FRANKLIN INVESTMENT GRADE CO (FLCO) Institutional Shareholders
FRANKLIN INVESTMENT GRADE CO (FLCO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $279.16M in FLCO holdings during the latest filing period.
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 $91.01M, representing an estimated loss of -3.48% 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., Convergence Financial, Llc, Morgan Stanley, 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
46
Total Reported Value
$279.16M
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 | $91,009,387 | -$3,276,613 | -3.48% | |
| Convergence Financial, Llc | 3.17% | 1,857,864 | $39,832,634 | $38,448,495 | -$1,384,139 | -3.47% | |
| Morgan Stanley | 0.00% | 1,194,982 | $25,620,441 | $24,730,152 | -$890,289 | -3.47% | |
| Bank Of America Corp | 0.00% | 978,531 | $20,979,714 | $20,250,699 | -$729,015 | -3.47% | |
| Ameriprise Financial Inc | 0.00% | 829,024 | $17,770,786 | $17,156,652 | -$614,134 | -3.46% | |
| Legacy Cg, Llc | 4.12% | 751,190 | $16,105,514 | $15,545,877 | -$559,637 | -3.47% | |
| Sanctuary Advisors, Llc | 0.04% | 447,173 | $9,587,388 | $9,254,245 | -$333,143 | -3.47% | |
| Captrust Financial Advisors | 0.01% | 380,295 | $8,153,531 | $7,870,205 | -$283,326 | -3.47% | |
| Benjamin Edwards Inc | 0.06% | 320,980 | $6,881,895 | $6,642,681 | -$239,214 | -3.48% | |
| Bank Of New York Mellon Corp | 0.00% | 274,685 | $5,889,241 | $5,684,606 | -$204,635 | -3.47% | |
| Envestnet Asset Management Inc | 0.00% | 238,524 | $5,113,957 | $4,936,254 | -$177,703 | -3.47% | |
| Citadel Advisors Llc | 0.00% | 176,968 | $3,794,194 | $3,662,353 | -$131,841 | -3.47% | |
| Truist Financial Corp | 0.00% | 165,319 | $3,544,436 | $3,421,277 | -$123,159 | -3.47% | |
| Sequent Planning Llc | 0.64% | 139,124 | $2,982,813 | $2,879,171 | -$103,642 | -3.47% | |
| Jpmorgan Chase & Co | 0.00% | 130,702 | $2,814,019 | $2,704,878 | -$109,141 | -3.88% | |
| Cetera Investment Advisers | 0.00% | 124,928 | $2,678,460 | $2,585,385 | -$93,075 | -3.47% | |
| Lpl Financial Llc | 0.00% | 118,963 | $2,550,569 | $2,461,939 | -$88,630 | -3.47% | |
| Mml Investors Services, Llc | 0.00% | 74,286 | $1,592,690 | $1,537,349 | -$55,341 | -3.47% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 63,132 | $1,353,550 | $1,306,517 | -$47,033 | -3.47% | |
| Compound Planning, Inc. | 0.03% | 58,317 | $1,250,316 | $1,206,870 | -$43,446 | -3.47% | |
| Rfg Advisory, Llc | 0.02% | 51,173 | $1,097,149 | $1,059,025 | -$38,124 | -3.47% | |
| Mgo One Seven Llc | 0.01% | 37,256 | $798,769 | $771,013 | -$27,756 | -3.47% | |
| Osaic Holdings, Inc. | 0.00% | 26,730 | $573,086 | $553,177 | -$19,909 | -3.47% | |
| Jane Street Group, Llc | 0.00% | 24,237 | $519,641 | $501,585 | -$18,056 | -3.47% | |
| Goldman Sachs Group Inc | 0.00% | 19,906 | $426,785 | $411,955 | -$14,830 | -3.47% | |
| Raymond James Financial Inc | 0.00% | 19,523 | $418,567 | $404,028 | -$14,539 | -3.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,182 | $411,270 | $396,971 | -$14,299 | -3.48% | |
| Brooklyn Investment Group | 0.01% | 17,061 | $365,447 | $353,077 | -$12,370 | -3.38% | |
| Atria Investments, Inc | 0.00% | 15,004 | $321,680 | $310,508 | -$11,172 | -3.47% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14,266 | $305,854 | $295,235 | -$10,619 | -3.47% | |
| Stevens Capital Partners | 0.05% | 11,644 | $249,647 | $240,973 | -$8,674 | -3.47% | |
| J.W. Cole Advisors, Inc. | 0.00% | 10,914 | $233,998 | $225,865 | -$8,133 | -3.48% | |
| Royal Bank Of Canada | 0.00% | 10,254 | $220,000 | $212,207 | -$7,793 | -3.54% | |
| Wells Fargo & Company/Mn | 0.00% | 5,437 | $116,574 | $112,519 | -$4,055 | -3.48% | |
| Pnc Financial Services Group, Inc. | 0.00% | 5,131 | $110,015 | $106,186 | -$3,829 | -3.48% | |
| Td Waterhouse Canada Inc. | 0.00% | 5,060 | $107,829 | $104,717 | -$3,112 | -2.89% | |
| Citigroup Inc | 0.00% | 1,266 | $27,143 | $26,200 | -$943 | -3.47% | |
| Cwm, Llc | 0.00% | 1,000 | $21,420 | $20,695 | -$725 | -3.38% | |
| Ubs Group Ag | 0.00% | 687 | $14,730 | $14,217 | -$513 | -3.48% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 533 | $11,417 | $11,030 | -$387 | -3.39% | |
| Geneos Wealth Management Inc. | 0.00% | 461 | $9,884 | $9,540 | -$344 | -3.48% | |
| International Assets Investment Management, Llc | 0.00% | 304 | $6,481 | $6,291 | -$190 | -2.93% | |
| Blue Trust, Inc. | 0.00% | 215 | $4,610 | $4,449 | -$161 | -3.48% | |
| Corecap Advisors, Llc | 0.00% | 136 | $2,916 | $2,815 | -$101 | -3.48% | |
| Dunhill Financial, Llc | 0.00% | 99 | $2,135 | $2,049 | -$86 | -4.04% | |
| Aptus Capital Advisors, Llc | 0.00% | 5 | $107 | $103 | -$4 | -3.29% |
Frequently asked questions about FLCO
Who owns the most FLCO stock?
The largest holders of FLCO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FRANKLIN INVESTMENT GRADE CO (FLCO).
Is FLCO widely held by superinvestors?
Many widely followed stocks like FLCO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLCO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.