FSIG Institutional Ownership & Shareholders
FT LTD DURATION INV GRADE (FSIG) is currently held by 155 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $989.95M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FSIG tracked by InsiderSet, reporting ownership valued at approximately $233.69M 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 $230.04M, representing an estimated loss of -1.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed FSIG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FT LTD DURATION INV GRADE (FSIG).
This page ranks the largest institutional FSIG 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
155
Total Reported Value
$989.95M
Largest Holder
Morgan Stanley
Largest Position
$233.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 12,394,310 | $233,694,731 | $230,038,394 | -$3,656,337 | -1.56% | |
| Lpl Financial Llc | 0.04% | 8,421,429 | $158,786,021 | $156,301,722 | -$2,484,299 | -1.56% | |
| Wells Fargo & Company/Mn | 0.01% | 3,827,738 | $72,171,993 | $71,042,817 | -$1,129,176 | -1.56% | |
| First Trust Advisors Lp | 0.03% | 2,890,767 | $54,505,412 | $53,652,636 | -$852,776 | -1.56% | |
| Csenge Advisory Group | 1.64% | 2,132,892 | $40,215,678 | $39,586,476 | -$629,202 | -1.56% | |
| Royal Bank Of Canada | 0.01% | 2,110,286 | $39,789,000 | $39,166,908 | -$622,092 | -1.56% | |
| Envestnet Asset Management Inc | 0.01% | 1,972,353 | $37,188,714 | $36,606,872 | -$581,842 | -1.56% | |
| Ameriprise Financial Inc | 0.01% | 1,668,435 | $31,460,093 | $30,966,154 | -$493,939 | -1.57% | |
| Stifel Financial Corp | 0.02% | 1,018,327 | $19,200,536 | $18,900,149 | -$300,387 | -1.56% | |
| Osaic Holdings, Inc. | 0.02% | 1,001,684 | $18,890,355 | $18,591,255 | -$299,100 | -1.58% | |
| Truist Financial Corp | 0.02% | 1,010,877 | $18,579,915 | $18,761,877 | +$181,962 | +0.98% | |
| Susquehanna International Group, Llp | 0.02% | 942,594 | $17,772,610 | $17,494,545 | -$278,065 | -1.56% | |
| Cetera Investment Advisers | 0.02% | 894,818 | $16,871,810 | $16,607,822 | -$263,988 | -1.56% | |
| Raymond James Financial Inc | 0.00% | 790,413 | $14,903,229 | $14,670,065 | -$233,164 | -1.56% | |
| Assetmark, Inc | 0.02% | 590,379 | $10,851,166 | $10,957,434 | +$106,268 | +0.98% | |
| Citadel Advisors Llc | 0.01% | 562,561 | $10,607,088 | $10,441,132 | -$165,956 | -1.56% | |
| Vestmark Advisory Solutions, Inc. | 0.10% | 554,003 | $10,445,728 | $10,282,296 | -$163,432 | -1.56% | |
| Goldman Sachs Group Inc | 0.00% | 536,341 | $10,112,710 | $9,954,489 | -$158,221 | -1.56% | |
| Jones Financial Companies Lllp | 0.00% | 491,286 | $9,290,218 | $9,118,268 | -$171,950 | -1.85% | |
| Old Mission Capital Llc | 0.22% | 454,135 | $8,562,715 | $8,428,746 | -$133,969 | -1.56% | |
| Newedge Advisors, Llc | 0.02% | 375,737 | $7,084,522 | $6,973,679 | -$110,843 | -1.56% | |
| Stephens Inc | 0.08% | 356,844 | $6,728,302 | $6,623,025 | -$105,277 | -1.56% | |
| Kintra Wealth, Llc | 0.34% | 344,453 | $6,492,946 | $6,393,048 | -$99,898 | -1.54% | |
| Tcp Asset Management, Llc | 0.68% | 327,175 | $6,020,022 | $6,072,368 | +$52,346 | +0.87% | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 300,136 | $5,659,065 | $5,570,524 | -$88,541 | -1.56% | |
| Ifg Advisory, Llc | 0.18% | 278,822 | $5,257,179 | $5,174,936 | -$82,243 | -1.56% | |
| Benjamin Edwards Inc | 0.05% | 275,648 | $5,197,939 | $5,116,027 | -$81,912 | -1.58% | |
| &Partners | 0.02% | 260,285 | $4,907,681 | $4,830,890 | -$76,791 | -1.56% | |
| Commonwealth Equity Services, Llc | 0.01% | 246,853 | $4,537,161 | $4,581,592 | +$44,431 | +0.98% | |
