As of the latest SEC filings, Franklin BSP Realty Trust, Inc. (FBRT) is held by 180 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $41,528,622.75 in market value, representing 0.05% of its portfolio.
Funds holding Franklin BSP Realty Trust, Inc. (FBRT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FBRT
- CIK:
- 0001562528
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $41,528,622.75 | 4,891,475 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $21,775,746.30 | 2,564,870 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $17,226,226.98 | 2,029,002 | Mar 31, 2026 | May 28, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.11% | $14,145,227.25 | 734,817 | Mar 31, 2026 | May 26, 2026 |
|
SDIV
Global X SuperDividend ETF
|
ETF | Independent / Boutique | 0.99% | $12,662,395.20 | 1,391,472 | Apr 30, 2026 | Jun 29, 2026 |
|
KBWD
Invesco KBW High Dividend Yield Financial ETF
|
ETF | Invesco | 2.48% | $10,800,287.85 | 1,182,945 | Feb 28, 2026 | Apr 28, 2026 |
|
REM
iShares Mortgage Real Estate ETF
|
ETF | BlackRock / iShares | 1.50% | $8,197,587.42 | 965,558 | Mar 31, 2026 | May 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.00% | $7,890,376.77 | 929,373 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,699,912.11 | 906,939 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,537,693.80 | 828,318 | Apr 30, 2026 | Jun 26, 2026 |
|
SRET
Global X SuperDividend REIT ETF
|
ETF | Independent / Boutique | 2.99% | $7,076,778.80 | 777,668 | Apr 30, 2026 | Jun 29, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.09% | $6,747,962.37 | 794,813 | Mar 31, 2026 | May 26, 2026 |
|
MORT
VanEck Mortgage REIT Income ETF
|
ETF | Independent / Boutique | 1.66% | $6,523,834.86 | 768,414 | Mar 31, 2026 | May 28, 2026 |
|
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
|
ETF | Independent / Boutique | 0.27% | $6,426,139.50 | 324,225 | Apr 30, 2026 | Jun 22, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.04% | $6,214,586.61 | 731,989 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,013,000.05 | 708,245 | Mar 31, 2026 | May 28, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.28% | $5,988,347.75 | 311,083 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $5,044,639.14 | 594,186 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,025,736.55 | 440,935 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,706,323.50 | 405,950 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,643,609.53 | 399,081 | Feb 28, 2026 | Apr 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.09% | $3,610,533.81 | 425,269 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.04% | $3,507,362.54 | 384,158 | Feb 28, 2026 | Apr 24, 2026 |
|
GWSIX
The Gabelli Focused Growth and Income Fund
|
MF | GAMCO / Gabelli | 7.56% | $3,442,007.31 | 405,419 | Mar 31, 2026 | Jun 1, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.05% | $2,559,586.37 | 280,349 | Feb 28, 2026 | Apr 28, 2026 |
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