Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FRANKLIN TEMPLETON ETF TR (FLMI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
10Q ▲
Buyers last Q
81%

Smart Money Signals — FLMI

Based on 180 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added FLMI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
180 hedge funds hold FLMI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +94% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+94% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 81% buying

145 buying35 selling
Last quarter: 145 funds were net buyers (39 opened a brand new position + 106 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FLMI position: 28 → 30 → 33 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 43% entered in last year

■ 21% conviction (2yr+) ■ 37% medium ■ 43% new
Only 37 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

26 → 28 → 30 → 33 → 39 new funds/Q
New funds entering each quarter: 28 → 30 → 33 → 39. A growing number of institutions are discovering FLMI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 61% of holders entered in last year

■ 19% veterans ■ 20% 1-2yr ■ 61% new
Of 180 current holders: 109 (61%) entered in the past year, only 35 (19%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
14 of 180 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Hedge Fund Ownership: FLMI

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

Market Analysis: FLMI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLMI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: FLMI
2026 Q1 Stats Unlock in 18 days 180 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 180 154 16.88%
13F Shares 36M 26M 37.32%
Total Value $898M $651M 37.86%
New Positions 39 33 +6
Increased Positions 106 78 +28
Closed Positions 13 12 +1
Reduced Positions 22 29 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLMI

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

180 + investors

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

Top 25 institutional holders of FLMI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Axiom Financial Strategies, LLC 11.66% 1,336,255 $33.1M
2 Midwest Financial Partners Investments, Inc. 6.16% 468,525 $11.6M
3 CENTRAL BANK & TRUST CO 3.01% 773,294 $19.2M
4 PENNEY FINANCIAL, LLC 2.79% 293,015 $7.3M
5 ROBINSON SMITH WEALTH ADVISORS LLC 2.61% 155,847 $3.9M
6 Madrid Wealth Management, LLC 1.96% 104,702 $2.6M
7 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.90% 5,231,166 $129.7M
8 Prentice Wealth Management LLC 1.62% 289,218 $7.2M
9 Asio Capital, LLC 1.21% 347,320 $8.6M
10 ARWA LLC 0.95% 77,098 $1.9M
11 Clarity Retirement & Wealth, LLC 0.91% 45,327 $1.1M
12 TruWealth Advisors, LLC 0.89% 746,251 $18.5M
13 Wealth Alliance Advisory Group, LLC 0.82% 208,676 $5.2M
14 Sequent Planning LLC 0.71% 117,826 $2.9M
15 MFA WEALTH ADVISORS, LLC 0.69% 141,553 $3.5M
16 Leeward Financial Partners, LLC 0.68% 92,752 $2.3M
17 One Degree Advisors Inc 0.67% 103,186 $3K
18 Summit Financial Consulting LLC 0.66% 37,403 $927K
19 Legacy Financial Advisors, Inc. 0.66% 189,574 $4.7M
20 Total Clarity Wealth Management, Inc. 0.58% 100,206 $2.5M
21 SFG Wealth Management, LLC. 0.55% 53,612 $1.3M
22 VERUS WEALTH MANAGEMENT, LLC 0.50% 21,903 $543K
23 HICKS CAPITAL MANAGEMENT LLC 0.48% 19,291 $478K
24 Landmark Wealth Management, LLC 0.36% 53,598 $1.3M
25 Composition Wealth, LLC 0.35% 1,032,109 $25.6M
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 (FLMI)

What does the Smart Money Trend signal show for FLMI?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added FLMI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FLMI?

More buyers than sellers — 81% buying: Last quarter: 145 funds were net buyers (39 opened a brand new position + 106 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLMI holders?

Strong quality — 36% AUM from major funds: 14 of 180 holders rank in the top 100 by AUM, accounting for 36% 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 FLMI?

Mostly new holders — 43% entered in last year: Only 37 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.