FLCO Institutional Ownership & Shareholders
FRANKLIN INVESTMENT GRADE CO (FLCO) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $224.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hantz Financial Services, Inc. is currently the largest disclosed institutional shareholder of FLCO tracked by InsiderSet, reporting ownership valued at approximately $94.29M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $90.44M, representing an estimated loss of -4.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed FLCO value among the investors covered in this analysis. Major shareholders include Hantz Financial Services, Inc., Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FRANKLIN INVESTMENT GRADE CO (FLCO).
This page ranks the largest institutional FLCO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$224.52M
Largest Holder
Hantz Financial Services, Inc.
Largest Position
$94.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1.28% | 4,397,651 | $94,286,000 | $90,437,693 | -$3,848,307 | -4.08% | |
| Morgan Stanley | 0.00% | 1,194,982 | $25,620,441 | $24,574,805 | -$1,045,636 | -4.08% | |
| Bank Of America Corp | 0.00% | 978,531 | $20,979,714 | $20,123,490 | -$856,224 | -4.08% | |
| Ameriprise Financial Inc | 0.00% | 829,024 | $17,770,786 | $17,048,879 | -$721,907 | -4.06% | |
| Sanctuary Advisors, Llc | 0.04% | 447,173 | $9,587,388 | $9,196,113 | -$391,275 | -4.08% | |
| Captrust Financial Advisors | 0.01% | 380,295 | $8,153,531 | $7,820,767 | -$332,764 | -4.08% | |
| Benjamin Edwards Inc | 0.06% | 320,980 | $6,881,895 | $6,600,954 | -$280,941 | -4.08% | |
| Bank Of New York Mellon Corp | 0.00% | 274,685 | $5,889,241 | $5,648,897 | -$240,344 | -4.08% | |
| Envestnet Asset Management Inc | 0.00% | 238,524 | $5,113,957 | $4,905,246 | -$208,711 | -4.08% | |
| Citadel Advisors Llc | 0.00% | 176,968 | $3,794,194 | $3,639,347 | -$154,847 | -4.08% | |
| Truist Financial Corp | 0.00% | 177,909 | $3,610,806 | $3,658,699 | +$47,893 | +1.33% | |
| Sequent Planning Llc | 0.64% | 139,124 | $2,982,813 | $2,861,085 | -$121,728 | -4.08% | |
| Jpmorgan Chase & Co | 0.00% | 130,702 | $2,814,019 | $2,687,887 | -$126,132 | -4.48% | |
| Cetera Investment Advisers | 0.00% | 124,928 | $2,678,460 | $2,569,144 | -$109,316 | -4.08% | |
| Lpl Financial Llc | 0.00% | 118,963 | $2,550,569 | $2,446,474 | -$104,095 | -4.08% | |
| Rfg Advisory, Llc | 0.03% | 117,309 | $2,380,880 | $2,412,460 | +$31,580 | +1.33% | |
| Mml Investors Services, Llc | 0.00% | 74,286 | $1,592,690 | $1,527,692 | -$64,998 | -4.08% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 63,132 | $1,353,550 | $1,298,310 | -$55,240 | -4.08% | |
| Compound Planning, Inc. | 0.03% | 58,317 | $1,250,316 | $1,199,289 | -$51,027 | -4.08% | |
| Mgo One Seven Llc | 0.01% | 43,188 | $876,535 | $888,161 | +$11,626 | +1.33% | |
| Osaic Holdings, Inc. | 0.00% | 26,730 | $573,086 | $549,702 | -$23,384 | -4.08% | |
| Jane Street Group, Llc | 0.00% | 24,237 | $519,641 | $498,434 | -$21,207 | -4.08% | |
| Goldman Sachs Group Inc | 0.00% | 19,906 | $426,785 | $409,367 | -$17,418 | -4.08% | |
| Raymond James Financial Inc | 0.00% | 19,523 | $418,567 | $401,490 | -$17,077 | -4.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,123 | $408,400 | $413,829 | +$5,429 | +1.33% | |
| Brooklyn Investment Group | 0.01% | 17,061 | $365,447 | $350,859 | -$14,588 | -3.99% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14,266 | $305,854 | $293,380 | -$12,474 | -4.08% | |
| Stevens Capital Partners | 0.04% | 11,787 | $239,219 | $242,400 | +$3,181 | +1.33% | |
| J.W. Cole Advisors, Inc. | 0.00% | 10,914 | $233,998 | $224,446 | -$9,552 | -4.08% | |
| Atria Investments, Inc | 0.00% | 11,269 | $228,713 | $231,747 | +$3,034 | +1.33% | |
| Royal Bank Of Canada | 0.00% | 10,254 | $220,000 | $210,874 | -$9,126 | -4.15% | |
| Wells Fargo & Company/Mn | 0.00% | 5,437 | $116,574 | $111,812 | -$4,762 | -4.09% | |
| Pnc Financial Services Group, Inc. | 0.00% | 5,131 | $110,015 | $105,519 | -$4,496 | -4.09% | |
| Td Waterhouse Canada Inc. | 0.00% | 5,060 | $102,516 | $104,059 | +$1,543 | +1.51% | |
| Citigroup Inc | 0.00% | 1,266 | $27,143 | $26,035 | -$1,108 | -4.08% | |
| Cwm, Llc | 0.00% | 1,000 | $21,420 | $20,565 | -$855 | -3.99% | |
| Ubs Group Ag | 0.00% | 687 | $14,730 | $14,128 | -$602 | -4.09% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 533 | $11,417 | $10,961 | -$456 | -3.99% | |
| Geneos Wealth Management Inc. | 0.00% | 461 | $9,884 | $9,480 | -$404 | -4.08% | |
| Dunhill Financial, Llc | 0.00% | 99 | $2,135 | $2,036 | -$99 | -4.64% | |
| Aptus Capital Advisors, Llc | 0.00% | 5 | $107 | $103 | -$4 | -3.90% |
Frequently asked questions about FLCO
Who are the largest institutional holders of FLCO?
The largest institutional holders of FLCO reported in the latest SEC Form 13F filings include Hantz Financial Services, Inc., Morgan Stanley, Bank Of America Corp, Ameriprise Financial Inc, and Sanctuary Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FLCO position.
What is FLCO institutional ownership?
This page tracks FLCO positions reported by institutional investment managers through SEC Form 13F. FRANKLIN INVESTMENT GRADE CO (FLCO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLCO?
InsiderSet currently tracks 41 institutional managers reporting FLCO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FLCO shareholders.
How much FLCO stock do institutions own?
Institutional investment managers disclosed approximately $224.52M in FLCO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLCO institutional ownership last updated?
The latest FLCO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FLCO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FLCO position after the reporting date.
Are institutions buying or selling FLCO?
Institutional buying and selling can be analyzed by comparing FLCO positions across consecutive 13F reporting periods. InsiderSet's FLCO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLCO ownership changes.
How has FLCO institutional ownership changed over time?
InsiderSet tracks FLCO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.