FTF Institutional Ownership & Shareholders
FRANKLIN LTD DUR INC TR (FTF) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $75.91M 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 FTF tracked by InsiderSet, reporting ownership valued at approximately $18.99M 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 $17.81M, representing an estimated loss of -6.22% 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, Penserra Capital Management Llc, 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
87
Total Reported Value
$75.91M
Largest Holder
Morgan Stanley
Largest Position
$18.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
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% | 3,280,091 | $18,991,734 | $17,810,894 | -$1,180,840 | -6.22% | |
| Lpl Financial Llc | 0.00% | 1,532,759 | $8,874,674 | $8,322,881 | -$551,793 | -6.22% | |
| Penserra Capital Management Llc | 0.05% | 1,145,218 | $6,630,000 | $6,218,534 | -$411,466 | -6.21% | |
| Invesco Ltd. | 0.00% | 692,417 | $4,009,095 | $3,759,824 | -$249,271 | -6.22% | |
| Guggenheim Capital Llc | 0.03% | 691,385 | $4,003,119 | $3,754,221 | -$248,898 | -6.22% | |
| Wells Fargo & Company/Mn | 0.00% | 623,402 | $3,609,497 | $3,385,073 | -$224,424 | -6.22% | |
| Pathstone Holdings, Llc | 0.01% | 477,950 | $2,786,450 | $2,595,269 | -$191,182 | -6.86% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 472,918 | $2,738,195 | $2,567,945 | -$170,250 | -6.22% | |
| Graniteshares Advisors Llc | 1.62% | 459,391 | $2,462,336 | $2,494,493 | +$32,157 | +1.31% | |
| Shaker Financial Services, Llc | 0.59% | 332,332 | $1,781,300 | $1,804,563 | +$23,263 | +1.31% | |
| Osaic Holdings, Inc. | 0.00% | 239,304 | $1,385,598 | $1,299,421 | -$86,177 | -6.22% | |
| Byrne Asset Management Llc | 0.74% | 246,840 | $1,320,594 | $1,340,341 | +$19,747 | +1.50% | |
| International Assets Investment Management, Llc | 0.07% | 224,326 | $1,200,147 | $1,218,090 | +$17,943 | +1.50% | |
| Kestra Advisory Services, Llc | 0.00% | 221,632 | $1,187,948 | $1,203,462 | +$15,514 | +1.31% | |
| Bank Of America Corp | 0.00% | 192,622 | $1,115,279 | $1,045,937 | -$69,342 | -6.22% | |
| Kingsview Wealth Management, Llc | 0.01% | 155,207 | $898,649 | $842,774 | -$55,875 | -6.22% | |
| Creative Financial Designs Inc | 0.04% | 136,845 | $792,332 | $743,068 | -$49,264 | -6.22% | |
| Cetera Investment Advisers | 0.00% | 124,683 | $721,916 | $677,029 | -$44,887 | -6.22% | |
| Matisse Capital | 0.23% | 111,507 | $597,678 | $605,483 | +$7,805 | +1.31% | |
| Royal Bank Of Canada | 0.00% | 103,011 | $596,000 | $559,350 | -$36,650 | -6.15% | |
| Baird Financial Group, Inc. | 0.00% | 88,730 | $513,747 | $481,804 | -$31,943 | -6.22% | |
| Newedge Advisors, Llc | 0.00% | 87,259 | $505,230 | $473,816 | -$31,414 | -6.22% | |
| Financially In Tune, Llc | 0.42% | 82,895 | $483,278 | $450,120 | -$33,158 | -6.86% | |
| Beacon Pointe Advisors, Llc | 0.00% | 80,695 | $467,225 | $438,174 | -$29,051 | -6.22% | |
| Encompass More Asset Management | 0.06% | 78,976 | $423,313 | $428,840 | +$5,527 | +1.31% | |
| Stifel Financial Corp | 0.00% | 63,215 | $366,014 | $343,257 | -$22,757 | -6.22% | |
| Private Advisor Group, Llc | 0.00% | 63,210 | $365,985 | $343,230 | -$22,755 | -6.22% | |
| Verity Asset Management, Inc. | 0.13% | 65,150 | $349,204 | $353,765 | +$4,561 | +1.31% | |
| Ubs Group Ag | 0.00% | 58,712 | $339,943 | $318,806 | -$21,137 | -6.22% | |
