18 institutions reported holding $22.1M of FRANKLIN TEMPLETON ETF TR (FLBR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Morningstar Investment Management LLC ($8.1M), SeaBridge Investment Advisors LLC ($2.9M), MMA ASSET MANAGEMENT LLC ($2.7M), Accordant Advisory Group Inc ($2.4M), Whitcomb & Hess, Inc. ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Morningstar Investment Management LLC | $8.1M | 341,071 | Hold |
| 2 | SeaBridge Investment Advisors LLC | $2.9M | 135,397 | Added |
| 3 | MMA ASSET MANAGEMENT LLC | $2.7M | 126,658 | Added |
| 4 | Accordant Advisory Group Inc | $2.4M | 111,375 | Trimmed |
| 5 | Whitcomb & Hess, Inc. | $1.8M | 82,846 | Trimmed |
| 6 | CITIGROUP INC | $892,797 | 41,700 | Hold |
| 7 | ES4, LLC | $890,659 | 41,600 | Hold |
| 8 | INNEALTA CAPITAL, LLC | $526,558 | 24,594 | Hold |
| 9 | Cambridge Investment Research Advisors, Inc. | $504,000 | 23,586 | Added |
| 10 | Total Clarity Wealth Management, Inc. | $471,244 | 22,010 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $347,846 | 16,247 | Trimmed |
| 12 | Banque Transatlantique SA | $258,504 | 12,074 | Added |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $152,533 | 7,124 | Added |
| 14 | LRI Investments, LLC | $64,230 | 3,000 | New |
| 15 | CX Institutional | $24,000 | 1,134 | Hold |
| 16 | FINANCIAL CONSULATE, INC | $8,693 | 406 | New |
| 17 | Financial Management Professionals, Inc. | $0 | 0 | Exited |
| 18 | Belpointe Asset Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30