FRANKLIN U.S. MID CAP MULTIF FLQM
$59.17
+1.6% 52w: $52.36 – $59.17
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data52.3655.7759.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
164
-6 QoQ
13F value
$1.32B
-3.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns FLQM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.1M | $170.5M | 0.0% | +7.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.0M | $112.1M | 0.0% | -0.2% |
| Orgel Wealth Management, LLC | Wealth advisor | 1.8M | $98.7M | 2.1% | +18.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $83.6M | 0.0% | -18.3% |
| Cetera Investment Advisers | Wealth advisor | 1.5M | $79.9M | 0.1% | +10.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 912.5K | $50.1M | 0.0% | -5.5% |
| Harbor Group, Inc. | Wealth advisor | 901.4K | $49.5M | 7.2% | +9.0% |
| Larson Financial Group LLC | Wealth advisor | 899.0K | $49.4M | 1.6% | +17.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 675.1K | $37.1M | 0.0% | -7.7% |
| CWM, LLC | Wealth advisor | 667.6K | $36.7M | 0.1% | -12.6% |
| MORGAN STANLEY | Bank broker | 642.2K | $35.3M | 0.0% | -6.8% |
| HighTower Advisors, LLC | Diversified mechanical | 589.0K | $32.4M | 0.0% | +7.0% |
| Private Advisor Group, LLC | Wealth advisor | 485.4K | $26.7M | 0.1% | -4.7% |
| EAGLE WEALTH STRATEGIES LLC | Wealth advisor | 438.6K | $24.1M | 10.6% | +4.7% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 430.3K | $23.6M | 0.1% | +8.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 412.3K | $22.6M | 0.0% | +10.6% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 376.0K | $20.7M | 2.6% | -1.1% |
| ROYAL BANK OF CANADA | Bank broker | 322.8K | $17.7M | 0.0% | +0.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 319.0K | $17.2M | 0.0% | +1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 272.0K | $14.9M | 0.0% | +7.6% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 265.8K | $14.6M | 4.7% | -16.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 242.5K | $13.3M | 0.0% | -20.9% |
| Sherrill & Hutchins Financial Advisory, Inc | Wealth advisor | 241.1K | $13.2M | 7.8% | +6.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 240.5K | $13.2M | 0.0% | -12.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 204.3K | $11.2M | 0.0% | +15.9% |
| Stratos Investment Management, LLC | Wealth advisor | 200.6K | $11.0M | 0.4% | +2.1% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 198.9K | $10.9M | 1.2% | +2.1% |
| TrustBank | Wealth advisor | 183.9K | $10.1M | 3.9% | +0.7% |
| Piedmont Capital Management, LLC/NC | Wealth advisor | 177.7K | $9.8M | 6.5% | +0.6% |
| Integrity Financial Corp /WA | Wealth advisor | 159.3K | $8.7M | 4.4% | +3.6% |
| Financial Management, Inc. | Wealth advisor | 154.6K | $8.5M | 8.0% | +3.6% |
| OneDigital Investment Advisors LLC | Wealth advisor | 154.5K | $8.5M | 0.1% | -12.9% |
| Keystone Financial Services, LLC | Wealth advisor | 150.3K | $8.3M | 5.6% | +6.6% |
| Snowden Capital Advisors LLC | Diversified mechanical | 132.2K | $7.3M | 0.2% | +0.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 126.3K | $6.9M | 0.0% | +20.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 119.9K | $6.6M | 0.1% | -8.9% |
| JPMORGAN CHASE & CO | Bank broker | 113.4K | $6.1M | 0.0% | +254.2% |
| Algorithmic Investment Models, LLC | Wealth advisor | 109.1K | $6.0M | 7.4% | +4.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 108.3K | $5.9M | 0.0% | +5.9% |
| Independent Advisor Alliance | Wealth advisor | 104.8K | $5.8M | 0.1% | New |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 96.0K | $5.3M | 0.6% | New |
| &PARTNERS | Diversified mechanical | 94.3K | $5.2M | 0.0% | +2.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 94.5K | $5.2M | 0.0% | -37.0% |
| KPP Advisory Services LLC | Wealth advisor | 88.5K | $4.9M | 0.7% | -6.0% |
| KMG FIDUCIARY PARTNERS, LLC | Other | 85.0K | $4.7M | 0.3% | +2.1% |
| Advisory Services Network, LLC | Diversified mechanical | 81.2K | $4.5M | 0.1% | +4.9% |
| Family Capital Management, Inc. | Wealth advisor | 81.2K | $4.5M | 2.0% | -6.6% |
| IFP Advisors, Inc | Wealth advisor | 79.1K | $4.3M | 0.1% | +27.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 65.0K | $3.6M | 0.0% | -4.9% |
| IAG Wealth Partners, LLC | Wealth advisor | 64.5K | $3.5M | 0.4% | +4.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.