Franklin Ltd Duration Income Trust
FTF- Exchange
- NYSE
- SEC CIK
- 0001233087
No open-market purchases or sales by Franklin Ltd Duration Income Trust insiders were filed in the last 90 days; 88 institutions reported holding it in 13F filings for Q2 2026, worth $84.7M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Franklin Ltd Duration Income Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 98
- +11 vs. Q3 2025
- Shares held
- 15.4M
- +2.03M (+15.2%) vs. Q3 2025
- Total value
- $94.5M
- +$10.1M (+12.0%) vs. Q3 2025
- New holders
- 20
- 32 more added
- Sold out
- 9
- 25 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FTF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 88 | $84.7M |
| Q1 2026 | 87 | $85.7M |
| Q4 2025 | 98 | $94.5M |
| Q3 2025 | 87 | $84.4M |
| Q2 2025 | 85 | $87.7M |
| Q1 2025 | 80 | $90.5M |
| Q4 2024 | 81 | $91.0M |
| Q3 2024 | 78 | $86.6M |
| Q2 2024 | 79 | $84.3M |
| Q1 2024 | 80 | $87.7M |
| Q4 2023 | 74 | $88.6M |
| Q3 2023 | 78 | $84.1M |
| Q2 2023 | 77 | $88.3M |
| Q1 2023 | 82 | $81.4M |
| Q4 2022 | 83 | $80.6M |
| Q3 2022 | 72 | $79.6M |
| Q2 2022 | 74 | $88.8M |
| Q1 2022 | 72 | $90.5M |
| Q4 2021 | 60 | $35.2M |
| Q3 2021 | 56 | $40.0M |
| Q2 2021 | 56 | $54.5M |
| Q1 2021 | 58 | $79.2M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,218,111 | $19.8M | 0.00% | +213,003+7.1% | Added |
| LPL Financial LLC | 1,505,912 | $9.26M | 0.00% | −11,589−0.8% | Reduced |
| Advisors Asset Management, Inc. | 1,067,652 | $6.57M | 0.11% | −2,730−0.3% | Reduced |
| Pathstone Holdings, LLC | 819,044 | $5.04M | 0.02% | +819,044 | New |
| Guggenheim Capital LLC | 810,863 | $4.99M | 0.04% | −18,030−2.2% | Reduced |
| Wells Fargo & Company | 786,525 | $4.84M | 0.00% | −4,100−0.5% | Reduced |
| Invesco Ltd. | 725,510 | $4.46M | 0.00% | −43,581−5.7% | Reduced |
| Penserra Capital Management LLC | 725,082 | $4.46M | 0.05% | +67,125+10.2% | Added |
| Shaker Financial Services, LLC | 495,009 | $3.04M | 0.97% | −198,368−28.6% | Reduced |
| Absolute Investment Advisers LLC | 490,414 | $3.02M | 0.34% | +490,414 | New |
| Allspring Global Investments Holdings, LLC | 471,936 | $2.90M | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 438,079 | $2.69M | 1.64% | −27,504−5.9% | Reduced |
| Wolverine Asset Management LLC | 255,041 | $1.57M | 0.02% | +243,859+2,180.8% | Added |
| Advisor Group Holdings, Inc. | 241,923 | $1.49M | 0.00% | +6,101+2.6% | Added |
| Rareview Capital LLC | 208,656 | $1.34M | 0.87% | +18,170+9.5% | Added |
| Quarry LP | 192,663 | $1.18M | 0.19% | +192,663 | New |
| Bank of America Corp | 182,999 | $1.13M | 0.00% | −3,486−1.9% | Reduced |
| Kestra Advisory Services, LLC | 182,881 | $1.12M | 0.00% | +1,032+0.6% | Added |
| Cetera Investment Advisers | 177,633 | $1.09M | 0.00% | +14,997+9.2% | Added |
| Kingsview Wealth Management, LLC | 125,393 | $771.2K | 0.01% | +95,745+322.9% | Added |
| Creative Financial Designs Inc | 112,391 | $691.2K | 0.04% | −25,612−18.6% | Reduced |
| GWM Advisors LLC | 96,729 | $594.9K | 0.00% | −16,700−14.7% | Reduced |
| Baird Financial Group, Inc. | 91,778 | $564.4K | 0.00% | −559−0.6% | Reduced |
| Encompass More Asset Management | 91,291 | $561.4K | 0.10% | −380.0% | Reduced |
| Private Advisor Group, LLC | 84,274 | $518.3K | 0.00% | −190−0.2% | Reduced |
| Financially in Tune, LLC | 82,895 | $509.8K | 0.48% | +82,895 | New |
| Jane Street Group, LLC | 81,224 | $499.5K | 0.00% | +40,043+97.2% | Added |
| International Assets Investment Management, LLC | 79,100 | $486.5K | 0.03% | +79,100 | New |
| Koshinski Asset Management, Inc. | 75,825 | $466.3K | 0.03% | −2,067−2.7% | Reduced |
| Envestnet Asset Management Inc | 74,236 | $456.6K | 0.00% | +6,924+10.3% | Added |
| UBS Group AG | 72,631 | $446.7K | 0.00% | +13,709+23.3% | Added |
| Royal Bank of Canada | 65,625 | $404.0K | 0.00% | +1,642+2.6% | Added |
| Stifel Financial Corp | 63,142 | $388.3K | 0.00% | +38,622+157.5% | Added |
| City of London Investment Management Co Ltd | 59,915 | $368.5K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 59,684 | $367.1K | 0.13% | +301+0.5% | Added |
| Raymond James Financial Inc | 58,458 | $359.5K | 0.00% | +944+1.6% | Added |
| Apollon Wealth Management, LLC | 51,300 | $315.5K | 0.01% | +3,571+7.5% | Added |
| Logan Stone Capital, LLC | 47,416 | $291.6K | 0.07% | +47,416 | New |
| Readystate Asset Management LP | 47,095 | $289.6K | 0.01% | −45,396−49.1% | Reduced |
