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Franklin Ltd Duration Income Trust
$5.80 -0.01 (-0.17%) At close · Jul 6
Market Cap
$234.35M
Shares
40,405,374

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 88
Total Value: $85,703,442
Total Shares: 14,700,540

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 88 13F filers
Top Holder
23.1%
Jun 2023 → Mar 2026 · range 12.1% – 23.1%
of institutional value
Top 5
53.4%
Jun 2023 → Mar 2026 · range 41.4% – 55.0%
of institutional value
Top 10
71.8%
Jun 2023 → Mar 2026 · range 63.5% – 78.1%
of institutional value
HHI
877
Jun 2023 → Mar 2026 · range 554 – 904
Broadly held
Showing 88 of 88
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $19,765,948 23.06% 3,390,386
Mega LPL Financial LLC $9,065,008 10.58% 1,554,890
Mid Penserra Capital Management LLC $6,421,710 7.49% 1,101,494
Mid Advisors Asset Management, Inc. $6,119,494 7.14% 1,049,656
Mega WELLS FARGO & COMPANY/MN $4,357,737 5.08% 747,468
Mega Invesco Ltd. $4,025,678 4.70% 690,511
Large GUGGENHEIM CAPITAL LLC $3,589,052 4.19% 615,618
Large Pathstone Holdings, LLC $2,786,447 3.25% 477,950
Large Allspring Global Investments Holdings, LLC $2,757,111 3.22% 472,918
Small Shaker Financial Services, LLC $2,675,340 3.12% 458,892
Small GraniteShares Advisors LLC $2,291,697 2.67% 393,087
Small Byrne Asset Management LLC $1,647,324 1.92% 282,560
Mid Kingsview Wealth Management, LLC $1,474,978 1.72% 252,998
Large OSAIC HOLDINGS, INC. $1,337,658 1.56% 229,444
Small ABSOLUTE INVESTMENT ADVISERS, LLC $1,248,599 1.46% 214,168
Mega BANK OF AMERICA CORP /DE/ Bank $1,124,764 1.31% 192,927
Large Cetera Investment Advisers $1,065,974 1.24% 182,843
Large Kestra Advisory Services, LLC $1,040,655 1.21% 178,500
Small CREATIVE FINANCIAL DESIGNS INC /ADV $780,380 0.91% 133,856
Small Quarry LP $745,703 0.87% 127,908
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $735,227 0.86% 126,111
Mid WOLVERINE ASSET MANAGEMENT LLC $688,400 0.80% 118,079
Mega ENVESTNET ASSET MANAGEMENT INC $589,366 0.69% 101,092
Large NewEdge Advisors, LLC $534,954 0.62% 91,759
Large Baird Financial Group, Inc. $527,778 0.62% 90,528
Small Encompass More Asset Management $517,931 0.60% 88,839
Micro Financially in Tune, LLC $483,277 0.56% 82,895
Mid Private Advisor Group, LLC $459,164 0.54% 78,759
Small Koshinski Asset Management, Inc. $442,059 0.52% 75,825
Mega ROYAL BANK OF CANADA Bank $397,389 0.46% 68,163
Large STIFEL FINANCIAL CORP $368,263 0.43% 63,167
Small Powell Investment Advisors, LLC $349,805 0.41% 60,001
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $349,304 0.41% 59,915
Mega RAYMOND JAMES FINANCIAL INC $339,748 0.40% 58,276
Mega UBS Group AG $338,582 0.40% 58,076
Mid Apollon Wealth Management, LLC $301,445 0.35% 51,706
Mid Kovack Advisors, Inc. $233,252 0.27% 40,009
Mid OPPENHEIMER & CO INC $202,837 0.24% 34,792
Small SeaCrest Wealth Management, LLC $185,050 0.22% 31,741
Small PIN OAK INVESTMENT ADVISORS INC $180,730 0.21% 31,000
Small INTEGRITY ALLIANCE, LLC. $178,281 0.21% 30,580
Mega BlackRock, Inc. $158,709 0.19% 27,223
Mid CHOREO, LLC $145,353 0.17% 24,932
Small Alteri Wealth LLC $138,958 0.16% 23,835
Mid STEPHENS INC /AR/ $137,949 0.16% 23,662
Large BROWN ADVISORY INC $135,250 0.16% 23,199
Mid Sowell Financial Services LLC $134,224 0.16% 23,023
Large Cambridge Investment Research Advisors, Inc. $134,101 0.16% 23,002
Micro ACCREDITED INVESTOR SERVICES, LLC $129,705 0.15% 22,248
Micro Integrity Advisory Solutions, LLC $124,342 0.15% 21,328
Mid Merit Financial Group, LLC $123,939 0.14% 21,259
Mid Procyon Advisors, LLC $115,544 0.13% 19,819
Mid WEDBUSH SECURITIES INC Broker-Dealer $108,519 0.13% 18,614
Large TRUIST FINANCIAL CORP $100,211 0.12% 17,189
Mid Capital Investment Advisors, LLC $97,244 0.11% 16,680
Mid Moors & Cabot, Inc. $90,365 0.11% 15,500
Mid CoreCap Advisors, LLC $87,585 0.10% 15,127
Micro BARRETT & COMPANY, INC. $83,759 0.10% 14,367
Mid Waverly Advisors, LLC $76,087 0.09% 13,051
Large MML INVESTORS SERVICES, LLC $74,151 0.09% 12,719
Large Janney Montgomery Scott LLC $72,659 0.08% 12,463
Large Mariner, LLC $69,668 0.08% 11,950
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $68,444 0.08% 11,740
Small NWF Advisory Services Inc. $66,462 0.08% 11,400
Mid D.A. DAVIDSON & CO. $65,733 0.08% 11,275
Small Uniting Wealth Partners, LLC $58,300 0.07% 10,000
Small Live Oak Private Wealth LLC $58,300 0.07% 10,000
Mid SIT INVESTMENT ASSOCIATES INC $54,691 0.06% 9,381
Small Anfield Capital Management, LLC $50,056 0.06% 8,586
Mid Sound Income Strategies, LLC $42,582 0.05% 7,304
Mid Farther Finance Advisors, LLC $36,921 0.04% 6,333
Small Pinnacle Wealth Planning Services, Inc. $35,277 0.04% 6,051
Small Caldwell Trust Co Bank $16,324 0.02% 2,800
Micro WPG Advisers, LLC $14,802 0.02% 2,539
Mid Western Wealth Management, LLC $12,925 0.02% 2,217
Large Steward Partners Investment Advisory, LLC $11,455 0.01% 1,965
Large FIFTH THIRD BANCORP Bank $8,243 0.01% 1,414
Small AdvisorNet Financial, Inc $7,998 0.01% 1,372
Small Hilltop National Bank Bank $7,671 0.01% 1,325
Mega BNP PARIBAS ARBITRAGE, SA $7,462 0.01% 1,280
Mid WHITTIER TRUST CO OF NEVADA INC Bank $5,474 0.01% 939
Micro Private Wealth Management Group, LLC $3,672 0.00% 630
Small HIGHLINE WEALTH PARTNERS LLC $2,769 0.00% 475
Mid MAI Capital Management $2,052 0.00% 352
Large CWM, LLC $1,410 0.00% 242
Large Rockefeller Capital Management L.P. $1,358 0.00% 233
Large HUNTINGTON NATIONAL BANK Bank $384 0.00% 66
Large ASSETMARK, INC $256 0.00% 44
Key facts CIK 1233087 CUSIP 35472T101 13F (30d) 6 filings 3 filers Visit website Investor relations

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