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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 44 | $257 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $384 | 0.00% | – | – |
| Rockefeller Capital Management L.P. | 233 | $1.36K | 0.00% | +233 | New |
| CWM, LLC | 242 | $1.41K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 352 | $2.05K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 475 | $2.77K | 0.00% | −105−18.1% | Reduced |
| Private Wealth Management Group, LLC | 630 | $3.67K | 0.00% | +630 | New |
| Whittier Trust Co of Nevada Inc | 939 | $5.47K | 0.00% | +939 | New |
| BNP Paribas Arbitrage, SA | 1,280 | $7.46K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,325 | $7.72K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,372 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,414 | $8.24K | 0.00% | +1,414 | New |
| Steward Partners Investment Advisory, LLC | 1,965 | $11.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,539 | $14.8K | 0.01% | +277+12.2% | Added |
| Caldwell Trust Co | 2,800 | $16.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,051 | $35.3K | 0.00% | +181+3.1% | Added |
| Farther Finance Advisors, LLC | 6,333 | $37.0K | 0.00% | +6,114+2,791.8% | Added |
| Sound Income Strategies, LLC | 7,304 | $42.7K | 0.00% | +84+1.2% | Added |
| Anfield Capital Management, LLC | 8,586 | $50.1K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 9,381 | $55.0K | 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 |
| D.A. Davidson & Co. | 11,275 | $65.7K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 11,400 | $66.5K | 0.01% | −1,600−12.3% | Reduced |
| Park Avenue Securities LLC | 11,740 | $68.0K | 0.00% | +402+3.5% | Added |
| Mariner, LLC | 11,950 | $68.5K | 0.00% | −1,247−9.4% | Reduced |
| Janney Montgomery Scott LLC | 12,463 | $73.0K | 0.00% | −3,308−21.0% | Reduced |
| MML Investors Services, LLC | 12,719 | $74.2K | 0.00% | +144+1.1% | Added |
| Warren Averett Asset Management, LLC | 13,051 | $76.1K | 0.00% | −7,791−37.4% | Reduced |
| Barrett & Company, Inc. | 14,367 | $83.8K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15,127 | $88.2K | 0.00% | −18,120−54.5% | Reduced |
| Moors & Cabot, Inc. | 15,500 | $90.4K | 0.00% | −2,500−13.9% | Reduced |
| Capital Investment Advisors, LLC | 16,680 | $97.2K | 0.00% | +1,616+10.7% | Added |
| Truist Financial Corp | 17,189 | $100.2K | 0.00% | +17,189 | New |
| Wedbush Securities Inc | 18,614 | $109.0K | 0.00% | +8,000+75.4% | Added |
| Procyon Private Wealth Partners, LLC | 19,819 | $115.5K | 0.01% | +9,000+83.2% | Added |
| Merit Financial Group, LLC | 21,259 | $123.9K | 0.00% | +170+0.8% | Added |
| Integrity Advisory Solutions, LLC | 21,328 | $124.3K | 0.02% | +2,924+15.9% | Added |
| Accredited Investor Services, LLC | 22,248 | $129.7K | 0.08% | −571−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,002 | $134.0K | 0.00% | −1,233−5.1% | Reduced |
| Sowell Financial Services LLC | 23,023 | $134.2K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 23,199 | $135.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 23,662 | $137.9K | 0.00% | +12,649+114.9% | Added |
| Alteri Wealth LLC | 23,835 | $139.0K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 24,932 | $145.4K | 0.00% | +1,211+5.1% | Added |
| BlackRock, Inc. | 27,223 | $158.7K | 0.00% | +1,099+4.2% | Added |
