 from 5,706
Change-1 (0%)
Value$352.7K (-$4.5K)
Filed 2026-10-01
Ritholtz Wealth Management
DECREASED
Shares5,022 from 6,868
Change-1,846 (-27%)
Value$310.5K (-$119.5K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares4,144 from 4,127
Change+17 (+0%)
Value$256.2K (-$2.2K)
Filed 2026-10-30
Deutsche Bank Ag\
DECREASED
Shares3,646 from 4,193
Change-547 (-13%)
Value$225.4K (-$37.1K)
Filed 2026-11-06
truNorth Financial Services, Inc.
UNCHANGED
Shares3,495 from 3,495
Change0 (0%)
Value$216.1K (-$2.7K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares2,914 from 2,915
Change-1 (0%)
Value$180.1K (-$2.3K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares1,583 from 1,982
Change-399 (-20%)
Value$97.9K (-$26.2K)
Filed 2026-11-04
State of Alaska, Department of Revenue
UNCHANGED
Shares1,414 from 1,414
Change0 (0%)
Value$87.0K (-$1.0K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$24.7K (-$312)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares148 from 134
Change+14 (+10%)
Value$9.1K (+$761)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares89 from 8
Change+81 (+1013%)
Value$5.5K (+$5.0K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares85 from 87
Change-2 (-2%)
Value$5.3K (-$191)
Filed 2026-10-22
Lynch Investment Planning, LLC
NEW
Shares55
Change+55
Value$3.4K
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares53 from 1
Change+52 (+5200%)
Value$3.3K (+$3.2K)
Filed 2026-10-26
Parkside Financial Bank & Trust
NEW
Shares45
Change+45
Value$2.8K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.0K ($0)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares20 from 16
Change+4 (+25%)
Value$1.2K (+$235)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares19 from 2
Change+17 (+850%)
Value$1.2K (+$1.0K)
Filed 2026-10-08
Essential Partners LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$804 (-$10)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$742 (-$9)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares10 from 9
Change+1 (+11%)
Value$1 ($0)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares8
Change+8
Value$495
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$62 (-$1)
Filed 2026-10-16
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 19,624
Change-19,624 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-19
Daytona Street Capital LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$308.9K)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 292,503
Change-292,503 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 186,382
Change-186,382 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 86,341
Change-86,341 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 75,439
Change-75,439 (-100%)
Value—
State Street Corp
N/A
Shares— from 71,690
Change-71,690 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 63,910
Change-63,910 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 62,785
Change-62,785 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 40,550
Change-40,550 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 36,673
Change-36,673 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 35,032
Change-35,032 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 33,695
Change-33,695 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 28,955
Change-28,955 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 27,579
Change-27,579 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 26,938
Change-26,938 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 26,190
Change-26,190 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 19,180
Change-19,180 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 16,323
Change-16,323 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 15,698
Change-15,698 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 15,627
Change-15,627 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,136
Change-14,136 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 13,131
Change-13,131 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 12,441
Change-12,441 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,321
Change-12,321 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,984
Change-9,984 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,813
Change-8,813 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,166
Change-8,166 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,366
Change-7,366 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,912
Change-6,912 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 562
Change-562 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 458
Change-458 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 428
Change-428 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 190
Change-190 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 67
Change-67 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 59
Change-59 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Quarry LP
N/A
Shares— from 10
Change-10 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED123,327112,891+10,436+9%$7.1M$7.6M+$557.1K2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED72,8113,075+69,736+2268%$193.0K$4.5M+$4.3M2026-10-14
Dimensional Fund Advisors LP
INCREASED56,79949,398+7,401+15%$3.1M$3.5M+$418.7K2026-11-04
Sageworth Trust Co
UNCHANGED26,90026,90000%$1.7M$1.7M-$21.0K2026-10-30
Bank of New York Mellon Corp
DECREASED12,51412,688-174-1%$794.3K$773.6K-$20.6K2026-11-05
RKL Wealth Management LLC
INCREASED9,2619,246+15+0%$578.8K$572.5K-$6.2K2026-10-16
Barclays PLC
INCREASED8,9647,890+1,074+14%$493.9K$554.2K+$60.2K2026-11-06
Stonebridge Financial Group, LLC
DECREASED5,7055,706-10%$357.2K$352.7K-$4.5K2026-10-01
Ritholtz Wealth Management
DECREASED5,0226,868-1,846-27%$429.9K$310.5K-$119.5K2026-11-05
Truist Financial Corp
INCREASED4,1444,127+17+0%$258.4K$256.2K-$2.2K2026-10-30
Deutsche Bank Ag\
DECREASED3,6464,193-547-13%$262.5K$225.4K-$37.1K2026-11-06
truNorth Financial Services, Inc.
