SEC 13F Intelligence

FTFFRANKLIN LTD DURATION INCOME

CUSIP 35472T101 · Yahoo Finance ↗ · Google Finance ↗

Franklin Ltd Duration Income (FTF) has 87 institutional holders in Filings Flow’s 13F database, together reporting 14.70M shares worth $86M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Penserra Capital Management LLC.

Institutional Holders
87
Q1 2026
Reported Value
$86M
Ticker
FTF
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 40Q2 ’19Q3 ’19: 38Q4 ’19: 45Q1 ’20: 49Q2 ’20: 39Q2 ’20Q3 ’20: 37Q4 ’20: 43Q1 ’21: 50Q2 ’21: 48Q2 ’21Q3 ’21: 48Q4 ’21: 53Q1 ’22: 64Q2 ’22: 64Q2 ’22Q3 ’22: 61Q4 ’22: 70Q1 ’23: 73Q2 ’23: 68Q2 ’23Q3 ’23: 69Q4 ’23: 66Q1 ’24: 69Q2 ’24: 71Q2 ’24Q3 ’24: 70Q4 ’24: 73Q1 ’25: 76Q2 ’25: 84Q2 ’25Q3 ’25: 85Q4 ’25: 97Q1 ’26: 87filingsflow.com
Total reported value
Q2 ’19: $38MQ2 ’19Q3 ’19: $31MQ4 ’19: $33MQ1 ’20: $29MQ2 ’20: $24MQ2 ’20Q3 ’20: $22MQ4 ’20: $31MQ1 ’21: $26MQ2 ’21: $50MQ2 ’21Q3 ’21: $35MQ4 ’21: $33MQ1 ’22: $87MQ2 ’22: $84MQ2 ’22Q3 ’22: $76MQ4 ’22: $73MQ1 ’23: $64MQ2 ’23: $65MQ2 ’23Q3 ’23: $64MQ4 ’23: $73MQ1 ’24: $70MQ2 ’24: $66MQ2 ’24Q3 ’24: $68MQ4 ’24: $74MQ1 ’25: $71MQ2 ’25: $88MQ2 ’25Q3 ’25: $84MQ4 ’25: $94MQ1 ’26: $86Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
MORGAN STANLEY$1.66T AUM0.00%$20M3.39MQ1 2026
LPL Financial LLC$376.6B AUM0.00%$9M1.55MQ1 2026
Penserra Capital Management LLC$8.5B AUM0.08%$6M1.10MQ1 2026
Advisors Asset Management, Inc.$6.0B AUM0.10%$6M1.05MQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M747.5KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$4M690.5KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$4M615.6KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$3M477.9KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$3M472.9KQ1 2026
Shaker Financial Services, LLC$287M AUM0.93%$3M458.9KQ1 2026
GraniteShares Advisors LLC$139M AUM1.65%$2M393.1KQ1 2026
Byrne Asset Management LLC$185M AUM0.97%$2M282.6KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.02%$1M253.0KQ1 2026
Rareview Capital LLC$171M AUM0.87%$1M208.7KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M229.4KQ1 2026
ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM0.15%$1M214.2KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M192.9KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$1M182.8KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M178.5KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.05%$780,379133.9KQ1 2026
Quarry LP$558M AUM0.13%$745,704127.9KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.05%$736,486126.1KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$688,401118.1KQ1 2026
Financial Partners Group, Inc$836M AUM0.08%$649,887102.0KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$589,366101.1KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$534,95591.8KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$527,77890.5KQ1 2026
Encompass More Asset Management$597M AUM0.09%$517,93488.8KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$499,52881.2KQ4 2025OLDER
Financially in Tune, LLC$116M AUM0.42%$483,27882.9KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$459,16478.8KQ1 2026
Koshinski Asset Management, Inc.$1.6B AUM0.03%$442,06075.8KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$397,00068.2KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$368,26063.2KQ1 2026
Powell Investment Advisors, LLC$290M AUM0.12%$349,80560.0KQ1 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM0.03%$349,30459.9KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$339,75058.3KQ1 2026
UBS Group AG$666.3B AUM0.00%$338,58458.1KQ1 2026
Apollon Wealth Management, LLC$6.2B AUM0.00%$301,44851.7KQ1 2026
Logan Stone Capital, LLC$360M AUM0.07%$291,60847.4KQ4 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.01%$289,63447.1KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$260,28042.3KQ4 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$233,39840.0KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$209,45332.6KQ2 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$202,83734.8KQ1 2026
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$190,95129.7KQ2 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$188,57730.7KQ4 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.02%$185,05031.7KQ1 2026
PIN OAK INVESTMENT ADVISORS INC$141M AUM0.13%$181,00031.0KQ1 2026
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$178,28730.6KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$158,71327.2KQ1 2026
Yakira Capital Management, Inc.$342M AUM0.05%$148,96323.2KQ2 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$146,51023.0KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$145,35424.9KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$142,48323.2KQ4 2025OLDER
Alteri Wealth LLC$309M AUM0.05%$138,95823.8KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.00%$137,94923.7KQ1 2026
BROWN ADVISORY INC$60.9B AUM0.00%$135,25023.2KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$134,39021.9KQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.00%$134,22423.0KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$134,00023.0KQ1 2026
ACCREDITED INVESTOR SERVICES, LLC$156M AUM0.08%$129,70622.2KQ1 2026
Integrity Advisory Solutions, LLC$757M AUM0.02%$124,34221.3KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$123,94021.3KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$118,57819.3KQ4 2025OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$115,54519.8KQ1 2026
WEDBUSH SECURITIES INC$3.4B AUM0.00%$109,00018.6KQ1 2026
Elequin Capital, LP$1.2B AUM0.01%$108,01016.8KQ2 2025OLDER
Virtu Financial LLC$2.4B AUM0.01%$106,00016.5KQ2 2025OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.01%$103,01316.8KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$100,21417.2KQ1 2026
Mach-1 Financial Group, LLC$284M AUM0.02%$100,13615.7KQ3 2025OLDER
Capital Investment Advisors, LLC$6.8B AUM0.00%$97,24316.7KQ1 2026
Moors & Cabot, Inc.$2.3B AUM0.00%$90,36515.5KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$88,80614.4KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$88,19115.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$84,08913.7KQ4 2025OLDER
BARRETT & COMPANY, INC.$291M AUM0.03%$83,75914.4KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$79,98712.5KQ2 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$76,63712.0KQ3 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$76,08613.1KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$74,15112.7KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$73,00012.5KQ1 2026
OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM0.03%$69,89110.8KQ2 2025OLDER
Mariner, LLC$85.7B AUM0.00%$68,54211.9KQ1 2026
PARK AVENUE SECURITIES LLC$12.8B AUM0.00%$68,00011.7KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$67,00010.5KQ3 2025OLDER
NWF Advisory Services Inc.$886M AUM0.01%$66,46211.4KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$65,73311.3KQ1 2026
BlackDiamond Wealth Management, LLC$208M AUM0.03%$62,76610.1KQ4 2025OLDER
Uniting Wealth Partners, LLC$470M AUM0.01%$58,30010.0KQ1 2026
Live Oak Private Wealth LLC$717M AUM0.01%$58,30010.0KQ1 2026
SIT INVESTMENT ASSOCIATES INC$4.9B AUM0.00%$55,0009.4KQ1 2026
Anfield Capital Management, LLC$363M AUM0.01%$50,0568.6KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$42,6577.3KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$36,9846.3KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$35,2776.1KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$31,9525.0KQ3 2025OLDER
EASTERN BANK$6.5B AUM0.00%$30,7505.0KQ4 2025OLDER
Caldwell Trust Co$1.1B AUM0.00%$16,3242.8KQ1 2026
WPG Advisers, LLC$136M AUM0.01%$14,8022.5KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$14,3912.3KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$11,4562.0KQ1 2026
Ransom Advisory, Ltd$218M AUM0.00%$9,9451.5KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$8,7761.4KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$8,2441.4KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$7,9971.4KQ1 2026
Hilltop National Bank$468M AUM0.00%$7,7251.3KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$7,4621.3KQ1 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$5,474939Q1 2026
Private Wealth Management Group, LLC$381M AUM0.00%$3,673630Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,268509Q2 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$2,769475Q1 2026
MAI Capital Management$17.7B AUM0.00%$2,053352Q1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$1,630265Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$1,411242Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,358233Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$642100Q2 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$38466Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$25744Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.