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 $177.95M 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 $40.01M 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 $39.77M, representing an estimated loss of -0.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed FTSD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Franklin Resources Inc, Wealthcare Advisory Partners Llc, 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
63
Total Reported Value
$177.95M
Largest Holder
Lpl Financial Llc
Largest Position
$40.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
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% | 440,738 | $40,007,728 | $39,767,790 | -$239,938 | -0.60% | |
| Franklin Resources Inc | 0.01% | 320,511 | $29,094,193 | $28,919,708 | -$174,485 | -0.60% | |
| Wealthcare Advisory Partners Llc | 0.36% | 210,011 | $19,008,081 | $18,949,293 | -$58,788 | -0.31% | |
| Ubs Group Ag | 0.00% | 123,460 | $11,206,958 | $11,139,796 | -$67,162 | -0.60% | |
| Raymond James Financial Inc | 0.00% | 111,338 | $10,106,671 | $10,046,028 | -$60,643 | -0.60% | |
| Bank Of America Corp | 0.00% | 98,358 | $8,928,312 | $8,874,842 | -$53,470 | -0.60% | |
| Wells Fargo & Company/Mn | 0.00% | 65,762 | $5,969,464 | $5,933,705 | -$35,759 | -0.60% | |
| Integrated Wealth Concepts Llc | 0.05% | 63,957 | $5,805,668 | $5,770,840 | -$34,828 | -0.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,186 | $3,637,220 | $3,625,983 | -$11,237 | -0.31% | |
| Jones Financial Companies Lllp | 0.00% | 39,680 | $3,595,372 | $3,580,326 | -$15,046 | -0.42% | |
| Parkway Wealth Management Group, Llc | 0.37% | 35,686 | $3,229,954 | $3,219,948 | -$10,006 | -0.31% | |
| Smartleaf Asset Management Llc | 0.10% | 29,442 | $2,671,060 | $2,656,552 | -$14,508 | -0.54% | |
| Benjamin Edwards Inc | 0.02% | 29,348 | $2,656,281 | $2,648,070 | -$8,211 | -0.31% | |
| Cetera Investment Advisers | 0.00% | 28,741 | $2,608,916 | $2,593,300 | -$15,616 | -0.60% | |
| Joseph P. Lucia & Associates, Llc | 0.84% | 25,763 | $2,338,640 | $2,324,595 | -$14,045 | -0.60% | |
| Morgan Stanley | 0.00% | 24,188 | $2,195,651 | $2,182,483 | -$13,168 | -0.60% | |
| D.A. Davidson & Co. | 0.01% | 19,187 | $1,736,622 | $1,731,243 | -$5,379 | -0.31% | |
| Wcg Wealth Advisors Llc | 0.05% | 18,691 | $1,696,706 | $1,686,489 | -$10,217 | -0.60% | |
| Philadelphia Investment Partners, Llc | 0.98% | 15,809 | $1,435,069 | $1,426,446 | -$8,623 | -0.60% | |
| Sanctuary Advisors, Llc | 0.01% | 15,639 | $1,419,639 | $1,411,107 | -$8,532 | -0.60% | |
| Citadel Advisors Llc | 0.00% | 14,669 | $1,331,570 | $1,323,584 | -$7,986 | -0.60% | |
| Gateway Wealth Partners, Llc | 0.05% | 14,476 | $1,314,008 | $1,306,169 | -$7,839 | -0.60% | |
| Koshinski Asset Management, Inc. | 0.06% | 11,788 | $1,066,932 | $1,063,631 | -$3,301 | -0.31% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 11,557 | $1,049,080 | $1,042,788 | -$6,292 | -0.60% | |
| Essex Financial Services, Inc. | 0.06% | 11,148 | $1,011,979 | $1,005,884 | -$6,095 | -0.60% | |
| Gotham Asset Management, Llc | 0.00% | 11,087 | $1,006,416 | $1,000,380 | -$6,036 | -0.60% | |
| Envestnet Asset Management Inc | 0.00% | 8,601 | $778,497 | $776,068 | -$2,429 | -0.31% | |
| Stifel Financial Corp | 0.00% | 8,365 | $759,326 | $754,774 | -$4,552 | -0.60% | |
| Osaic Holdings, Inc. | 0.00% | 8,163 | $740,981 | $736,547 | -$4,434 | -0.60% | |
| World Investment Advisors | 0.01% | 7,748 | $703,321 | $699,102 | -$4,219 | -0.60% | |
| Ifp Advisors, Inc | 0.01% | 7,687 | $695,750 | $693,598 | -$2,152 | -0.31% | |
| Atria Investments, Inc | 0.01% | 7,678 | $694,900 | $692,786 | -$2,114 | -0.30% | |
| Jane Street Group, Llc | 0.00% | 7,452 | $676,451 | $672,394 | -$4,057 | -0.60% | |
| Royal Bank Of Canada | 0.00% | 7,082 | $643,000 | $639,009 | -$3,991 | -0.62% | |
| Farther Finance Advisors, Llc | 0.00% | 6,427 | $581,708 | $579,908 | -$1,800 | -0.31% | |
| Cornerstone Wealth Management, Llc | 0.02% | 5,042 | $456,383 | $454,940 | -$1,443 | -0.32% | |
| Asset Allocation Strategies Llc | 0.08% | 4,836 | $439,026 | $436,352 | -$2,674 | -0.61% | |
| Kestra Advisory Services, Llc | 0.00% | 4,831 | $437,247 | $435,901 | -$1,346 | -0.31% | |
| Golden State Wealth Management, Llc | 0.04% | 4,669 | $422,627 | $421,284 | -$1,343 | -0.32% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 4,448 | $403,765 | $401,343 | -$2,422 | -0.60% | |
| &Partners | 0.00% | 3,690 | $334,958 | $332,949 | -$2,009 | -0.60% | |
| Novem Group | 0.03% | 3,513 | $317,997 | $316,978 | -$1,019 | -0.32% | |
| Encompass More Asset Management | 0.05% | 3,477 | $314,703 | $313,730 | -$973 | -0.31% | |
| Csenge Advisory Group | 0.01% | 3,300 | $299,556 | $297,759 | -$1,797 | -0.60% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 3,269 | $296,830 | $294,962 | -$1,868 | -0.63% | |
| Berger Financial Group, Inc | 0.02% | 2,997 | $272,073 | $270,419 | -$1,654 | -0.61% | |
| Mgo One Seven Llc | 0.00% | 2,891 | $261,664 | $260,855 | -$809 | -0.31% | |
| Prospera Financial Services Inc | 0.00% | 2,851 | $258,067 | $257,246 | -$821 | -0.32% | |
| Larson Financial Group Llc | 0.01% | 2,663 | $241,766 | $240,282 | -$1,484 | -0.61% | |
| Cibc World Market Inc. | 0.00% | 2,299 | $208,680 | $207,439 | -$1,241 | -0.59% |
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.