Cambridge Investment Research Advisors, Inc.
Position in BEN — Franklin Resources Inc
CIK 1419186
FAIRFIELD, IA
Position in BEN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$646,203
+$344,812 QoQ
Shares Held
19,423
+52.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 662 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. BEN ranks #152 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in BEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,203 | 19,423 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $301,391 | 12,760 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $467,360 | 19,563 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $604,109 | 26,118 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $563,861 | 23,642 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $484,445 | 25,166 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $532,734 | 26,256 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $624,549 | 30,995 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $678,702 | 30,367 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $705,813 | 25,109 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $740,668 | 24,863 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $678,211 | 27,592 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $647,396 | 24,238 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $683,764 | 25,381 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $679,891 | 25,773 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $531,931 | 24,718 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $445,011 | 19,091 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $328,534 | 11,767 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $417,385 | 12,463 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $368,498 | 12,399 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $427,450 | 13,362 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $305,324 | 10,315 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $233,481 | 9,343 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $310,296 | 15,248 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $334,723 | 15,962 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $223,212 | 13,374 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||