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FTF · Franklin Ltd Duration Income Trust · Holdings

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$5.32 -0.05 (-0.93%) At close · Oct 5
Rebalance outlook locked
Market Cap
$216.57M
Shares
40.41M
Volume · Oct 5 277.75K Avg daily vol (3M) 198.65K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 88
Total Value: $84,617,005
Total Shares: 14,614,344

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 88 13F filers · Δ vs Mar 31, 2026
Top Holder
22.4%
Sep 2023 → Jun 2026 · range 12.1% – 23.1%
−0.6 pts
Top 5
54.8%
Sep 2023 → Jun 2026 · range 41.4% – 55.0%
+1.5 pts
Top 10
74.9%
Sep 2023 → Jun 2026 · range 63.5% – 78.1%
+3.0 pts
HHI
880
Sep 2023 → Jun 2026 · range 554 – 915
Broadly held+2

Quarterly Activity

vs Mar 31, 2026
New
10
Increased
23
Decreased
34
Sold Out
9
Unchanged
21
Holder count: +1
Institutional value: -1.3%
Shares held: -0.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Pathstone Holdings, LLC +689,209 1,167,159
GUGGENHEIM CAPITAL LLC +75,767 691,385
GraniteShares Advisors LLC +59,200 452,287
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC +46,932 173,043
Penserra Capital Management LLC +43,724 1,145,218

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Shaker Financial Services, LLC −187,557 271,335
Advisors Asset Management, Inc. −162,203 887,453
WELLS FARGO & COMPANY/MN −124,066 623,402
MORGAN STANLEY −110,295 3,280,091
Kingsview Wealth Management, LLC −97,791 155,207

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Beacon Pointe Advisors, LLC 80,695 $467,224
READYSTATE ASSET MANAGEMENT LP 53,748 $311,200
CITADEL ADVISORS LLC 40,557 $234,825
SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,801 $189,917
JANE STREET GROUP, LLC 17,212 $99,656

