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Franklin U.S. Mid Cap Multif (FLQM)

CUSIP: 35473P884 | NYSE | 278 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Larson Financial Group LLC1,085,500
1.5% of portfolio›$62.4M
Harbor Group, Inc.961,646
6.5% of portfolio›$55.2M
Eagle Wealth Strategies LLC473,233
10.3% of portfolio›$27.2M
Financial Consulate, Inc377,402
2.4% of portfolio›$21.7M
Sherrill & Hutchins Financial Advisory, Inc247,178
6.9% of portfolio›$14.2M
Flynn Zito Capital Management, LLC210,977
3.2% of portfolio›$12.1M
TrustBank190,630
3.4% of portfolio›$10.9M
Piedmont Capital Management, LLC166,743
5.7% of portfolio›$9.6M
Atria Investments, Inc147,317
0.1% of portfolio›$8.5M
Commonwealth Equity Services, LLC119,567
0.0% of portfolio›$6.9M
First Security Investment Management, Inc.119,076
5.6% of portfolio›$6.8M
Algorithmic Investment Models, LLC105,817
7.3% of portfolio›$6.1M
Cambridge Investment Research Advisors, Inc.104,790
0.0% of portfolio›$6.0M
Kestra Private Wealth Services, LLC104,341
0.1% of portfolio›$6.0M
IFP Advisors, Inc90,545
0.1% of portfolio›$5.2M
Family Capital Management, Inc.81,168
1.8% of portfolio›$4.7M
Kestra Advisory Services, LLC76,555
0.0% of portfolio›$4.4M
Vicus Capital57,909
0.2% of portfolio›$3.3M
Focus Financial Network, Inc.55,801
0.1% of portfolio›$3.2M
Orgel Wealth Management, LLC54,702
0.1% of portfolio›$3.1M
Intrua Financial, LLC53,425
0.3% of portfolio›$3.1M
Thrivent Financial for Lutherans53,395
0.0% of portfolio›$3.1M
MBL Wealth, LLC41,285
0.1% of portfolio›$2.4M
Riverbend Wealth Management, LLC37,383
1.0% of portfolio›$2.1M
Concurrent Investment Advisors, LLC30,826
0.0% of portfolio›$1.8M
Perigon Wealth Management, LLC29,434
0.0% of portfolio›$1.7M
Redhawk Wealth Advisors, Inc.26,149
0.2% of portfolio›$1.5M
Fort Washington Investment Advisors Inc23,624
0.0% of portfolio›$1.4M
Oppenheimer & Co Inc21,603
0.0% of portfolio›$1.2M
Hazlett, Burt & Watson, Inc.21,212
0.3% of portfolio›$510.7K
Beaumont Financial Advisors, LLC17,155
0.1% of portfolio›$985.4K
Blue Trust, Inc.15,785
0.0% of portfolio›$906.7K
Axxcess Wealth Management, LLC15,486
0.0% of portfolio›$889.5K
KPP Advisory Services LLC15,220
0.1% of portfolio›$874.2K
D.A. Davidson & Co.13,892
0.0% of portfolio›$798.0K
Moneywise, Inc.10,721
0.6% of portfolio›$615.8K
Sunrise Financial Services, LLC9,847
0.3% of portfolio›$565.6K
Cornerstone Wealth Management, LLC9,768
0.0% of portfolio›$561.1K
Onyx Bridge Wealth Group LLC9,633
0.0% of portfolio›$553.3K
Clear Point Advisors Inc.9,012
0.4% of portfolio›$517.7K
Nations Financial Group Inc,8,968
0.0% of portfolio›$515.1K
SeaBridge Investment Advisors LLC8,372
0.1% of portfolio›$480.9K
Southland Equity Partners LLC7,838
0.1% of portfolio›$450.2K
Vise Technologies, Inc.7,685
0.0% of portfolio›$441.4K
Landmark Wealth Management, Inc.7,640
0.1% of portfolio›$438.8K
Fulton Breakefield Broenniman LLC6,281
0.0% of portfolio›$360.8K
J.W. Cole Advisors, Inc.5,919
0.0% of portfolio›$340.0K
Park Avenue Securities LLC5,896
0.0% of portfolio›$339.0K
Ridgeline Wealth Planning, LLC5,632
0.2% of portfolio›$323.5K
Sage Private Wealth Group, LLC5,076
0.1% of portfolio›$291.5K
International Assets Investment Management, LLC4,923
0.0% of portfolio›$284.6K
Bison Wealth, LLC4,225
0.0% of portfolio›$249.2K
Partners Wealth Management, LLC4,124
0.0% of portfolio›$236.9K
Wealthcare Advisory Partners LLC4,003
0.0% of portfolio›$229.9K
First Heartland Consultants, Inc.3,823
0.0% of portfolio›$219.6K
AdvisorNet Financial, Inc3,697
0.0% of portfolio›$219.1K
