FRANKLIN U.S. MID CAP MULTIF (FLQM) Institutional Ownership Changes & 13F Activity

FRANKLIN U.S. MID CAP MULTIF (FLQM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Larson Financial Group Llc, Cwm, Llc, Osaic Holdings, Inc., and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+2,635+1401.6%2,823$155.07KQ1 2026Jul 08, 2026
Western Wealth Management, LlcSell-423-7.1%5,541$304.36KQ1 2026May 19, 2026
Bank Of America CorpSell-56,697-7.7%675,138$37.09MQ1 2026May 18, 2026
Newedge Advisors, LlcBuy+20,812+19.8%125,824$149.99KQ1 2026May 18, 2026
Larson Financial Group LlcBuy+135,758+17.8%899,001$49.38MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-64,229-20.9%242,476$13.32MQ1 2026May 15, 2026
Captrust Financial AdvisorsSell-55,408-37.0%94,450$5.19MQ1 2026May 15, 2026
Morgan StanleySell-46,809-6.8%642,184$35.28MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+40,035—40,035$2.20MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+22,252—22,252$1.22MQ1 2026May 15, 2026
Equitable Holdings, Inc.Sell-7,891-14.8%45,536$2.56MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+4,609+1.5%318,988$17.24MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+3,788+4.9%81,243$4.46MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+2,441+11.9%22,945$1.26MQ1 2026May 15, 2026
Summit Financial, LlcSell-2,259-25.7%6,538$359.11KQ1 2026May 15, 2026
&PartnersBuy+1,955+2.1%94,290$5.22MQ1 2026May 15, 2026
Bison Wealth, LlcSell-1,861-31.3%4,092$227.03KQ1 2026May 15, 2026
Aqr Capital Management LlcSell-1,289-14.2%7,792$428.01KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+1,072+0.3%322,764$17.73MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+584+3.6%16,669$915.66KQ1 2026May 15, 2026
Solano Wealth Investment Advisors LlcSell-267-4.0%6,446$354.08KQ1 2026May 15, 2026
Snowden Capital Advisors LlcBuy+117+0.1%132,226$7.26MQ1 2026May 15, 2026
Keating Financial Advisory Services, Inc.Buy+94—94$5.16KQ1 2026May 15, 2026
Fmr LlcBuy+50+0.9%5,786$317.85KQ1 2026May 15, 2026
National Bank Of CanadaBuy+44—44$2.42KQ1 2026May 15, 2026
Smartleaf Asset Management LlcSell-10-0.0%39,461$2.13MQ1 2026May 15, 2026
Raymond James Financial IncSell-340,009-18.3%1,521,760$83.59MQ1 2026May 14, 2026
Cwm, LlcSell-95,983-12.6%667,636$36.67MQ1 2026May 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+32,892+8.3%430,250$23.63MQ1 2026May 14, 2026
Highpoint Advisor Group LlcBuy+11,642—11,642$639.49KQ1 2026May 14, 2026
Showing 30 of 158

Frequently asked questions about FLQM activity

  • Which institutional owners are buying FLQM?

    Institutional owners buying FLQM 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 FLQM activity?

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

  • Is institutional interest in FLQM increasing?

    Institutional interest in FLQM 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.