UNCHANGED3,4953,49500%$218.8K$216.1K-$2.7K2026-11-06
Russell Investments Group, Ltd.
DECREASED2,9142,915-10%$182.5K$180.1K-$2.3K2026-11-06
Citigroup Inc
DECREASED1,5831,982-399-20%$124.1K$97.9K-$26.2K2026-11-04
State of Alaska, Department of Revenue
UNCHANGED1,4141,41400%$88.0K$87.0K-$1.0K2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED40040000%$25.0K$24.7K-$3122026-10-13
PNC Financial Services Group, Inc.
INCREASED148134+14+10%$8.4K$9.1K+$7612026-11-06
Gamma Investing LLC
INCREASED898+81+1013%$501$5.5K+$5.0K2026-10-08
Sterling Capital Management LLC
DECREASED8587-2-2%$5.4K$5.3K-$1912026-10-22
Lynch Investment Planning, LLC
NEW55—+55——$3.4K—2026-10-27
SJS Investment Consulting Inc.
INCREASED531+52+5200%$63$3.3K+$3.2K2026-10-26
Parkside Financial Bank & Trust
NEW45—+45——$2.8K—2026-10-27
Allworth Financial LP
UNCHANGED323200%$2.0K$2.0K$02026-11-06
EverSource Wealth Advisors, LLC
INCREASED2016+4+25%$1.0K$1.2K+$2352026-11-04
Farther Finance Advisors, LLC
INCREASED192+17+850%$128$1.2K+$1.0K2026-10-08
Essential Partners LLC
UNCHANGED131300%$814$804-$102026-10-14
IFP Advisors, Inc
UNCHANGED121200%$751$742-$92026-10-16
Covestor Ltd
INCREASED109+1+11%$1$1$02026-10-30
Root Financial Partners, LLC
NEW8—+8——$495—2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED1100%$63$62-$12026-10-16
SummerHaven Investment Management, LLC
CLOSED019,624-19,624-100%$1.2M$0-$1.2M2026-10-19
Daytona Street Capital LLC
CLOSED05,000-5,000-100%$308.9K$0-$308.9K2026-10-15
BlackRock, Inc.
N/A—292,503-292,503-100%$18.3M———
Vanguard Capital Management LLC
N/A—186,382-186,382-100%$11.7M———
American Century Companies Inc
N/A—86,341-86,341-100%$5.4M———
Arrowstreet Capital, Limited Partnership
N/A—75,439-75,439-100%$4.7M———
State Street Corp
N/A—71,690-71,690-100%$4.5M———
Elizabeth Park Capital Advisors, Ltd.
