FRANKLIN U.S. TREASURY BOND (FLGV) Institutional Shareholders
FRANKLIN U.S. TREASURY BOND (FLGV) 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 $319.09M in FLGV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FLGV tracked by InsiderSet, reporting ownership valued at approximately $114.56M 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 $111.48M, representing an estimated loss of -2.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed FLGV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Osaic Holdings, Inc., Janney Montgomery Scott Llc, and several other long-term asset managers with concentrated positions in FRANKLIN U.S. TREASURY BOND (FLGV).
This page ranks the largest institutional FLGV 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
48
Total Reported Value
$319.09M
Largest Holder
Bank Of America Corp
Largest Position
$114.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 5,648,854 | $114,558,759 | $111,480,134 | -$3,078,625 | -2.69% | |
| Osaic Holdings, Inc. | 0.06% | 2,387,582 | $48,419,935 | $47,118,931 | -$1,301,004 | -2.69% | |
| Janney Montgomery Scott Llc | 0.07% | 1,844,949 | $37,416,000 | $36,410,069 | -$1,005,931 | -2.69% | |
| Modern Wealth Management, Llc | 0.32% | 1,326,307 | $26,897,506 | $26,174,669 | -$722,837 | -2.69% | |
| Lpl Financial Llc | 0.00% | 867,694 | $17,596,841 | $17,123,941 | -$472,900 | -2.69% | |
| Concurrent Investment Advisors, Llc | 0.09% | 500,532 | $10,150,791 | $9,877,999 | -$272,792 | -2.69% | |
| First Heartland Consultants, Inc. | 0.59% | 448,314 | $9,091,808 | $8,847,477 | -$244,331 | -2.69% | |
| Envestnet Asset Management Inc | 0.00% | 438,218 | $8,887,056 | $8,648,232 | -$238,824 | -2.69% | |
| Cetera Investment Advisers | 0.01% | 404,194 | $8,197,049 | $7,976,769 | -$220,280 | -2.69% | |
| Sequent Planning Llc | 1.49% | 343,014 | $6,956,328 | $6,769,381 | -$186,947 | -2.69% | |
| Mgo One Seven Llc | 0.07% | 205,671 | $4,171,010 | $4,058,917 | -$112,093 | -2.69% | |
| Citadel Advisors Llc | 0.00% | 193,448 | $3,923,125 | $3,817,696 | -$105,429 | -2.69% | |
| Raymond James Financial Inc | 0.00% | 172,496 | $3,498,226 | $3,404,209 | -$94,017 | -2.69% | |
| Coastal Bridge Advisors, Llc | 0.16% | 124,322 | $2,521,265 | $2,453,495 | -$67,770 | -2.69% | |
| Flaharty Asset Management, Llc | 3.13% | 108,143 | $2,185,628 | $2,134,202 | -$51,426 | -2.35% | |
| Scarborough Advisors, Llc | 0.21% | 92,077 | $1,861,795 | $1,817,140 | -$44,655 | -2.40% | |
| Rfg Advisory, Llc | 0.03% | 89,893 | $1,823,030 | $1,774,038 | -$48,992 | -2.69% | |
| Atria Investments, Inc | 0.02% | 82,175 | $1,666,509 | $1,621,724 | -$44,785 | -2.69% | |
| Newedge Advisors, Llc | 0.00% | 65,715 | $1,332,703 | $1,296,886 | -$35,817 | -2.69% | |
| Td Waterhouse Canada Inc. | 0.00% | 48,500 | $978,245 | $957,148 | -$21,098 | -2.16% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 44,425 | $900,942 | $876,727 | -$24,215 | -2.69% | |
| Farther Finance Advisors, Llc | 0.01% | 39,596 | $803,007 | $781,427 | -$21,580 | -2.69% | |
| World Investment Advisors | 0.01% | 36,256 | $735,272 | $715,512 | -$19,760 | -2.69% | |
| Valmark Advisers, Inc. | 0.01% | 35,506 | $720,062 | $700,711 | -$19,351 | -2.69% | |
| Geneos Wealth Management Inc. | 0.01% | 25,153 | $510,093 | $496,394 | -$13,699 | -2.69% | |
| Stonex Group Inc. | 0.02% | 22,904 | $464,493 | $452,010 | -$12,483 | -2.69% | |
| Encompass More Asset Management | 0.06% | 20,827 | $422,388 | $411,021 | -$11,367 | -2.69% | |
| Susquehanna International Group, Llp | 0.00% | 19,781 | $401,159 | $390,378 | -$10,781 | -2.69% | |
| Thrivent Financial For Lutherans | 0.00% | 17,310 | $351,000 | $341,613 | -$9,387 | -2.67% | |
| Goldman Sachs Group Inc | 0.00% | 14,013 | $284,184 | $276,547 | -$7,637 | -2.69% | |
| Roi Financial Advisors, Llc | 0.12% | 11,205 | $227,237 | $221,131 | -$6,106 | -2.69% | |
| Aprio Wealth Management, Llc | 0.01% | 10,870 | $220,453 | $214,519 | -$5,934 | -2.69% | |
| Mml Investors Services, Llc | 0.00% | 10,627 | $215,525 | $209,724 | -$5,801 | -2.69% | |
| Private Advisor Group, Llc | 0.00% | 10,090 | $204,625 | $199,126 | -$5,499 | -2.69% | |
| Total Investment Management Inc | 0.02% | 10,144 | $202,575 | $200,192 | -$2,383 | -1.18% | |
| Jpmorgan Chase & Co | 0.00% | 4,560 | $92,819 | $89,992 | -$2,827 | -3.05% | |
| Citigroup Inc | 0.00% | 3,034 | $61,530 | $59,876 | -$1,654 | -2.69% | |
| Gilpin Wealth Management, Llc | 0.03% | 2,170 | $44,008 | $42,825 | -$1,183 | -2.69% | |
| Transamerica Financial Advisors, Llc | 0.00% | 1,076 | $21,826 | $21,235 | -$591 | -2.71% | |
| Webster Bank, N. A. | 0.00% | 1,055 | $21,395 | $20,820 | -$575 | -2.69% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 1,005 | $20,374 | $19,834 | -$540 | -2.65% | |
| International Assets Investment Management, Llc | 0.00% | 757 | $15,269 | $14,939 | -$330 | -2.16% | |
| Morgan Stanley | 0.00% | 504 | $10,227 | $9,946 | -$281 | -2.74% | |
| Dunhill Financial, Llc | 0.00% | 202 | $4,107 | $3,986 | -$121 | -2.93% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 125 | $2,535 | $2,467 | -$68 | -2.69% | |
| Ifp Advisors, Inc | 0.00% | 116 | $2,352 | $2,289 | -$63 | -2.67% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,645 | $236 | $229,814 | +$229,578 | +97278.85% | |
| Aptus Capital Advisors, Llc | 0.00% | 8 | $162 | $158 | -$4 | -2.54% |
Frequently asked questions about FLGV
Who owns the most FLGV stock?
The largest holders of FLGV 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 U.S. TREASURY BOND (FLGV).
Is FLGV widely held by superinvestors?
Many widely followed stocks like FLGV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLGV 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.