FRANKLIN SENIOR LOAN ETF (FLBL) Institutional Ownership Changes & 13F Activity

FRANKLIN SENIOR LOAN ETF (FLBL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Shp Wealth Management, Ameriprise Financial Inc, Cetera Investment Advisers, Raymond James Financial Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Claris Financial LlcSell-8,735-100.0%0$0.00Q4 2025Apr 07, 2026
Bank Of New HampshireBuy+111—111$2.60KQ4 2025Mar 16, 2026
Shp Wealth ManagementBuy+1,183,326—1,183,326$27.71MQ4 2025Mar 04, 2026
Raymond James Financial IncBuy+379,658—379,658$8.89MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+71,428—71,428$1.67MQ4 2025Feb 18, 2026
Ameriprise Financial IncBuy+1,092,564—1,092,564$25.59MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+525,407—525,407$12.31MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+329,489—329,489$7.72MQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+328,151—328,151$7.69MQ4 2025Feb 17, 2026
Aire Advisors, LlcBuy+259,760—259,760$6.08MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+216,871—216,871$5.08MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+202,297—202,297$4.74MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+184,357—184,357$4.32MQ4 2025Feb 17, 2026
Clark Capital Management Group, Inc.Buy+104,748—104,748$2.45MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+102,506—102,506$2.40MQ4 2025Feb 17, 2026
Maia Wealth LlcBuy+63,402—63,402$1.46MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+51,025—51,025$1.20MQ4 2025Feb 17, 2026
Integrated Advisors Network LlcBuy+35,714—35,714$836.42KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+27,819—27,819$651.51KQ4 2025Feb 17, 2026
Regal Investment Advisors LlcBuy+14,888—14,888$348.68KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+3,493—3,493$81.94KQ4 2025Feb 17, 2026
Elequin Capital, LpBuy+1,499—1,499$35.11KQ4 2025Feb 17, 2026
Signature Equity Partners, LlcBuy+1,296—1,296$30.36KQ4 2025Feb 17, 2026
Morgan StanleyBuy+205,482—205,482$4.81MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+168,843—168,843$3.95MQ4 2025Feb 13, 2026
Cordoba Advisory Partners LlcBuy+86,067—86,067$2.02MQ4 2025Feb 13, 2026
Mcadam, LlcBuy+85,320—85,320$2.00MQ4 2025Feb 13, 2026
Blue Jean Financial LlcBuy+56,089—56,089$1.31MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+51,765—51,765$1.21MQ4 2025Feb 13, 2026
Arkadios Wealth AdvisorsBuy+33,667—33,667$788.46KQ4 2025Feb 13, 2026
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Frequently asked questions about FLBL activity

  • Which institutional owners are buying FLBL?

    Institutional owners buying FLBL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FLBL activity?

    "Buy" means an investor increased their reported position in FLBL compared to the prior reporting period. This reflects growing exposure to FRANKLIN SENIOR LOAN ETF (FLBL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FLBL increasing?

    Institutional interest in FLBL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.