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 $73.94M 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 $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 $19.02M, representing an estimated gain of +0.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
91
Total Reported Value
$73.94M
Largest Holder
Morgan Stanley
Largest Position
$18.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
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 | $19,024,528 | +$32,794 | +0.17% | |
| Lpl Financial Llc | 0.00% | 1,532,759 | $8,874,674 | $8,890,002 | +$15,328 | +0.17% | |
| Advisors Asset Management, Inc. | 0.08% | 887,453 | $5,138,352 | $5,147,227 | +$8,875 | +0.17% | |
| Invesco Ltd. | 0.00% | 692,417 | $4,009,095 | $4,016,019 | +$6,924 | +0.17% | |
| Guggenheim Capital Llc | 0.03% | 691,385 | $4,003,119 | $4,010,033 | +$6,914 | +0.17% | |
| Wells Fargo & Company/Mn | 0.00% | 623,402 | $3,609,497 | $3,615,732 | +$6,235 | +0.17% | |
| Pathstone Holdings, Llc | 0.01% | 477,950 | $2,786,450 | $2,772,110 | -$14,340 | -0.51% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 472,918 | $2,738,195 | $2,742,924 | +$4,729 | +0.17% | |
| Graniteshares Advisors Llc | 1.68% | 452,287 | $2,618,742 | $2,623,265 | +$4,523 | +0.17% | |
| Shaker Financial Services, Llc | 0.49% | 271,335 | $1,571,030 | $1,573,743 | +$2,713 | +0.17% | |
| Byrne Asset Management Llc | 0.76% | 243,580 | $1,410,328 | $1,412,764 | +$2,436 | +0.17% | |
| Osaic Holdings, Inc. | 0.00% | 239,304 | $1,385,598 | $1,387,963 | +$2,365 | +0.17% | |
| Bank Of America Corp | 0.00% | 192,622 | $1,115,279 | $1,117,208 | +$1,929 | +0.17% | |
| Kestra Advisory Services, Llc | 0.00% | 182,161 | $1,054,710 | $1,056,534 | +$1,824 | +0.17% | |
| International Assets Investment Management, Llc | 0.06% | 173,043 | $1,003,648 | $1,003,649 | +$1 | +0.00% | |
| Kingsview Wealth Management, Llc | 0.01% | 155,207 | $898,649 | $900,201 | +$1,552 | +0.17% | |
| Creative Financial Designs Inc | 0.04% | 136,845 | $792,332 | $793,701 | +$1,369 | +0.17% | |
| Cetera Investment Advisers | 0.00% | 124,683 | $721,916 | $723,161 | +$1,245 | +0.17% | |
| Wolverine Asset Management Llc | 0.01% | 116,449 | $674,240 | $675,404 | +$1,164 | +0.17% | |
| Royal Bank Of Canada | 0.00% | 103,011 | $596,000 | $597,464 | +$1,464 | +0.25% | |
| Baird Financial Group, Inc. | 0.00% | 88,730 | $513,747 | $514,634 | +$887 | +0.17% | |
| Newedge Advisors, Llc | 0.00% | 87,259 | $505,230 | $506,102 | +$872 | +0.17% | |
| Financially In Tune, Llc | 0.42% | 82,895 | $483,278 | $480,791 | -$2,487 | -0.51% | |
| Beacon Pointe Advisors, Llc | 0.00% | 80,695 | $467,225 | $468,031 | +$806 | +0.17% | |
| Encompass More Asset Management | 0.07% | 78,581 | $454,988 | $455,770 | +$782 | +0.17% | |
| Koshinski Asset Management, Inc. | 0.02% | 63,825 | $369,547 | $370,185 | +$638 | +0.17% | |
| Stifel Financial Corp | 0.00% | 63,215 | $366,014 | $366,647 | +$633 | +0.17% | |
| Private Advisor Group, Llc | 0.00% | 63,210 | $365,985 | $366,618 | +$633 | +0.17% | |
| Powell Investment Advisors, Llc | 0.11% | 60,337 | $349,350 | $349,955 | +$605 | +0.17% | |
| City Of London Investment Management Co Ltd | 0.02% | 59,915 | $346,908 | $347,507 | +$599 | +0.17% | |
| Ubs Group Ag | 0.00% | 58,712 | $339,943 | $340,530 | +$587 | +0.17% | |
| Readystate Asset Management Lp | 0.01% | 53,748 | $311,201 | $311,738 | +$537 | +0.17% | |
| Apollon Wealth Management, Llc | 0.00% | 52,137 | $301,872 | $302,395 | +$523 | +0.17% | |
| Capital Investment Advisors, Llc | 0.00% | 48,765 | $282,350 | $282,837 | +$487 | +0.17% | |
| Kovack Advisors, Inc. | 0.01% | 47,317 | $274,146 | $274,439 | +$293 | +0.11% | |
| Raymond James Financial Inc | 0.00% | 42,376 | $245,355 | $245,781 | +$426 | +0.17% | |
| Citadel Advisors Llc | 0.00% | 40,557 | $234,825 | $235,231 | +$406 | +0.17% | |
| Private Wealth Management Group, Llc | 0.05% | 37,980 | $219,905 | $220,284 | +$379 | +0.17% | |
| Oppenheimer & Co Inc | 0.00% | 35,501 | $205,551 | $205,906 | +$355 | +0.17% | |
| Susquehanna International Group, Llp | 0.00% | 32,801 | $189,918 | $190,246 | +$328 | +0.17% | |
| Seacrest Wealth Management, Llc | 0.02% | 32,161 | $186,212 | $186,534 | +$322 | +0.17% | |
| Envestnet Asset Management Inc | 0.00% | 30,288 | $175,367 | $175,670 | +$303 | +0.17% | |
| Integrity Alliance, Llc. | 0.01% | 29,732 | $172,152 | $172,446 | +$294 | +0.17% | |
| Stephens Inc | 0.00% | 29,217 | $169,167 | $169,459 | +$292 | +0.17% | |
| Shepherd Wealth Management Ltd Liability Co | 0.09% | 15,720 | $167,573 | $91,176 | -$76,397 | -45.59% | |
| Blackrock, Inc. | 0.00% | 26,124 | $151,261 | $151,519 | +$258 | +0.17% | |
| Alteri Wealth Llc | 0.04% | 23,835 | $138,005 | $138,243 | +$238 | +0.17% | |
| Brown Advisory Inc | 0.00% | 23,199 | $134,322 | $134,554 | +$232 | +0.17% | |
| Sowell Financial Services Llc | 0.00% | 23,023 | $133,303 | $133,533 | +$230 | +0.17% | |
| Choreo, Llc | 0.00% | 22,808 | $132,058 | $132,286 | +$228 | +0.17% |
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.