FLSW Institutional Ownership & Shareholders
FRANKLIN FTSE SWITZERLAND (FLSW) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Marotta Asset Management is currently the largest disclosed institutional shareholder of FLSW tracked by InsiderSet, reporting ownership valued at approximately $10.57M in its September 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 $11.51M, representing an estimated gain of +8.87% 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, Flow Traders U.S. Llc, 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
$39.35M
Largest Holder
Marotta Asset Management
Largest Position
$10.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Marotta Asset Management | 1.79% | 259,165 | $10,568,309 | $11,505,656 | +$937,347 | +8.87% | |
| Pgim Custom Harvest Llc | 0.11% | 206,423 | $8,944,298 | $9,164,170 | +$219,872 | +2.46% | |
| Flow Traders U.S. Llc | 0.20% | 112,045 | $4,855,000 | $4,974,249 | +$119,249 | +2.46% | |
| First International Bank Of Israel Ltd. | 0.99% | 84,000 | $3,639,720 | $3,729,188 | +$89,468 | +2.46% | |
| Ep Wealth Advisors, Llc | 0.01% | 53,352 | $2,311,742 | $2,368,567 | +$56,825 | +2.46% | |
| Envestnet Asset Management Inc | 0.00% | 43,027 | $1,864,358 | $1,910,188 | +$45,830 | +2.46% | |
| Corient Private Wealth Llc | 0.00% | 39,722 | $1,721,144 | $1,763,462 | +$42,318 | +2.46% | |
| Innealta Capital, Llc | 0.81% | 35,164 | $1,523,656 | $1,561,109 | +$37,453 | +2.46% | |
| Jane Street Group, Llc | 0.00% | 27,780 | $1,203,707 | $1,233,296 | +$29,589 | +2.46% | |
| Quantinno Capital Management Lp | 0.00% | 26,508 | $1,148,592 | $1,176,825 | +$28,233 | +2.46% | |
| Menora Mivtachim Holdings Ltd. | 0.00% | 15,200 | $658,616 | $674,806 | +$16,190 | +2.46% | |
| North Capital, Inc. | 0.27% | 9,064 | $374,642 | $402,397 | +$27,755 | +7.41% | |
| Lpl Financial Llc | 0.00% | 6,318 | $273,762 | $280,488 | +$6,726 | +2.46% | |
| Morgan Stanley | 0.00% | 1,890 | $81,923 | $83,907 | +$1,984 | +2.42% | |
| Royal Bank Of Canada | 0.00% | 1,240 | $54,000 | $55,050 | +$1,050 | +1.94% | |
| Arax Advisory Partners | 0.00% | 1,000 | $43,330 | $44,395 | +$1,065 | +2.46% | |
| Rockefeller Capital Management L.P. | 0.00% | 713 | $30,894 | $31,654 | +$760 | +2.46% | |
| Pnc Financial Services Group, Inc. | 0.00% | 300 | $12,999 | $13,319 | +$320 | +2.46% | |
| Ubs Group Ag | 0.00% | 269 | $11,656 | $11,942 | +$286 | +2.46% | |
| Provenance Wealth Advisors, Llc | 0.00% | 197 | $8,033 | $8,746 | +$713 | +8.87% | |
| National Bank Of Canada | 0.00% | 150 | $6,500 | $6,659 | +$159 | +2.45% | |
| Montag A & Associates Inc | 0.00% | 149 | $6,076 | $6,615 | +$539 | +8.87% | |
| Fifth Third Bancorp | 0.00% | 115 | $4,983 | $5,105 | +$122 | +2.46% | |
| Wells Fargo & Company/Mn | 0.00% | 52 | $2,247 | $2,309 | +$62 | +2.74% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 7 | $284 | $311 | +$27 | +9.42% |
Frequently asked questions about FLSW
Who are the largest institutional holders of FLSW?
The largest institutional holders of FLSW reported in the latest SEC Form 13F filings include Marotta Asset Management, Pgim Custom Harvest Llc, Flow Traders U.S. Llc, First International Bank Of Israel Ltd., and Ep Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FLSW position.
What is FLSW institutional ownership?
This page tracks FLSW positions reported by institutional investment managers through SEC Form 13F. FRANKLIN FTSE SWITZERLAND (FLSW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLSW?
InsiderSet currently tracks 25 institutional managers reporting FLSW 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 FLSW shareholders.
How much FLSW stock do institutions own?
Institutional investment managers disclosed approximately $39.35M in FLSW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLSW institutional ownership last updated?
The latest FLSW 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 FLSW 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 FLSW position after the reporting date.
Are institutions buying or selling FLSW?
Institutional buying and selling can be analyzed by comparing FLSW positions across consecutive 13F reporting periods. InsiderSet's FLSW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLSW ownership changes.
How has FLSW institutional ownership changed over time?
InsiderSet tracks FLSW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.