Franklin Systematic Style PR (FLSP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

LPL Financial LLC

INCREASED

Shares2,728,323 from 2,282,775

Change+445,548 (+20%)

Value$78.0M (+$14.8M)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares1,452,549 from 1,419,253

Change+33,296 (+2%)

Value$41.5M (+$2.2M)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares794,332 from 679,594

Change+114,738 (+17%)

Value$22.7M (+$3.9M)

Filed 2026-10-21

Peak Financial Advisors LLC

DECREASED

Shares751,823 from 766,968

Change-15,145 (-2%)

Value$21.5M (+$264.8K)

Filed 2026-10-28

Dynamic Advisor Solutions LLC

INCREASED

Shares155,436 from 143,526

Change+11,910 (+8%)

Value$4.4M (+$471.2K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares142,600 from 125,408

Change+17,192 (+14%)

Value$4.1M (+$605.8K)

Filed 2026-11-02

RFG Advisory, LLC

INCREASED

Shares107,732 from 94,206

Change+13,526 (+14%)

Value$3.1M (+$472.6K)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares104,976 from 103,758

Change+1,218 (+1%)

Value$3.0M (+$129.3K)

Filed 2026-11-02

Simplicity Wealth,LLC

INCREASED

Shares76,974 from 41,444

Change+35,530 (+86%)

Value$2.2M (+$1.1M)

Filed 2026-10-23

Center For Asset Management LLC

INCREASED

Shares65,116 from 57,106

Change+8,010 (+14%)

Value$1.9M (+$281.1K)

Filed 2026-10-16

Collaborative Fund Advisors, LLC

NEW

Shares61,210

Change+61,210

Value$1.8M

Filed 2026-11-02

Dahring | Cusmano LLC

INCREASED

Shares55,518 from 15,266

Change+40,252 (+264%)

Value$1.6M (+$1.2M)

Filed 2026-11-03

KWB Wealth

INCREASED

Shares41,850 from 41,260

Change+590 (+1%)

Value$1.2M (+$54.4K)

Filed 2026-10-16

Lifetime Wealth Management P.C.

DECREASED

Shares33,310 from 38,563

Change-5,253 (-14%)

Value$952.7K (-$115.1K)

Filed 2026-10-29

MGO One Seven LLC

INCREASED

Shares30,646 from 28,964

Change+1,682 (+6%)

Value$876.5K (+$74.5K)

Filed 2026-10-28

PFG Advisors

INCREASED

Shares25,692 from 23,434

Change+2,258 (+10%)

Value$734.8K (+$85.9K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares14,056 from 8,514

Change+5,542 (+65%)

Value$402.0K (+$166.0K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares13,240 from 12,000

Change+1,240 (+10%)

Value$378.7K (+$46.4K)

Filed 2026-10-08

Pacific Excel Wealth Advisors, Inc.

NEW

Shares12,138

Change+12,138

Value$347.1K

Filed 2026-10-27

Balboa Wealth Partners

NEW

Shares9,233

Change+9,233

Value$264.1K

Filed 2026-10-20

Atria Investments, Inc

INCREASED

Shares8,008 from 7,619

Change+389 (+5%)

Value$229.0K (+$18.1K)

Filed 2026-10-15

Stirlingshire Investments, Inc.

DECREASED

Shares7,251 from 7,385

Change-134 (-2%)

Value$207.4K (+$2.9K)

Filed 2026-11-05

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares3,977 from 3,977

Change0 (0%)

Value$113.7K (+$3.6K)

Filed 2026-10-27

CoreCap Advisors, LLC

INCREASED

Shares2,107 from 1,724

Change+383 (+22%)

Value$60.3K (+$12.5K)

Filed 2026-10-08

IFP Advisors, Inc

INCREASED

Shares1,612 from 9

Change+1,603 (+17811%)

Value$46.1K (+$45.9K)

Filed 2026-10-16

Citigroup Inc

INCREASED

Shares920 from 416

Change+504 (+121%)

Value$26.3K (+$14.8K)

Filed 2026-11-04

Private Trust Co NA

UNCHANGED

Shares735 from 735

Change0 (0%)

Value$21.0K (+$669)

Filed 2026-10-20

Lanark Financial, Inc.

