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Franklin Systematic Style PR (FLSP)

CUSIP: 35473P546 | NYSE | 121 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Assetmark, Inc794,332
0.0% of portfolio›$22.7M
Peak Financial Advisors LLC751,823
9.3% of portfolio›$21.5M
Dynamic Advisor Solutions LLC155,436
0.1% of portfolio›$4.4M
Kestra Advisory Services, LLC142,600
0.0% of portfolio›$4.1M
RFG Advisory, LLC107,732
0.0% of portfolio›$3.1M
Commonwealth Equity Services, LLC104,976
0.0% of portfolio›$3.0M
Simplicity Wealth,LLC76,974
0.1% of portfolio›$2.2M
Center For Asset Management LLC65,116
0.8% of portfolio›$1.9M
Collaborative Fund Advisors, LLC61,210
0.9% of portfolio›$1.8M
Dahring | Cusmano LLC55,518
0.7% of portfolio›$1.6M
KWB Wealth41,850
0.1% of portfolio›$1.2M
Lifetime Wealth Management P.C.33,310
0.6% of portfolio›$952.7K
MGO One Seven LLC30,646
0.0% of portfolio›$876.5K
PFG Advisors25,692
0.0% of portfolio›$734.8K
Cambridge Investment Research Advisors, Inc.14,056
0.0% of portfolio›$402.0K
Farther Finance Advisors, LLC13,240
0.0% of portfolio›$378.7K
Pacific Excel Wealth Advisors, Inc.12,138
0.4% of portfolio›$347.1K
Balboa Wealth Partners9,233
0.0% of portfolio›$264.1K
Atria Investments, Inc8,008
0.0% of portfolio›$229.0K
Stirlingshire Investments, Inc.7,251
0.1% of portfolio›$207.4K
Cassaday & Co Wealth Management LLC3,977
0.0% of portfolio›$113.7K
CoreCap Advisors, LLC2,107
0.0% of portfolio›$60.3K
IFP Advisors, Inc1,612
0.0% of portfolio›$46.1K
Citigroup Inc920
0.0% of portfolio›$26.3K
Private Trust Co NA735
0.0% of portfolio›$21.0K
Lanark Financial, Inc.407
0.0% of portfolio›$11.6K
Latitude Advisors, LLC356
0.0% of portfolio›$10.2K
Ashton Thomas Private Wealth, LLC317
0.0% of portfolio›$9.1K
Rossby Financial, LCC202
0.0% of portfolio›$5.8K
Silver Grove Financial Group, Inc.186
0.0% of portfolio›$5.3K
Cullen T Bankers, Inc.58
0.0% of portfolio›$1.7K
Versant Capital Management, Inc22
0.0% of portfolio›$629
StyleTurnoverLocationFiled
Assetmark, Inc
794,332$22.7M0.0%ETFLowConcord, CA2026-10-21
Peak Financial Advisors LLC
751,823$21.5M9.3%CoreHighDenver, CO2026-10-28
Dynamic Advisor Solutions LLC
155,436$4.4M0.1%ETFLowPhoenix, AZ2026-10-13
Kestra Advisory Services, LLC
142,600$4.1M0.0%CoreLowAustin, TX2026-11-02
RFG Advisory, LLC
107,732$3.1M0.0%ETFMediumBirmingham, AL2026-11-03
Commonwealth Equity Services, LLC
104,976$3.0M0.0%ETFLowWaltham, MA2026-11-02
Simplicity Wealth,LLC
76,974$2.2M0.1%ETFLowSummit, NJ2026-10-23
Center For Asset Management LLC
65,116$1.9M0.8%ETFMediumPalm Beach Gardens, FL2026-10-16
Collaborative Fund Advisors, LLC
61,210$1.8M0.9%GrowthVery HighReno, NV2026-11-02
Dahring | Cusmano LLC
55,518$1.6M0.7%ETFLowNovi, MI2026-11-03
KWB Wealth
41,850$1.2M0.1%ETFMediumRedlands, CA2026-10-16
Lifetime Wealth Management P.C.
33,310$952.7K0.6%YieldLowRockwall, TX2026-10-29
MGO One Seven LLC
30,646$876.5K0.0%GrowthLowBeachwood, OH2026-10-28
PFG Advisors
25,692$734.8K0.0%ETFMediumPhoenix, AZ2026-10-16
Cambridge Investment Research Advisors, Inc.
14,056$402.0K0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
13,240$378.7K0.0%IndexLowSan Francisco, CA2026-10-08
Pacific Excel Wealth Advisors, Inc.
12,138$347.1K0.4%ETFHighWalnut Creek, CA2026-10-27
Balboa Wealth Partners
9,233$264.1K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Atria Investments, Inc
8,008$229.0K0.0%CoreMediumCharlotte, NC2026-10-15
Stirlingshire Investments, Inc.
7,251$207.4K0.1%ETFMediumNew York, NY2026-11-05
Cassaday & Co Wealth Management LLC
3,977$113.7K0.0%ETFVery LowMclean, VA2026-10-27
CoreCap Advisors, LLC
2,107$60.3K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
1,612$46.1K0.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
920$26.3K0.0%CoreMediumNew York, NY2026-11-04
Private Trust Co NA
735$21.0K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
407$11.6K0.0%CoreMediumBirmingham, AL2026-10-26
Latitude Advisors, LLC
356$10.2K0.0%ETFLowYorkville, IL2026-10-27
Ashton Thomas Private Wealth, LLC
317$9.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Rossby Financial, LCC
202$5.8K0.0%ETFMediumMelbourne, FL2026-11-05
Silver Grove Financial Group, Inc.
186$5.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Cullen T Bankers, Inc.
58$1.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Versant Capital Management, Inc
22$6290.0%GARPLowPhoenix, AZ2026-10-02