BEN Institutional Holdings
Franklin Resources · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $949M
VANGUARD PORTFOLIO MANAGEMENT LLC $327M
HSBC HOLDINGS PLC $72M
Freestone Grove Partners LP $51M
VANGUARD FIDUCIARY TRUST CO $41M
↑ Increased (5)
Walleye Capital LLC +2195379.2%
Daiwa Securities Group Inc. +104782.8%
CWM, LLC +104355.3%
HUNTINGTON NATIONAL BANK +63411.2%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +56390.6%
↓ Decreased (5)
Catherine Avery Investment Management LLC -99.3%
SUMMIT SECURITIES GROUP LLC -98.6%
Torren Management, LLC -95.0%
Swiss Life Asset Management Ltd -92.7%
BANK OF NOVA SCOTIA -91.8%
↓ Exited Positions (5)
VANGUARD GROUP INC $887M
VOLORIDGE INVESTMENT MANAGEMENT, LLC $42M
TWO SIGMA ADVISERS, LP $24M
RENAISSANCE TECHNOLOGIES LLC $18M
Marotta Asset Management $11M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 40.2M | $949M |
| 2 | Power Corp of Canada | 31.6M | $745M |
| 3 | BlackRock, Inc. | 28.8M | $679M |
| 4 | STATE STREET CORP | 19.6M | $470M |
| 5 | BARCLAYS PLC | 19.5M | $460M |
| 6 | MORGAN STANLEY | 15.4M | $363M |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13.8M | $327M |
| 8 | Invesco Ltd. | 13.6M | $320M |
| 9 | GOLDMAN SACHS GROUP INC | 13.1M | $311M |
| 10 | CITADEL ADVISORS LLC | 11.3M | $267M |
| 11 | DIMENSIONAL FUND ADVISORS LP | 10.9M | $256M |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 7.8M | $184M |
| 13 | ProShare Advisors LLC | 6.6M | $155M |
| 14 | Azora Capital LP | 5.1M | $120M |
| 15 | Artemis Investment Management LLP | 4.9M | $115M |
| 16 | Bank of New York Mellon Corp | 4.6M | $108M |
| 17 | NORTHERN TRUST CORP | 3.7M | $87M |
| 18 | Kopernik Global Investors, LLC | 3.5M | $83M |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.2M | $76M |
| 20 | HSBC HOLDINGS PLC | 3.0M | $72M |
| 21 | Verition Fund Management LLC | 3.0M | $71M |
| 22 | JUPITER ASSET MANAGEMENT LTD | 2.7M | $63M |
| 23 | Squarepoint Ops LLC | 2.6M | $62M |
| 24 | UBS Group AG | 2.4M | $58M |
| 25 | NORGES BANK | 2.9M | $55M |
| 26 | Freestone Grove Partners LP | 2.1M | $51M |
| 27 | JPMORGAN CHASE & CO | 2.1M | $48M |
| 28 | Vest Financial, LLC | 2.0M | $48M |
| 29 | BANK OF AMERICA CORP /DE/ | 2.0M | $46M |
| 30 | FIRST TRUST ADVISORS LP | 1.8M | $44M |
| 31 | VANGUARD FIDUCIARY TRUST CO | 1.7M | $41M |
| 32 | Balyasny Asset Management L.P. | 1.6M | $38M |
| 33 | NOMURA ASSET MANAGEMENT CO LTD | 1.5M | $36M |
| 34 | TWO SIGMA INVESTMENTS, LP | 1.4M | $34M |
| 35 | Gallagher Fiduciary Advisors, LLC | 1.4M | $33M |
| 36 | Allianz Asset Management GmbH | 1.3M | $32M |
| 37 | VICTORY CAPITAL MANAGEMENT INC | 1.3M | $31M |
| 38 | WEDGE CAPITAL MANAGEMENT L L P/NC | 1.2M | $29M |
| 39 | DEUTSCHE BANK AG\ | 1.2M | $29M |
| 40 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2M | $27M |
| 41 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.1M | $27M |
| 42 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $26M |
| 43 | KETTLE HILL CAPITAL MANAGEMENT, LLC | 933K | $22M |
