FLGV Institutional Ownership & Shareholders
FRANKLIN U.S. TREASURY BOND (FLGV) is currently held by 46 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $315.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $112.02M, representing an estimated loss of -2.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
46
Total Reported Value
$315.35M
Largest Holder
Bank Of America Corp
Largest Position
$114.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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 | $112,016,775 | -$2,541,984 | -2.22% | |
| Osaic Holdings, Inc. | 0.06% | 2,387,582 | $48,419,935 | $47,345,751 | -$1,074,184 | -2.22% | |
| Janney Montgomery Scott Llc | 0.07% | 1,844,949 | $37,416,000 | $36,585,339 | -$830,661 | -2.22% | |
| Modern Wealth Management, Llc | 0.32% | 1,326,307 | $26,897,506 | $26,300,668 | -$596,838 | -2.22% | |
| Lpl Financial Llc | 0.00% | 867,694 | $17,596,841 | $17,206,372 | -$390,469 | -2.22% | |
| Concurrent Investment Advisors, Llc | 0.07% | 535,654 | $10,407,751 | $10,622,019 | +$214,268 | +2.06% | |
| First Heartland Consultants, Inc. | 0.60% | 467,265 | $9,078,959 | $9,265,865 | +$186,906 | +2.06% | |
| Envestnet Asset Management Inc | 0.00% | 438,218 | $8,887,056 | $8,689,863 | -$197,193 | -2.22% | |
| Cetera Investment Advisers | 0.01% | 404,194 | $8,197,049 | $8,015,167 | -$181,882 | -2.22% | |
| Sequent Planning Llc | 1.49% | 343,014 | $6,956,328 | $6,801,968 | -$154,360 | -2.22% | |
| Mgo One Seven Llc | 0.08% | 243,213 | $4,725,619 | $4,822,914 | +$97,295 | +2.06% | |
| Citadel Advisors Llc | 0.00% | 193,448 | $3,923,125 | $3,836,074 | -$87,051 | -2.22% | |
| Raymond James Financial Inc | 0.00% | 172,496 | $3,498,226 | $3,420,596 | -$77,630 | -2.22% | |
| Coastal Bridge Advisors, Llc | 0.16% | 124,322 | $2,521,265 | $2,465,305 | -$55,960 | -2.22% | |
| Atria Investments, Inc | 0.02% | 103,801 | $2,016,853 | $2,058,374 | +$41,521 | +2.06% | |
| Rfg Advisory, Llc | 0.03% | 89,893 | $1,823,030 | $1,782,578 | -$40,452 | -2.22% | |
| Newedge Advisors, Llc | 0.00% | 65,715 | $1,332,703 | $1,303,128 | -$29,575 | -2.22% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 44,425 | $900,942 | $880,948 | -$19,994 | -2.22% | |
| World Investment Advisors | 0.01% | 36,256 | $735,272 | $718,956 | -$16,316 | -2.22% | |
| Valmark Advisers, Inc. | 0.01% | 35,506 | $720,062 | $704,084 | -$15,978 | -2.22% | |
| Geneos Wealth Management Inc. | 0.01% | 25,153 | $510,093 | $498,784 | -$11,309 | -2.22% | |
| Stonex Group Inc. | 0.02% | 22,904 | $464,493 | $454,186 | -$10,307 | -2.22% | |
| Encompass More Asset Management | 0.06% | 23,026 | $447,393 | $456,606 | +$9,213 | +2.06% | |
| Farther Finance Advisors, Llc | 0.00% | 21,154 | $411,022 | $419,484 | +$8,462 | +2.06% | |
| Susquehanna International Group, Llp | 0.00% | 19,781 | $401,159 | $392,257 | -$8,902 | -2.22% | |
| Thrivent Financial For Lutherans | 0.00% | 17,310 | $351,000 | $343,257 | -$7,743 | -2.21% | |
| Roi Financial Advisors, Llc | 0.17% | 16,643 | $323,373 | $330,031 | +$6,658 | +2.06% | |
| Flaharty Asset Management, Llc | 1.80% | 16,676 | $323,349 | $330,685 | +$7,336 | +2.27% | |
| Goldman Sachs Group Inc | 0.00% | 14,013 | $284,184 | $277,878 | -$6,306 | -2.22% | |
| Mml Investors Services, Llc | 0.00% | 10,627 | $215,525 | $210,733 | -$4,792 | -2.22% | |
| Private Advisor Group, Llc | 0.00% | 10,090 | $204,625 | $200,085 | -$4,540 | -2.22% | |
| Total Investment Management Inc | 0.02% | 10,144 | $197,097 | $201,156 | +$4,059 | +2.06% | |
| Gilpin Wealth Management, Llc | 0.12% | 9,379 | $182,234 | $185,986 | +$3,752 | +2.06% | |
| Latitude Advisors, Llc | 0.05% | 8,654 | $168,150 | $171,609 | +$3,459 | +2.06% | |
| Jpmorgan Chase & Co | 0.00% | 4,560 | $92,819 | $90,425 | -$2,394 | -2.58% | |
| Citigroup Inc | 0.00% | 3,034 | $61,530 | $60,164 | -$1,366 | -2.22% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 1,165 | $22,643 | $23,102 | +$459 | +2.03% | |
| Transamerica Financial Advisors, Llc | 0.00% | 1,076 | $21,826 | $21,337 | -$489 | -2.24% | |
| Webster Bank, N. A. | 0.00% | 1,055 | $21,395 | $20,921 | -$474 | -2.22% | |
| Morgan Stanley | 0.00% | 504 | $10,227 | $9,994 | -$233 | -2.28% | |
| Td Waterhouse Canada Inc. | 0.00% | 500 | $9,710 | $9,915 | +$205 | +2.11% | |
| Dunhill Financial, Llc | 0.00% | 202 | $4,107 | $4,006 | -$101 | -2.47% | |
| Ifp Advisors, Inc | 0.00% | 141 | $2,740 | $2,796 | +$56 | +2.04% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 125 | $2,535 | $2,479 | -$56 | -2.22% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 19,638 | $382 | $389,422 | +$389,040 | +101842.81% | |
| Aptus Capital Advisors, Llc | 0.00% | 8 | $162 | $159 | -$3 | -2.07% |
Frequently asked questions about FLGV
Who are the largest institutional holders of FLGV?
The largest institutional holders of FLGV reported in the latest SEC Form 13F filings include Bank Of America Corp, Osaic Holdings, Inc., Janney Montgomery Scott Llc, Modern Wealth Management, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FLGV position.
What is FLGV institutional ownership?
This page tracks FLGV positions reported by institutional investment managers through SEC Form 13F. FRANKLIN U.S. TREASURY BOND (FLGV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLGV?
InsiderSet currently tracks 46 institutional managers reporting FLGV 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 FLGV shareholders.
How much FLGV stock do institutions own?
Institutional investment managers disclosed approximately $315.35M in FLGV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLGV institutional ownership last updated?
The latest FLGV 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 FLGV 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 FLGV position after the reporting date.
Are institutions buying or selling FLGV?
Institutional buying and selling can be analyzed by comparing FLGV positions across consecutive 13F reporting periods. InsiderSet's FLGV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLGV ownership changes.
How has FLGV institutional ownership changed over time?
InsiderSet tracks FLGV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.