FRANKLIN LTD DURATION INCOME (FTF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
81
Reporting holders
$77.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $19.0M | 3,280,091 | 0.00% | 35q | -3.3%-$638.6K |
| LPL Financial LLC | $8.9M | 1,532,759 | 0.00% | 31q | -1.4%-$128.1K |
| Pathstone Holdings, LLC | $6.8M | 1,167,159 | 0.02% | 3q | +144.2%+$4.0M |
| Advisors Asset Management, Inc. | $5.1M | 887,453 | 0.08% | 9q | -15.5%-$939.2K |
| Invesco Ltd. | $4.0M | 692,417 | 0.00% | 31q | HELD |
| GUGGENHEIM CAPITAL LLC | $4.0M | 691,385 | 0.03% | 31q | +12.3%+$438.7K |
| WELLS FARGO & COMPANY/MN | $3.6M | 623,402 | 0.00% | 31q | -58.3%-$5.0M |
| Allspring Global Investments Holdings, LLC | $2.7M | 472,918 | 0.00% | 9q | HELD |
| GraniteShares Advisors LLC | $2.6M | 452,287 | 1.68% | 7q | +15.1%+$342.8K |
| Shaker Financial Services, LLC | $1.6M | 271,335 | 0.49% | 19q | -40.9%-$1.1M |
| Byrne Asset Management LLC | $1.4M | 243,580 | 0.76% | 2q | -13.8%-$225.7K |
| OSAIC HOLDINGS, INC. | $1.4M | 239,304 | 0.00% | 26q | +4.3%+$57.1K |
| BANK OF AMERICA CORP /DE/ | $1.1M | 192,622 | 0.00% | 31q | HELD |
| Kestra Advisory Services, LLC | $1.1M | 182,161 | 0.00% | 24q | +2.1%+$21.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.0M | 173,043 | 0.06% | 3q | +37.2%+$272.2K |
| Kingsview Wealth Management, LLC | $898.6K | 155,207 | 0.01% | 5q | -38.7%-$566.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $792.3K | 136,845 | 0.04% | 25q | +2.2%+$17.3K |
| Cetera Investment Advisers | $721.9K | 124,683 | 0.00% | 18q | -31.8%-$336.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $674.2K | 116,449 | 0.01% | 5q | -1.4%-$9.4K |
| ROYAL BANK OF CANADA | $596.0K | 103,011 | 0.00% | 31q | +51.1%+$201.6K |
| Baird Financial Group, Inc. | $513.7K | 88,730 | 0.00% | 10q | -2.0%-$10.4K |
| NewEdge Advisors, LLC | $505.2K | 87,259 | 0.00% | 19q | -4.9%-$26.1K |
| Beacon Pointe Advisors, LLC | $467.2K | 80,695 | 0.00% | new | NEW |
| Encompass More Asset Management | $455.0K | 78,581 | 0.07% | 8q | -11.5%-$59.4K |
| Koshinski Asset Management, Inc. | $369.5K | 63,825 | 0.02% | 18q | -15.8%-$69.5K |
| STIFEL FINANCIAL CORP | $366.0K | 63,215 | 0.00% | 10q | HELD |
| Private Advisor Group, LLC | $366.0K | 63,210 | 0.00% | 21q | -19.7%-$90.0K |
| Powell Investment Advisors, LLC | $349.4K | 60,337 | 0.11% | 14q | +0.6%+$1.9K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $346.9K | 59,915 | 0.02% | 12q | HELD |
| UBS Group AG | $339.9K | 58,712 | 0.00% | 31q | +1.1%+$3.7K |
| READYSTATE ASSET MANAGEMENT LP | $311.2K | 53,748 | 0.01% | new | NEW |
| Apollon Wealth Management, LLC | $301.9K | 52,137 | 0.00% | 7q | +0.8%+$2.5K |
| Capital Investment Advisors, LLC | $282.4K | 48,765 | 0.00% | 31q | +192.4%+$185.8K |
| Kovack Advisors, Inc. | $274.1K | 47,317 | 0.01% | 4q | +18.3%+$42.3K |