| Arax Advisory Partners | 0.03% | 230,021 | $4,337,058 | $4,269,190 | -$67,868 | -1.56% | |
| Integrated Wealth Concepts Llc | 0.03% | 209,657 | $3,953,075 | $3,891,234 | -$61,841 | -1.56% | |
| Rfg Advisory, Llc | 0.05% | 209,367 | $3,848,169 | $3,885,852 | +$37,683 | +0.98% | |
| Platform Technology Partners | 0.59% | 203,413 | $3,738,739 | $3,775,345 | +$36,606 | +0.98% | |
| Janney Montgomery Scott Llc | 0.01% | 177,723 | $3,351,000 | $3,298,539 | -$52,461 | -1.57% | |
| Cwm, Llc | 0.01% | 145,831 | $2,762,042 | $2,706,623 | -$55,419 | -2.01% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 138,173 | $2,616,997 | $2,564,491 | -$52,506 | -2.01% | |
| Mgo One Seven Llc | 0.04% | 140,168 | $2,576,293 | $2,601,518 | +$25,225 | +0.98% | |
| Archer Investment Corp | 0.48% | 131,826 | $2,485,577 | $2,446,691 | -$38,886 | -1.56% | |
| Kestra Advisory Services, Llc | 0.01% | 128,316 | $2,358,449 | $2,381,545 | +$23,096 | +0.98% | |
| D.A. Davidson & Co. | 0.01% | 125,337 | $2,303,694 | $2,326,255 | +$22,561 | +0.98% | |
| Center For Financial Planning, Inc. | 0.21% | 124,915 | $2,295,937 | $2,318,422 | +$22,485 | +0.98% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 116,662 | $2,209,583 | $2,165,247 | -$44,336 | -2.01% | |
| Concurrent Investment Advisors, Llc | 0.02% | 120,050 | $2,206,519 | $2,228,128 | +$21,609 | +0.98% | |
| Davenport & Co Llc | 0.01% | 117,088 | $2,152,077 | $2,173,153 | +$21,076 | +0.98% | |
| Mml Investors Services, Llc | 0.00% | 112,995 | $2,130,521 | $2,097,187 | -$33,334 | -1.56% | |
| Orion Porfolio Solutions, Llc | 0.02% | 112,598 | $2,123,044 | $2,089,819 | -$33,225 | -1.56% | |
| Avior Wealth Management, Llc | 0.05% | 105,133 | $1,932,343 | $1,951,268 | +$18,925 | +0.98% | |
| Wealthbridge Capital Management, Llc | 0.37% | 103,791 | $1,907,678 | $1,926,361 | +$18,683 | +0.98% | |
| J.W. Cole Advisors, Inc. | 0.03% | 98,269 | $1,852,866 | $1,823,873 | -$28,993 | -1.56% | |
| Prospera Financial Services Inc | 0.03% | 97,109 | $1,830,811 | $1,802,343 | -$28,468 | -1.55% |
Frequently asked questions about FSIG
Who are the largest institutional holders of FSIG?
The largest institutional holders of FSIG reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, First Trust Advisors Lp, and Csenge Advisory Group. InsiderSet ranks institutional holders by their latest reported FSIG position.
What is FSIG institutional ownership?
This page tracks FSIG positions reported by institutional investment managers through SEC Form 13F. FT LTD DURATION INV GRADE (FSIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FSIG?
InsiderSet currently tracks 155 institutional managers reporting FSIG 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 FSIG shareholders.
How much FSIG stock do institutions own?
Institutional investment managers disclosed approximately $989.95M in FSIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FSIG institutional ownership last updated?
The latest FSIG 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 FSIG 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 FSIG position after the reporting date.
Are institutions buying or selling FSIG?
Institutional buying and selling can be analyzed by comparing FSIG positions across consecutive 13F reporting periods. InsiderSet's FSIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FSIG ownership changes.
How has FSIG institutional ownership changed over time?
InsiderSet tracks FSIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.