N/A—63,910-63,910-100%$4.0M———
Bridgeway Capital Management, LLC
N/A—62,785-62,785-100%$3.9M———
Logan Capital Management Inc
N/A—40,550-40,550-100%$2.5M———
Marshall Wace, LLP
N/A—36,673-36,673-100%$2.3M———
Goldman Sachs Group Inc
N/A—35,032-35,032-100%$2.2M———
Northern Trust Corp
N/A—33,695-33,695-100%$2.1M———
Vanguard Portfolio Management LLC
N/A—28,955-28,955-100%$1.8M———
Nuveen, LLC
N/A—27,579-27,579-100%$1.7M———
Vanguard Fiduciary Trust Co
N/A—26,938-26,938-100%$1.7M———
Empowered Funds, LLC
N/A—26,190-26,190-100%$1.6M———
Integrated Quantitative Investments LLC
N/A—19,180-19,180-100%$1.2M———
Morgan Stanley
N/A—16,600-16,600-100%$1.0M———
Trexquant Investment LP
N/A—16,323-16,323-100%$1.0M———
First Trust Advisors LP
N/A—15,698-15,698-100%$982.7K———
HSBC Holdings PLC
N/A—15,627-15,627-100%$981.4K———
AQR Capital Management LLC
N/A—14,136-14,136-100%$884.9K———
Legato Capital Management LLC
N/A—13,131-13,131-100%$822.0K———
Charles Schwab Investment Management Inc
N/A—12,441-12,441-100%$778.8K———
Royal Bank of Canada
N/A—12,321-12,321-100%$771.0K———
Millennium Management LLC
N/A—11,148-11,148-100%$697.9K———
FMR LLC
N/A—9,984-9,984-100%$625.0K———
BNP Paribas Financial Markets
N/A—8,813-8,813-100%$551.7K———
Renaissance Technologies LLC
N/A—8,400-8,400-100%$525.8K———
O'shaughnessy Asset Management, LLC
N/A—8,166-8,166-100%$511.2K———
Jacobs Levy Equity Management, Inc
N/A—8,064-8,064-100%$504.8K———
Curi Capital, LLC
N/A—7,789-7,789-100%$487.6K———
Two Sigma Investments, LP
N/A—7,731-7,731-100%$484.0K———
Tidal Investments LLC
N/A—7,460-7,460-100%$467.0K———
Bank of America Corp
N/A—7,366-7,366-100%$461.1K———
Tudor Investment Corp ET AL
N/A—7,270-7,270-100%$455.1K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—7,110-7,110-100%$445.1K———
XTX Topco Ltd
N/A—6,912-6,912-100%$432.7K———
Mangrove Partners IM, LLC
N/A—6,691-6,691-100%$418.9K———
Rhumbline Advisers
N/A—5,219-5,219-100%$326.7K———
Susquehanna Fundamental Investments, LLC
N/A—4,906-4,906-100%$307.1K———
Summit Trail Advisors, LLC
N/A—4,680-4,680-100%$293.0K———
Cutler Capital Management, LLC
N/A—4,400-4,400-100%$275.4K———
Northwestern Mutual Wealth Management Co
N/A—4,115-4,115-100%$257.6K———
Occudo Quantitative Strategies LP
N/A—4,074-4,074-100%$255.0K———
UBS Group AG
N/A—3,933-3,933-100%$246.2K———
QRG Capital Management, Inc.
N/A—3,685-3,685-100%$230.7K———
Wells Fargo & Company
N/A—3,598-3,598-100%$225.2K———
Raymond James Financial Inc
N/A—3,594-3,594-100%$225.0K———
Price T Rowe Associates Inc
N/A—3,524-3,524-100%$221.0K———
Godshalk Welsh Capital Management, Inc.
N/A—3,500-3,500-100%$219.1K———
Public Employees Retirement System of Ohio
N/A—2,734-2,734-100%$171.1K———
MetLife Investment Management, LLC
N/A—2,621-2,621-100%$164.1K———
JPMorgan Chase & Co
N/A—2,099-2,099-100%$134.3K———
New York State Common Retirement Fund
N/A—2,000-2,000-100%$125.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,978-1,978-100%$123.8K———
Vanguard Global Advisers, LLC
N/A—1,536-1,536-100%$96.2K———
Police & Firemen's Retirement System of New Jersey
N/A—1,038-1,038-100%$65.0K———
Tower Research Capital LLC (TRC)
N/A—562-562-100%$35.2K———
Legal & General Group Plc
N/A—458-458-100%$28.7K———
Ameritas Investment Partners, Inc.
N/A—428-428-100%$26.8K———
Osaic Holdings, Inc.
N/A—190-190-100%$11.9K———
UBS Asset Management Americas LLC
N/A—125-125-100%$7.8K———
Federated Hermes, Inc.
N/A—71-71-100%$4.4K———
Arax Advisory Partners
N/A—67-67-100%$4.2K———
California State Teachers Retirement System
N/A—59-59-100%$3.7K———
Jones Financial Companies Lllp
N/A—20-20-100%$1.3K———
Rothschild Investment LLC
N/A—17-17-100%$1.1K———
Quarry LP
N/A—10-10-100%$626———
JPL Wealth Management, LLC
N/A—3-3-100%$188———
Showing 101 of 101 institutions