| RAYMOND JAMES FINANCIAL INC | $245.4K | 42,376 | 0.00% | 7q | -27.3%-$92.1K |
| CITADEL ADVISORS LLC | $234.8K | 40,557 | 0.00% | new | NEW |
| Private Wealth Management Group, LLC | $219.9K | 37,980 | 0.05% | 2q | +5928.6%+$216.3K |
| OPPENHEIMER & CO INC | $205.6K | 35,501 | 0.00% | 31q | +2.0%+$4.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $189.9K | 32,801 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $187.0K | 32,290 | 0.00% | 6q | +51.9%+$63.9K |
| SeaCrest Wealth Management, LLC | $186.2K | 32,161 | 0.02% | 31q | +1.3%+$2.4K |
| ENVESTNET ASSET MANAGEMENT INC | $175.4K | 30,288 | 0.00% | 15q | -70.0%-$410.0K |
| INTEGRITY ALLIANCE, LLC. | $172.2K | 29,732 | 0.01% | 4q | -2.8%-$4.9K |
| STEPHENS INC /AR/ | $169.2K | 29,217 | 0.00% | 3q | +23.5%+$32.2K |
| BlackRock, Inc. | $151.3K | 26,124 | 0.00% | 6q | -4.0%-$6.4K |
| Alteri Wealth LLC | $138.0K | 23,835 | 0.04% | 7q | HELD |
| BROWN ADVISORY INC | $134.3K | 23,199 | 0.00% | 18q | HELD |
| Sowell Financial Services LLC | $133.3K | 23,023 | 0.00% | 6q | HELD |
| CHOREO, LLC | $132.1K | 22,808 | 0.00% | 9q | -8.5%-$12.3K |
| ACCREDITED INVESTOR SERVICES, LLC | $124.2K | 21,443 | 0.07% | 6q | -3.6%-$4.7K |
| Procyon Advisors, LLC | $114.8K | 19,819 | 0.00% | 3q | HELD |
| JANE STREET GROUP, LLC | $99.7K | 17,212 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $98.9K | 17,086 | 0.00% | 2q | +18.3%+$15.3K |
| Miller Financial Services LLC | $94.1K | 16,256 | 0.08% | new | NEW |
| Waverly Advisors, LLC | $92.7K | 16,008 | 0.00% | 14q | +22.7%+$17.1K |
| Moors & Cabot, Inc. | $89.7K | 15,500 | 0.00% | 13q | HELD |
| CoreCap Advisors, LLC | $87.6K | 15,127 | 0.00% | 18q | HELD |
| BARRETT & COMPANY, INC. | $81.1K | 14,000 | 0.02% | 16q | -2.6%-$2.1K |
| MML INVESTORS SERVICES, LLC | $72.2K | 12,463 | 0.00% | 23q | -2.0%-$1.5K |
| AlphaStar Capital Management, LLC | $66.6K | 11,500 | 0.00% | new | NEW |
| NWF Advisory Services Inc. | $66.0K | 11,400 | 0.01% | 6q | HELD |
| Mariner, LLC | $65.9K | 11,374 | 0.00% | 7q | -4.8%-$3.3K |
| D.A. DAVIDSON & CO. | $65.3K | 11,275 | 0.00% | 5q | HELD |
| Live Oak Private Wealth LLC | $57.9K | 10,000 | 0.01% | 9q | HELD |
| Uniting Wealth Partners, LLC | $57.9K | 10,000 | 0.01% | 2q | HELD |
| Farther Finance Advisors, LLC | $36.4K | 6,282 | 0.00% | 12q | -0.8% |
| Pinnacle Wealth Planning Services, Inc. | $35.0K | 6,047 | 0.00% | 3q | HELD |
| HUNTINGTON NATIONAL BANK | $29.0K | 5,011 | 0.00% | 5q | +7492.4%+$28.6K |
| WPG Advisers, LLC | $14.7K | 2,539 | 0.01% | 7q | HELD |
| FIFTH THIRD BANCORP | $8.2K | 1,411 | 0.00% | 2q | HELD |
| Caldwell Trust Co | $8.1K | 1,400 | 0.00% | 27q | -50.0%-$8.1K |
| BNP PARIBAS FINANCIAL MARKETS | $8.0K | 1,380 | 0.00% | 4q | +7.8% |
| AdvisorNet Financial, Inc | $7.9K | 1,372 | 0.00% | 18q | HELD |
| Hilltop National Bank | $7.7K | 1,325 | 0.00% | 9q | HELD |
