FRANKLIN LTD DUR INC TR (FTF) Institutional Shareholders
FRANKLIN LTD DUR INC TR (FTF) 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 $75.90M in FTF holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTF tracked by InsiderSet, reporting ownership valued at approximately $19.77M in its March 31, 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 $19.39M, representing an estimated loss of -1.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed FTF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in FRANKLIN LTD DUR INC TR (FTF).
This page ranks the largest institutional FTF 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
86
Total Reported Value
$75.90M
Largest Holder
Morgan Stanley
Largest Position
$19.77M
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 |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,390,386 | $19,765,955 | $19,393,008 | -$372,947 | -1.89% | |
| Lpl Financial Llc | 0.00% | 1,554,890 | $9,065,006 | $8,893,971 | -$171,035 | -1.89% | |
| Advisors Asset Management, Inc. | 0.10% | 1,049,656 | $6,119,494 | $6,004,032 | -$115,462 | -1.89% | |
| Wells Fargo & Company/Mn | 0.00% | 747,468 | $4,357,736 | $4,275,517 | -$82,219 | -1.89% | |
| Invesco Ltd. | 0.00% | 690,511 | $4,025,679 | $3,949,723 | -$75,956 | -1.89% | |
| Guggenheim Capital Llc | 0.03% | 615,618 | $3,589,053 | $3,521,335 | -$67,718 | -1.89% | |
| Pathstone Holdings, Llc | 0.01% | 477,950 | $2,786,450 | $2,733,874 | -$52,576 | -1.89% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 472,918 | $2,757,112 | $2,705,091 | -$52,021 | -1.89% | |
| Graniteshares Advisors Llc | 1.65% | 393,087 | $2,291,697 | $2,248,458 | -$43,239 | -1.89% | |
| Shaker Financial Services, Llc | 0.49% | 271,335 | $1,571,030 | $1,552,036 | -$18,994 | -1.21% | |
| Kingsview Wealth Management, Llc | 0.02% | 252,998 | $1,474,979 | $1,447,149 | -$27,830 | -1.89% | |
| Byrne Asset Management Llc | 0.76% | 243,580 | $1,410,328 | $1,393,278 | -$17,050 | -1.21% | |
| Osaic Holdings, Inc. | 0.00% | 229,444 | $1,337,686 | $1,312,420 | -$25,266 | -1.89% | |
| Bank Of America Corp | 0.00% | 192,927 | $1,124,766 | $1,103,542 | -$21,224 | -1.89% | |
| Cetera Investment Advisers | 0.00% | 182,843 | $1,065,975 | $1,045,862 | -$20,113 | -1.89% | |
| Kestra Advisory Services, Llc | 0.00% | 182,161 | $1,054,710 | $1,041,961 | -$12,749 | -1.21% | |
| International Assets Investment Management, Llc | 0.06% | 173,043 | $1,003,648 | $989,806 | -$13,842 | -1.38% | |
| Creative Financial Designs Inc | 0.04% | 136,845 | $792,332 | $782,753 | -$9,579 | -1.21% | |
| Quarry Lp | 0.15% | 127,908 | $745,704 | $731,634 | -$14,070 | -1.89% | |
| Wolverine Asset Management Llc | 0.01% | 118,079 | $688,401 | $675,412 | -$12,989 | -1.89% | |
| Envestnet Asset Management Inc | 0.00% | 101,092 | $589,366 | $578,246 | -$11,120 | -1.89% | |
| Baird Financial Group, Inc. | 0.00% | 90,528 | $527,778 | $517,820 | -$9,958 | -1.89% | |
| Financially In Tune, Llc | 0.42% | 82,895 | $483,278 | $474,159 | -$9,119 | -1.89% | |
| Encompass More Asset Management | 0.07% | 78,581 | $454,988 | $449,483 | -$5,505 | -1.21% | |
| Royal Bank Of Canada | 0.00% | 68,163 | $397,000 | $389,892 | -$7,108 | -1.79% | |
| Koshinski Asset Management, Inc. | 0.02% | 63,825 | $369,547 | $365,079 | -$4,468 | -1.21% | |
| Stifel Financial Corp | 0.00% | 63,167 | $368,260 | $361,315 | -$6,945 | -1.89% | |
| Private Advisor Group, Llc | 0.00% | 63,210 | $365,985 | $361,561 | -$4,424 | -1.21% | |
| Powell Investment Advisors, Llc | 0.11% | 60,337 | $349,350 | $345,128 | -$4,222 | -1.21% | |
| City Of London Investment Management Co Ltd | 0.03% | 59,915 | $349,304 | $342,714 | -$6,590 | -1.89% | |
| Raymond James Financial Inc | 0.00% | 58,276 | $339,750 | $333,339 | -$6,411 | -1.89% | |
| Ubs Group Ag | 0.00% | 58,076 | $338,584 | $332,195 | -$6,389 | -1.89% | |
| Apollon Wealth Management, Llc | 0.00% | 52,137 | $301,872 | $298,224 | -$3,648 | -1.21% | |
| Kovack Advisors, Inc. | 0.01% | 47,317 | $274,146 | $270,653 | -$3,493 | -1.27% | |
| Private Wealth Management Group, Llc | 0.05% | 37,980 | $219,905 | $217,246 | -$2,659 | -1.21% | |
| Oppenheimer & Co Inc | 0.00% | 34,792 | $202,837 | $199,010 | -$3,827 | -1.89% | |
| Seacrest Wealth Management, Llc | 0.02% | 32,161 | $186,212 | $183,961 | -$2,251 | -1.21% | |
| Integrity Alliance, Llc. | 0.01% | 30,580 | $178,287 | $174,918 | -$3,369 | -1.89% | |
| Stephens Inc | 0.00% | 29,217 | $169,167 | $167,121 | -$2,046 | -1.21% | |
| Blackrock, Inc. | 0.00% | 27,223 | $158,713 | $155,716 | -$2,997 | -1.89% | |
| Choreo, Llc | 0.00% | 24,932 | $145,354 | $142,611 | -$2,743 | -1.89% | |
| Alteri Wealth Llc | 0.04% | 23,835 | $138,005 | $136,336 | -$1,669 | -1.21% | |
| Brown Advisory Inc | 0.00% | 23,199 | $135,250 | $132,698 | -$2,552 | -1.89% | |
| Sowell Financial Services Llc | 0.00% | 23,023 | $133,303 | $131,692 | -$1,611 | -1.21% | |
| Accredited Investor Services, Llc | 0.08% | 22,248 | $129,706 | $127,259 | -$2,447 | -1.89% | |
| Integrity Advisory Solutions, Llc | 0.02% | 21,328 | $124,342 | $121,996 | -$2,346 | -1.89% | |
| Procyon Advisors, Llc | 0.00% | 19,819 | $114,752 | $113,365 | -$1,387 | -1.21% | |
| Capital Investment Advisors, Llc | 0.00% | 16,680 | $97,243 | $95,410 | -$1,833 | -1.89% | |
| Miller Financial Services Llc | 0.08% | 16,256 | $94,122 | $92,984 | -$1,138 | -1.21% | |
| Merit Financial Group, Llc | 0.00% | 16,145 | $93,480 | $92,349 | -$1,131 | -1.21% |
Frequently asked questions about FTF
Who owns the most FTF stock?
The largest holders of FTF 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 LTD DUR INC TR (FTF).
Is FTF widely held by superinvestors?
Many widely followed stocks like FTF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTF 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.