NEW

Shares407

Change+407

Value$11.6K

Filed 2026-10-26

Latitude Advisors, LLC

NEW

Shares356

Change+356

Value$10.2K

Filed 2026-10-27

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares317 from 317

Change0 (0%)

Value$9.1K (+$288)

Filed 2026-11-03

Rossby Financial, LCC

INCREASED

Shares202 from 86

Change+116 (+135%)

Value$5.8K (+$3.4K)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

UNCHANGED

Shares186 from 186

Change0 (0%)

Value$5.3K (+$170)

Filed 2026-11-05

Cullen T Bankers, Inc.

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$1.7K (+$53)

Filed 2026-10-28

Versant Capital Management, Inc

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$629 (+$20)

Filed 2026-10-02

Cedar Point Capital Partners, LLC

CLOSED

Shares0 from 10,699

Change-10,699 (-100%)

Value$0 (-$296.3K)

Filed 2026-10-29

US Bancorp \de\

CLOSED

Shares0 from 182

Change-182 (-100%)

Value$0 (-$5.0K)

Filed 2026-11-05

Tredje Ap-fonden

N/A

Shares— from 14,075,000

Change-14,075,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 7,102,230

Change-7,102,230 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 2,214,826

Change-2,214,826 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,502,520

Change-1,502,520 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 900,000

Change-900,000 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 873,523

Change-873,523 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 623,664

Change-623,664 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 326,713

Change-326,713 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 196,034

Change-196,034 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 193,882

Change-193,882 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 185,923

Change-185,923 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 167,223

Change-167,223 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 141,319

Change-141,319 (-100%)

Value—

Wealth High Governance Asset Management Ltda.

N/A

Shares— from 135,674

Change-135,674 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 89,806

Change-89,806 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 86,188

Change-86,188 (-100%)

Value—

Capital Financial Group Inc\co\

N/A

Shares— from 83,073

Change-83,073 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 59,715

Change-59,715 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 47,532

Change-47,532 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 42,993

Change-42,993 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 32,189

Change-32,189 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 27,199

Change-27,199 (-100%)

Value—

Cumberland Partners Ltd

N/A

Shares— from 26,588

Change-26,588 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 25,920

Change-25,920 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 23,835

Change-23,835 (-100%)

Value—

Brio Consultants, LLC

N/A

Shares— from 21,168

Change-21,168 (-100%)

Value—

Entelevest, LLC

N/A

Shares— from 16,406

Change-16,406 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 14,803

Change-14,803 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 14,138

Change-14,138 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 12,873

Change-12,873 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 11,673

Change-11,673 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 9,696

Change-9,696 (-100%)

Value—

Florida Financial Advisors, LLC

N/A

Shares— from 9,181

Change-9,181 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 7,863

Change-7,863 (-100%)

