Institutional Ownership
Franklin Ltd Duration Income
CUSIP 35472T101COMFTFQ1 2026
13D / 13G Filings
17
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
20.9%
Max % of class reported
Institutional Holders
87
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
17 filings · latest May 6, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 6, 2025 | Morgan Stanley | 13G | 6.3% | 2.55M | SEC |
| 2 | Apr 4, 2024 | Sit Investment Associates Inc | 13G/A | 4.8% | 1.94M | SEC |
| 3 | Feb 6, 2024 | Sit Investment Associates Inc | 13G/A | 5.0% | 2.03M | SEC |
| 4 | Jan 17, 2024 | First Trust Portfolios LP | 13G/A | 9.3% | 3.76M | SEC |
| 5 | Feb 8, 2023 | Sit Investment Associates Inc | 13G/A | 7.6% | 3.06M | SEC |
| 6 | Jan 23, 2023 | First Trust Portfolios LP | 13G/A | 8.9% | 3.59M | SEC |
| 7 | Mar 17, 2022 | Sit Investment Associates Inc | 13G | 11.8% | 4.78M | SEC |
| 8 | Feb 11, 2022 | Sit Investment Associates Inc | 13G/A | 0.6% | 192.1K | SEC |
| 9 | Jan 10, 2022 | First Trust Portfolios LP | 13G/A | 10.2% | 3.08M | SEC |
| 10 | Jul 6, 2021 | Sit Investment Associates Inc | 13G/A | 8.7% | 2.63M | SEC |
7 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Franklin Ltd Duration Income.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 3.39M | $19.77M |
| 2 | Lpl Financial LLC | 1.55M | $9.07M |
| 3 | Advisors Asset Management, Inc. | 1.05M | $6.12M |
| 4 | Wells Fargo & Company/Mn | 747.5K | $4.36M |
| 5 | Invesco Ltd. | 690.5K | $4.03M |
| 6 | Guggenheim Capital LLC | 615.6K | $3.59M |
| 7 | Pathstone Holdings, LLC | 477.9K | $2.79M |
| 8 | Allspring Global Investments Holdings, LLC | 472.9K | $2.76M |
| 9 | Shaker Financial Services, LLC | 458.9K | $2.68M |
| 10 | Graniteshares Advisors LLC | 393.1K | $2.29M |