Institutional Ownership Franklin Templeton ETF Tr Geno (HELX)
This table provides information about the institutional ownership of Franklin Templeton ETF Tr Geno (HELX). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 14,268 shares, which have been reported (via 13F filing form) to have a value of $449,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
9,096
shares
|
$286,433
0.0% of portfolio
|
Q3 2025
Reduced 58.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,132
shares
|
$98,626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,637
shares
|
$51,549
0.0% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
402
shares
|
$12,658
0.0% of portfolio
|
Q2 2025
Reduced 77.68%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|