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Franklin Senior Loan ETF (FLBL)

CUSIP: 35473P595 | NYSE | 277 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.3,717,65910.0%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.3,717,659
10.0% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

New York Life Investment Management LLC3,365,696
0.5% of portfolio›$77.4M
Curran Financial Partners, LLC937,749
3.5% of portfolio›$21.6M
Prentice Wealth Management LLC723,393
3.4% of portfolio›$16.6M
Assetmark, Inc549,386
0.0% of portfolio›$12.6M
Fifth Third Securities, Inc.382,865
0.4% of portfolio›$8.8M
Dorval Corp355,372
2.3% of portfolio›$8.2M
Sage Advisory Services, Ltd.Co.342,983
4.2% of portfolio›$7.9M
Independence Financial Advisors, LLC316,116
1.8% of portfolio›$7.3M
Aire Advisors, LLC297,109
1.1% of portfolio›$6.8M
Truist Financial Corp211,510
0.0% of portfolio›$4.9M
Calamos Advisors LLC146,337
0.0% of portfolio›$3.4M
Cambridge Investment Research Advisors, Inc.145,754
0.0% of portfolio›$3.4M
American Financial & TAX Strategies Inc119,785
1.3% of portfolio›$2.8M
Kathmere Capital Management, LLC107,309
0.1% of portfolio›$2.5M
Foguth Wealth Management, Llc.101,339
0.2% of portfolio›$2.3M
Farther Finance Advisors, LLC93,846
0.0% of portfolio›$2.2M
WealthPlan Investment Management, LLC75,613
0.1% of portfolio›$1.7M
Rooted Wealth Advisors, Inc.73,106
0.4% of portfolio›$1.7M
Collaborative Fund Advisors, LLC59,903
0.7% of portfolio›$1.4M
Cordoba Advisory Partners LLC59,421
0.2% of portfolio›$1.4M
Fiduciary Alliance LLC57,241
0.1% of portfolio›$1.3M
Insight Wealth Strategies, LLC53,059
0.1% of portfolio›$1.2M
Comprehensive Wealth Management, LLC49,073
0.5% of portfolio›$1.1M
Focus Financial Network, Inc.47,417
0.0% of portfolio›$1.1M
Eagle Global Advisors LLC40,499
0.0% of portfolio›$931.5K
IFP Advisors, Inc40,004
0.0% of portfolio›$920.1K
Acorn Wealth Advisors, LLC34,486
0.2% of portfolio›$793.2K
Fortitude Family Office, LLC34,437
0.1% of portfolio›$792.1K
Atria Investments, Inc34,085
0.0% of portfolio›$784.0K
Waterfront Wealth Inc.33,632
0.1% of portfolio›$766.7K
Center For Asset Management LLC30,187
0.3% of portfolio›$694.3K
Wealthcare Advisory Partners LLC27,813
0.0% of portfolio›$639.7K
Strategic Blueprint, LLC27,618
0.0% of portfolio›$635.2K
Tenzing Financial LLC27,606
0.4% of portfolio›$628.3K
Evolution Wealth Advisors, LLC27,146
0.1% of portfolio›$624.3K
Simplicity Wealth,LLC26,200
0.0% of portfolio›$602.6K
WealthPLAN Partners, LLC22,207
0.1% of portfolio›$510.8K
Tactive Advisors, LLC20,775
0.1% of portfolio›$477.8K
Wealth Enhancement Advisory Services, LLC19,919
0.0% of portfolio›$453.0K
Sigma Planning Corp19,088
0.0% of portfolio›$439.0K
Perigon Wealth Management, LLC17,547
0.0% of portfolio›$403.6K
Keudell ison Wealth Management17,125
0.1% of portfolio›$393.9K
Elm3 Financial Group, LLC16,348
