FRANKLIN U.S. MID CAP MULTIF (FLQM) Institutional Shareholders
FRANKLIN U.S. MID CAP MULTIF (FLQM) 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 $1.08B in FLQM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FLQM tracked by InsiderSet, reporting ownership valued at approximately $152.91M 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 $156.95M, representing an estimated gain of +2.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed FLQM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ameriprise Financial Inc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in FRANKLIN U.S. MID CAP MULTIF (FLQM).
This page ranks the largest institutional FLQM 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
159
Total Reported Value
$1.08B
Largest Holder
Lpl Financial Llc
Largest Position
$152.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 2,641,550 | $152,906,098 | $156,950,863 | +$4,044,765 | +2.65% | |
| Ameriprise Financial Inc | 0.02% | 2,123,314 | $122,915,368 | $126,159,249 | +$3,243,881 | +2.64% | |
| Cetera Investment Advisers | 0.07% | 1,381,155 | $79,948,190 | $82,062,982 | +$2,114,792 | +2.65% | |
| Raymond James Financial Inc | 0.02% | 1,055,774 | $61,113,523 | $62,730,079 | +$1,616,556 | +2.65% | |
| Larson Financial Group Llc | 1.59% | 1,040,102 | $60,206,346 | $61,798,908 | +$1,592,562 | +2.65% | |
| Harbor Group, Inc. | 6.43% | 945,316 | $54,719,617 | $56,167,085 | +$1,447,468 | +2.65% | |
| Morgan Stanley | 0.00% | 669,365 | $38,746,249 | $39,771,125 | +$1,024,876 | +2.65% | |
| Cwm, Llc | 0.10% | 667,636 | $36,673,254 | $39,668,394 | +$2,995,140 | +8.17% | |
| Bank Of America Corp | 0.00% | 588,329 | $34,055,425 | $34,956,274 | +$900,849 | +2.65% | |
| Eagle Wealth Strategies Llc | 10.43% | 471,779 | $27,308,906 | $28,031,315 | +$722,409 | +2.65% | |
| Stifel Financial Corp | 0.02% | 428,809 | $24,821,561 | $25,478,201 | +$656,640 | +2.65% | |
| Financial Consulate, Inc | 2.44% | 379,294 | $21,957,010 | $22,536,208 | +$579,198 | +2.64% | |
| Federation Des Caisses Desjardins Du Quebec | 0.06% | 324,033 | $18,756,650 | $19,252,810 | +$496,160 | +2.65% | |
| Jones Financial Companies Lllp | 0.01% | 297,592 | $17,282,676 | $17,681,786 | +$399,110 | +2.31% | |
| Envestnet Asset Management Inc | 0.00% | 288,323 | $16,689,563 | $17,131,057 | +$441,494 | +2.65% | |
| Private Advisor Group, Llc | 0.07% | 267,111 | $15,461,745 | $15,870,721 | +$408,976 | +2.65% | |
| Royal Bank Of Canada | 0.00% | 250,727 | $14,513,000 | $14,897,246 | +$384,246 | +2.65% | |
| Sherrill & Hutchins Financial Advisory, Inc | 6.81% | 246,185 | $14,254,479 | $14,627,377 | +$372,898 | +2.62% | |
| Osaic Holdings, Inc. | 0.02% | 245,916 | $14,237,221 | $14,611,394 | +$374,173 | +2.63% | |
| Flynn Zito Capital Management, Llc | 3.57% | 226,978 | $13,138,622 | $13,486,170 | +$347,548 | +2.65% | |
| Stratos Investment Management, Llc | 0.44% | 211,505 | $12,242,984 | $12,566,823 | +$323,839 | +2.65% | |
| Onedigital Investment Advisors Llc | 0.09% | 189,273 | $10,956,050 | $11,245,882 | +$289,832 | +2.65% | |
