FLBL Institutional Ownership & Shareholders
FRANKLIN SENIOR LOAN ETF (FLBL) is currently held by 114 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $526.45M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Hantz Financial Services, Inc. is currently the largest disclosed institutional shareholder of FLBL tracked by InsiderSet, reporting ownership valued at approximately $85.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.32M, representing an estimated loss of -1.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed FLBL value among the investors covered in this analysis. Major shareholders include Hantz Financial Services, Inc., New York Life Investment Management Llc, Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in FRANKLIN SENIOR LOAN ETF (FLBL).
This page ranks the largest institutional FLBL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
114
Total Reported Value
$526.45M
Largest Holder
Hantz Financial Services, Inc.
Largest Position
$85.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1.16% | 3,734,487 | $85,594,000 | $84,324,716 | -$1,269,284 | -1.48% | |
| New York Life Investment Management Llc | 0.53% | 3,365,696 | $77,411,008 | $75,997,416 | -$1,413,592 | -1.83% | |
| Bank Of New York Mellon Corp | 0.01% | 1,755,270 | $40,371,213 | $39,633,997 | -$737,216 | -1.83% | |
| Lpl Financial Llc | 0.01% | 1,126,470 | $25,908,807 | $25,435,693 | -$473,114 | -1.83% | |
| Shp Wealth Management | 1.78% | 1,128,010 | $25,853,986 | $25,470,466 | -$383,520 | -1.48% | |
| Envestnet Asset Management Inc | 0.01% | 1,063,913 | $24,384,885 | $24,023,156 | -$361,729 | -1.48% | |
| Curran Financial Partners, Llc | 3.50% | 937,749 | $21,568,224 | $21,174,372 | -$393,852 | -1.83% | |
| Raymond James Financial Inc | 0.01% | 876,493 | $20,089,202 | $19,791,212 | -$297,990 | -1.48% | |
| Prentice Wealth Management Llc | 3.38% | 723,393 | $16,638,039 | $16,334,214 | -$303,825 | -1.83% | |
| Ameriprise Financial Inc | 0.00% | 638,924 | $14,635,961 | $14,426,904 | -$209,057 | -1.43% | |
| Assetmark, Inc | 0.02% | 549,386 | $12,635,878 | $12,405,136 | -$230,742 | -1.83% | |
| Cetera Investment Advisers | 0.01% | 548,795 | $12,578,365 | $12,391,791 | -$186,574 | -1.48% | |
| Fifth Third Securities, Inc. | 0.44% | 382,865 | $8,805,895 | $8,645,092 | -$160,803 | -1.83% | |
| Dorval Corp | 2.35% | 355,372 | $8,173,561 | $8,024,300 | -$149,261 | -1.83% | |
| Royal Bank Of Canada | 0.00% | 345,503 | $7,918,000 | $7,801,458 | -$116,542 | -1.47% | |
| Sage Advisory Services, Ltd.Co. | 4.25% | 342,983 | $7,889,000 | $7,744,556 | -$144,444 | -1.83% | |
| Independence Financial Advisors, Llc | 1.83% | 316,116 | $7,270,662 | $7,137,899 | -$132,763 | -1.83% | |
| Aire Advisors, Llc | 1.11% | 297,109 | $6,833,511 | $6,708,721 | -$124,790 | -1.83% | |
| Osaic Holdings, Inc. | 0.01% | 265,740 | $6,090,731 | $6,000,409 | -$90,322 | -1.48% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 237,069 | $5,433,614 | $5,353,018 | -$80,596 | -1.48% | |
| Truist Financial Corp | 0.01% | 211,510 | $4,864,735 | $4,775,896 | -$88,839 | -1.83% | |
| Advisory Services Network, Llc | 0.05% | 203,666 | $4,668,025 | $4,598,778 | -$69,247 | -1.48% | |
| Mml Investors Services, Llc | 0.01% | 191,164 | $4,381,469 | $4,316,483 | -$64,986 | -1.48% | |
| Mission Hills Financial Advisory, Llc | 1.91% | 190,163 | $4,358,534 | $4,293,881 | -$64,653 | -1.48% | |
| Integrated Wealth Concepts Llc | 0.03% | 188,231 | $4,314,252 | $4,250,256 | -$63,996 | -1.48% | |
| Morgan Stanley | 0.00% | 175,650 | $4,025,898 | $3,966,177 | -$59,721 | -1.48% | |
| Bank Of America Corp | 0.00% | 171,371 | $3,927,823 | $3,869,557 | -$58,266 | -1.48% | |
| Calamos Advisors Llc | 0.01% | 146,337 | $3,365,751 | $3,304,289 | -$61,462 | -1.83% | |
