Who owns FTF?
Institutional ownership of Franklin Limited Duration Income Trust from Form 13F, Q2 2026
88 institutional managers reported holding Franklin Limited Duration Income Trust (FTF) in Form 13F filings for Q2 2026, with 14,633,050 shares worth $84.8M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 7,213 shares (+0.0%). 10 opened new positions and 7 sold out.
- Funds holding
- 88
- Value held
- $84.8M
- New / sold out
- 10 / 7
- Net shares, same filers
- +0.0%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FTF
Share of 13F holdings is each fund's shares as a share of the 14,633,050 FTF shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Pathstone Holdings, LLC Added+$4.0M
- Beacon Pointe Advisors, LLC New+$467K
- Guggenheim Capital LLC Added+$439K
- GraniteShares Advisors LLC Added+$343K
- Readystate Asset Management LP New+$311K
- International Assets Investment Management, LLC Added+$272K
- Penserra Capital Management LLC Added+$253K
- Citadel Advisors LLC New+$235K
- Private Wealth Management Group, LLC Added+$216K
- Royal Bank of Canada Added+$202K
Biggest sellers in Q2 2026
- Absolute Investment Advisers, LLC Sold out-$1.2M
- Shaker Financial Services, LLC Trimmed-$1.1M
- Advisors Asset Management, Inc. Trimmed-$939K
- Quarry LP Sold out-$746K
- Wells Fargo & Company Trimmed-$718K
- Morgan Stanley Trimmed-$639K
- Kingsview Wealth Management, LLC Trimmed-$566K
- Envestnet Asset Management Inc Trimmed-$410K
- Cetera Investment Advisers Trimmed-$337K
- Byrne Asset Management LLC Trimmed-$226K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $7.9M and sold $7.8M; 22 added and 32 trimmed.
Schedule 13D and 13G filings on FTF
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-05-06MORGAN STANLEY SCHEDULE 13G filed by Franklin Limited Duration Income TrustSchedule 13G
Questions about FTF ownership
- Who owns FTF stock?
- 88 institutional investment managers reported FTF positions in their Form 13F filings for Q2 2026, holding 14,633,050 shares worth $84.8M in total. Morgan Stanley reported the largest position.
- Are funds buying or selling FTF?
- In Q2 2026, 10 managers opened new FTF positions, 22 added, 32 trimmed and 7 sold out. Managers that filed in both quarters added a net 7,213 shares.
- How current is this FTF institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FTF by CUSIP. Options are left out. FTF news and filings · FTF insider trades · Top funds