FRANKLIN FTSE SWITZERLAND (FLSW) Institutional Shareholders
FRANKLIN FTSE SWITZERLAND (FLSW) 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 $37.25M in FLSW holdings during the latest filing period.
Marotta Asset Management is currently the largest disclosed institutional shareholder of FLSW tracked by InsiderSet, reporting ownership valued at approximately $11.13M 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 $11.30M, representing an estimated gain of +1.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed FLSW value among the investors covered in this analysis. Major shareholders include Marotta Asset Management, Pgim Custom Harvest Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FRANKLIN FTSE SWITZERLAND (FLSW).
This page ranks the largest institutional FLSW 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
25
Total Reported Value
$37.25M
Largest Holder
Marotta Asset Management
Largest Position
$11.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Marotta Asset Management | 1.85% | 257,586 | $11,126,323 | $11,302,874 | +$176,551 | +1.59% | |
| Pgim Custom Harvest Llc | 0.13% | 206,046 | $8,357,645 | $9,041,298 | +$683,653 | +8.18% | |
| Envestnet Asset Management Inc | 0.00% | 104,887 | $4,254,446 | $4,602,442 | +$347,996 | +8.18% | |
| First International Bank Of Israel Ltd. | 1.00% | 84,000 | $3,407,225 | $3,685,920 | +$278,695 | +8.18% | |
| Ep Wealth Advisors, Llc | 0.01% | 54,503 | $2,210,762 | $2,391,592 | +$180,830 | +8.18% | |
| Jane Street Group, Llc | 0.00% | 41,280 | $1,674,408 | $1,811,366 | +$136,958 | +8.18% | |
| Corient Private Wealth Llc | 0.00% | 41,448 | $1,553,578 | $1,818,738 | +$265,160 | +17.07% | |
| Innealta Capital, Llc | 0.89% | 35,164 | $1,426,329 | $1,542,996 | +$116,667 | +8.18% | |
| Quantinno Capital Management Lp | 0.00% | 26,918 | $1,091,853 | $1,181,162 | +$89,309 | +8.18% | |
| Menora Mivtachim Holdings Ltd. | 0.00% | 15,200 | $616,545 | $666,976 | +$50,431 | +8.18% | |
| North Capital, Inc. | 0.30% | 9,064 | $392,743 | $397,728 | +$4,985 | +1.27% | |
| Vivaldi Capital Management Lp | 0.04% | 6,764 | $274,363 | $296,804 | +$22,441 | +8.18% | |
| Creative Planning | 0.00% | 6,287 | $255,015 | $275,874 | +$20,859 | +8.18% | |
| Lpl Financial Llc | 0.00% | 6,131 | $248,686 | $269,028 | +$20,342 | +8.18% | |
| Millstone Evans Group, Llc | 0.10% | 3,960 | $160,626 | $173,765 | +$13,139 | +8.18% | |
| Ubs Group Ag | 0.00% | 2,051 | $83,193 | $89,998 | +$6,805 | +8.18% | |
| Royal Bank Of Canada | 0.00% | 1,240 | $50,000 | $54,411 | +$4,411 | +8.82% | |
| Rockefeller Capital Management L.P. | 0.00% | 713 | $28,921 | $31,286 | +$2,365 | +8.18% | |
| Morgan Stanley | 0.00% | 304 | $12,356 | $13,340 | +$984 | +7.96% | |
| Pnc Financial Services Group, Inc. | 0.00% | 300 | $12,169 | $13,164 | +$995 | +8.18% | |
| National Bank Of Canada | 0.00% | 150 | $6,076 | $6,582 | +$506 | +8.33% | |
| Fifth Third Bancorp | 0.00% | 115 | $4,665 | $5,046 | +$381 | +8.17% | |
| Flow Traders U.S. Llc | 0.06% | 49,050 | $1,990 | $2,152,314 | +$2,150,324 | +108056.48% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 7 | $284 | $307 | +$23 | +8.15% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $35 | $44 | +$9 | +25.37% |
Frequently asked questions about FLSW
Who owns the most FLSW stock?
The largest holders of FLSW 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 FTSE SWITZERLAND (FLSW).
Is FLSW widely held by superinvestors?
Many widely followed stocks like FLSW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLSW 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.