| Koshinski Asset Management, Inc. | 0.02% | 61,700 | $330,712 | $335,031 | +$4,319 | +1.31% | |
| Powell Investment Advisors, Llc | 0.11% | 61,414 | $329,180 | $333,478 | +$4,298 | +1.31% | |
| City Of London Investment Management Co Ltd | 0.02% | 59,915 | $321,144 | $325,338 | +$4,194 | +1.31% | |
| Readystate Asset Management Lp | 0.01% | 53,748 | $311,201 | $291,852 | -$19,349 | -6.22% | |
| Wolverine Asset Management Llc | 0.00% | 55,837 | $299,286 | $303,195 | +$3,909 | +1.31% | |
| Apollon Wealth Management, Llc | 0.00% | 52,599 | $281,929 | $285,613 | +$3,684 | +1.31% | |
| Kovack Advisors, Inc. | 0.01% | 47,317 | $274,146 | $256,931 | -$17,215 | -6.28% | |
| Capital Investment Advisors, Llc | 0.00% | 50,457 | $270,451 | $273,982 | +$3,531 | +1.31% | |
| Raymond James Financial Inc | 0.00% | 42,376 | $245,355 | $230,102 | -$15,253 | -6.22% | |
| Citadel Advisors Llc | 0.00% | 40,557 | $234,825 | $220,225 | -$14,600 | -6.22% | |
| Oppenheimer & Co Inc | 0.00% | 36,247 | $194,284 | $196,821 | +$2,537 | +1.31% | |
| Susquehanna International Group, Llp | 0.00% | 32,801 | $189,918 | $178,109 | -$11,809 | -6.22% | |
| Envestnet Asset Management Inc | 0.00% | 30,288 | $175,367 | $164,464 | -$10,903 | -6.22% | |
| Seacrest Wealth Management, Llc | 0.02% | 32,236 | $172,785 | $175,041 | +$2,256 | +1.31% | |
| Stephens Inc | 0.00% | 29,217 | $169,167 | $158,648 | -$10,519 | -6.22% | |
| Shepherd Wealth Management Ltd Liability Co | 0.09% | 15,720 | $167,573 | $85,360 | -$82,213 | -49.06% | |
| Integrity Alliance, Llc. | 0.01% | 30,469 | $163,317 | $165,447 | +$2,130 | +1.30% | |
| Blackrock, Inc. | 0.00% | 26,124 | $151,261 | $141,853 | -$9,408 | -6.22% | |
| Alteri Wealth Llc | 0.04% | 23,835 | $138,005 | $129,424 | -$8,581 | -6.22% | |
| Brown Advisory Inc | 0.00% | 23,199 | $134,322 | $125,971 | -$8,351 | -6.22% | |
| Sowell Financial Services Llc | 0.00% | 23,023 | $123,403 | $125,015 | +$1,612 | +1.31% |
Frequently asked questions about FTF
Who are the largest institutional holders of FTF?
The largest institutional holders of FTF reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Penserra Capital Management Llc, Invesco Ltd., and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported FTF position.
What is FTF institutional ownership?
This page tracks FTF positions reported by institutional investment managers through SEC Form 13F. FRANKLIN LTD DUR INC TR (FTF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTF?
InsiderSet currently tracks 87 institutional managers reporting FTF 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 FTF shareholders.
How much FTF stock do institutions own?
Institutional investment managers disclosed approximately $75.91M in FTF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTF institutional ownership last updated?
The latest FTF 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 FTF 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 FTF position after the reporting date.
Are institutions buying or selling FTF?
Institutional buying and selling can be analyzed by comparing FTF positions across consecutive 13F reporting periods. InsiderSet's FTF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTF ownership changes.
How has FTF institutional ownership changed over time?
InsiderSet tracks FTF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.