13FBOX
富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND · 13F 机构持仓分析
期权收益计算器 机构排行
F

富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND

FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL
持有机构数
121
机构合计市值 (Q2 2026)
$5.75亿
机构合计股数 (Q2 2026)
2,508.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+287.0万股
59 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-245.7万股
65 · 11 清仓 · ≈
⚖️ 净额
+41.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.75亿
持有机构数
121
新买入
13
加仓
46
减仓
54
清仓
11
持股不变
8
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
纽约人寿投资管理NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.68%0.52%#13$9,783.4万426.8万股$6,203.1万269.7万股+157.1万股+58.27%加仓
HANTZ FINANCIAL SERVICES, INC.
1.16%1.39%#9$8,559.4万373.4万股$8,798.9万382.6万股-9.1万股-2.38%减仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#72$3,999.4万174.5万股$4,445.9万193.3万股-18.8万股-9.73%减仓
LPL金融LPL Financial LLC
0.01%0.01%#74$2,828.4万123.4万股$2,938.9万127.8万股-4.4万股-3.42%减仓
SHP Wealth Management
1.78%1.8%#6$2,585.4万112.8万股$2,383.4万103.6万股+9.2万股+8.86%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#77$2,438.5万106.4万股$2,631.9万114.4万股-8.0万股-7.03%减仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#82$2,077.0万90.6万股$2,059.2万89.5万股+1.1万股+1.22%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#79$2,008.9万87.6万股$1,974.4万85.8万股+1.8万股+2.10%加仓
Curran Financial Partners, LLC
2.84%3.02%#3$1,905.2万83.1万股$1,687.2万73.4万股+9.8万股+13.32%加仓
Sage Advisory Services, Ltd.Co.
7.83%9.02%#1$1,591.0万69.4万股$1,647.3万71.6万股-2.2万股-3.08%减仓
Prentice Wealth Management LLC
3.06%3.03%#2$1,482.6万64.7万股$1,343.2万58.4万股+6.3万股+10.77%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#85$1,463.6万63.9万股$1,630.4万70.9万股-7.0万股-9.85%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#61$1,257.8万54.9万股$1,114.6万48.5万股+6.4万股+13.24%加仓
AssetMarkASSETMARK, INC
0.02%0.02%#51$1,168.2万51.0万股$1,001.3万43.5万股+7.4万股+17.07%加仓
DORVAL Corp
2.28%2.41%#4$793.2万34.6万股$777.9万33.8万股+7,830股+2.32%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#91$791.8万34.6万股$770.0万33.5万股+1.1万股+3.19%加仓
Independence Financial Advisors, LLC
1.78%1.9%#7$685.0万29.9万股$631.7万27.5万股+2.4万股+8.82%加仓
FIFTH THIRD SECURITIES, INC.
0.38%0.34%#17$662.9万28.9万股$528.1万23.0万股+6.0万股+25.96%加仓
AIRE ADVISORS, LLC
1.02%1.12%#11$624.6万27.3万股$611.6万26.6万股+6,626股+2.49%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#71$609.1万26.6万股$546.1万23.7万股+2.8万股+11.93%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.03%#46$543.4万23.7万股$497.2万21.6万股+2.1万股+9.67%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#76$485.8万21.2万股$459.6万20.0万股+1.2万股+6.08%加仓
咨询服务网络Advisory Services Network, LLC
0.05%#40$466.8万20.4万股$00股+20.4万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#65$438.1万19.1万股$367.9万16.0万股+3.1万股+19.52%加仓
Mission Hills Financial Advisory, LLC
1.91%2.39%#5$435.9万19.0万股$467.1万20.3万股-1.3万股-6.35%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%#50$433.1万18.9万股$00股+18.9万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#105$402.6万17.6万股$488.7万20.3万股-2.8万股-13.67%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#104$392.8万17.1万股$508.0万22.1万股-5.0万股-22.42%减仓
WealthPlan Investment Management, LLC
0.17%0.23%#27$341.0万14.9万股$417.7万18.2万股-3.3万股-18.08%减仓
Calamos顾问Calamos Advisors LLC
0.01%0.01%#63$335.4万14.6万股$343.9万15.0万股-3,198股-2.14%减仓
Foguth Wealth Management, LLC.
0.34%0.33%#18$299.7万13.0万股$283.1万12.3万股+6,981股+5.67%加仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.02%0.02%#54$278.9万12.2万股$267.6万11.6万股+5,348股+4.60%加仓
AMERICAN FINANCIAL & TAX STRATEGIES INC
1.24%1.35%#8$274.5万12.0万股$277.2万12.1万股-734股-0.61%减仓
Kathmere Capital Management, LLC
0.12%0.13%#28$232.4万10.1万股$206.6万9.0万股+1.2万股+12.89%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#92$226.8万9.9万股$226.7万9.9万股+420股+0.43%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#53$201.6万8.8万股$232.6万10.2万股-1.4万股-13.53%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#102$192.5万8.4万股$205.6万8.9万股-5,406股-6.05%减仓
Fortitude Family Office, LLC
0.33%0.62%#19$168.6万7.4万股$277.4万12.1万股-4.7万股-39.02%减仓
Rooted Wealth Advisors, Inc.
0.41%0.45%#15$167.6万7.3万股$170.5万7.4万股-585股-0.79%减仓
SEI投资SEI INVESTMENTS CO
<0.01%<0.01%#89$159.7万7.0万股$75.4万3.3万股+3.7万股+112.63%加仓
BLUE JEAN FINANCIAL LLC
1.1%1.15%#10$157.7万6.9万股$139.4万6.1万股+8,194股+13.52%加仓
Sovran Advisors, LLC
0.12%0.12%#29$156.5万6.8万股$149.9万6.5万股+3,202股+4.95%加仓
WealthPLAN Partners, LLC
0.29%0.46%#22$150.6万6.6万股$239.0万10.4万股-3.8万股-36.79%减仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#66$148.7万6.5万股$137.2万5.9万股+6,271股+10.70%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#75$135.1万5.9万股$131.5万5.7万股+1,796股+3.14%加仓
Fiduciary Alliance LLC
0.09%0.08%#32$132.5万5.8万股$139.0万6.1万股-2,724股-4.50%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#111$118.1万5.2万股$1607股+5.2万股+737,271.43%加仓
EAGLE GLOBAL 顾问EAGLE GLOBAL ADVISORS LLC
0.04%0.04%#42$114.7万5.0万股$123.4万5.4万股-3,601股-6.71%减仓
Comprehensive Wealth Management, LLC
0.51%0.74%#14$112.1万4.9万股$145.9万6.3万股-1.5万股-22.88%减仓
Insight Wealth Strategies, LLC
0.11%0.14%#31$111.3万4.9万股$128.4万5.6万股-7,137股-12.79%减仓

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