Private Trust Co NA3,680
0.0% of portfolio›$211.4K
M Holdings Securities, Inc.3,618
0.0% of portfolio›$225
Sigma Planning Corp3,591
0.0% of portfolio›$206.3K
Kingswood Wealth Advisors, LLC3,579
0.0% of portfolio›$205.6K
Farther Finance Advisors, LLC3,444
0.0% of portfolio›$197.8K
Jacobi Capital Management LLC2,706
0.0% of portfolio›$155.4K
Signature Equity Partners, LLC1,663
0.0% of portfolio›$95.5K
Citigroup Inc1,623
0.0% of portfolio›$93.2K
Capital Investment Advisory Services, LLC1,587
0.0% of portfolio›$91.1K
Thurston, Springer, Miller, Herd & Titak, Inc.1,536
0.1% of portfolio›$88.2K
Fifth Third Bancorp1,017
0.0% of portfolio›$58.4K
Richards, Merrill & Peterson, Inc.949
0.0% of portfolio›$54.5K
Register Financial Advisors LLC915
0.0% of portfolio›$52.6K
Assetmark, Inc628
0.0% of portfolio›$36.1K
Financial Perspectives, Inc560
0.0% of portfolio›$32.2K
Silver Grove Financial Group, Inc.302
0.0% of portfolio›$17.3K
Golden State Wealth Management, LLC237
0.0% of portfolio›$13.6K
Evolution Wealth Management Inc.113
0.0% of portfolio›$6.5K
Rossby Financial, LCC79
0.0% of portfolio›$4.5K
CoreCap Advisors, LLC71
0.0% of portfolio›$4.1K
Trust Co61
0.0% of portfolio›$3.5K
JFS Wealth Advisors, LLC1
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Larson Financial Group LLC
1,085,500$62.4M1.5%GrowthLowSt Louis, MO2026-11-05
Harbor Group, Inc.
961,646$55.2M6.5%ETFVery LowBedford, NH2026-10-14
Eagle Wealth Strategies LLC
473,233$27.2M10.3%ETFVery LowMullica Hill, NJ2026-10-20
Financial Consulate, Inc
377,402$21.7M2.4%ETFLowHunt Valley, MD2026-10-23
Sherrill & Hutchins Financial Advisory, Inc
247,178$14.2M6.9%ETFVery LowAtlanta, GA2026-10-14
Flynn Zito Capital Management, LLC
210,977$12.1M3.2%ETFLowGarden City, NY2026-11-04
TrustBank
190,630$10.9M3.4%ETFVery LowOlney, IL2026-10-20
Piedmont Capital Management, LLC
166,743$9.6M5.7%CoreLowGreensboro, NC2026-10-21
Atria Investments, Inc
147,317$8.5M0.1%CoreMediumCharlotte, NC2026-10-15
Commonwealth Equity Services, LLC
119,567$6.9M0.0%ETFLowWaltham, MA2026-11-02
First Security Investment Management, Inc.
119,076$6.8M5.6%ETFVery LowLittle Rock, AR2026-11-05
Algorithmic Investment Models, LLC
105,817$6.1M7.3%ETFHighBoston, MA2026-11-04
Cambridge Investment Research Advisors, Inc.
104,790$6.0M0.0%ETFLowFairfield, IA2026-11-02
Kestra Private Wealth Services, LLC
104,341$6.0M0.1%GrowthLowAustin, TX2026-10-30
IFP Advisors, Inc
90,545$5.2M0.1%GrowthLowTampa, FL2026-10-16
Family Capital Management, Inc.
81,168$4.7M1.8%ETFLowGrand Rapids, MI2026-11-03
Kestra Advisory Services, LLC
76,555$4.4M0.0%CoreLowAustin, TX2026-11-02
Vicus Capital
57,909$3.3M0.2%ETFMediumState College, PA2026-11-05
Focus Financial Network, Inc.
55,801$3.2M0.1%ETFLowMinneapolis, MN2026-10-14
Orgel Wealth Management, LLC
54,702$3.1M0.1%ETFMediumAltoona, WI2026-10-14
Intrua Financial, LLC
53,425$3.1M0.3%ETFMediumHouston, TX2026-10-28
Thrivent Financial for Lutherans
53,395$3.1M0.0%GARPMediumMinneapolis, MN2026-11-05
MBL Wealth, LLC
41,285$2.4M0.1%ETFLowCharlotte, NC2026-10-22
Riverbend Wealth Management, LLC
37,383$2.1M1.0%GrowthLowMyrtle Beach, SC2026-10-15
Concurrent Investment Advisors, LLC
30,826$1.8M0.0%GrowthMediumTampa, FL2026-10-16
Perigon Wealth Management, LLC
29,434$1.7M0.0%GrowthLowSan Francisco, CA2026-10-22
Redhawk Wealth Advisors, Inc.
26,149$1.5M0.2%ETFHighMinneapolis, MN2026-10-14
Fort Washington Investment Advisors Inc
23,624$1.4M0.0%CoreLowCincinnati, OH2026-10-15
Oppenheimer & Co Inc
21,603$1.2M0.0%CoreLowNew York, NY2026-10-26
Hazlett, Burt & Watson, Inc.
