FTCA Institutional Ownership & Shareholders
FRANKLIN CA MUNI INC ETF (FTCA) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $83.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTCA tracked by InsiderSet, reporting ownership valued at approximately $12.35M 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 $11.77M, representing an estimated loss of -4.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed FTCA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Commonwealth Equity Services, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FRANKLIN CA MUNI INC ETF (FTCA).
This page ranks the largest institutional FTCA 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
95
Total Reported Value
$83.05M
Largest Holder
Lpl Financial Llc
Largest Position
$12.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 1,664,819 | $12,352,954 | $11,770,270 | -$582,684 | -4.72% | |
| Commonwealth Equity Services, Llc | 0.01% | 1,295,896 | $8,876,890 | $9,161,985 | +$285,095 | +3.21% | |
| Bank Of America Corp | 0.00% | 966,267 | $7,169,699 | $6,831,508 | -$338,191 | -4.72% | |
| Morgan Stanley | 0.00% | 964,672 | $7,157,866 | $6,820,231 | -$337,635 | -4.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 505,704 | $3,198,883 | $3,575,327 | +$376,444 | +11.77% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.04% | 444,552 | $3,045,182 | $3,142,983 | +$97,801 | +3.21% | |
| First American Trust, Fsb | 0.12% | 276,756 | $2,053,530 | $1,956,665 | -$96,865 | -4.72% | |
| Dedora Capital, Inc. | 0.40% | 262,557 | $1,798,515 | $1,856,278 | +$57,763 | +3.21% | |
| Jones Financial Companies Lllp | 0.00% | 223,360 | $1,655,098 | $1,579,155 | -$75,943 | -4.59% | |
| Raymond James Financial Inc | 0.00% | 218,723 | $1,622,924 | $1,546,372 | -$76,552 | -4.72% | |
| Wells Fargo & Company/Mn | 0.00% | 198,179 | $1,470,489 | $1,401,126 | -$69,363 | -4.72% | |
| Bridgewealth Advisory Group, Llc | 0.26% | 186,566 | $1,384,320 | $1,319,022 | -$65,298 | -4.72% | |
| Ameriprise Financial Inc | 0.00% | 179,303 | $1,330,428 | $1,267,672 | -$62,756 | -4.72% | |
| Seacrest Wealth Management, Llc | 0.15% | 193,399 | $1,324,784 | $1,367,331 | +$42,547 | +3.21% | |
| Ubs Group Ag | 0.00% | 162,001 | $1,202,047 | $1,145,347 | -$56,700 | -4.72% | |
| Integrated Wealth Concepts Llc | 0.01% | 157,139 | $1,165,971 | $1,110,973 | -$54,998 | -4.72% | |
| Royal Bank Of Canada | 0.00% | 146,658 | $1,088,000 | $1,036,872 | -$51,128 | -4.70% | |
| Private Advisor Group, Llc | 0.00% | 143,983 | $1,068,354 | $1,017,960 | -$50,394 | -4.72% | |
| Werba Rubin Papier Wealth Management | 0.12% | 137,103 | $1,017,304 | $969,318 | -$47,986 | -4.72% | |
| Osaic Holdings, Inc. | 0.00% | 134,374 | $997,056 | $950,024 | -$47,032 | -4.72% | |
| Jane Street Group, Llc | 0.00% | 132,594 | $983,847 | $937,440 | -$46,407 | -4.72% | |
| Cetera Investment Advisers | 0.00% | 117,429 | $871,323 | $830,223 | -$41,100 | -4.72% | |
| Citigroup Inc | 0.00% | 108,000 | $801,360 | $763,560 | -$37,800 | -4.72% | |
| Destination Wealth Management | 0.02% | 108,000 | $801,360 | $763,560 | -$37,800 | -4.72% | |
| Creative Planning | 0.00% | 109,144 | $747,634 | $771,648 | +$24,014 | +3.21% | |
| Mccarter Private Wealth Services Llc | 0.24% | 104,915 | $718,668 | $741,749 | +$23,081 | +3.21% | |
| Goldman Sachs Group Inc | 0.00% | 93,858 | $696,426 | $663,576 | -$32,850 | -4.72% | |
| Cooper Capital Advisors Llc | 0.28% | 100,408 | $687,795 | $709,885 | +$22,090 | +3.21% | |
