Who Owns Franklin Limited Duration Income Trust Common Shrs. of Beneficial Interest (FTF)?Hedge Fund & Institutional Holders

$5.93-0.01 (-0.08%)Financial ServicesAMEX

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.000000400000033e+281T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$5.86$6.09$6.32$6.55$6.78Sep 24Jun 25Mar 26

FTF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Shaker Financial Services, LLCNew Position+495K+$3.0B
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+490K+$3.0B
GraniteShares Advisors LLCNew Position+438K+$2.0B
WOLVERINE ASSET MANAGEMENT LLCNew Position+255K+$1.6B
Quarry LPNew Position+193K+$1.2B
Encompass More Asset ManagementNew Position+91K+$561.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+79K+$486.0M
Logan Stone Capital, LLCNew Position+47K+$291.0M
OPPENHEIMER & CO INCNew Position+34K+$209.0M
CoreCap Advisors, LLCNew Position+33K+$204.0M
Sowell Financial Services LLCNew Position+23K+$141.0M
ACCREDITED INVESTOR SERVICES, LLCNew Position+23K+$140.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+22K+$133.0M
Rareview Capital LLCIncreased+18K+$116.1M
Capital Investment Advisors, LLCNew Position+15K+$92.0M

FTF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-12K-$9.7B
WELLS FARGO & COMPANY/MNDecreased-4K-$2.0B
GUGGENHEIM CAPITAL LLCDecreased-18K-$1.3B
Advisors Asset Management, Inc.Decreased-3K-$804.8M
NewEdge Advisors, LLCDecreased-17K-$722.5M
Baird Financial Group, Inc.Decreased-559-$588.2M
Private Advisor Group, LLCDecreased-190-$538.0M
Invesco Ltd.Decreased-44K-$438.1M
Caldwell Trust CoDecreased-45K-$352.1M
BROWN ADVISORY INCDecreased-31K-$343.6M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-26K-$188.1M
MILLENNIUM MANAGEMENT LLCClosed Position-23K-$146.5M
Moors & Cabot, Inc.Decreased-4K-$137.0M
Mariner, LLCDecreased-3K-$104.5M
Mach-1 Financial Group, LLCClosed Position-16K-$100.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Advisors Asset Management, Inc.1,065,522$6.0B0.10%Share
2GUGGENHEIM CAPITAL LLC810,164$4.0B0.03%Share
3Invesco Ltd.534,600$3.3B0.00%Share
4Shaker Financial Services, LLC495,009$3.0B0.96%Share
5ABSOLUTE INVESTMENT ADVISERS, LLC490,414$3.0B0.34%Share
6GraniteShares Advisors LLC438,079$2.0B1.22%Share
7WELLS FARGO & COMPANY/MN479,358$2.0B0.00%Share
8WOLVERINE ASSET MANAGEMENT LLC255,041$1.6B0.01%Share
9Rareview Capital LLC208,656$1.3B0.87%Share
10Quarry LP192,663$1.2B0.19%Share
11Invesco Ltd.190,910$1.2B0.00%Share
12BANK OF AMERICA CORP /DE/182,999$1.0B0.00%Share
13OSAIC HOLDINGS, INC.237,773$1.0B0.00%Share
14WELLS FARGO & COMPANY/MN307,167$1.0B0.00%Share
15CREATIVE FINANCIAL DESIGNS INC /ADV112,391$691.0M0.04%Share
16Encompass More Asset Management91,291$561.0M0.10%Share
17INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC79,100$486.0M0.03%Share
18Koshinski Asset Management, Inc.75,825$466.0M0.03%Share
19CITY OF LONDON INVESTMENT MANAGEMENT CO LTD59,915$368.0M0.03%Share
20Powell Investment Advisors, LLC59,684$367.0M0.13%Share
21UBS Group AG55,863$343.0M0.00%Share
22Logan Stone Capital, LLC47,416$291.0M0.07%Share
23OPPENHEIMER & CO INC34,134$209.0M0.00%Share
24CoreCap Advisors, LLC33,247$204.0M0.01%Share
25INTEGRITY ALLIANCE, LLC.30,592$188.0M0.01%Share
26Alteri Wealth LLC23,835$146.0M0.05%Share
27Sowell Financial Services LLC23,023$141.0M0.01%Share
28ACCREDITED INVESTOR SERVICES, LLC22,819$140.0M0.09%Share
29Integrity Advisory Solutions, LLC18,404$113.0M0.02%Share
30Capital Investment Advisors, LLC15,064$92.0M0.00%Share
31UBS Group AG14,974$92.0M0.00%Share
32BARRETT & COMPANY, INC.14,367$88.0M0.03%Share
33NWF Advisory Services Inc.13,000$79.0M0.01%Share
34LANDSCAPE CAPITAL MANAGEMENT, L.L.C.11,305$69.0M0.00%Share
35D.A. DAVIDSON & CO.11,275$69.0M0.00%Share
36STEPHENS INC /AR/11,013$67.0M0.00%Share
37Procyon Advisors, LLC10,819$66.0M0.00%Share
38Kovack Advisors, Inc.30,465$65.0M0.00%Share
39BlackDiamond Wealth Management, LLC10,091$62.0M0.03%Share
40Anfield Capital Management, LLC8,586$52.0M0.02%Share
41Sound Income Strategies, LLC7,220$44.0M0.00%Share
42LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,368$39.0M0.00%Share
43EASTERN BANK5,000$30.0M0.00%Share
44LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,179$25.0M0.00%Share
45Caldwell Trust Co2,800$17.0M0.00%Share
46MORGAN STANLEY2,524,312$15.0M0.00%Share
47WPG Advisers, LLC2,262$13.0M0.01%Share
48UBS Group AG1,794$11.0M0.00%Share
49LPL Financial LLC1,505,912$9.0M0.00%Share
50AdvisorNet Financial, Inc1,372$8.0M0.00%Share

FTF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202597$37.4B+38
Q3 202559$43.6B-18
Q2 202577$62.1B-2
Q1 202579$71.7B+7
Q4 202472$528.4B+21
Q3 202451$1.0T-5
Q2 202456$1.2T+3
Q1 202453$1.1T—

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As of Q4 2025, 50 institutional investors hold FTF (Franklin Limited Duration Income Trust Common Shrs. of Beneficial Interest). The largest holder is Advisors Asset Management, Inc. with $6.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FTF?

As of Q4 2025, 50 institutional investors report holding FTF (Franklin Limited Duration Income Trust Common Shrs. of Beneficial Interest) in their 13F filings.

Who is the largest institutional holder of FTF?

The largest institutional holder of FTF is Advisors Asset Management, Inc. with $6.0B in shares.

Is institutional ownership of FTF increasing or decreasing?

This quarter, 14 institutions opened new positions in FTF and 2 closed their positions.