| Trustbank | 3.65% | 185,943 | $10,763,313 | $11,048,026 | +$284,713 | +2.65% | |
| Piedmont Capital Management, Llc/Nc | 6.11% | 172,917 | $10,009,289 | $10,274,071 | +$264,782 | +2.65% | |
| Janney Montgomery Scott Llc | 0.02% | 172,485 | $9,984,000 | $10,248,403 | +$264,403 | +2.65% | |
| Keystone Financial Services, Llc | 5.33% | 153,341 | $8,876,136 | $9,110,940 | +$234,804 | +2.65% | |
| Kpp Advisory Services Llc | 1.06% | 144,941 | $8,389,914 | $8,611,843 | +$221,929 | +2.65% | |
| Newedge Advisors, Llc | 0.02% | 144,650 | $8,373,047 | $8,594,553 | +$221,506 | +2.65% | |
| Atria Investments, Inc | 0.08% | 140,448 | $8,129,820 | $8,344,886 | +$215,066 | +2.65% | |
| Integrity Financial Corp | 3.40% | 122,116 | $7,112,081 | $7,255,669 | +$143,588 | +2.02% | |
| Algorithmic Investment Models, Llc | 7.57% | 113,052 | $6,543,989 | $6,717,120 | +$173,131 | +2.65% | |
| Kestra Private Wealth Services, Llc | 0.07% | 107,328 | $6,212,707 | $6,377,022 | +$164,315 | +2.64% | |
| Jpmorgan Chase & Co | 0.00% | 105,582 | $6,135,390 | $6,273,281 | +$137,891 | +2.25% | |
| Commonwealth Equity Services, Llc | 0.01% | 105,951 | $6,132,949 | $6,295,206 | +$162,257 | +2.65% | |
| &Partners | 0.02% | 103,113 | $5,975,458 | $6,126,583 | +$151,125 | +2.53% | |
| Captrust Financial Advisors | 0.01% | 96,994 | $5,614,512 | $5,763,015 | +$148,503 | +2.64% | |
| Advisory Services Network, Llc | 0.06% | 86,788 | $5,023,698 | $5,156,613 | +$132,915 | +2.65% | |
| Family Capital Management, Inc. | 1.84% | 82,223 | $4,759,484 | $4,885,378 | +$125,894 | +2.65% | |
| Ifp Advisors, Inc | 0.09% | 81,614 | $4,724,226 | $4,849,194 | +$124,968 | +2.65% | |
| Kestra Advisory Services, Llc | 0.01% | 72,570 | $4,200,712 | $4,311,834 | +$111,122 | +2.65% | |
| Iag Wealth Partners, Llc | 0.36% | 63,055 | $3,649,957 | $3,746,488 | +$96,531 | +2.64% | |
| Goldman Sachs Group Inc | 0.00% | 61,352 | $3,551,361 | $3,645,303 | +$93,942 | +2.65% | |
| Intrua Financial, Llc | 0.31% | 57,245 | $3,313,637 | $3,401,280 | +$87,643 | +2.64% | |
| Vicus Capital | 0.21% | 56,988 | $3,298,732 | $3,386,010 | +$87,278 | +2.65% | |
| Hrt Financial Lp | 0.01% | 56,625 | $3,277,000 | $3,364,442 | +$87,442 | +2.67% | |
| Orgel Wealth Management, Llc | 0.06% | 54,702 | $3,166,426 | $3,250,185 | +$83,759 | +2.65% | |
| Focus Financial Network, Inc. | 0.10% | 53,345 | $3,087,890 | $3,169,557 | +$81,667 | +2.64% | |
| Thrivent Financial For Lutherans | 0.00% | 50,887 | $2,946,000 | $3,023,512 | +$77,512 | +2.63% | |
| Fort Washington Investment Advisors Inc | 0.01% | 49,434 | $2,861,487 | $2,937,180 | +$75,693 | +2.65% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 45,405 | $2,628,245 | $2,697,793 | +$69,548 | +2.65% |
Frequently asked questions about FLQM
Who owns the most FLQM stock?
The largest holders of FLQM 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 U.S. MID CAP MULTIF (FLQM).
Is FLQM widely held by superinvestors?
Many widely followed stocks like FLQM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLQM 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.