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Franklin CA Muni Inc ETF (FTCA)

CUSIP: 746729839 | NYSE | 113 institutional holders

Quarters

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

LPL Financial LLC1,760,267
0.0% of portfolio›$12.1M
Commonwealth Equity Services, LLC1,295,896
0.0% of portfolio›$8.9M
Wealth Enhancement Advisory Services, LLC505,704
0.0% of portfolio›$3.2M
Cliftonlarsonallen Wealth Advisors, LLC444,552
0.0% of portfolio›$3.0M
Sierra Ocean, LLC378,367
1.6% of portfolio›$2.6M
Allworth Financial LP289,602
0.0% of portfolio›$2.1M
DeDora Capital, Inc.262,557
0.4% of portfolio›$1.8M
SeaCrest Wealth Management, LLC193,399
0.1% of portfolio›$1.3M
Werba Rubin Papier Wealth Management137,103
0.1% of portfolio›$939.2K
Creative Planning109,144
0.0% of portfolio›$747.6K
Citigroup Inc108,000
0.0% of portfolio›$739.8K
Mccarter Private Wealth Services LLC104,915
0.2% of portfolio›$718.7K
Cooper Capital Advisors LLC100,408
0.3% of portfolio›$687.8K
Tcfg Investment Advisors, LLC90,045
0.2% of portfolio›$616.8K
Sovran Advisors, LLC84,957
0.0% of portfolio›$598.9K
Kestra Advisory Services, LLC73,772
0.0% of portfolio›$505.3K
Fjell Capital, LLC73,258
0.3% of portfolio›$501.8K
Miramontes Capital, LLC69,302
0.1% of portfolio›$474.7K
Cambridge Investment Research Advisors, Inc.68,244
0.0% of portfolio›$467
KWB Wealth62,528
0.0% of portfolio›$428.3K
US Bancorp \de\57,912
0.0% of portfolio›$396.7K
Westside Investment Management, Inc.55,743
0.0% of portfolio›$381.8K
MassMutual Private Wealth & Trust, FSB54,358
0.0% of portfolio›$372.4K
Gerber Kawasaki Wealth & Investment Management53,773
0.0% of portfolio›$368.3K
Axxcess Wealth Management, LLC53,354
0.0% of portfolio›$365.5K
Fermata Advisors, LLC52,812
0.1% of portfolio›$361.8K
Choreo, LLC45,275
0.0% of portfolio›$310.1K
NorthCrest Asset Manangement, LLC35,280
0.0% of portfolio›$239.9K
Central Valley Advisors, LLC30,868
0.1% of portfolio›$211.4K
Urban Wealth Management, LLC29,863
0.2% of portfolio›$204.6K
Vise Technologies, Inc.29,814
0.0% of portfolio›$204.2K
Flynn Zito Capital Management, LLC29,790
0.1% of portfolio›$204.1K
Silvia Mccoll Wealth Management, LLC28,424
0.1% of portfolio›$194.7K
Gibbs Wealth Management27,685
0.0% of portfolio›$189.6K
Independent Financial Group, LLC27,365
0.0% of portfolio›$187.5K
Quadrant Private Wealth Management, LLC27,191
0.0% of portfolio›$186.3K
Silverberg Bernstein Capital Management LLC23,050
0.1% of portfolio›$157.9K
Ridgecrest Wealth Partners, LLC23,000
0.1% of portfolio›$157.6K
FF Advisors,LLC22,247
0.1% of portfolio›$152.4K
Creative Financial Designs Inc21,350
0.0% of portfolio›$146.2K
Bank of New York Mellon Corp20,091
0.0% of portfolio›$137.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19,526
0.0% of portfolio›$133.8K
D.A. Davidson & Co.19,400
0.0% of portfolio›$132.9K
Lido Advisors, LLC17,967
0.0% of portfolio›$123.1K
CLG LLC17,266
0.0% of portfolio›$118.3K
Parallel Advisors, LLC17,189
0.0% of portfolio›$117.7K
Castle Rock Wealth Management, LLC15,622
0.0% of portfolio›$106.9K
Signal Advisors Wealth, LLC14,902
0.0% of portfolio›$102.1K
Ashton Thomas Private Wealth, LLC9,789
0.0% of portfolio›$67.1K
PNC Financial Services Group, Inc.6,000
0.0% of portfolio›$41.1K
Assetmark, Inc4,285
0.0% of portfolio›$29.4K
Golden State Wealth Management, LLC3,336
0.0% of portfolio›$22.9K
Fifth Third Bancorp2,500
0.0% of portfolio›$17.1K
StyleTurnoverLocationFiled
LPL Financial LLC
1,760,267$12.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
1,295,896$8.9M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
505,704$3.2M0.0%CoreLowPlymouth, MN2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
444,552$3.0M0.0%ETFLowMinneapolis, MN2026-10-14
Sierra Ocean, LLC
378,367$2.6M1.6%ETFLowRipon, CA2026-11-03