21,212$510.7K0.3%CoreVery LowWheeling, WV2026-11-04
Beaumont Financial Advisors, LLC
17,155$985.4K0.1%GrowthMediumNeedham, MA2026-10-22
Blue Trust, Inc.
15,785$906.7K0.0%ETFLowBrentwood, TN2026-10-15
Axxcess Wealth Management, LLC
15,486$889.5K0.0%CoreLowCarlsbad, CA2026-10-21
KPP Advisory Services LLC
15,220$874.2K0.1%GrowthMediumLouisville, KY2026-10-26
D.A. Davidson & Co.
13,892$798.0K0.0%CoreLowGreat Falls, MT2026-10-28
Moneywise, Inc.
10,721$615.8K0.6%ETFMediumForest, VA2026-10-30
Sunrise Financial Services, LLC
9,847$565.6K0.3%ETFMediumBurien, WA2026-10-21
Cornerstone Wealth Management, LLC
9,768$561.1K0.0%ETFVery LowSt. Peters, MO2026-11-04
Onyx Bridge Wealth Group LLC
9,633$553.3K0.0%ETFMediumTarrytown, NY2026-10-16
Clear Point Advisors Inc.
9,012$517.7K0.4%ETFMediumMelville, NY2026-10-30
Nations Financial Group Inc,
8,968$515.1K0.0%CoreLowCedar Rapids, IA2026-11-05
SeaBridge Investment Advisors LLC
8,372$480.9K0.1%GrowthMediumSummit, NJ2026-11-02
Southland Equity Partners LLC
7,838$450.2K0.1%ETFLowWildwood, MO2026-10-14
Vise Technologies, Inc.
7,685$441.4K0.0%IndexLowNew York, NY2026-10-29
Landmark Wealth Management, Inc.
7,640$438.8K0.1%ETFLowNormal, IL2026-11-04
Fulton Breakefield Broenniman LLC
6,281$360.8K0.0%GrowthLowBethesda, MD2026-11-03
J.W. Cole Advisors, Inc.
5,919$340.0K0.0%IndexLowTampa, FL2026-11-05
Park Avenue Securities LLC
5,896$339.0K0.0%ETFMediumNew York, NY2026-10-26
Ridgeline Wealth Planning, LLC
5,632$323.5K0.2%ETFLowCenterville, OH2026-10-29
Sage Private Wealth Group, LLC
5,076$291.5K0.1%ETFLowOakbrook Terrace, IL2026-10-21
International Assets Investment Management, LLC
4,923$284.6K0.0%CoreVery HighOrlando, FL2026-11-02
Bison Wealth, LLC
4,225$249.2K0.0%GrowthMediumAtlanta, GA2026-10-13
Partners Wealth Management, LLC
4,124$236.9K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Wealthcare Advisory Partners LLC
4,003$229.9K0.0%ETFLowWest Chester, PA2026-10-21
First Heartland Consultants, Inc.
3,823$219.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
AdvisorNet Financial, Inc
3,697$219.1K0.0%ETFLowMinnetonka, MN2026-10-15
Private Trust Co NA
3,680$211.4K0.0%CoreLowCleveland, OH2026-10-20
M Holdings Securities, Inc.
3,618$2250.0%ETFHighPortland, OR2026-11-03
Sigma Planning Corp
3,591$206.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kingswood Wealth Advisors, LLC
3,579$205.6K0.0%GrowthLowSan Diego, CA2026-10-23
Farther Finance Advisors, LLC
3,444$197.8K0.0%IndexLowSan Francisco, CA2026-10-08
Jacobi Capital Management LLC
2,706$155.4K0.0%CoreLowPittston, PA2026-11-05
Signature Equity Partners, LLC
1,663$95.5K0.0%GrowthMediumColumbus, OH2026-10-29
Citigroup Inc
1,623$93.2K0.0%CoreMediumNew York, NY2026-11-04
Capital Investment Advisory Services, LLC
1,587$91.1K0.0%CoreMediumRaleigh, NC2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
1,536$88.2K0.1%GrowthMediumIndianapolis, IN2026-10-14
Fifth Third Bancorp
1,017$58.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Richards, Merrill & Peterson, Inc.
949$54.5K0.0%GrowthLowSpokane, WA2026-10-19
Register Financial Advisors LLC
915$52.6K0.0%GARPLowAtlanta, GA2026-10-23
Assetmark, Inc
628$36.1K0.0%ETFLowConcord, CA2026-10-21
Financial Perspectives, Inc
560$32.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Silver Grove Financial Group, Inc.
302$17.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Golden State Wealth Management, LLC
237$13.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Evolution Wealth Management Inc.
113$6.5K0.0%ETFMediumFort Myers, FL2026-10-28
Rossby Financial, LCC
79$4.5K0.0%ETFMediumMelbourne, FL2026-11-05
CoreCap Advisors, LLC
71$4.1K0.0%ETFMediumSouthfield, MI2026-10-08
Trust Co
61$3.5K0.0%ETFVery LowManhattan, KS2026-10-09
JFS Wealth Advisors, LLC
1$290.0%ETFVery LowHermitage, PA2026-11-03