FLQM

Franklin U.s. Mid Cap Multif

Latest period2024 - Q4Total superinvestors14

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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, 14 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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Troy J. Mertens@Orgel Wealth Management, Llc Recent Activity Increased 165.38%	2.18%	$83.494M 1.537M shares@ 54.32 avg price	Increased 165.38%
Christopher MacBean@Harbor Group, Inc. Recent Activity Increased 67.12%	3.12%	$13.857M 255,148 shares@ 54.31 avg price	Increased 67.12%
Emma Seiler@Redhawk Wealth Advisors, Inc. Recent Activity Increased 46.89%	1.17%	$8.6M 158,354 shares@ 54.32 avg price	Increased 46.89%
Amanda Glidden@Thomasville National Bank Recent Activity Increased 0.95%	0.37%	$5.019M 92,416 shares@ 54.32 avg price	Increased 0.95%
Sheri M. Cuff@Certified Advisory Corp Recent Activity Increased 6.35%	0.41%	$3.698M 68,099 shares@ 54.32 avg price	Increased 6.35%
Aryn Sands@Kmg Fiduciary Partners, Llc Recent Activity Increased 8.56%	0.28%	$3.373M 62,106 shares@ 54.32 avg price	Increased 8.56%
Mark Fiskio@Empirical Asset Management, Llc Recent Activity Decreased -5.49%	0.52%	$1.564M 28,793 shares@ 54.31 avg price	Decreased -5.49%
Todd Penrod@Hbw Advisory Services Llc Recent Activity Increased 3.51%	0.12%	$1.118M 20,591 shares@ 54.32 avg price	Increased 3.51%
Amanda Ross@Ameritas Advisory Services, Llc Recent Activity New Position	0.02%	$493,487 9,086 shares@ 54.32 avg price	New Position
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity New Position	0.01%	$455,000 8,387 shares@ 54.26 avg price	New Position