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Funds Holding Franklin BSP Realty Trust Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Franklin BSP Realty Trust Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of FBRT →
Funds holding
23
as of 2026-07-31
Reported value
$8M
summed across funds
Fund families
16
named trusts
Largest conviction
0.25%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Invesco S&P Smallcap 600 Pure Value ETFInvesco Exchange-Traded Fund Trust99.1K sh$752.5K0.25%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust1.1K sh$8.2K0.08%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust1.2K sh$9K0.07%
Victory Small Cap Stock FundVictory Portfolios III73.1K sh$555.1K0.06%
Nuveen ESG Small-Cap ETFNuShares ETF Trust77.2K sh$585.6K0.05%
SmallCap S&P 600 Index FundPrincipal Funds, Inc56.7K sh$430.4K0.03%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.35K sh$265.5K0.03%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST89.9K sh$682.6K0.03%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust96.6K sh$733.5K0.03%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST9K sh$68K0.02%
Global X Russell 2000 ETFGLOBAL X FUNDS37.1K sh$281.6K0.02%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST186.5K sh$1.4M0.02%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds90.7K sh$688.5K0.02%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc3.7K sh$28.2K0.01%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust47.6K sh$361.2K0.01%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds15.1K sh$114.5K0.01%
Victory Extended Market Index FundVictory Portfolios III8.7K sh$66K0.01%
SmallCap Value Fund IIPrincipal Funds, Inc5.2K sh$39.2K0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III430 sh$3.3K0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds5.4K sh$41K0.00%
Nuveen Equity Index FundTIAA-CREF Funds65.8K sh$499.6K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST47K sh$356.7K0.00%
E*TRADE No Fee Total Market Index FundE Trade Trust33 sh$250.50.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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