Who owns Franklin Limited Duration Income Trust?
Institutional ownership of FTF from SEC Form 13F filings across 67 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
67
13F holders
$60.8M
value, 2026 filers
29.1%
of shares outstanding (11.7M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FTF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.3M | $19.0M | 0.0% | 8.1% | -3.3% |
| 2 | LPL Financial LLC | 1.5M | $8.9M | 0.0% | 3.8% | -1.4% |
| 3 | Pathstone Holdings, LLC | 1.2M | $6.8M | 0.0% | 2.9% | +144.2% |
| 4 | Penserra Capital Management LLC | 1.1M | $6,630 | 0.1% | 2.8% | +4.0% |
| 5 | Invesco Ltd. | 692,417 | $4.0M | 0.0% | 1.7% | +0.3% |
| 6 | WELLS FARGO & COMPANY/MN | 623,402 | $3.6M | 0.0% | 1.5% | -16.6% |
| 7 | Allspring Global Investments Holdings, LLC | 472,918 | $2.7M | 0.0% | 1.2% | 0.0% |
| 8 | Byrne Asset Management LLC | 243,580 | $1.4M | 0.8% | 0.6% | -13.8% |
| 9 | OSAIC HOLDINGS, INC. | 239,304 | $1.4M | 0.0% | 0.6% | +4.3% |
| 10 | BANK OF AMERICA CORP /DE/ | 192,622 | $1.1M | 0.0% | 0.5% | -0.2% |
| 11 | Kestra Advisory Services, LLC | 182,161 | $1.1M | 0.0% | 0.5% | +2.1% |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 173,043 | $1.0M | 0.1% | 0.4% | +37.2% |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | 136,845 | $792,332 | 0.0% | 0.3% | +2.2% |
| 14 | Cetera Investment Advisers | 124,683 | $721,916 | 0.0% | 0.3% | -31.8% |
| 15 | ROYAL BANK OF CANADA | 103,011 | $596,000 | 0.0% | 0.3% | +51.1% |
| 16 | Baird Financial Group, Inc. | 88,730 | $513,747 | 0.0% | 0.2% | -2.0% |
| 17 | NewEdge Advisors, LLC | 87,259 | $505,230 | 0.0% | 0.2% | -4.9% |
| 18 | Encompass More Asset Management | 78,581 | $454,988 | 0.1% | 0.2% | -11.5% |
| 19 | Koshinski Asset Management, Inc. | 63,825 | $369,547 | 0.0% | 0.2% | -15.8% |
| 20 | STIFEL FINANCIAL CORP | 63,215 | $366,014 | 0.0% | 0.2% | +0.1% |
| 21 | Powell Investment Advisors, LLC | 60,337 | $349,350 | 0.1% | 0.1% | +0.6% |
| 22 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 59,915 | $346,908 | 0.0% | 0.1% | 0.0% |
| 23 | UBS Group AG | 58,712 | $339,943 | 0.0% | 0.1% | +1.1% |
| 24 | READYSTATE ASSET MANAGEMENT LPNEW | 53,748 | $311,201 | 0.0% | 0.1% | new |
| 25 | Apollon Wealth Management, LLC | 52,137 | $301,872 | 0.0% | 0.1% | +0.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.