Allworth Financial LP
289,602$2.1M0.0%IndexLowFolsom, CA2026-11-06
DeDora Capital, Inc.
262,557$1.8M0.4%ETFVery LowNapa, CA2026-10-26
SeaCrest Wealth Management, LLC
193,399$1.3M0.1%GrowthLowPurchase, NY2026-10-21
Werba Rubin Papier Wealth Management
137,103$939.2K0.1%ETFLowSan Jose, CA2026-11-06
Creative Planning
109,144$747.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
108,000$739.8K0.0%CoreMediumNew York, NY2026-11-04
Mccarter Private Wealth Services LLC
104,915$718.7K0.2%CoreLowBoston, MA2026-10-22
Cooper Capital Advisors LLC
100,408$687.8K0.3%ETFMediumEncinitas, CA2026-10-29
Tcfg Investment Advisors, LLC
90,045$616.8K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
Sovran Advisors, LLC
84,957$598.9K0.0%ETFMediumSan Diego, CA2026-11-02
Kestra Advisory Services, LLC
73,772$505.3K0.0%CoreLowAustin, TX2026-11-02
Fjell Capital, LLC
73,258$501.8K0.3%GrowthLowFargo, ND2026-10-13
Miramontes Capital, LLC
69,302$474.7K0.1%GrowthVery LowNewport, CA2026-10-19
Cambridge Investment Research Advisors, Inc.
68,244$4670.0%ETFLowFairfield, IA2026-11-02
KWB Wealth
62,528$428.3K0.0%ETFMediumRedlands, CA2026-10-16
US Bancorp \de\
57,912$396.7K0.0%IndexLowMinneapolis, MN2026-11-05
Westside Investment Management, Inc.
55,743$381.8K0.0%GrowthLowSanta Monica, CA2026-11-02
MassMutual Private Wealth & Trust, FSB
54,358$372.4K0.0%CoreLowSpringfield, MA2026-10-05
Gerber Kawasaki Wealth & Investment Management
53,773$368.3K0.0%ETFLowSanta Monica, CA2026-10-29
Axxcess Wealth Management, LLC
53,354$365.5K0.0%CoreLowCarlsbad, CA2026-10-21
Fermata Advisors, LLC
52,812$361.8K0.1%ETFLowSonoma, CA2026-10-13
Choreo, LLC
45,275$310.1K0.0%IndexLowRockford, IL2026-10-28
NorthCrest Asset Manangement, LLC
35,280$239.9K0.0%GrowthLowPlymouth, MN2026-10-13
Central Valley Advisors, LLC
30,868$211.4K0.1%CoreLowSacramento, CA2026-10-27
Urban Wealth Management, LLC
29,863$204.6K0.2%GrowthMediumLakewood, CA2026-10-21
Vise Technologies, Inc.
29,814$204.2K0.0%IndexLowNew York, NY2026-10-29
Flynn Zito Capital Management, LLC
29,790$204.1K0.1%ETFLowGarden City, NY2026-11-04
Silvia Mccoll Wealth Management, LLC
28,424$194.7K0.1%CoreVery LowSan Diego, CA2026-10-07
Gibbs Wealth Management
27,685$189.6K0.0%CoreLowAlpharetta, GA2026-10-22
Independent Financial Group, LLC
27,365$187.5K0.0%GrowthLowSan Diego, CA2026-10-13
Quadrant Private Wealth Management, LLC
27,191$186.3K0.0%GrowthLowCenter Valley, PA2026-11-04
Silverberg Bernstein Capital Management LLC
23,050$157.9K0.1%GrowthVery LowArmonk, NY2026-10-13
Ridgecrest Wealth Partners, LLC
23,000$157.6K0.1%GrowthLowMill Valley, CA2026-10-19
FF Advisors,LLC
22,247$152.4K0.1%ETFLowManhattan Beach, CA2026-10-21
Creative Financial Designs Inc
21,350$146.2K0.0%ETFMediumKokomo, IN2026-11-04
Bank of New York Mellon Corp
20,091$137.6K0.0%CoreLowNew York, NY2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
19,526$133.8K0.0%GrowthVery LowSeattle, WA2026-10-27
D.A. Davidson & Co.
19,400$132.9K0.0%CoreLowGreat Falls, MT2026-10-28
Lido Advisors, LLC
17,967$123.1K0.0%GrowthLowLos Angeles, CA2026-11-04
CLG LLC
17,266$118.3K0.0%ETFMediumLong Beach, CA2026-10-13
Parallel Advisors, LLC
17,189$117.7K0.0%IndexLowSan Francisco, CA2026-11-03
Castle Rock Wealth Management, LLC
15,622$106.9K0.0%GrowthMediumWalnut Creek, CA2026-10-09
Signal Advisors Wealth, LLC
14,902$102.1K0.0%ETFLowDetroit, MI2026-10-13
Ashton Thomas Private Wealth, LLC
9,789$67.1K0.0%CoreMediumScottsdale, AZ2026-11-03
PNC Financial Services Group, Inc.
6,000$41.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Assetmark, Inc
4,285$29.4K0.0%ETFLowConcord, CA2026-10-21
Golden State Wealth Management, LLC
3,336$22.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Fifth Third Bancorp
2,500$17.1K0.0%IndexVery LowCincinnati, OH2026-11-05