FRANKLIN SENIOR LOAN ETF (FLBL) Institutional Shareholders
FRANKLIN SENIOR LOAN ETF (FLBL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $471.80M in FLBL holdings during the latest filing period.
New York Life Investment Management Llc is currently the largest disclosed institutional shareholder of FLBL tracked by InsiderSet, reporting ownership valued at approximately $62.03M in its March 31, 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 $61.94M, representing an estimated loss of -0.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed FLBL value among the investors covered in this analysis. Major shareholders include New York Life Investment Management Llc, Bank Of New York Mellon Corp, Lpl Financial Llc, 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
118
Total Reported Value
$471.80M
Largest Holder
New York Life Investment Management Llc
Largest Position
$62.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New York Life Investment Management Llc | 0.52% | 2,697,016 | $62,031,368 | $61,936,972 | -$94,396 | -0.15% | |
| Bank Of New York Mellon Corp | 0.01% | 1,933,014 | $44,459,316 | $44,391,667 | -$67,649 | -0.15% | |
| Lpl Financial Llc | 0.01% | 1,277,783 | $29,389,007 | $29,344,287 | -$44,720 | -0.15% | |
| Envestnet Asset Management Inc | 0.01% | 1,144,315 | $26,319,250 | $26,279,194 | -$40,056 | -0.15% | |
| Bank Of Montreal | 0.01% | 1,040,250 | $23,925,750 | $23,889,341 | -$36,409 | -0.15% | |
| Shp Wealth Management | 1.80% | 1,036,246 | $23,833,743 | $23,797,389 | -$36,354 | -0.15% | |
| Franklin Resources Inc | 0.01% | 895,319 | $20,592,337 | $20,561,001 | -$31,336 | -0.15% | |
| Raymond James Financial Inc | 0.01% | 858,441 | $19,744,136 | $19,714,098 | -$30,038 | -0.15% | |
| Curran Financial Partners, Llc | 3.02% | 733,549 | $16,871,625 | $16,845,953 | -$25,672 | -0.15% | |
| Ameriprise Financial Inc | 0.00% | 708,719 | $16,303,786 | $16,275,732 | -$28,054 | -0.17% | |
| Sage Advisory Services, Ltd.Co. | 7.83% | 694,133 | $15,910,000 | $15,940,764 | +$30,764 | +0.19% | |
| Prentice Wealth Management Llc | 3.06% | 646,864 | $14,826,123 | $14,855,232 | +$29,109 | +0.20% | |
| Assetmark, Inc | 0.02% | 509,695 | $11,682,209 | $11,705,146 | +$22,937 | +0.20% | |
| Cetera Investment Advisers | 0.01% | 484,630 | $11,146,499 | $11,129,528 | -$16,971 | -0.15% | |
| Dorval Corp | 2.28% | 346,058 | $7,931,639 | $7,947,222 | +$15,583 | +0.20% | |
| Royal Bank Of Canada | 0.00% | 334,835 | $7,700,000 | $7,689,486 | -$10,514 | -0.14% | |
| Independence Financial Advisors, Llc | 1.78% | 298,880 | $6,850,333 | $6,863,779 | +$13,446 | +0.20% | |
| Fifth Third Securities, Inc. | 0.38% | 289,209 | $6,628,670 | $6,641,685 | +$13,015 | +0.20% | |
| Aire Advisors, Llc | 1.12% | 265,901 | $6,115,725 | $6,106,416 | -$9,309 | -0.15% | |
| Osaic Holdings, Inc. | 0.01% | 237,414 | $5,460,736 | $5,452,213 | -$8,523 | -0.16% | |
| Morgan Stanley | 0.00% | 224,053 | $5,153,230 | $5,145,377 | -$7,853 | -0.15% | |
