Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Templeton ETF Tr (FLAX)

17 + Investors. Track Smart Money conviction in FLAX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — FLAX

Based on 17 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
17 funds currently hold this stock — 94% of the 3.0-year high of 18 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 56% buying

9 buying7 selling
Last quarter: 9 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 3 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 24% medium ■ 29% new
8 out of 17 hedge funds have held FLAX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

0 → 2 → 3 → 3 → 4 new funds/Q
New funds entering each quarter: 2 → 3 → 3 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

■ 59% veterans ■ 12% 1-2yr ■ 29% new
Entry-cohort mix of 17 holders: 10 (59%) are 2+ year veterans, 2 entered 1–2 years ago, and 5 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
6 of 17 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FLAX

In 2026 Q1, 9 hedge funds were net buyers of FLAX (4 opened a new position, 5 added to an existing one), while 7 reduced or exited (3 trimmed, 4 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 22% of total institutional value in FLAX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 17.

Hedge Fund Ownership: FLAX

How many hedge funds hold FLAX — quarterly history vs. share price
Quarterly hedge fund ownership of FLAX vs. share price

Market Analysis: FLAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLAX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Franklin Templeton ETF Tr (FLAX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLAX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 88d ago
FLAX
nan%
SPY
+12.4%

FLAX outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
FLAX
nan%
SPY
-1.1%

Since the filing became public, FLAX outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: FLAX
17 + Investors

Track Smart Money conviction in FLAX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 17 17 -
13F Shares 821K 754K 8.92%
Total Value $25M $22M 12.22%
New Positions 4 3 +1
Increased Positions 5 6 -1
Closed Positions 4 4 -
Reduced Positions 3 4 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLAX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLAX. Verified SEC 13F-HR filings.

QUARTER:
Top 17 FLAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yoffe Investment Management, LLC 1.07% 27,437 $838K
2 Csenge Advisory Group 0.45% 324,485 $9.9M
3 Park Square Financial Group, LLC 0.31% 1,355 $41K
4 PGIM Custom Harvest LLC 0.09% 187,839 $5.7M
5 Vivaldi Capital Management LP 0.04% 10,609 $324K
6 Balefire, LLC 0.04% 6,879 $210K
7 WCG Wealth Advisors LLC 0.03% 30,766 $940K
8 Retirement Planning Group, LLC 0.01% 8,408 $257K
9 Americana Partners, LLC 0.01% 9,185 $281K
10 Corient Private Wealth LLC 0.00% 23,964 $706K
11 Quantinno Capital Management LP 0.00% 12,758 $390K
12 Franklin Resources Inc 0.00% 55,000 $1.7M
13 Citadel Advisors LLC 0.00% 53,599 $1.6M
14 LPL Financial LLC 0.00% 27,009 $825K
15 Royal Bank of Canada 0.00% 30,168 $922K
16 Susquehanna International Group, LLP 0.00% 11,707 $358K
17 Morgan Stanley 0.00% 157 $5K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Templeton ETF Tr (FLAX)

What does the Smart Money Trend signal show for FLAX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FLAX?

Slight buying edge — 56% buying: Last quarter: 9 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FLAX holders?

Strong quality — 22% AUM from major funds: 6 of 17 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FLAX?

47% of holders stayed for 2+ years: 8 out of 17 hedge funds have held FLAX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Franklin Templeton ETF Tr (FLAX) following the 2026 Q1 hedge fund 13F filings?

As of today, FLAX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FLAX has gained nan% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →