FRANKLIN SENIOR LOAN ETF (FLBL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $471.97M 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 $61.68M, representing an estimated loss of -0.57% 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
117
Total Reported Value
$471.97M
Largest Holder
New York Life Investment Management Llc
Largest Position
$62.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
142
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 | $61,680,756 | -$350,612 | -0.57% | |
| Bank Of New York Mellon Corp | 0.01% | 1,933,014 | $44,459,316 | $44,208,030 | -$251,286 | -0.57% | |
| Lpl Financial Llc | 0.01% | 1,277,783 | $29,389,007 | $29,222,897 | -$166,110 | -0.57% | |
| Envestnet Asset Management Inc | 0.01% | 1,144,315 | $26,319,250 | $26,170,484 | -$148,766 | -0.57% | |
| Bank Of Montreal | 0.01% | 1,040,250 | $23,925,750 | $23,790,518 | -$135,233 | -0.57% | |
| Shp Wealth Management | 1.80% | 1,036,246 | $23,833,743 | $23,698,946 | -$134,797 | -0.57% | |
| Franklin Resources Inc | 0.01% | 895,319 | $20,592,337 | $20,475,946 | -$116,391 | -0.57% | |
| Raymond James Financial Inc | 0.01% | 858,441 | $19,744,136 | $19,632,546 | -$111,590 | -0.57% | |
| Curran Financial Partners, Llc | 3.02% | 733,549 | $16,871,625 | $16,776,266 | -$95,359 | -0.57% | |
| Sage Advisory Services, Ltd.Co. | 9.02% | 716,210 | $16,473,000 | $16,379,723 | -$93,277 | -0.57% | |
| Ameriprise Financial Inc | 0.00% | 708,719 | $16,303,786 | $16,208,404 | -$95,382 | -0.59% | |
| Prentice Wealth Management Llc | 3.03% | 583,985 | $13,431,655 | $13,355,737 | -$75,918 | -0.57% | |
| Cetera Investment Advisers | 0.01% | 484,630 | $11,146,499 | $11,083,488 | -$63,011 | -0.57% | |
| Assetmark, Inc | 0.02% | 435,364 | $10,013,372 | $9,956,775 | -$56,597 | -0.57% | |
| Dorval Corp | 2.41% | 338,228 | $7,779,246 | $7,735,274 | -$43,972 | -0.57% | |
| Royal Bank Of Canada | 0.00% | 334,835 | $7,700,000 | $7,657,676 | -$42,324 | -0.55% | |
| Independence Financial Advisors, Llc | 1.90% | 274,667 | $6,317,342 | $6,281,634 | -$35,708 | -0.57% | |
| Aire Advisors, Llc | 1.12% | 265,901 | $6,115,725 | $6,081,156 | -$34,569 | -0.57% | |
| Osaic Holdings, Inc. | 0.01% | 237,414 | $5,460,736 | $5,429,658 | -$31,078 | -0.57% | |
| Fifth Third Securities, Inc. | 0.34% | 229,598 | $5,280,754 | $5,250,906 | -$29,848 | -0.57% | |
| Morgan Stanley | 0.00% | 224,053 | $5,153,230 | $5,124,092 | -$29,138 | -0.57% | |
| Bank Of America Corp | 0.00% | 220,883 | $5,080,309 | $5,051,594 | -$28,715 | -0.57% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 216,163 | $4,971,746 | $4,943,648 | -$28,098 | -0.57% | |
| Mission Hills Financial Advisory, Llc | 2.39% | 203,066 | $4,670,518 | $4,644,119 | -$26,399 | -0.57% | |
| Truist Financial Corp | 0.01% | 199,826 | $4,596,002 | $4,570,021 | -$25,981 | -0.57% | |
| Wealthplan Investment Management, Llc | 0.23% | 181,598 | $4,176,765 | $4,153,146 | -$23,619 | -0.57% | |
| Mml Investors Services, Llc | 0.01% | 159,948 | $3,678,798 | $3,658,011 | -$20,787 | -0.57% | |
| Calamos Advisors Llc | 0.01% | 149,535 | $3,439,305 | $3,419,865 | -$19,440 | -0.57% | |
| Fortitude Family Office, Llc | 0.62% | 120,619 | $2,774,237 | $2,758,557 | -$15,680 | -0.57% | |
| American Financial & Tax Strategies Inc | 1.35% | 120,519 | $2,771,928 | $2,756,270 | -$15,658 | -0.56% | |
| Clark Capital Management Group, Inc. | 0.02% | 116,343 | $2,675,889 | $2,660,764 | -$15,125 | -0.57% | |
| Wealthplan Partners, Llc | 0.46% | 103,921 | $2,390,181 | $2,376,673 | -$13,508 | -0.57% | |
| Farther Finance Advisors, Llc | 0.02% | 101,716 | $2,326,388 | $2,326,245 | -$143 | -0.01% | |
| Pnc Financial Services Group, Inc. | 0.00% | 98,545 | $2,266,527 | $2,253,724 | -$12,803 | -0.56% | |
| Mcadam, Llc | 0.10% | 95,959 | $2,207,065 | $2,194,582 | -$12,483 | -0.57% | |
| Kathmere Capital Management, Llc | 0.13% | 89,837 | $2,066,262 | $2,054,572 | -$11,690 | -0.57% | |
| Wells Fargo & Company/Mn | 0.00% | 89,410 | $2,056,430 | $2,044,807 | -$11,623 | -0.57% | |
| Maia Wealth Llc | 0.33% | 84,426 | $1,941,809 | $1,930,823 | -$10,986 | -0.57% | |
| Andina Capital Management, Llc | 1.54% | 75,727 | $1,741,736 | $1,731,876 | -$9,860 | -0.57% | |
| Rooted Wealth Advisors, Inc. | 0.45% | 73,691 | $1,705,200 | $1,685,313 | -$19,887 | -1.17% | |
| Citadel Advisors Llc | 0.00% | 67,324 | $1,548,452 | $1,539,700 | -$8,752 | -0.57% | |
| Cwm, Llc | 0.00% | 65,191 | $1,499,393 | $1,490,918 | -$8,475 | -0.57% | |
| Sovran Advisors, Llc | 0.12% | 64,705 | $1,498,568 | $1,479,803 | -$18,765 | -1.25% | |
| Comprehensive Wealth Management, Llc | 0.74% | 63,426 | $1,458,798 | $1,450,553 | -$8,245 | -0.57% | |
| Blue Jean Financial Llc | 1.15% | 60,626 | $1,394,398 | $1,386,517 | -$7,881 | -0.57% | |
| Fiduciary Alliance Llc | 0.08% | 60,519 | $1,390,121 | $1,384,070 | -$6,051 | -0.44% | |
| Equitable Holdings, Inc. | 0.01% | 58,599 | $1,372,389 | $1,340,159 | -$32,230 | -2.35% | |
| Sanctuary Advisors, Llc | 0.01% | 57,156 | $1,314,580 | $1,307,158 | -$7,422 | -0.56% | |
| Insight Wealth Strategies, Llc | 0.14% | 55,818 | $1,283,823 | $1,276,558 | -$7,265 | -0.57% | |
| Eagle Global Advisors Llc | 0.04% | 53,645 | $1,233,835 | $1,226,861 | -$6,974 | -0.57% |
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.