| Penserra Capital Management LLC | $6.6K | 1,145,218 | 0.05% | 8q | +4.0% |
| Steward Partners Investment Advisory, LLC | $5.6K | 965 | 0.00% | 29q | -50.9%-$5.8K |
| WHITTIER TRUST CO OF NEVADA INC | $5.4K | 939 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $5.0K | 872 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 475 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $1.3K | 233 | 0.00% | 2q | HELD |
| PIN OAK INVESTMENT ADVISORS INC | $360 | 62,000 | 0.13% | 4q | +100.0% |
| Clear Street Group Inc. | $290 | 50 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $264 | 45,690 | 0.00% | 31q | +98.6% |
| ASSETMARK, INC | $255 | 44 | 0.00% | 10q | HELD |
| WEDBUSH SECURITIES INC | $96 | 16,614 | 0.00% | 22q | -10.7% |
| Janney Montgomery Scott LLC | $68 | 11,797 | 0.00% | 7q | -5.3% |
| PARK AVENUE SECURITIES LLC | $67 | 11,529 | 0.00% | 6q | -1.8% |
| SIT INVESTMENT ASSOCIATES INC | $54 | 9,381 | 0.00% | 31q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 81 | $77.4M | 13,367,257 | 9 | 22 | 26 | 0.0% |
| Q1 2026 | 81 | $82.6M | 14,240,314 | 8 | 26 | 25 | 0.0% |
| Q4 2025 | 90 | $95.9M | 15,588,032 | 19 | 29 | 22 | 0.0% |
| Q3 2025 | 78 | $79.6M | 12,494,922 | 11 | 31 | 18 | 0.0% |
| Q2 2025 | 75 | $80.3M | 12,506,945 | 8 | 21 | 24 | 0.0% |
| Q1 2025 | 71 | $83.1M | 12,845,578 | 9 | 26 | 21 | 0.0% |
| Q4 2024 | 71 | $84.0M | 12,672,279 | 9 | 25 | 20 | 0.0% |
| Q3 2024 | 70 | $75.0M | 11,246,864 | 8 | 21 | 23 | 0.0% |
| Q2 2024 | 74 | $75.9M | 11,971,401 | 7 | 26 | 27 | 0.0% |
| Q1 2024 | 75 | $90.7M | 14,477,681 | 12 | 31 | 17 | 0.0% |
| Q4 2023 | 69 | $82.6M | 13,249,088 | 5 | 28 | 16 | 0.0% |
| Q3 2023 | 69 | $70.5M | 11,579,367 | 4 | 25 | 20 | 0.0% |
| Q2 2023 | 69 | $74.9M | 12,114,222 | 5 | 17 | 28 | 0.0% |
| Q1 2023 | 74 | $67.9M | 10,981,196 | 13 | 25 | 16 | 0.0% |
| Q4 2022 | 71 | $60.6M | 9,986,964 | 18 | 23 | 19 | 0.0% |
| Q3 2022 | 70 | $79.6M | 12,876,566 | 6 | 20 | 24 | 0.0% |
| Q2 2022 | 72 | $88.8M | 13,192,160 | 9 | 30 | 18 | 0.0% |
| Q1 2022 | 71 | $90.5M | 11,930,307 | 21 | 21 | 14 | 0.0% |
| Q4 2021 | 59 | $35.1M | 3,859,782 | 9 | 18 | 17 | 0.0% |
| Q3 2021 | 56 | $40.0M | 4,398,301 | 7 | 24 | 15 | 0.0% |
| Q2 2021 | 55 | $54.5M | 5,918,574 | 8 | 18 | 21 | 0.0% |
| Q1 2021 | 58 | $79.3M | 8,632,106 | 9 | 16 | 18 | 0.0% |
| Q4 2020 | 55 | $97.1M | 10,304,449 | 8 | 15 | 22 | 0.0% |
| Q3 2020 | 49 | $82.3M | 9,652,184 | 3 | 11 | 17 | 0.0% |
| Q2 2020 | 51 | $81.0M | 9,576,470 | 2 | 14 | 21 | 0.0% |
| Q1 2020 | 64 | $70.9M | 9,243,451 | 14 | 18 | 22 | 0.0% |
| Q4 2019 | 55 | $85.4M | 8,907,017 | 8 | 17 | 17 | 0.0% |
| Q3 2019 | 50 | $82.0M | 8,803,205 | 2 | 18 | 13 | 0.0% |
| Q2 2019 | 51 | $95.5M | 9,915,188 | 3 | 19 | 16 | 0.0% |
| Q1 2019 | 53 | $99.2M | 10,296,557 | 2 | 17 | 16 | 0.0% |
| Q4 2018 | 57 | $95.5M | 10,578,286 | 0 | 2 | 1 | 0.0% |