| Onedigital Investment Advisors Llc | 0.01% | 91,938 | $682,184 | $650,002 | -$32,182 | -4.72% | |
| Tcfg Wealth Management, Llc | 0.25% | 92,545 | $673,728 | $654,293 | -$19,435 | -2.88% | |
| Tcfg Investment Advisors, Llc | 0.21% | 90,045 | $616,808 | $636,618 | +$19,810 | +3.21% | |
| Sovran Advisors, Llc | 0.04% | 84,957 | $598,945 | $600,646 | +$1,701 | +0.28% | |
| Kestra Advisory Services, Llc | 0.00% | 73,772 | $505,338 | $521,568 | +$16,230 | +3.21% | |
| Fjell Capital, Llc | 0.28% | 73,258 | $501,817 | $517,934 | +$16,117 | +3.21% | |
| Natixis Advisors, Llc | 0.00% | 63,049 | $467,000 | $445,756 | -$21,244 | -4.55% | |
| Sanctuary Advisors, Llc | 0.00% | 61,792 | $458,499 | $436,869 | -$21,630 | -4.72% | |
| Allworth Financial Lp | 0.00% | 58,482 | $433,935 | $413,468 | -$20,467 | -4.72% | |
| Riverfront Investment Group, Llc | 0.01% | 57,837 | $429,151 | $408,908 | -$20,243 | -4.72% | |
| Kwb Wealth | 0.04% | 62,528 | $428,317 | $442,073 | +$13,756 | +3.21% | |
| Westside Investment Management, Inc. | 0.05% | 55,743 | $381,839 | $394,103 | +$12,264 | +3.21% | |
| Massmutual Private Wealth & Trust, Fsb | 0.01% | 54,358 | $372,352 | $384,311 | +$11,959 | +3.21% | |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | 53,773 | $368,345 | $380,175 | +$11,830 | +3.21% | |
| Axxcess Wealth Management, Llc | 0.02% | 53,354 | $365,472 | $377,213 | +$11,741 | +3.21% | |
| Fermata Advisors, Llc | 0.07% | 52,812 | $361,762 | $373,381 | +$11,619 | +3.21% | |
| Us Bancorp \De\ | 0.00% | 46,242 | $343,116 | $326,931 | -$16,185 | -4.72% | |
| Alteri Wealth Llc | 0.09% | 44,967 | $333,655 | $317,917 | -$15,738 | -4.72% | |
| Choreo, Llc | 0.00% | 45,275 | $310,132 | $320,094 | +$9,962 | +3.21% | |
| Susquehanna International Group, Llp | 0.00% | 40,126 | $297,734 | $283,691 | -$14,043 | -4.72% | |
| Elequin Capital, Lp | 0.01% | 37,815 | $280,587 | $267,352 | -$13,235 | -4.72% | |
| Greykasell Wealth Strategies, Inc. | 0.10% | 37,621 | $279,148 | $265,980 | -$13,168 | -4.72% |
Frequently asked questions about FTCA
Who are the largest institutional holders of FTCA?
The largest institutional holders of FTCA reported in the latest SEC Form 13F filings include Lpl Financial Llc, Commonwealth Equity Services, Llc, Bank Of America Corp, Morgan Stanley, and Wealth Enhancement Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported FTCA position.
What is FTCA institutional ownership?
This page tracks FTCA positions reported by institutional investment managers through SEC Form 13F. FRANKLIN CA MUNI INC ETF (FTCA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTCA?
InsiderSet currently tracks 95 institutional managers reporting FTCA 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 FTCA shareholders.
How much FTCA stock do institutions own?
Institutional investment managers disclosed approximately $83.05M in FTCA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTCA institutional ownership last updated?
The latest FTCA 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 FTCA 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 FTCA position after the reporting date.
Are institutions buying or selling FTCA?
Institutional buying and selling can be analyzed by comparing FTCA positions across consecutive 13F reporting periods. InsiderSet's FTCA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTCA ownership changes.
How has FTCA institutional ownership changed over time?
InsiderSet tracks FTCA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.