Value—

Aspire Capital Advisors LLC

N/A

Shares— from 7,762

Change-7,762 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 7,514

Change-7,514 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,145

Change-4,145 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,782

Change-2,782 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,415

Change-2,415 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,176

Change-2,176 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,544

Change-1,544 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,302

Change-1,302 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 822

Change-822 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 408

Change-408 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 407

Change-407 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 324

Change-324 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 107

Change-107 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 41

Change-41 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 39

Change-39 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 23

Change-23 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	2,728,323	2,282,775	+445,548	+20%	$63.2M	$78.0M	+$14.8M	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	1,452,549	1,419,253	+33,296	+2%	$39.3M	$41.5M	+$2.2M	2026-11-06
Assetmark, Inc	INCREASED	794,332	679,594	+114,738	+17%	$18.8M	$22.7M	+$3.9M	2026-10-21
Peak Financial Advisors LLC	DECREASED	751,823	766,968	-15,145	-2%	$21.2M	$21.5M	+$264.8K	2026-10-28
Dynamic Advisor Solutions LLC	INCREASED	155,436	143,526	+11,910	+8%	$4.0M	$4.4M	+$471.2K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	142,600	125,408	+17,192	+14%	$3.5M	$4.1M	+$605.8K	2026-11-02
RFG Advisory, LLC	INCREASED	107,732	94,206	+13,526	+14%	$2.6M	$3.1M	+$472.6K	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	104,976	103,758	+1,218	+1%	$2.9M	$3.0M	+$129.3K	2026-11-02
Simplicity Wealth,LLC	INCREASED	76,974	41,444	+35,530	+86%	$1.1M	$2.2M	+$1.1M	2026-10-23
Center For Asset Management LLC	INCREASED	65,116	57,106	+8,010	+14%	$1.6M	$1.9M	+$281.1K	2026-10-16
Collaborative Fund Advisors, LLC	NEW	61,210	—	+61,210	—	—	$1.8M	—	2026-11-02
Dahring \| Cusmano LLC	INCREASED	55,518	15,266	+40,252	+264%	$422.7K	$1.6M	+$1.2M	2026-11-03
KWB Wealth	INCREASED	41,850	41,260	+590	+1%	$1.1M	$1.2M	+$54.4K	2026-10-16
Lifetime Wealth Management P.C.	DECREASED	33,310	38,563	-5,253	-14%	$1.1M	$952.7K	-$115.1K	2026-10-29
MGO One Seven LLC	INCREASED	30,646	28,964	+1,682	+6%	$802.0K	$876.5K	+$74.5K	2026-10-28
PFG Advisors	INCREASED	25,692	23,434	+2,258	+10%	$648.9K	$734.8K	+$85.9K	2026-10-16
Cambridge Investment Research Advisors, Inc.	INCREASED	14,056	8,514	+5,542	+65%	$236.0K	$402.0K	+$166.0K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	13,240	12,000	+1,240	+10%	$332.3K	$378.7K	+$46.4K	2026-10-08
Pacific Excel Wealth Advisors, Inc.	NEW	12,138	—	+12,138	—	—	$347.1K	—	2026-10-27
Balboa Wealth Partners	NEW	9,233	—	+9,233	—	—	$264.1K	—	2026-10-20
Atria Investments, Inc	INCREASED	8,008	7,619	+389	+5%	$211.0K	$229.0K	+$18.1K	2026-10-15
Stirlingshire Investments, Inc.	DECREASED	7,251	7,385	-134	-2%	$204.5K	$207.4K	+$2.9K	2026-11-05
Cassaday & Co Wealth Management LLC	UNCHANGED	3,977	3,977	0	0%	$110.1K	$113.7K	+$3.6K	2026-10-27
CoreCap Advisors, LLC	INCREASED	2,107	1,724	+383	+22%	$47.7K	$60.3K	+$12.5K	2026-10-08
IFP Advisors, Inc	INCREASED	1,612	9	+1,603	+17811%	$249	$46.1K	+$45.9K	2026-10-16
Citigroup Inc	INCREASED	920	416	+504	+121%	$11.5K	$26.3K	+$14.8K	2026-11-04
Private Trust Co NA	UNCHANGED	735	735	0	0%	$20.4K	$21.0K	+$669	2026-10-20
Lanark Financial, Inc.	NEW	407	—	+407	—	—	$11.6K	—	2026-10-26
Latitude Advisors, LLC	NEW	356	—	+356	—	—	$10.2K	—	2026-10-27
Ashton Thomas Private Wealth, LLC	UNCHANGED	317	317	0	0%	$8.8K	$9.1K	+$288	2026-11-03
Rossby Financial, LCC	INCREASED	202	86	+116	+135%	$2.4K	$5.8K	+$3.4K	2026-11-05
