FRANKLIN SHORT DURATION U.S. (FTSD) Institutional Shareholders
FRANKLIN SHORT DURATION U.S. (FTSD) 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 $160.77M in FTSD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTSD tracked by InsiderSet, reporting ownership valued at approximately $35.60M 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 $35.14M, representing an estimated loss of -1.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed FTSD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wealthcare Advisory Partners Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in FRANKLIN SHORT DURATION U.S. (FTSD).
This page ranks the largest institutional FTSD 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
65
Total Reported Value
$160.77M
Largest Holder
Lpl Financial Llc
Largest Position
$35.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 393,366 | $35,603,552 | $35,135,451 | -$468,101 | -1.31% | |
| Wealthcare Advisory Partners Llc | 0.36% | 210,011 | $19,008,081 | $18,758,183 | -$249,898 | -1.31% | |
| Ubs Group Ag | 0.00% | 136,212 | $12,328,548 | $12,166,456 | -$162,092 | -1.31% | |
| Bank Of America Corp | 0.00% | 105,120 | $9,514,402 | $9,389,318 | -$125,084 | -1.31% | |
| Raymond James Financial Inc | 0.00% | 97,622 | $8,835,794 | $8,719,597 | -$116,197 | -1.32% | |
| Thrivent Financial For Lutherans | 0.01% | 63,421 | $5,740,000 | $5,664,764 | -$75,236 | -1.31% | |
| Integrated Wealth Concepts Llc | 0.04% | 63,331 | $5,732,112 | $5,656,725 | -$75,387 | -1.32% | |
| Wells Fargo & Company/Mn | 0.00% | 55,057 | $4,983,203 | $4,917,691 | -$65,512 | -1.31% | |
| Royal Bank Of Canada | 0.00% | 52,837 | $4,782,000 | $4,719,401 | -$62,599 | -1.31% | |
| Jones Financial Companies Lllp | 0.00% | 45,250 | $4,094,871 | $4,041,730 | -$53,141 | -1.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,186 | $3,637,220 | $3,589,414 | -$47,806 | -1.31% | |
| Parkway Wealth Management Group, Llc | 0.37% | 35,686 | $3,229,954 | $3,187,474 | -$42,480 | -1.32% | |
| Cetera Investment Advisers | 0.00% | 32,029 | $2,898,962 | $2,860,830 | -$38,132 | -1.32% | |
| Smartleaf Asset Management Llc | 0.09% | 29,442 | $2,665,142 | $2,629,759 | -$35,383 | -1.33% | |
| Benjamin Edwards Inc | 0.02% | 29,348 | $2,656,281 | $2,621,363 | -$34,918 | -1.31% | |
| Joseph P. Lucia & Associates, Llc | 0.69% | 25,425 | $2,301,193 | $2,270,961 | -$30,232 | -1.31% | |
| Morgan Stanley | 0.00% | 23,270 | $2,106,168 | $2,078,476 | -$27,692 | -1.31% | |
| Goldman Sachs Group Inc | 0.00% | 23,087 | $2,089,604 | $2,062,131 | -$27,473 | -1.31% | |
| Natural Investments, Llc | 0.42% | 20,933 | $1,894,000 | $1,869,736 | -$24,264 | -1.28% | |
| Citadel Advisors Llc | 0.00% | 20,184 | $1,826,854 | $1,802,835 | -$24,019 | -1.31% | |
| D.A. Davidson & Co. | 0.01% | 19,187 | $1,736,622 | $1,713,783 | -$22,839 | -1.32% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 19,018 | $1,721,287 | $1,698,688 | -$22,599 | -1.31% | |
| Wcg Wealth Advisors Llc | 0.04% | 18,495 | $1,673,985 | $1,651,973 | -$22,012 | -1.31% | |
| Philadelphia Investment Partners, Llc | 0.99% | 17,578 | $1,591,059 | $1,570,067 | -$20,992 | -1.32% | |
| Sanctuary Advisors, Llc | 0.01% | 15,818 | $1,431,681 | $1,412,864 | -$18,817 | -1.31% | |
| Osaic Holdings, Inc. | 0.00% | 15,743 | $1,424,917 | $1,406,165 | -$18,752 | -1.32% | |
| Koshinski Asset Management, Inc. | 0.06% | 11,788 | $1,066,932 | $1,052,904 | -$14,028 | -1.31% | |
| Retirement Planning Group, Llc | 0.03% | 11,624 | $1,052,088 | $1,038,256 | -$13,832 | -1.31% | |
| Gotham Asset Management, Llc | 0.00% | 11,185 | $1,012,354 | $999,044 | -$13,310 | -1.31% | |
| Essex Financial Services, Inc. | 0.05% | 11,040 | $999,258 | $986,093 | -$13,165 | -1.32% | |
| Envestnet Asset Management Inc | 0.00% | 8,601 | $778,497 | $768,241 | -$10,256 | -1.32% | |
| Stifel Financial Corp | 0.00% | 7,765 | $702,811 | $693,570 | -$9,241 | -1.31% | |
| Ifp Advisors, Inc | 0.01% | 7,687 | $695,750 | $686,603 | -$9,147 | -1.31% | |
| Atria Investments, Inc | 0.01% | 7,678 | $694,900 | $685,799 | -$9,101 | -1.31% | |
| World Investment Advisors | 0.01% | 7,504 | $681,172 | $670,257 | -$10,915 | -1.60% | |
| Gateway Wealth Partners, Llc | 0.04% | 7,347 | $665,013 | $656,234 | -$8,779 | -1.32% | |
| Farther Finance Advisors, Llc | 0.00% | 6,427 | $581,708 | $574,060 | -$7,648 | -1.31% | |
| Janney Montgomery Scott Llc | 0.00% | 6,377 | $577,000 | $569,594 | -$7,406 | -1.28% | |
| Asset Allocation Strategies Llc | 0.07% | 5,159 | $466,910 | $460,802 | -$6,108 | -1.31% | |
| Cornerstone Wealth Management, Llc | 0.02% | 5,042 | $456,383 | $450,351 | -$6,032 | -1.32% | |
| Kestra Advisory Services, Llc | 0.00% | 4,831 | $437,247 | $431,505 | -$5,742 | -1.31% | |
| Golden State Wealth Management, Llc | 0.04% | 4,669 | $422,627 | $417,035 | -$5,592 | -1.32% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 4,448 | $403,765 | $397,295 | -$6,470 | -1.60% | |
| Arax Advisory Partners | 0.00% | 4,448 | $402,588 | $397,295 | -$5,293 | -1.31% | |
| &Partners | 0.00% | 3,728 | $337,448 | $332,985 | -$4,463 | -1.32% | |
| Novem Group | 0.03% | 3,513 | $317,997 | $313,781 | -$4,216 | -1.33% | |
| Encompass More Asset Management | 0.05% | 3,477 | $314,703 | $310,566 | -$4,137 | -1.31% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 3,201 | $289,750 | $285,913 | -$3,837 | -1.32% | |
| Berger Financial Group, Inc | 0.01% | 3,010 | $272,400 | $268,853 | -$3,547 | -1.30% | |
| Principal Securities, Inc. | 0.00% | 2,982 | $269,901 | $266,352 | -$3,549 | -1.31% |
Frequently asked questions about FTSD
Who owns the most FTSD stock?
The largest holders of FTSD 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 SHORT DURATION U.S. (FTSD).
Is FTSD widely held by superinvestors?
Many widely followed stocks like FTSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTSD 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.