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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 44 | $271 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 99 | $609 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 219 | $1.35K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 265 | $1.63K | 0.00% | +265 | New |
| MAI Capital Management | 352 | $2.17K | 0.00% | +352 | New |
| Highline Wealth Partners LLC | 580 | $3.57K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,280 | $7.87K | 0.00% | −313−19.6% | Reduced |
| Hilltop National Bank | 1,325 | $8.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,372 | $8.44K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,427 | $8.78K | 0.00% | −392−21.6% | Reduced |
| Ransom Advisory, Ltd | 1,500 | $9.22K | 0.00% | +1,500 | New |
| Steward Partners Investment Advisory, LLC | 1,965 | $12.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,262 | $13.9K | 0.01% | +212+10.3% | Added |
| Jones Financial Companies LLLP | 2,340 | $14.4K | 0.00% | +2,000+588.2% | Added |
| Caldwell Trust Co | 2,800 | $17.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,000 | $30.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,870 | $36.1K | 0.00% | +5,870 | New |
| Sound Income Strategies, LLC | 7,220 | $44.9K | 0.00% | +79+1.1% | Added |
| Anfield Capital Management, LLC | 8,586 | $52.8K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 9,381 | $58.0K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,000 | $61.5K | 0.01% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 10,091 | $62.8K | 0.03% | +10,091 | New |
| Wedbush Securities Inc | 10,614 | $65.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 10,819 | $66.5K | 0.00% | +10,819 | New |
| Stephens Inc | 11,013 | $67.7K | 0.00% | +11,013 | New |
| D.A. Davidson & Co. | 11,275 | $69.3K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,338 | $70.0K | 0.00% | +386+3.5% | Added |
| MML Investors Services, LLC | 12,575 | $77.3K | 0.00% | −993−7.3% | Reduced |
| NWF Advisory Services Inc. | 13,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 13,197 | $81.2K | 0.00% | −3,214−19.6% | Reduced |
| Citadel Advisors LLC | 13,673 | $84.1K | 0.00% | +13,673 | New |
| Barrett & Company, Inc. | 14,367 | $88.4K | 0.03% | −367−2.5% | Reduced |
| Global Retirement Partners, LLC | 14,440 | $88.8K | 0.00% | +14,440 | New |
| Capital Investment Advisors, LLC | 15,064 | $92.6K | 0.00% | +1,528+11.3% | Added |
| Janney Montgomery Scott LLC | 15,771 | $97.0K | 0.00% | +666+4.4% | Added |
| Azzad Asset Management Inc | 16,750 | $103.0K | 0.01% | +6,225+59.1% | Added |
| Moors & Cabot, Inc. | 18,000 | $110.7K | 0.00% | −3,500−16.3% | Reduced |
| Integrity Advisory Solutions, LLC | 18,404 | $113.2K | 0.02% | +2,684+17.1% | Added |
| Susquehanna International Group, LLP | 19,281 | $118.6K | 0.00% | +19,281 | New |
| Warren Averett Asset Management, LLC | 20,842 | $128.2K | 0.00% | +247+1.2% | Added |
| Merit Financial Group, LLC | 21,089 | $129.7K | 0.00% | +1,050+5.2% | Added |
| Landscape Capital Management, L.L.C. | 21,852 | $134.4K | 0.01% | +21,852 | New |
| Accredited Investor Services, LLC | 22,819 | $140.3K | 0.09% | +2,156+10.4% | Added |
| Sowell Financial Services LLC | 23,023 | $141.6K | 0.01% | −650−2.7% | Reduced |
| HighTower Advisors, LLC | 23,168 | $142.5K | 0.00% | +23,168 | New |
| Brown Advisory Inc | 23,199 | $142.7K | 0.00% | −30,748−57.0% | Reduced |
| Alteri Wealth LLC | 23,835 | $146.6K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 23,721 | $147.8K | 0.00% | +261+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,235 | $149.0K | 0.00% | +1,396+6.1% | Added |
| BlackRock, Inc. | 26,124 | $160.7K | 0.00% | +23,654+957.7% | Added |
| Kovack Advisors, Inc. | 30,465 | $187.4K | 0.01% | +19,940+189.5% | Added |
| Integrity Alliance, LLC. | 30,592 | $188.1K | 0.01% | −161−0.5% | Reduced |
| Nomura Holdings Inc | 30,663 | $188.6K | 0.00% | +30,663 | New |
| Pin Oak Investment Advisors Inc | 31,000 | $193.0K | 0.14% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33,247 | $204.5K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 33,707 | $207.6K | 0.02% | −436−1.3% | Reduced |
| Oppenheimer & Co Inc | 34,134 | $209.9K | 0.00% | +632+1.9% | Added |
| Balyasny Asset Management LLC | 42,322 | $260.3K | 0.00% | +42,322 | New |
| Readystate Asset Management LP | 47,095 | $289.6K | 0.01% | −45,396−49.1% | Reduced |
| Logan Stone Capital, LLC | 47,416 | $291.6K | 0.07% | +47,416 | New |
| Apollon Wealth Management, LLC | 51,300 | $315.5K | 0.01% | +3,571+7.5% | Added |
| Raymond James Financial Inc | 58,458 | $359.5K | 0.00% | +944+1.6% | Added |
| Powell Investment Advisors, LLC | 59,684 | $367.1K | 0.13% | +301+0.5% | Added |
| City of London Investment Management Co Ltd | 59,915 | $368.5K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 63,142 | $388.3K | 0.00% | +38,622+157.5% | Added |
| Royal Bank of Canada | 65,625 | $404.0K | 0.00% | +1,642+2.6% | Added |
| UBS Group AG | 72,631 | $446.7K | 0.00% | +13,709+23.3% | Added |
| Envestnet Asset Management Inc | 74,236 | $456.6K | 0.00% | +6,924+10.3% | Added |
| Koshinski Asset Management, Inc. | 75,825 | $466.3K | 0.03% | −2,067−2.7% | Reduced |
| International Assets Investment Management, LLC | 79,100 | $486.5K | 0.03% | +79,100 | New |
| Jane Street Group, LLC | 81,224 | $499.5K | 0.00% | +40,043+97.2% | Added |
| Financially in Tune, LLC | 82,895 | $509.8K | 0.48% | +82,895 | New |
| Private Advisor Group, LLC | 84,274 | $518.3K | 0.00% | −190−0.2% | Reduced |
| Encompass More Asset Management | 91,291 | $561.4K | 0.10% | −380.0% | Reduced |
| Baird Financial Group, Inc. | 91,778 | $564.4K | 0.00% | −559−0.6% | Reduced |
| GWM Advisors LLC | 96,729 | $594.9K | 0.00% | −16,700−14.7% | Reduced |
| Creative Financial Designs Inc | 112,391 | $691.2K | 0.04% | −25,612−18.6% | Reduced |
| Kingsview Wealth Management, LLC | 125,393 | $771.2K | 0.01% | +95,745+322.9% | Added |
| Cetera Investment Advisers | 177,633 | $1.09M | 0.00% | +14,997+9.2% | Added |
| Kestra Advisory Services, LLC | 182,881 | $1.12M | 0.00% | +1,032+0.6% | Added |
| Bank of America Corp | 182,999 | $1.13M | 0.00% | −3,486−1.9% | Reduced |
| Quarry LP | 192,663 | $1.18M | 0.19% | +192,663 | New |
| Rareview Capital LLC | 208,656 | $1.34M | 0.87% | +18,170+9.5% | Added |
| Advisor Group Holdings, Inc. | 241,923 | $1.49M | 0.00% | +6,101+2.6% | Added |
| Wolverine Asset Management LLC | 255,041 | $1.57M | 0.02% | +243,859+2,180.8% | Added |
| GraniteShares Advisors LLC | 438,079 | $2.69M | 1.64% | −27,504−5.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 471,936 | $2.90M | 0.00% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 490,414 | $3.02M | 0.34% | +490,414 | New |
| Shaker Financial Services, LLC | 495,009 | $3.04M | 0.97% | −198,368−28.6% | Reduced |
| Penserra Capital Management LLC | 725,082 | $4.46M | 0.05% | +67,125+10.2% | Added |
| Invesco Ltd. | 725,510 | $4.46M | 0.00% | −43,581−5.7% | Reduced |
| Wells Fargo & Company | 786,525 | $4.84M | 0.00% | −4,100−0.5% | Reduced |
| Guggenheim Capital LLC | 810,863 | $4.99M | 0.04% | −18,030−2.2% | Reduced |
| Pathstone Holdings, LLC | 819,044 | $5.04M | 0.02% | +819,044 | New |
| Advisors Asset Management, Inc. | 1,067,652 | $6.57M | 0.11% | −2,730−0.3% | Reduced |
| LPL Financial LLC | 1,505,912 | $9.26M | 0.00% | −11,589−0.8% | Reduced |
| Morgan Stanley | 3,218,111 | $19.8M | 0.00% | +213,003+7.1% | Added |
| 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 |