9 institutions reported holding $1.7M of FRANKLIN TEMPLETON ETF TR (HELX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CITADEL ADVISORS LLC ($1.2M), LPL Financial LLC ($221,659), FRANKLIN RESOURCES INC ($88,419), OSAIC HOLDINGS, INC. ($77,299), HARBOUR INVESTMENTS, INC. ($54,563). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $1.2M | 37,568 | New |
| 2 | LPL Financial LLC | $221,659 | 6,706 | Trimmed |
| 3 | FRANKLIN RESOURCES INC | $88,419 | 2,675 | New |
| 4 | OSAIC HOLDINGS, INC. | $77,299 | 2,338 | Trimmed |
| 5 | HARBOUR INVESTMENTS, INC. | $54,563 | 1,650 | Added |
| 6 | UBS Group AG | $2,942 | 89 | Added |
| 7 | Western Wealth Management, LLC | $331 | 10 | New |
| 8 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 9 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31