FLQM

Franklin U.s. Mid Cap Multif

Latest period2024 - Q4Total superinvestors19

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 19 superinvestors own shares of Franklin U.s. Mid Cap Multif (FLQM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Franklin U.s. Mid Cap Multif (FLQM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Franklin U.s. Mid Cap Multif (FLQM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Franklin U.s. Mid Cap Multif (FLQM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Increased 165.38%
2.18%
$83.494M
1.537M shares@ 54.32 avg price
Christopher MacBean@Harbor Group, Inc.
Recent Activity
Increased 67.12%
3.12%
$13.857M
255,148 shares@ 54.31 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Increased 46.89%
1.17%
$8.6M
158,354 shares@ 54.32 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 154.96%
0.02%
$6.412M
118,064 shares@ 54.31 avg price
Amanda Glidden@Thomasville National Bank
Recent Activity
Increased 0.95%
0.37%
$5.019M
92,416 shares@ 54.32 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 6.35%
0.41%
$3.698M
68,099 shares@ 54.32 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 8.56%
0.28%
$3.373M
62,106 shares@ 54.32 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 3.51%
0.12%
$1.118M
20,591 shares@ 54.32 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 19.75%
0.02%
$591,683
10,566 shares@ 56.0 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 0.57%
0.01%
$19,130
353 shares@ 54.2 avg price