| Clark Capital Management Group, Inc. | 0.02% | 121,691 | $2,789,158 | $2,747,783 | -$41,375 | -1.48% | |
| American Financial & Tax Strategies Inc | 1.27% | 119,785 | $2,755,055 | $2,704,745 | -$50,310 | -1.83% | |
| Kathmere Capital Management, Llc | 0.12% | 107,309 | $2,468,112 | $2,423,037 | -$45,075 | -1.83% | |
| Pnc Financial Services Group, Inc. | 0.00% | 101,858 | $2,342,744 | $2,299,954 | -$42,790 | -1.83% | |
| Foguth Wealth Management, Llc. | 0.23% | 101,339 | $2,301,420 | $2,288,235 | -$13,185 | -0.57% | |
| Farther Finance Advisors, Llc | 0.02% | 93,846 | $2,158,465 | $2,119,043 | -$39,422 | -1.83% | |
| Wells Fargo & Company/Mn | 0.00% | 84,004 | $1,925,362 | $1,896,810 | -$28,552 | -1.48% | |
| Wealthplan Investment Management, Llc | 0.08% | 75,613 | $1,739,100 | $1,707,342 | -$31,758 | -1.83% | |
| Rooted Wealth Advisors, Inc. | 0.41% | 73,106 | $1,675,593 | $1,650,733 | -$24,860 | -1.48% | |
| Sei Investments Co | 0.00% | 69,665 | $1,596,720 | $1,573,036 | -$23,684 | -1.48% | |
| Cwm, Llc | 0.00% | 65,191 | $1,499,393 | $1,472,013 | -$27,380 | -1.83% | |
| Equitable Holdings, Inc. | 0.01% | 64,870 | $1,486,815 | $1,464,765 | -$22,050 | -1.48% | |
| Collaborative Fund Advisors, Llc | 0.74% | 59,903 | $1,377,769 | $1,352,610 | -$25,159 | -1.83% | |
| Cordoba Advisory Partners Llc | 0.17% | 59,421 | $1,366,677 | $1,341,726 | -$24,951 | -1.83% | |
| Sanctuary Advisors, Llc | 0.01% | 58,952 | $1,351,170 | $1,331,136 | -$20,034 | -1.48% | |
| Fiduciary Alliance Llc | 0.10% | 57,241 | $1,316,545 | $1,292,502 | -$24,043 | -1.83% | |
| Insight Wealth Strategies, Llc | 0.12% | 53,059 | $1,220,365 | $1,198,072 | -$22,293 | -1.83% | |
| Jpmorgan Chase & Co | 0.00% | 51,616 | $1,180,974 | $1,165,489 | -$15,485 | -1.31% | |
| Comprehensive Wealth Management, Llc | 0.51% | 49,073 | $1,128,676 | $1,108,068 | -$20,608 | -1.83% | |
| Focus Financial Network, Inc. | 0.03% | 47,417 | $1,090,583 | $1,070,676 | -$19,907 | -1.83% | |
| Cerity Partners Llc | 0.00% | 44,835 | $1,027,618 | $1,012,374 | -$15,244 | -1.48% | |
| Stifel Financial Corp | 0.00% | 42,873 | $982,650 | $968,072 | -$14,578 | -1.48% |
Frequently asked questions about FLBL
Who are the largest institutional holders of FLBL?
The largest institutional holders of FLBL reported in the latest SEC Form 13F filings include Hantz Financial Services, Inc., New York Life Investment Management Llc, Bank Of New York Mellon Corp, Lpl Financial Llc, and Shp Wealth Management. InsiderSet ranks institutional holders by their latest reported FLBL position.
What is FLBL institutional ownership?
This page tracks FLBL positions reported by institutional investment managers through SEC Form 13F. FRANKLIN SENIOR LOAN ETF (FLBL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLBL?
InsiderSet currently tracks 114 institutional managers reporting FLBL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FLBL shareholders.
How much FLBL stock do institutions own?
Institutional investment managers disclosed approximately $526.45M in FLBL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLBL institutional ownership last updated?
The latest FLBL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FLBL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FLBL position after the reporting date.
Are institutions buying or selling FLBL?
Institutional buying and selling can be analyzed by comparing FLBL positions across consecutive 13F reporting periods. InsiderSet's FLBL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLBL ownership changes.
How has FLBL institutional ownership changed over time?
InsiderSet tracks FLBL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.