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