| Bank Of America Corp | 0.00% | 220,883 | $5,080,309 | $5,072,578 | -$7,731 | -0.15% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 216,163 | $4,971,746 | $4,964,183 | -$7,563 | -0.15% | |
| Truist Financial Corp | 0.01% | 211,967 | $4,858,279 | $4,867,822 | +$9,543 | +0.20% | |
| Mission Hills Financial Advisory, Llc | 2.39% | 203,066 | $4,670,518 | $4,663,411 | -$7,107 | -0.15% | |
| Mml Investors Services, Llc | 0.01% | 159,948 | $3,678,798 | $3,673,206 | -$5,592 | -0.15% | |
| Wealthplan Investment Management, Llc | 0.17% | 148,764 | $3,409,672 | $3,416,365 | +$6,693 | +0.20% | |
| Calamos Advisors Llc | 0.01% | 146,337 | $3,354,044 | $3,360,629 | +$6,585 | +0.20% | |
| Foguth Wealth Management, Llc. | 0.34% | 130,078 | $2,997,002 | $2,987,241 | -$9,761 | -0.33% | |
| American Financial & Tax Strategies Inc | 1.35% | 120,519 | $2,771,928 | $2,767,719 | -$4,209 | -0.15% | |
| Clark Capital Management Group, Inc. | 0.02% | 116,343 | $2,675,889 | $2,671,817 | -$4,072 | -0.15% | |
| Kathmere Capital Management, Llc | 0.12% | 101,413 | $2,324,394 | $2,328,950 | +$4,556 | +0.20% | |
| Pnc Financial Services Group, Inc. | 0.00% | 98,545 | $2,266,527 | $2,263,086 | -$3,441 | -0.15% | |
| Mcadam, Llc | 0.10% | 95,959 | $2,207,065 | $2,203,698 | -$3,367 | -0.15% | |
| Wells Fargo & Company/Mn | 0.00% | 89,410 | $2,056,430 | $2,053,301 | -$3,129 | -0.15% | |
| Farther Finance Advisors, Llc | 0.02% | 87,954 | $2,015,890 | $2,019,864 | +$3,974 | +0.20% | |
| Andina Capital Management, Llc | 1.54% | 75,727 | $1,741,736 | $1,739,071 | -$2,665 | -0.15% | |
| Rooted Wealth Advisors, Inc. | 0.41% | 73,106 | $1,675,593 | $1,678,879 | +$3,286 | +0.20% | |
| Blue Jean Financial Llc | 1.10% | 68,820 | $1,577,354 | $1,580,451 | +$3,097 | +0.20% | |
| Sovran Advisors, Llc | 0.12% | 67,907 | $1,564,566 | $1,559,484 | -$5,082 | -0.32% | |
| Citadel Advisors Llc | 0.00% | 67,324 | $1,548,452 | $1,546,096 | -$2,356 | -0.15% | |
| Wealthplan Partners, Llc | 0.29% | 65,689 | $1,505,600 | $1,508,548 | +$2,948 | +0.20% | |
| Cwm, Llc | 0.00% | 65,191 | $1,499,393 | $1,497,111 | -$2,282 | -0.15% | |
| Comprehensive Wealth Management, Llc | 0.74% | 63,426 | $1,458,798 | $1,456,578 | -$2,220 | -0.15% | |
| Equitable Holdings, Inc. | 0.01% | 58,599 | $1,372,389 | $1,345,726 | -$26,663 | -1.94% | |
| Fiduciary Alliance Llc | 0.09% | 57,795 | $1,324,665 | $1,327,262 | +$2,597 | +0.20% | |
| Sanctuary Advisors, Llc | 0.01% | 57,156 | $1,314,580 | $1,312,588 | -$1,992 | -0.15% | |
| Cerity Partners Llc | 0.00% | 48,811 | $1,122,653 | $1,120,945 | -$1,708 | -0.15% | |
| Insight Wealth Strategies, Llc | 0.11% | 48,681 | $1,113,324 | $1,117,959 | +$4,635 | +0.42% | |
| Advisory Alpha, Llc | 0.03% | 43,351 | $997,091 | $995,556 | -$1,535 | -0.15% |
Frequently asked questions about FLBL
Who owns the most FLBL stock?
The largest holders of FLBL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FRANKLIN SENIOR LOAN ETF (FLBL).
Is FLBL widely held by superinvestors?
Many widely followed stocks like FLBL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLBL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.