| 44 | Quantinno Capital Management LP | 917K | $22M |
| 45 | Holocene Advisors, LP | 891K | $21M |
| 46 | HANCOCK WHITNEY CORP | 864K | $21M |
| 47 | ROYAL BANK OF CANADA | 886K | $21M |
| 48 | Nuveen, LLC | 882K | $21M |
| 49 | Longaeva Partners L.P. | 863K | $20M |
| 50 | Caisse de depot et placement du Quebec | 824K | $19M |
| 51 | MARSHALL WACE, LLP | 757K | $18M |
| 52 | Swiss Life Asset Management Ltd | 754K | $18M |
| 53 | Vanguard Global Advisers, LLC | 675K | $16M |
| 54 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 705K | $16M |
| 55 | Legal & General Group Plc | 614K | $14M |
| 56 | RHUMBLINE ADVISERS | 600K | $14M |
| 57 | SEB Asset Management AB | 594K | $14M |
| 58 | FRANKLIN RESOURCES INC | 590K | $14M |
| 59 | FOUNDATION RESOURCE MANAGEMENT INC | 585K | $14M |
| 60 | Swiss National Bank | 568K | $13M |
| 61 | California Public Employees Retirement System | 566K | $13M |
| 62 | FIRST CITIZENS BANK & TRUST CO | 553K | $13M |
| 63 | Sound Income Strategies, LLC | 546K | $13M |
| 64 | Mitsubishi UFJ Asset Management Co., Ltd. | 522K | $12M |
| 65 | Meiji Yasuda Asset Management Co Ltd. | 519K | $12M |
| 66 | Envestnet Portfolio Solutions, Inc. | 508K | $12M |
| 67 | CITIGROUP INC | 491K | $12M |
| 68 | BNP PARIBAS FINANCIAL MARKETS | 489K | $12M |
| 69 | COMMONWEALTH EQUITY SERVICES, LLC | 473K | $11M |
| 70 | DANSKE BANK A/S | 496K | $11M |
| 71 | MILLENNIUM MANAGEMENT LLC | 463K | $11M |
| 72 | HUNTINGTON NATIONAL BANK | 423K | $10M |
| 73 | MACKENZIE FINANCIAL CORP | 412K | $10M |
| 74 | Modern Wealth Management, LLC | 411K | $10M |
| 75 | AMERIPRISE FINANCIAL INC | 408K | $10M |
| 76 | ALLIANCEBERNSTEIN L.P. | 378K | $9M |
| 77 | Cambria Investment Management, L.P. | 378K | $9M |
| 78 | STATE OF WISCONSIN INVESTMENT BOARD | 374K | $9M |
| 79 | LPL Financial LLC | 358K | $8M |
| 80 | Jain Global LLC | 343K | $8M |
| 81 | PRINCIPAL FINANCIAL GROUP INC | 341K | $8M |
| 82 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 335K | $8M |
| 83 | Public Sector Pension Investment Board | 321K | $8M |
| 84 | YOUSIF CAPITAL MANAGEMENT, LLC | 321K | $8M |
| 85 | State of Tennessee, Department of Treasury | 314K | $7M |
| 86 | Russell Investments Group, Ltd. | 307K | $7M |
| 87 | Prana Capital Management, LP | 299K | $7M |
| 88 | Bastion Asset Management Inc. | 273K | $7M |
| 89 | WELLS FARGO & COMPANY/MN | 282K | $7M |
| 90 | Connor, Clark & Lunn Investment Management Ltd. | 281K | $7M |
| 91 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 281K | $7M |
| 92 | Y-Intercept (Hong Kong) Ltd | 265K | $6M |
| 93 | Creative Planning | 261K | $6M |
| 94 | VANGUARD ASSET MANAGEMENT, Ltd | 260K | $6M |
| 95 | JANUS HENDERSON GROUP PLC | 256K | $6M |
| 96 | RAYMOND JAMES FINANCIAL INC | 255K | $6M |
| 97 | NATIONAL BANK OF CANADA /FI/ | 251K | $6M |
| 98 | Point72 Asset Management, L.P. | 248K | $6M |
| 99 | Cresset Asset Management, LLC | 233K | $6M |
| 100 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 234K | $5M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09