Franklin Templeton ETF Trust - HELX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | History | Added to | 46,119 | 1,245 | 0.0% | 0.0% | 1 | +38,153 | 478.95% | Q1 2025 | May 15, 2025 |
| LPL Financial LLC | History | Added to | 17,850 | 481 | 0.0% | 0.0% | 2 | +885 | 5.22% | Q1 2025 | May 07, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 8,049 | 217 | 0.0% | 0.0% | 3 | -32,981 | -80.38% | Q1 2025 | May 19, 2025 |
| OSAIC HOLDINGS, INC. | History | New | 2,630 | 71 | 0.0% | — | 5 | +2,630 | New | Q1 2025 | May 12, 2025 |
| UBS Group AG | History | Added to | 2,661 | 71 | 0.0% | 0.0% | 4 | +544 | 25.7% | Q1 2025 | May 13, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,823 | 49 | 0.0% | 0.0% | 6 | +1,687 | 1240.44% | Q1 2025 | May 08, 2025 |
| Glenview Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -32,625 | -100.0% | Q1 2025 | May 20, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,801 | -100.0% | Q4 2024 | Jul 17, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2025 | Nov 21, 2025 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2025 | May 15, 2025 |