Silver Grove Financial Group, Inc.	UNCHANGED	186	186	0	0%	$5.2K	$5.3K	+$170	2026-11-05
Cullen T Bankers, Inc.	UNCHANGED	58	58	0	0%	$1.6K	$1.7K	+$53	2026-10-28
Versant Capital Management, Inc	UNCHANGED	22	22	0	0%	$609	$629	+$20	2026-10-02
Cedar Point Capital Partners, LLC	CLOSED	0	10,699	-10,699	-100%	$296.3K	$0	-$296.3K	2026-10-29
US Bancorp \de\	CLOSED	0	182	-182	-100%	$5.0K	$0	-$5.0K	2026-11-05
Tredje Ap-fonden	N/A	—	14,075,000	-14,075,000	-100%	$389.7M	—	—	—
Franklin Resources Inc	N/A	—	7,102,230	-7,102,230	-100%	$196.7M	—	—	—
Bank of America Corp	N/A	—	2,214,826	-2,214,826	-100%	$61.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,502,520	-1,502,520	-100%	$41.6M	—	—	—
Jane Street Group, LLC	N/A	—	900,000	-900,000	-100%	$24.9M	—	—	—
First Trust Advisors LP	N/A	—	873,523	-873,523	-100%	$24.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	623,664	-623,664	-100%	$17.3M	—	—	—
Morgan Stanley	N/A	—	326,713	-326,713	-100%	$9.0M	—	—	—
Raymond James Financial Inc	N/A	—	196,034	-196,034	-100%	$5.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	193,882	-193,882	-100%	$5.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	185,923	-185,923	-100%	$5.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	167,223	-167,223	-100%	$4.6M	—	—	—
Coppell Advisory Solutions LLC	N/A	—	141,319	-141,319	-100%	$4.5K	—	—	—
Wealth High Governance Asset Management Ltda.	N/A	—	135,674	-135,674	-100%	$3.8M	—	—	—
Baird Financial Group, Inc.	N/A	—	89,806	-89,806	-100%	$2.5M	—	—	—
Osaic Holdings, Inc.	N/A	—	86,188	-86,188	-100%	$2.4M	—	—	—
Capital Financial Group Inc\co\	N/A	—	83,073	-83,073	-100%	$2.3M	—	—	—
Cetera Investment Advisers	N/A	—	59,715	-59,715	-100%	$1.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	47,532	-47,532	-100%	$1.3M	—	—	—
Private Advisor Group, LLC	N/A	—	42,993	-42,993	-100%	$1.2M	—	—	—
Prosperity Bancshares Inc	N/A	—	32,189	-32,189	-100%	$891.3K	—	—	—
CreativeOne Wealth, LLC	N/A	—	27,199	-27,199	-100%	$753.1K	—	—	—
Cumberland Partners Ltd	N/A	—	26,588	-26,588	-100%	$736.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	25,920	-25,920	-100%	$717.7K	—	—	—
AE Wealth Management LLC	N/A	—	23,835	-23,835	-100%	$660.0K	—	—	—
Brio Consultants, LLC	N/A	—	21,168	-21,168	-100%	$586.1K	—	—	—
Entelevest, LLC	N/A	—	16,406	-16,406	-100%	$454.3K	—	—	—
MML Investors Services, LLC	N/A	—	14,803	-14,803	-100%	$409.9K	—	—	—
HRT Financial LP	N/A	—	14,138	-14,138	-100%	$391.0K	—	—	—
World Investment Advisors	N/A	—	12,873	-12,873	-100%	$352.8K	—	—	—
GeoWealth Management, LLC	N/A	—	11,673	-11,673	-100%	$323.2K	—	—	—
Empirical Asset Management, LLC	N/A	—	9,696	-9,696	-100%	$268.5K	—	—	—
Florida Financial Advisors, LLC	N/A	—	9,181	-9,181	-100%	$254.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	7,863	-7,863	-100%	$217.7K	—	—	—
Aspire Capital Advisors LLC	N/A	—	7,762	-7,762	-100%	$214.9K	—	—	—
Advyzon Investment Management, LLC	N/A	—	7,514	-7,514	-100%	$208.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,145	-4,145	-100%	$114.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,782	-2,782	-100%	$77.0K	—	—	—
Harbour Investments, Inc.	N/A	—	2,415	-2,415	-100%	$66.9K	—	—	—
Royal Bank of Canada	N/A	—	2,176	-2,176	-100%	$61.0K	—	—	—
JPMorgan Chase & Co	N/A	—	1,544	-1,544	-100%	$42.7K	—	—	—
National Bank of Canada	N/A	—	1,302	-1,302	-100%	$36.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	822	-822	-100%	$22.8K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	408	-408	-100%	$11.3K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	407	-407	-100%	$11.3K	—	—	—
Wells Fargo & Company	N/A	—	324	-324	-100%	$9.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	107	-107	-100%	$3.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	50	-50	-100%	$1.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	41	-41	-100%	$1.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	39	-39	-100%	$1.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	23	-23	-100%	$637	—	—	—

Showing 87 of 87 institutions