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
ABSOLUTE INVESTMENT ADVISERS, LLC 214,168 $1,248,599
Quarry LP 127,908 $745,703
Financially in Tune, LLC 82,895 $483,277
Integrity Advisory Solutions, LLC 21,328 $124,342
TRUIST FINANCIAL CORP 17,189 $100,211
Filter: New 10 Increased 23 Reduced 34 Sold out 9 Unchanged 21
Showing 88 of 88
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $18,991,725 22.44% 3,280,091
LPL Financial LLC $8,874,674 10.49% 1,532,759
Pathstone Holdings, LLC $6,757,850 7.99% 1,167,159
Penserra Capital Management LLC $6,630,812 7.84% 1,145,218
Advisors Asset Management, Inc. $5,138,352 6.07% 887,453
Invesco Ltd. $4,009,093 4.74% 692,417
GUGGENHEIM CAPITAL LLC $4,003,119 4.73% 691,385
WELLS FARGO & COMPANY/MN $3,609,496 4.27% 623,402
Allspring Global Investments Holdings, LLC $2,738,195 3.24% 472,918
GraniteShares Advisors LLC $2,618,741 3.09% 452,287
Shaker Financial Services, LLC $1,571,029 1.86% 271,335
Byrne Asset Management LLC $1,410,328 1.67% 243,580
OSAIC HOLDINGS, INC. $1,385,570 1.64% 239,304
BANK OF AMERICA CORP /DE/ $1,115,281 1.32% 192,622
Kestra Advisory Services, LLC $1,054,712 1.25% 182,161
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1,001,918 1.18% 173,043
Kingsview Wealth Management, LLC $898,648 1.06% 155,207
CREATIVE FINANCIAL DESIGNS INC /ADV $792,332 0.94% 136,845
Cetera Investment Advisers $721,914 0.85% 124,683
WOLVERINE ASSET MANAGEMENT LLC $674,239 0.80% 116,449
ROYAL BANK OF CANADA $596,433 0.70% 103,011
Baird Financial Group, Inc. $513,746 0.61% 88,730
NewEdge Advisors, LLC $505,229 0.60% 87,259
Beacon Pointe Advisors, LLC $467,224 0.55% 80,695
Encompass More Asset Management $454,983 0.54% 78,581
Koshinski Asset Management, Inc. $369,546 0.44% 63,825
STIFEL FINANCIAL CORP $366,014 0.43% 63,215
Private Advisor Group, LLC $365,985 0.43% 63,210
Powell Investment Advisors, LLC $349,351 0.41% 60,337
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $346,907 0.41% 59,915
UBS Group AG $339,941 0.40% 58,712
READYSTATE ASSET MANAGEMENT LP $311,200 0.37% 53,748
Apollon Wealth Management, LLC $301,873 0.36% 52,137
Capital Investment Advisors, LLC $282,349 0.33% 48,765
Kovack Advisors, Inc. $273,965 0.32% 47,317
RAYMOND JAMES FINANCIAL INC $245,356 0.29% 42,376
CITADEL ADVISORS LLC $234,825 0.28% 40,557
Private Wealth Management Group, LLC $219,904 0.26% 37,980
OPPENHEIMER & CO INC $205,550 0.24% 35,501
SUSQUEHANNA INTERNATIONAL GROUP, LLP $189,917 0.22% 32,801
SeaCrest Wealth Management, LLC $186,212 0.22% 32,161
PIN OAK INVESTMENT ADVISORS INC $179,490 0.21% 31,000
ENVESTNET ASSET MANAGEMENT INC $175,367 0.21% 30,288
INTEGRITY ALLIANCE, LLC. $172,148 0.20% 29,732
STEPHENS INC /AR/ $169,166 0.20% 29,217
BlackRock, Inc. $151,257 0.18% 26,124
Alteri Wealth LLC $138,004 0.16% 23,835
BROWN ADVISORY INC $134,322 0.16% 23,199
Sowell Financial Services LLC $133,303 0.16% 23,023
Cambridge Investment Research Advisors, Inc. $132,272 0.16% 22,845
CHOREO, LLC $132,058 0.16% 22,808
ACCREDITED INVESTOR SERVICES, LLC $124,154 0.15% 21,443
Procyon Advisors, LLC $114,752 0.14% 19,819
JANE STREET GROUP, LLC $99,656 0.12% 17,212
Global Retirement Partners, LLC $98,927 0.12% 17,086
WEDBUSH SECURITIES INC $96,195 0.11% 16,614
Miller Financial Services LLC $94,122 0.11% 16,256
Merit Financial Group, LLC $93,479 0.11% 16,145
Waverly Advisors, LLC $92,686 0.11% 16,008
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co $91,018 0.11% 15,720
Moors & Cabot, Inc. $89,745 0.11% 15,500
CoreCap Advisors, LLC $87,585 0.10% 15,127
BARRETT & COMPANY, INC. $81,060 0.10% 14,000
MML INVESTORS SERVICES, LLC $72,160 0.09% 12,463
Janney Montgomery Scott LLC $68,304 0.08% 11,797
PARK AVENUE SECURITIES LLC $66,752 0.08% 11,529
AlphaStar Capital Management, LLC $66,585 0.08% 11,500
NWF Advisory Services Inc. $66,006 0.08% 11,400
Mariner, LLC $65,855 0.08% 11,374
D.A. DAVIDSON & CO. $65,282 0.08% 11,275
Live Oak Private Wealth LLC $57,900 0.07% 10,000
Uniting Wealth Partners, LLC $57,900 0.07% 10,000
SIT INVESTMENT ASSOCIATES INC $54,315 0.06% 9,381
Farther Finance Advisors, LLC $36,372 0.04% 6,282
Pinnacle Wealth Planning Services, Inc. $35,012 0.04% 6,047
HUNTINGTON NATIONAL BANK $29,014 0.03% 5,011
WPG Advisers, LLC $14,700 0.02% 2,539
FIFTH THIRD BANCORP $8,169 0.01% 1,411
Caldwell Trust Co $8,106 0.01% 1,400
BNP PARIBAS ARBITRAGE, SA $7,990 0.01% 1,380
AdvisorNet Financial, Inc $7,943 0.01% 1,372
Hilltop National Bank $7,671 0.01% 1,325
Steward Partners Investment Advisory, LLC $5,587 0.01% 965
WHITTIER TRUST CO OF NEVADA INC $5,436 0.01% 939
HIGHLINE WEALTH PARTNERS LLC $2,750 0.00% 475
Rockefeller Capital Management L.P. $1,349 0.00% 233
Clear Street Group Inc. $289 0.00% 50
ASSETMARK, INC $254 0.00% 44
Key facts CIK 1233087 CUSIP 35472T101 13F (30d) 1 filings 1 filers Visit website Investor relations