FLQS Institutional Ownership & Shareholders

FRANKLIN U.S. SMALL CAP MULT (FLQS) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of FLQS tracked by InsiderSet, reporting ownership valued at approximately $17.58M 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 $17.66M, representing an estimated gain of +0.45% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed FLQS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Osaic Holdings, Inc., Byrne Financial Freedom, Llc, and several other long-term asset managers with concentrated positions in FRANKLIN U.S. SMALL CAP MULT (FLQS).

This page ranks the largest institutional FLQS 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

27

Total Reported Value

$35.84M

Largest Holder

Lpl Financial Llc

Largest Position

$17.58M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

32

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.00%360,250$17,579,135$17,658,735+$79,600+0.45%
Osaic Holdings, Inc.0.00%60,359$2,945,403$2,958,677+$13,274+0.45%
Byrne Financial Freedom, Llc0.86%44,877$2,189,870$2,199,781+$9,911+0.45%
Citadel Advisors Llc0.00%44,696$2,181,035$2,190,909+$9,874+0.45%
Equitable Holdings, Inc.0.01%38,606$1,883,868$1,892,389+$8,521+0.45%
Susquehanna International Group, Llp0.00%35,885$1,751,084$1,759,011+$7,927+0.45%
Cetera Investment Advisers0.00%28,893$1,409,906$1,416,277+$6,371+0.45%
Harbour Investments, Inc.0.01%18,884$921,487$925,656+$4,169+0.45%
Jpmorgan Chase & Co0.00%16,733$812,958$820,218+$7,260+0.89%
Private Advisor Group, Llc0.00%11,244$548,656$551,158+$2,502+0.46%
Focus Financial Network, Inc.0.01%10,609$495,053$520,032+$24,979+5.05%
Bank Of America Corp0.00%9,745$475,527$477,680+$2,153+0.45%
Janney Montgomery Scott Llc0.00%8,978$438,000$440,084+$2,084+0.48%
Capital Analysts, Llc0.01%8,955$437,000$438,956+$1,956+0.45%
Advisory Services Network, Llc0.00%8,470$413,311$415,182+$1,871+0.45%
Cwm, Llc0.00%9,456$403,582$463,514+$59,932+14.85%
Intrua Financial, Llc0.02%5,105$238,213$250,237+$12,024+5.05%
Empirical Asset Management, Llc0.05%4,658$227,284$228,326+$1,042+0.46%
Ifp Advisors, Inc0.00%3,821$178,305$187,298+$8,993+5.04%
Ubs Group Ag0.00%1,895$92,470$92,889+$419+0.45%
Geneos Wealth Management Inc.0.00%1,785$87,108$87,497+$389+0.45%
O'Shaughnessy Asset Management, Llc0.00%1,048$51,139$51,371+$232+0.45%
National Bank Of Canada0.00%600$29,278$29,411+$133+0.45%
Fmr Llc0.00%428$20,876$20,980+$104+0.50%
Aptus Capital Advisors, Llc0.00%412$20,104$20,195+$91+0.45%
Steward Partners Investment Advisory, Llc0.00%202$9,857$9,902+$45+0.45%
Cambridge Investment Research Advisors, Inc.0.01%46,673$2,277$2,287,817+$2,285,540+100375.06%
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Frequently asked questions about FLQS

  • Who are the largest institutional holders of FLQS?

    The largest institutional holders of FLQS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Osaic Holdings, Inc., Byrne Financial Freedom, Llc, Citadel Advisors Llc, and Equitable Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported FLQS position.

  • What is FLQS institutional ownership?

    This page tracks FLQS positions reported by institutional investment managers through SEC Form 13F. FRANKLIN U.S. SMALL CAP MULT (FLQS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own FLQS?

    InsiderSet currently tracks 27 institutional managers reporting FLQS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FLQS shareholders.

  • How much FLQS stock do institutions own?

    Institutional investment managers disclosed approximately $35.84M in FLQS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was FLQS institutional ownership last updated?

    The latest FLQS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional FLQS holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FLQS position after the reporting date.

  • Are institutions buying or selling FLQS?

    Institutional buying and selling can be analyzed by comparing FLQS positions across consecutive 13F reporting periods. InsiderSet's FLQS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLQS ownership changes.

  • How has FLQS institutional ownership changed over time?

    InsiderSet tracks FLQS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.