| Balyasny Asset Management LLC | 42,322 | $260.3K | 0.00% | +42,322 | New |
| Oppenheimer & Co Inc | 34,134 | $209.9K | 0.00% | +632+1.9% | Added |
| SeaCrest Wealth Management, LLC | 33,707 | $207.6K | 0.02% | −436−1.3% | Reduced |
| CoreCap Advisors, LLC | 33,247 | $204.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 31,000 | $193.0K | 0.14% | 00.0% | Unchanged |
| Nomura Holdings Inc | 30,663 | $188.6K | 0.00% | +30,663 | New |
| Integrity Alliance, LLC. | 30,592 | $188.1K | 0.01% | −161−0.5% | Reduced |
| Kovack Advisors, Inc. | 30,465 | $187.4K | 0.01% | +19,940+189.5% | Added |
| BlackRock, Inc. | 26,124 | $160.7K | 0.00% | +23,654+957.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,235 | $149.0K | 0.00% | +1,396+6.1% | Added |
| RSM US Wealth Management LLC | 23,721 | $147.8K | 0.00% | +261+1.1% | Added |
| Alteri Wealth LLC | 23,835 | $146.6K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 23,199 | $142.7K | 0.00% | −30,748−57.0% | Reduced |
| HighTower Advisors, LLC | 23,168 | $142.5K | 0.00% | +23,168 | New |
| Sowell Financial Services LLC | 23,023 | $141.6K | 0.01% | −650−2.7% | Reduced |
| Accredited Investor Services, LLC | 22,819 | $140.3K | 0.09% | +2,156+10.4% | Added |
| Landscape Capital Management, L.L.C. | 21,852 | $134.4K | 0.01% | +21,852 | New |
| Merit Financial Group, LLC | 21,089 | $129.7K | 0.00% | +1,050+5.2% | Added |
| Warren Averett Asset Management, LLC | 20,842 | $128.2K | 0.00% | +247+1.2% | Added |
| Susquehanna International Group, LLP | 19,281 | $118.6K | 0.00% | +19,281 | New |
| Integrity Advisory Solutions, LLC | 18,404 | $113.2K | 0.02% | +2,684+17.1% | Added |
| Moors & Cabot, Inc. | 18,000 | $110.7K | 0.00% | −3,500−16.3% | Reduced |
| Azzad Asset Management Inc | 16,750 | $103.0K | 0.01% | +6,225+59.1% | Added |
| Janney Montgomery Scott LLC | 15,771 | $97.0K | 0.00% | +666+4.4% | Added |
| Capital Investment Advisors, LLC | 15,064 | $92.6K | 0.00% | +1,528+11.3% | Added |
| Global Retirement Partners, LLC | 14,440 | $88.8K | 0.00% | +14,440 | New |
| Barrett & Company, Inc. | 14,367 | $88.4K | 0.03% | −367−2.5% | Reduced |
| Citadel Advisors LLC | 13,673 | $84.1K | 0.00% | +13,673 | New |
| Mariner, LLC | 13,197 | $81.2K | 0.00% | −3,214−19.6% | Reduced |
| NWF Advisory Services Inc. | 13,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,575 | $77.3K | 0.00% | −993−7.3% | Reduced |
| Park Avenue Securities LLC | 11,338 | $70.0K | 0.00% | +386+3.5% | Added |
| D.A. Davidson & Co. | 11,275 | $69.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 11,013 | $67.7K | 0.00% | +11,013 | New |
| Procyon Private Wealth Partners, LLC | 10,819 | $66.5K | 0.00% | +10,819 | New |
| Wedbush Securities Inc | 10,614 | $65.0K | 0.00% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 10,091 | $62.8K | 0.03% | +10,091 | New |
| Live Oak Private Wealth LLC | 10,000 | $61.5K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 9,381 | $58.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8,586 | $52.8K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,220 | $44.9K | 0.00% | +79+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,870 | $36.1K | 0.00% | +5,870 | New |
| Eastern Bank | 5,000 | $30.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,800 | $17.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,340 | $14.4K | 0.00% | +2,000+588.2% | Added |
| WPG Advisers, LLC | 2,262 | $13.9K | 0.01% | +212+10.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,965 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,500 | $9.22K | 0.00% | +1,500 | New |
| Comerica Bank | 1,427 | $8.78K | 0.00% | −392−21.6% | Reduced |
| AdvisorNet Financial, Inc | 1,372 | $8.44K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,325 | $8.15K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,280 | $7.87K | 0.00% | −313−19.6% | Reduced |
| Highline Wealth Partners LLC | 580 | $3.57K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 352 | $2.17K | 0.00% | +352 | New |
| SageView Advisory Group, LLC | 265 | $1.63K | 0.00% | +265 | New |
| Farther Finance Advisors, LLC | 219 | $1.35K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 99 | $609 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $271 | 0.00% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −102,023−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |