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, Q1 2026
Institutional positions in Franklin Ltd Duration Income Trust as of Mar 31, 2026. 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
- 87
- −8 vs. Q4 2025
- Shares held
- 14.7M
- −634.5K (−4.1%) vs. Q4 2025
- Total value
- $85.7M
- −$8.67M (−9.2%) vs. Q4 2025
- New holders
- 7
- 30 more added
- Sold out
- 15
- 29 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Franklin Ltd Duration Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,390,386 | $19.8M | 0.00% | +172,275+5.4% | Added |
| LPL Financial LLC | 1,554,890 | $9.07M | 0.00% | +48,978+3.3% | Added |
| Penserra Capital Management LLC | 1,101,494 | $6.42M | 0.08% | +376,412+51.9% | Added |
| Advisors Asset Management, Inc. | 1,049,656 | $6.12M | 0.10% | −17,996−1.7% | Reduced |
| Wells Fargo & Company | 747,468 | $4.36M | 0.00% | −39,057−5.0% | Reduced |
| Invesco Ltd. | 690,511 | $4.03M | 0.00% | −34,999−4.8% | Reduced |
| Guggenheim Capital LLC | 615,618 | $3.59M | 0.03% | −195,245−24.1% | Reduced |
| Pathstone Holdings, LLC | 477,950 | $2.79M | 0.01% | −341,094−41.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 472,918 | $2.76M | 0.00% | +982+0.2% | Added |
| Shaker Financial Services, LLC | 458,892 | $2.68M | 0.93% | −36,117−7.3% | Reduced |
| GraniteShares Advisors LLC | 393,087 | $2.29M | 1.65% | −44,992−10.3% | Reduced |
| Byrne Asset Management LLC | 282,560 | $1.65M | 0.97% | +282,560 | New |
| Kingsview Wealth Management, LLC | 252,998 | $1.47M | 0.02% | +127,605+101.8% | Added |
| Advisor Group Holdings, Inc. | 229,444 | $1.34M | 0.00% | −12,479−5.2% | Reduced |
| Absolute Investment Advisers LLC | 214,168 | $1.25M | 0.15% | −276,246−56.3% | Reduced |
| Bank of America Corp | 192,927 | $1.12M | 0.00% | +9,928+5.4% | Added |
| Cetera Investment Advisers | 182,843 | $1.07M | 0.00% | +5,210+2.9% | Added |
| Kestra Advisory Services, LLC | 178,500 | $1.04M | 0.00% | −4,381−2.4% | Reduced |
| Creative Financial Designs Inc | 133,856 | $780.4K | 0.05% | +21,465+19.1% | Added |
| Quarry LP | 127,908 | $745.7K | 0.15% | −64,755−33.6% | Reduced |
| International Assets Investment Management, LLC | 126,111 | $736.5K | 0.05% | +47,011+59.4% | Added |
| Wolverine Asset Management LLC | 118,079 | $688.4K | 0.01% | −136,962−53.7% | Reduced |
| Envestnet Asset Management Inc | 101,092 | $589.4K | 0.00% | +26,856+36.2% | Added |
| GWM Advisors LLC | 91,759 | $535.0K | 0.00% | −4,970−5.1% | Reduced |
| Baird Financial Group, Inc. | 90,528 | $527.8K | 0.00% | −1,250−1.4% | Reduced |
| Encompass More Asset Management | 88,839 | $517.9K | 0.09% | −2,452−2.7% | Reduced |
| Financially in Tune, LLC | 82,895 | $483.3K | 0.42% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 78,759 | $459.2K | 0.00% | −5,515−6.5% | Reduced |
| Koshinski Asset Management, Inc. | 75,825 | $442.1K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 68,163 | $397.0K | 0.00% | +2,538+3.9% | Added |
| Stifel Financial Corp | 63,167 | $368.3K | 0.00% | +250.0% | Added |
| Powell Investment Advisors, LLC | 60,001 | $349.8K | 0.12% | +317+0.5% | Added |
| City of London Investment Management Co Ltd | 59,915 | $349.3K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 58,276 | $339.8K | 0.00% | −182−0.3% | Reduced |
| UBS Group AG | 58,076 | $338.6K | 0.00% | −14,555−20.0% | Reduced |
| Apollon Wealth Management, LLC | 51,706 | $301.4K | 0.00% | +406+0.8% | Added |
| Kovack Advisors, Inc. | 40,009 | $233.4K | 0.01% | +9,544+31.3% | Added |
| Oppenheimer & Co Inc | 34,792 | $202.8K | 0.00% | +658+1.9% | Added |
| SeaCrest Wealth Management, LLC | 31,741 | $185.1K | 0.02% | −1,966−5.8% | Reduced |
| Pin Oak Investment Advisors Inc | 31,000 | $181.0K | 0.13% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 30,580 | $178.3K | 0.01% | −120.0% | Reduced |
| BlackRock, Inc. | 27,223 | $158.7K | 0.00% | +1,099+4.2% | Added |
| RSM US Wealth Management LLC | 24,932 | $145.4K | 0.00% | +1,211+5.1% | Added |
| Alteri Wealth LLC | 23,835 | $139.0K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 23,662 | $137.9K | 0.00% | +12,649+114.9% | Added |
| Brown Advisory Inc | 23,199 | $135.3K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 23,023 | $134.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,002 | $134.0K | 0.00% | −1,233−5.1% | Reduced |
| Accredited Investor Services, LLC | 22,248 | $129.7K | 0.08% | −571−2.5% | Reduced |
| Integrity Advisory Solutions, LLC | 21,328 | $124.3K | 0.02% | +2,924+15.9% | Added |
| Merit Financial Group, LLC | 21,259 | $123.9K | 0.00% | +170+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 19,819 | $115.5K | 0.01% | +9,000+83.2% | Added |
| Wedbush Securities Inc | 18,614 | $109.0K | 0.00% | +8,000+75.4% | Added |
| Truist Financial Corp | 17,189 | $100.2K | 0.00% | +17,189 | New |
| Capital Investment Advisors, LLC | 16,680 | $97.2K | 0.00% | +1,616+10.7% | Added |
| Moors & Cabot, Inc. | 15,500 | $90.4K | 0.00% | −2,500−13.9% | Reduced |
| CoreCap Advisors, LLC | 15,127 | $88.2K | 0.00% | −18,120−54.5% | Reduced |
| Barrett & Company, Inc. | 14,367 | $83.8K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,051 | $76.1K | 0.00% | −7,791−37.4% | Reduced |
| MML Investors Services, LLC | 12,719 | $74.2K | 0.00% | +144+1.1% | Added |
| Janney Montgomery Scott LLC | 12,463 | $73.0K | 0.00% | −3,308−21.0% | Reduced |
| Mariner, LLC | 11,950 | $68.5K | 0.00% | −1,247−9.4% | Reduced |
| Park Avenue Securities LLC | 11,740 | $68.0K | 0.00% | +402+3.5% | Added |
| NWF Advisory Services Inc. | 11,400 | $66.5K | 0.01% | −1,600−12.3% | Reduced |
| D.A. Davidson & Co. | 11,275 | $65.7K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,000 | $58.3K | 0.01% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 10,000 | $58.3K | 0.01% | +10,000 | New |
| Sit Investment Associates Inc | 9,381 | $55.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8,586 | $50.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,304 | $42.7K | 0.00% | +84+1.2% | Added |
| Farther Finance Advisors, LLC | 6,333 | $37.0K | 0.00% | +6,114+2,791.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,051 | $35.3K | 0.00% | +181+3.1% | Added |
| Caldwell Trust Co | 2,800 | $16.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,539 | $14.8K | 0.01% | +277+12.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,965 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,414 | $8.24K | 0.00% | +1,414 | New |
| AdvisorNet Financial, Inc | 1,372 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,325 | $7.72K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,280 | $7.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 939 | $5.47K | 0.00% | +939 | New |
| Private Wealth Management Group, LLC | 630 | $3.67K | 0.00% | +630 | New |
| Highline Wealth Partners LLC | 475 | $2.77K | 0.00% | −105−18.1% | Reduced |
| MAI Capital Management | 352 | $2.05K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $1.41K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 233 | $1.36K | 0.00% | +233 | New |
| Huntington National Bank | – | $384 | 0.00% | – | – |
| Assetmark, Inc | 44 | $257 | 0.00% | 00.0% | Unchanged |
| Rareview Capital LLC | 0 | $0 | 0.00% | −208,656−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −81,224−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −47,416−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −47,095−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −42,322−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −30,663−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −23,168−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,852−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,281−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,673−100.0% | Sold out |
| BlackDiamond Wealth Management Inc. | 0 | $0 | 0.00% | −10,091−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |