SAN MATEO, CA
FRANKLIN LTD DURATION INCOME TRUSTFTF— Latest position per institution from SEC 13F filings
15
Institutional holders
14.32M
Total shares held
78.25M
Estimated value
716.05K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
3.39M
Value
19.77M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.55M
Value
9.07M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.10M
Value
6.42K
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.05M
Value
6.12M
Filed
Mar 31, 2026
CETERA ADVISORS LLC
CIK 1534400
Shares
896.47K
Value
5.62M
Filed
Mar 31, 2024
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
747.47K
Value
4.36M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
690.51K
Value
4.03M
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
684.49K
Value
4.23M
Filed
Mar 31, 2023
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
615.62K
Value
3.59M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
477.95K
Value
2.79M
Filed
Mar 31, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
472.92K
Value
2.76M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
458.89K
Value
2.68M
Filed
Mar 31, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
393.09K
Value
2.29M
Filed
Mar 31, 2026
BYRNE ASSET MANAGEMENT LLC
CIK 1911322
Shares
282.56K
Value
1.65M
Filed
Mar 31, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
270.30K
Value
1.79M
Filed
Dec 31, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC
CIK 1791965
Shares
253K
Value
1.47M
Filed
Mar 31, 2026
ORION PORFOLIO SOLUTIONS, LLC
CIK 1360533
Shares
252.54K
Value
1.58M
Filed
Mar 31, 2024
ORION PORTFOLIO SOLUTIONS, LLC
CIK 1802647
Shares
252.54K
Value
1.58M
Filed
Mar 31, 2024
CLOUGH CAPITAL PARTNERS L P
CIK 1276144
Shares
246.90K
Value
1.54M
Filed
Dec 31, 2023
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
229.44K
Value
1.34M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 3.39M | 19.77M | Mar 31, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 1.55M | 9.07M | Mar 31, 2026 |
| 3 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.10M | 6.42K | Mar 31, 2026 |
| 4 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.05M | 6.12M | Mar 31, 2026 |
| 5 | CETERA ADVISORS LLC | 1534400 | 896.47K | 5.62M | Mar 31, 2024 |
| 6 | WELLS FARGO & COMPANY/MN | 72971 | 747.47K | 4.36M | Mar 31, 2026 |
| 7 | INVESCO LTD. | 914208 | 690.51K | 4.03M | Mar 31, 2026 |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 684.49K | 4.23M | Mar 31, 2023 |
| 9 | GUGGENHEIM CAPITAL LLC | 1283072 | 615.62K | 3.59M | Mar 31, 2026 |
| 10 | PATHSTONE HOLDINGS, LLC | 2011612 | 477.95K | 2.79M | Mar 31, 2026 |
| 11 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 472.92K | 2.76M | Mar 31, 2026 |
| 12 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 458.89K | 2.68M | Mar 31, 2026 |
| 13 | GRANITESHARES ADVISORS LLC | 1839545 | 393.09K | 2.29M | Mar 31, 2026 |
| 14 | BYRNE ASSET MANAGEMENT LLC | 1911322 | 282.56K | 1.65M | Mar 31, 2026 |
| 15 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 270.30K | 1.79M | Dec 31, 2024 |
| 16 | KINGSVIEW WEALTH MANAGEMENT, LLC | 1791965 | 253K | 1.47M | Mar 31, 2026 |
| 17 | ORION PORFOLIO SOLUTIONS, LLC | 1360533 | 252.54K | 1.58M | Mar 31, 2024 |
| 18 | ORION PORTFOLIO SOLUTIONS, LLC | 1802647 | 252.54K | 1.58M | Mar 31, 2024 |
| 19 | CLOUGH CAPITAL PARTNERS L P | 1276144 | 246.90K | 1.54M | Dec 31, 2023 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 229.44K | 1.34M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.