0.3% of portfolio›$376.0K
KWB Wealth14,630
0.0% of portfolio›$336.5K
McAdam, LLC13,415
0.0% of portfolio›$308.5K
Andina Capital Management, LLC12,983
0.4% of portfolio›$298.6K
Integrity Alliance, Llc.12,661
0.0% of portfolio›$291.2K
Keeler Thomas Management LLC12,129
0.1% of portfolio›$279.0K
Equity Wealth Partners, LLC10,888
0.1% of portfolio›$250.4K
ProCore Advisors, LLC9,702
0.3% of portfolio›$223.1K
Park Avenue Securities LLC9,128
0.0% of portfolio›$210.0K
Kelleher Financial Advisors5,727
0.0% of portfolio›$131.7K
TD Private Client Wealth LLC3,380
0.0% of portfolio›$77.7K
Private Trust Co NA2,104
0.0% of portfolio›$48.4K
Cape Investment Advisory, Inc.1,603
0.0% of portfolio›$36.9K
Signature Equity Partners, LLC1,402
0.0% of portfolio›$32.2K
Lanark Financial, Inc.1,133
0.0% of portfolio›$26.1K
Ashton Thomas Private Wealth, LLC714
0.0% of portfolio›$16.4K
CoreCap Advisors, LLC693
0.0% of portfolio›$16.0K
Meriwether Wealth & Planning, LLC410
0.0% of portfolio›$9.4K
StyleTurnoverLocationFiled
New York Life Investment Management LLC
3,365,696$77.4M0.5%GrowthLowNew York, NY2026-11-04
Curran Financial Partners, LLC
937,749$21.6M3.5%ETFMediumDaniel Island, SC2026-11-04
Prentice Wealth Management LLC
723,393$16.6M3.4%ETFLowRochester, NY2026-10-20
Assetmark, Inc
549,386$12.6M0.0%ETFLowConcord, CA2026-10-21
Fifth Third Securities, Inc.
382,865$8.8M0.4%ETFLowCincinnati, OH2026-10-21
Dorval Corp
355,372$8.2M2.3%ETFLowMaple Grove, MN2026-10-29
Sage Advisory Services, Ltd.Co.
342,983$7.9M4.2%ETFMediumAustin, TX2026-10-29
Independence Financial Advisors, LLC
316,116$7.3M1.8%ETFMediumFranklin, NH2026-10-08
Aire Advisors, LLC
297,109$6.8M1.1%ETFVery LowBeverly Hills, CA2026-10-22
Truist Financial Corp
211,510$4.9M0.0%CoreLowCharlotte, NC2026-10-30
Calamos Advisors LLC
146,337$3.4M0.0%GrowthMediumNaperville, IL2026-11-02
Cambridge Investment Research Advisors, Inc.
145,754$3.4M0.0%ETFLowFairfield, IA2026-11-02
American Financial & TAX Strategies Inc
119,785$2.8M1.3%ETFVery LowNew York, NY2026-10-16
Kathmere Capital Management, LLC
107,309$2.5M0.1%ETFLowWayne, PA2026-10-20
Foguth Wealth Management, Llc.
101,339$2.3M0.2%ETFHighBrighton, MI2026-10-19
Farther Finance Advisors, LLC
93,846$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
WealthPlan Investment Management, LLC
75,613$1.7M0.1%GrowthMediumOmaha, NE2026-10-15
Rooted Wealth Advisors, Inc.
73,106$1.7M0.4%ETFLowBourbonnais, IL2026-11-03
Collaborative Fund Advisors, LLC
59,903$1.4M0.7%GrowthVery HighReno, NV2026-11-02
Cordoba Advisory Partners LLC
59,421$1.4M0.2%ETFMediumNew York, NY2026-10-19
Fiduciary Alliance LLC
57,241$1.3M0.1%CoreMediumGreenville, SC2026-10-13
Insight Wealth Strategies, LLC
53,059$1.2M0.1%ETFHighSan Ramon, CA2026-10-09
Comprehensive Wealth Management, LLC
49,073$1.1M0.5%ETFMediumLynnwood, WA2026-11-02
Focus Financial Network, Inc.
47,417$1.1M0.0%ETFLowMinneapolis, MN2026-10-14
Eagle Global Advisors LLC
40,499$931.5K0.0%CoreLowHouston, TX2026-11-02
IFP Advisors, Inc
40,004$920.1K0.0%GrowthLowTampa, FL2026-10-16
Acorn Wealth Advisors, LLC
34,486$793.2K0.2%ETFLowGrand Blanc, MI2026-10-19
Fortitude Family Office, LLC
34,437$792.1K0.1%ETFMediumScottsdale, AZ2026-10-14
Atria Investments, Inc
34,085$784.0K0.0%CoreMediumCharlotte, NC2026-10-15
Waterfront Wealth Inc.
33,632$766.7K0.1%ValueLowOverland Park, KS2026-11-03
Center For Asset Management LLC
30,187$694.3K0.3%ETFMediumPalm Beach Gardens, FL2026-10-16
Wealthcare Advisory Partners LLC
27,813$639.7K0.0%ETFLowWest Chester, PA2026-10-21
Strategic Blueprint, LLC
27,618$635.2K0.0%ETFLowAtlanta, GA2026-10-22
Tenzing Financial LLC
27,606$628.3K0.4%ETFVery LowWilliamsburg, VA2026-11-03
Evolution Wealth Advisors, LLC
27,146$624.3K0.1%ETFLowAventura, FL2026-11-03
Simplicity Wealth,LLC
26,200$602.6K0.0%ETFLowSummit, NJ2026-10-23
WealthPLAN Partners, LLC
22,207$510.8K0.1%CoreMediumOmaha, NE2026-10-15
Tactive Advisors, LLC
20,775$477.8K0.1%ETFHighJacksonville, FL2026-10-08
Wealth Enhancement Advisory Services, LLC
19,919$453.0K0.0%CoreLowPlymouth, MN2026-10-13
Sigma Planning Corp
19,088$439.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Perigon Wealth Management, LLC
17,547$403.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Keudell ison Wealth Management
17,125$393.9K0.1%ETFMediumSalem, OR2026-10-16
Elm3 Financial Group, LLC
16,348$376.0K0.3%GrowthMediumAlpharetta, GA2026-10-07
KWB Wealth
14,630$336.5K0.0%ETFMediumRedlands, CA2026-10-16
McAdam, LLC
13,415$308.5K0.0%ETFLowPhiladelphia, PA2026-10-21
Andina Capital Management, LLC
12,983$298.6K0.4%ETFMediumLogan, UT2026-10-21
Integrity Alliance, Llc.
12,661$291.2K0.0%ETFMediumUrbandale, IA2026-10-29
Keeler Thomas Management LLC
12,129$279.0K0.1%CoreHighOrem, UT2026-10-29
Equity Wealth Partners, LLC
10,888$250.4K0.1%ETFVery LowIndependence, MO2026-10-26
ProCore Advisors, LLC
9,702$223.1K0.3%GARPLowNewport Beach, CA2026-10-14
Park Avenue Securities LLC
9,128$210.0K0.0%ETFMediumNew York, NY2026-10-26
Kelleher Financial Advisors
5,727$131.7K0.0%CoreMediumNew York, NY2026-10-30
TD Private Client Wealth LLC
3,380$77.7K0.0%ETFLowNew York, NY2026-10-28
Private Trust Co NA
2,104$48.4K0.0%CoreLowCleveland, OH2026-10-20
Cape Investment Advisory, Inc.
1,603$36.9K0.0%ETFLowMcdonough, GA2026-10-13
Signature Equity Partners, LLC
1,402$32.2K0.0%GrowthMediumColumbus, OH2026-10-29
Lanark Financial, Inc.
1,133$26.1K0.0%CoreMediumBirmingham, AL2026-10-26
Ashton Thomas Private Wealth, LLC
714$16.4K0.0%CoreMediumScottsdale, AZ2026-11-03
CoreCap Advisors, LLC
693$16.0K0.0%ETFMediumSouthfield, MI2026-10-08
Meriwether Wealth & Planning, LLC
410$9.4K0.0%ETFMediumMinden, LA2026-10-13