Who owns Franklin Limited Duration Income Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FTF from SEC Form 13F filings across 88 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.
As of the 2026-06-30 reporting period, 88 institutions disclosed 14.6M shares of Franklin Limited Duration Income Trust worth $84.7M — about 36.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
88
13F holders
$84.7M
value, 2026 filers
36.2%
of shares outstanding (14.6M sh)
10
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 | $6.6M | 0.1% | 2.8% | +4.0% |
| 5 | Advisors Asset Management, Inc. | 887,453 | $5.1M | 0.1% | 2.2% | -15.5% |
| 6 | Invesco Ltd. | 692,417 | $4.0M | 0.0% | 1.7% | +0.3% |
| 7 | GUGGENHEIM CAPITAL LLC | 691,385 | $4.0M | 0.0% | 1.7% | +12.3% |
| 8 | WELLS FARGO & COMPANY/MN | 623,402 | $3.6M | 0.0% | 1.5% | -16.6% |
| 9 | Allspring Global Investments Holdings, LLC | 472,918 | $2.7M | 0.0% | 1.2% | 0.0% |
| 10 | GraniteShares Advisors LLC | 452,287 | $2.6M | 1.7% | 1.1% | +15.1% |
| 11 | Shaker Financial Services, LLC | 271,335 | $1.6M | 0.5% | 0.7% | -40.9% |
| 12 | Byrne Asset Management LLC | 243,580 | $1.4M | 0.8% | 0.6% | -13.8% |
| 13 | OSAIC HOLDINGS, INC. | 239,304 | $1.4M | 0.0% | 0.6% | +4.3% |
| 14 | BANK OF AMERICA CORP /DE/ | 192,622 | $1.1M | 0.0% | 0.5% | -0.2% |
| 15 | Kestra Advisory Services, LLC | 182,161 | $1.1M | 0.0% | 0.5% | +2.1% |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 173,043 | $1.0M | 0.1% | 0.4% | +37.2% |
| 17 | Kingsview Wealth Management, LLC | 155,207 | $898,649 | 0.0% | 0.4% | -38.7% |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | 136,845 | $792,332 | 0.0% | 0.3% | +2.2% |
| 19 | Cetera Investment Advisers | 124,683 | $721,916 | 0.0% | 0.3% | -31.8% |
| 20 | WOLVERINE ASSET MANAGEMENT LLC | 116,449 | $674,240 | 0.0% | 0.3% | -1.4% |
| 21 | ROYAL BANK OF CANADA | 103,011 | $596,000 | 0.0% | 0.3% | +51.1% |
| 22 | Baird Financial Group, Inc. | 88,730 | $513,747 | 0.0% | 0.2% | -2.0% |
| 23 | NewEdge Advisors, LLC | 87,259 | $505,230 | 0.0% | 0.2% | -4.9% |
| 24 | Beacon Pointe Advisors, LLCNEW | 80,695 | $467,225 | 0.0% | 0.2% | new |
| 25 | Encompass More Asset Management | 78,581 | $454,988 | 0.1% | 0.2% | -11.5% |
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.