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Franklin Ultra Short Bond ET (FLUD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,911,120 from 1,480,328
Change+430,792 (+29%)
Value$47.8M (+$10.7M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares259,846 from 249,921
Change+9,925 (+4%)
Value$6.5M (+$239.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW
Shares130,989
Change+130,989
Value$3.3M
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares70,987 from 68,774
Change+2,213 (+3%)
Value$1.8M (+$52.9K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED
Shares61,359 from 47,132
Change+14,227 (+30%)
Value$1.5M (+$354.0K)
Filed 2026-10-30
RiverTree Advisors, LLC
DECREASED
Shares39,955 from 40,394
Change-439 (-1%)
Value$998.9K (-$12.4K)
Filed 2026-10-13
Fifth Third Bancorp
NEW
Shares15,733
Change+15,733
Value$393.3K
Filed 2026-11-05
Flagship Harbor Advisors, LLC
NEW
Shares15,317
Change+15,317
Value$382.9K
Filed 2026-10-26
Nations Financial Group Inc,
NEW
Shares13,682
Change+13,682
Value$342.1K
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares1,041
Change+1,041
Value$26.0K
Filed 2026-10-09
Simplicity Wealth,LLC
CLOSED
Shares0 from 8,021
Change-8,021 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-23
Franklin Resources Inc
N/A
Shares— from 11,823,902
Change-11,823,902 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,935,651
Change-1,935,651 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 820,832
Change-820,832 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 595,724
Change-595,724 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 353,572
Change-353,572 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 68,360
Change-68,360 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 52,201
Change-52,201 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 44,527
Change-44,527 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,403
Change-44,403 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 25,765
Change-25,765 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 24,353
Change-24,353 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 20,416
Change-20,416 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 19,987
Change-19,987 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,594
Change-18,594 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 17,040
Change-17,040 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,911,1201,480,328+430,792+29%$37.1M$47.8M+$10.7M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED259,846249,921+9,925+4%$6.3M$6.5M+$239.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW130,989—+130,989——$3.3M—2026-11-02
Commonwealth Equity Services, LLC
INCREASED70,98768,774+2,213+3%$1.7M$1.8M+$52.9K2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED61,35947,132+14,227+30%$1.2M$1.5M+$354.0K2026-10-30
RiverTree Advisors, LLC
DECREASED39,95540,394-439-1%$1.0M$998.9K-$12.4K2026-10-13
Fifth Third Bancorp
NEW15,733—+15,733——$393.3K—2026-11-05
Flagship Harbor Advisors, LLC
NEW15,317—+15,317——$382.9K—2026-10-26
Nations Financial Group Inc,
NEW13,682—+13,682——$342.1K—2026-11-05
GK Wealth Management LLC
NEW1,041—+1,041——$26.0K—2026-10-09
Simplicity Wealth,LLC
CLOSED08,021-8,021-100%$200.8K$0-$200.8K2026-10-23
Franklin Resources Inc
N/A—11,823,902-11,823,902-100%$296.0M———
Raymond James Financial Inc
N/A—1,935,651-1,935,651-100%$48.5M———
Scotia Capital Inc.
N/A—820,832-820,832-100%$20.5M———
National Bank of Canada
N/A—595,724-595,724-100%$14.8M———
Royal Bank of Canada
N/A—353,572-353,572-100%$8.9M———
Steward Partners Investment Advisory, LLC
N/A—68,360-68,360-100%$1.7M———
Old Mission Capital LLC
N/A—52,201-52,201-100%$1.3M———
Citadel Advisors LLC
N/A—44,527-44,527-100%$1.1M———
Jane Street Group, LLC
N/A—44,403-44,403-100%$1.1M———
GTS Securities LLC
N/A—25,765-25,765-100%$645.0K———
Goldman Sachs Group Inc
N/A—24,353-24,353-100%$609.7K———
Cetera Investment Advisers
N/A—20,416-20,416-100%$511.1K———
Janney Montgomery Scott LLC
N/A—19,987-19,987-100%$500.0K———
Flow Traders U.S. LLC
N/A—18,594-18,594-100%$466.0K———
Bank of Montreal
N/A—17,040-17,040-100%$426.6K———
CIBC World Market Inc.
N/A—13,000-13,000-100%$325.5K———
IFG Advisory, LLC
N/A—10,000-10,000-100%$250.4K———
Susquehanna International Group, LLP
N/A—9,304-9,304-100%$232.9K———
Atlantic Union Bankshares Corp
N/A—8,000-8,000-100%$200.3K———
Osaic Holdings, Inc.
N/A—7,197-7,197-100%$180.2K———
Harbour Investments, Inc.
N/A—1,992-1,992-100%$49.9K———
AE Wealth Management LLC
N/A—2-2-100%$50———
Showing 33 of 33 institutions