13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
DIVI

FRANKLIN TEMPLETON ETF TR

187 institutions still hold FRANKLIN TEMPLETON ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 35473P108·187 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$1.0B
60.0% inst. owned
of float
Holders
187
-46 QoQ
filers reporting
Activity
+30 / −66
+899 added · −820 reduced
this quarter
Concentration
22.11%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

187 institutions reported DIVI in Q1 2026. Retirement Planning Group, LLC leads at 22.1% of the visible book. -46 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Retirement Planning Group, LLC
CIK 0001508195
$225M5.7M6.98%Q1 202602
LPL Financial LLC
CIK 0001403438
$218M5.5M0.06%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$86M2.2M0.01%Q1 202604
CWM, LLC
CIK 0001535847
$60M1.5M0.16%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$49M1.2M0.01%Q1 202606
Sanctuary Advisors, LLC
CIK 0001777271
$39M974K0.21%Q1 202607
Legacy Financial Advisors, Inc.
CIK 0001730810
$34M853K4.75%Q1 202608
MCF Advisors LLC
CIK 0001602905
$32M812K1.42%Q1 202609
NewEdge Advisors, LLC
CIK 0001633516
$31M778K0.11%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$30M742K0.03%Q1 202611
Baron Wealth Management LLC
CIK 0001968507
$29M740K8.81%Q1 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$29M730K0.02%Q1 202613
Koshinski Asset Management, Inc.
CIK 0001633389
$24M612K1.52%Q1 202614
TriaGen Wealth Management LLC
CIK 0001843848
$23M590K6.42%Q1 202615
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$23M568K0.99%Q1 202616
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$19M472K0.29%Q1 202617
Bank of New York Mellon Corp
CIK 0001390777
$18M452K0.00%Q1 202618
FRANKLIN RESOURCES INC
CIK 0000038777
$17M435K0.00%Q1 202619
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$17M425K0.21%Q1 202620
AllGen Financial Advisors, Inc.
CIK 0001964809
$15M389K3.59%Q4 2025
Page 1 of 10
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