Who Owns FRANKLIN TEMPLETON HOLDINGS (FGDL)? -- Institutional Holders (2026-06-30)
104 institutions reported holding $90.2M of FRANKLIN TEMPLETON HOLDINGS (FGDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($13.9M), LPL Financial LLC ($10.8M), COMMONWEALTH EQUITY SERVICES, LLC ($10.4M), WBI INVESTMENTS, LLC ($6.6M), EASTERN BANK ($5.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $13.9M | 260,398 | Added |
| 2 | LPL Financial LLC | $10.8M | 203,216 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.4M | 194,443 | Trimmed |
| 4 | WBI INVESTMENTS, LLC | $6.6M | 123,353 | Trimmed |
| 5 | EASTERN BANK | $5.9M | 110,437 | New |
| 6 | JANE STREET GROUP, LLC | $5.5M | 102,675 | Added |
| 7 | Clarity Asset Management, Inc. | $3.7M | 69,337 | Added |
| 8 | Maridea Wealth Management LLC | $2.7M | 50,891 | Added |
| 9 | Envestnet Portfolio Solutions, Inc. | $2.6M | 49,130 | Added |
| 10 | JPMORGAN CHASE & CO | $2.4M | 44,762 | Added |
| 11 | FLOW TRADERS U.S. LLC | $2.0M | 36,859 | Trimmed |
| 12 | Federation des caisses Desjardins du Quebec | $1.8M | 32,936 | Added |
| 13 | OSAIC HOLDINGS, INC. | $1.6M | 29,941 | Added |
| 14 | Cetera Investment Advisers | $1.6M | 29,426 | Added |
| 15 | 3EDGE Asset Management, LP | $1.2M | 23,304 | Trimmed |
| 16 | PARK AVENUE SECURITIES LLC | $1.0M | 19,202 | Added |
| 17 | CITADEL ADVISORS LLC | $805,994 | 15,102 | Trimmed |
| 18 | PFG Investments, LLC | $792,811 | 14,855 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $698,453 | 13,087 | Added |
| 20 | FRANKLIN RESOURCES INC | $671,928 | 12,590 | Hold |
| 21 | Cambridge Investment Research Advisors, Inc. | $671,000 | 12,570 | Added |
| 22 | NATURAL INVESTMENTS, LLC | $539,000 | 10,101 | Hold |
| 23 | Trademark Financial Management, LLC | $529,164 | 9,915 | Added |
| 24 | Mason & Associates Inc | $479,636 | 8,987 | Added |
| 25 | COZAD ASSET MANAGEMENT INC | $469,656 | 8,800 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30