| Integrity Alliance, LLC. | 30,580 | $178.3K | 0.01% | −120.0% | Reduced |
| Pin Oak Investment Advisors Inc | 31,000 | $181.0K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 31,741 | $185.1K | 0.02% | −1,966−5.8% | Reduced |
| Oppenheimer & Co Inc | 34,792 | $202.8K | 0.00% | +658+1.9% | Added |
| Kovack Advisors, Inc. | 40,009 | $233.4K | 0.01% | +9,544+31.3% | Added |
| Apollon Wealth Management, LLC | 51,706 | $301.4K | 0.00% | +406+0.8% | Added |
| UBS Group AG | 58,076 | $338.6K | 0.00% | −14,555−20.0% | Reduced |
| Raymond James Financial Inc | 58,276 | $339.8K | 0.00% | −182−0.3% | Reduced |
| City of London Investment Management Co Ltd | 59,915 | $349.3K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 60,001 | $349.8K | 0.12% | +317+0.5% | Added |
| Stifel Financial Corp | 63,167 | $368.3K | 0.00% | +250.0% | Added |
| Royal Bank of Canada | 68,163 | $397.0K | 0.00% | +2,538+3.9% | Added |
| Koshinski Asset Management, Inc. | 75,825 | $442.1K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 78,759 | $459.2K | 0.00% | −5,515−6.5% | Reduced |
| Financially in Tune, LLC | 82,895 | $483.3K | 0.42% | 00.0% | Unchanged |
| Encompass More Asset Management | 88,839 | $517.9K | 0.09% | −2,452−2.7% | Reduced |
| Baird Financial Group, Inc. | 90,528 | $527.8K | 0.00% | −1,250−1.4% | Reduced |
| GWM Advisors LLC | 91,759 | $535.0K | 0.00% | −4,970−5.1% | Reduced |
| Envestnet Asset Management Inc | 101,092 | $589.4K | 0.00% | +26,856+36.2% | Added |
| Wolverine Asset Management LLC | 118,079 | $688.4K | 0.01% | −136,962−53.7% | Reduced |
| International Assets Investment Management, LLC | 126,111 | $736.5K | 0.05% | +47,011+59.4% | Added |
| Quarry LP | 127,908 | $745.7K | 0.15% | −64,755−33.6% | Reduced |
| Creative Financial Designs Inc | 133,856 | $780.4K | 0.05% | +21,465+19.1% | Added |
| Kestra Advisory Services, LLC | 178,500 | $1.04M | 0.00% | −4,381−2.4% | Reduced |
| Cetera Investment Advisers | 182,843 | $1.07M | 0.00% | +5,210+2.9% | Added |
| Bank of America Corp | 192,927 | $1.12M | 0.00% | +9,928+5.4% | Added |
| Absolute Investment Advisers LLC | 214,168 | $1.25M | 0.15% | −276,246−56.3% | Reduced |
| Advisor Group Holdings, Inc. | 229,444 | $1.34M | 0.00% | −12,479−5.2% | Reduced |
| Kingsview Wealth Management, LLC | 252,998 | $1.47M | 0.02% | +127,605+101.8% | Added |
| Byrne Asset Management LLC | 282,560 | $1.65M | 0.97% | +282,560 | New |
| GraniteShares Advisors LLC | 393,087 | $2.29M | 1.65% | −44,992−10.3% | Reduced |
| Shaker Financial Services, LLC | 458,892 | $2.68M | 0.93% | −36,117−7.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 472,918 | $2.76M | 0.00% | +982+0.2% | Added |
| Pathstone Holdings, LLC | 477,950 | $2.79M | 0.01% | −341,094−41.6% | Reduced |
| Guggenheim Capital LLC | 615,618 | $3.59M | 0.03% | −195,245−24.1% | Reduced |
| Invesco Ltd. | 690,511 | $4.03M | 0.00% | −34,999−4.8% | Reduced |
| Wells Fargo & Company | 747,468 | $4.36M | 0.00% | −39,057−5.0% | Reduced |
| Advisors Asset Management, Inc. | 1,049,656 | $6.12M | 0.10% | −17,996−1.7% | Reduced |
| Penserra Capital Management LLC | 1,101,494 | $6.42M | 0.08% | +376,412+51.9% | Added |
| LPL Financial LLC | 1,554,890 | $9.07M | 0.00% | +48,978+3.3% | Added |
| Morgan Stanley | 3,390,386 | $19.8M | 0.00% | +172,275+5.4% | Added |
| 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 |