FRANKLIN U.S. TREASURY BOND (FLGV) Institutional Ownership Changes & 13F Activity

FRANKLIN U.S. TREASURY BOND (FLGV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Modern Wealth Management, Llc, Osaic Holdings, Inc., Lpl Financial Llc, Cetera Investment Advisers, and Janney Montgomery Scott Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+72,136+59.5%193,448$3.92MQ2 2026Sep 02, 2026
Coastal Bridge Advisors, LlcBuy+89,015+252.1%124,322$2.52MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-304-22.0%1,076$21.83KQ2 2026Aug 17, 2026
Modern Wealth Management, LlcBuy+1,326,3071,326,307$26.90MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+211,412+9.7%2,387,582$48.42MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-30,454-60.6%19,781$401.16KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+25,960+0.5%5,648,854$114.56MQ2 2026Aug 14, 2026
Sequent Planning LlcBuy+21,126+6.6%343,014$6.96MQ2 2026Aug 14, 2026
Roi Financial Advisors, LlcBuy+11,20511,205$227.24KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+8,145+5.0%172,496$3.50MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+7,235+71.8%17,310$351.00KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-922-2.5%36,256$735.27KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+12+0.1%14,013$284.18KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+44,42544,425$900.94KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-103,042-20.3%404,194$8.20MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+6,900+11.7%65,715$1.33MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+4,5604,560$92.82KQ2 2026Aug 12, 2026
Stonex Group Inc.Sell-65-0.3%22,904$464.49KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+88$162.00Q2 2026Aug 12, 2026
Lpl Financial LlcBuy+177,192+25.7%867,694$17.60MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+10,62710,627$215.53KQ2 2026Aug 07, 2026
Dunhill Financial, LlcBuy+7+3.6%202$4.11KQ2 2026Aug 07, 2026
Valmark Advisers, Inc.Buy+2,915+8.9%35,506$720.06KQ2 2026Aug 06, 2026
Geneos Wealth Management Inc.Buy+249+1.0%25,153$510.09KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcBuy+97,707+5.6%1,844,949$37.42MQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+23,316+5.6%438,218$8.89MQ2 2026Aug 03, 2026
Citigroup IncBuy+2,637+664.2%3,034$61.53KQ2 2026Aug 03, 2026
Mgo One Seven LlcBuy+7,187+3.6%205,671$4.17MQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+11,64511,645$236.00Q2 2026Jul 30, 2026
Atria Investments, IncBuy+5,859+7.7%82,175$1.67MQ2 2026Jul 28, 2026
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Frequently asked questions about FLGV activity

  • Which institutional owners are buying FLGV?

    Institutional owners buying FLGV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FLGV activity?

    "Buy" means an investor increased their reported position in FLGV compared to the prior reporting period. This reflects growing exposure to FRANKLIN U.S. TREASURY BOND (FLGV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FLGV increasing?

    Institutional interest in FLGV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.