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FGDL · Franklin Templeton Holdings Trust

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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FGDL

Name: Franklin Templeton Holdings Trust (FGDL) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Franklin Templeton Holdings Trust

FINANCIAL SERVICES · COMMODITY CONTRACTS BROKERS & DEALERS · CIK 0001858258

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

506

13F, latest reported quarter

REVENUE GROWTH

XBRL, annual

NET MARGIN

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

506 funds added or opened last quarter

more than 92% of Financial Services

REVENUE

no revenue reported in any filing

MARGIN

no margin: this company reports no revenue to divide by

BUYBACKS

no share repurchases reported

SHORT

0.1% of shares outstanding short · 1.0 days to cover · settled 2026-07-31

below 81% of Financial Services

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

506 funds added or opened positions in the latest 13F quarter, of 850 holders.

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 506 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Franklin Templeton Holdings Trust in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

no insider purchases or sales on record

0 TRANSACTIONS ON RECORD

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Institutional holders

13F · holdings as of the latest quarter funds have reported

FRANKLIN RESOURCES INC

156,318,747.0 sh

$3.9B

BANK OF AMERICA CORP /DE/

45,202,111.0 sh

$1.6B

LPL Financial LLC

40,859,734.0 sh

$1.3B

MORGAN STANLEY

20,143,204.0 sh

$726.1M

AMERIPRISE FINANCIAL INC

22,423,012.0 sh

$653.2M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Franklin Multi-Asset Defensive Growth Fund

$38.1M POSITION · AS OF 2026-04-30

36.8%

Franklin Multi-Asset Variable Conservative Growth

$22.9M POSITION · AS OF 2026-03-31

31.6%

Franklin Conservative Allocation Fund

$204.2M POSITION · AS OF 2026-03-31

24.3%

Franklin Multi-Asset Conservative Growth Fund

$71.2M POSITION · AS OF 2026-04-30

23.4%

Franklin LifeSmart 2020 Retirement Target Fund

$5.8M POSITION · AS OF 2026-03-31

23.1%

Day Hagan Smart Sector International ETF

$6.8M POSITION · AS OF 2026-04-30

19.7%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-03	2025-03	2024-03
NET INCOME	$132.1M	$34.6M	$6.1M
OPERATING CASH FLOW	$0	$0	$0

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE