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

$3.0234021500090005e+159T

% of Float Held

—

QoQ Change in Holders

+15 / -0

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
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+490K+$3.0B
Pathstone Holdings, LLCNew Position+819K+$5.0M
Penserra Capital Management LLCNew Position+725K+$4.0M
Shaker Financial Services, LLCNew Position+495K+$3.0M
Allspring Global Investments Holdings, LLCNew Position+472K+$2.9M
WOLVERINE ASSET MANAGEMENT LLCNew Position+255K+$1.6M
Quarry LPNew Position+193K+$1.2M
Encompass More Asset ManagementNew Position+91K+$561K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+79K+$486K
Apollon Wealth Management, LLCNew Position+51K+$315K
Logan Stone Capital, LLCNew Position+47K+$291K
OPPENHEIMER & CO INCNew Position+34K+$209K
CoreCap Advisors, LLCNew Position+33K+$204K
Sowell Financial Services LLCNew Position+23K+$141K
ACCREDITED INVESTOR SERVICES, LLCNew Position+23K+$140K

FTF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-12K-$9.7B
Advisors Asset Management, Inc.Decreased-3K-$6.8B
GUGGENHEIM CAPITAL LLCDecreased-18K-$5.3B
WELLS FARGO & COMPANY/MNDecreased-4K-$5.0B
Invesco Ltd.Decreased-44K-$4.9B
BANK OF AMERICA CORP /DE/Decreased-3K-$1.2B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-26K-$878.4M
NewEdge Advisors, LLCDecreased-17K-$722.5M
READYSTATE ASSET MANAGEMENT LPDecreased-45K-$588.9M
Baird Financial Group, Inc.Decreased-559-$588.2M
Private Advisor Group, LLCDecreased-190-$538.0M
Koshinski Asset Management, Inc.Decreased-2K-$495.7M
Caldwell Trust CoDecreased-45K-$369.1M
BROWN ADVISORY INCDecreased-31K-$343.6M
SeaCrest Wealth Management, LLCDecreased-436-$218.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ABSOLUTE INVESTMENT ADVISERS, LLC490,414$3.0B0.34%Share
2MORGAN STANLEY2,524,312$15.0M0.00%Share
3LPL Financial LLC1,505,912$9.0M0.00%Share
4Advisors Asset Management, Inc.1,065,522$6.0M0.10%Share
5Pathstone Holdings, LLC816,641$5.0M0.02%Share
6GUGGENHEIM CAPITAL LLC810,164$4.0M0.03%Share
7Penserra Capital Management LLC725,082$4.0M0.05%Share
8Invesco Ltd.534,600$3.3M0.00%Share
9Shaker Financial Services, LLC495,009$3.0M0.96%Share
10Allspring Global Investments Holdings, LLC471,936$2.9M0.00%Share
11WELLS FARGO & COMPANY/MN479,358$2.0M0.00%Share
12MORGAN STANLEY333,331$2.0M0.00%Share
13MORGAN STANLEY360,467$2.0M0.00%Share
14WOLVERINE ASSET MANAGEMENT LLC255,041$1.6M0.01%Share
15Rareview Capital LLC208,656$1.3M0.87%Share
16Quarry LP192,663$1.2M0.19%Share
17Invesco Ltd.190,910$1.2M0.00%Share
18WELLS FARGO & COMPANY/MN307,167$1.0M0.00%Share
19OSAIC HOLDINGS, INC.237,773$1.0M0.00%Share
20BANK OF AMERICA CORP /DE/182,999$1.0M0.00%Share
21Cetera Investment Advisers177,633$1.0M0.00%Share
22Kestra Advisory Services, LLC182,881$1.0M0.00%Share
23CREATIVE FINANCIAL DESIGNS INC /ADV112,391$691K0.04%Share
24Encompass More Asset Management91,291$561K0.10%Share
25INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC79,100$486K0.03%Share
26Koshinski Asset Management, Inc.75,825$466K0.03%Share
27CITY OF LONDON INVESTMENT MANAGEMENT CO LTD59,915$368K0.03%Share
28Powell Investment Advisors, LLC59,684$367K0.13%Share
29UBS Group AG55,863$343K0.00%Share
30Apollon Wealth Management, LLC51,300$315K0.01%Share
31Logan Stone Capital, LLC47,416$291K0.07%Share
32READYSTATE ASSET MANAGEMENT LP47,095$289K0.01%Share
33OPPENHEIMER & CO INC34,134$209K0.00%Share
34SeaCrest Wealth Management, LLC33,707$207K0.02%Share
35CoreCap Advisors, LLC33,247$204K0.01%Share
36INTEGRITY ALLIANCE, LLC.30,592$188K0.01%Share
37CHOREO, LLC23,721$147K0.00%Share
38Alteri Wealth LLC23,835$146K0.05%Share
39Sowell Financial Services LLC23,023$141K0.01%Share
40ACCREDITED INVESTOR SERVICES, LLC22,819$140K0.09%Share
41Merit Financial Group, LLC21,089$129K0.00%Share
42Integrity Advisory Solutions, LLC18,404$113K0.02%Share
43AZZAD ASSET MANAGEMENT INC /ADV16,750$103K0.01%Share
44Capital Investment Advisors, LLC15,064$92K0.00%Share
45UBS Group AG14,974$92K0.00%Share
46BARRETT & COMPANY, INC.14,367$88K0.03%Share
47NWF Advisory Services Inc.13,000$79K0.01%Share
48PARK AVENUE SECURITIES LLC11,338$70K0.00%Share
49D.A. DAVIDSON & CO.11,275$69K0.00%Share
50LANDSCAPE CAPITAL MANAGEMENT, L.L.C.11,305$69K0.00%Share

FTF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202597$3.1B+38
Q3 202559$66.2B-18
Q2 202577$69.5B-2
Q1 202579$83.0B+7
Q4 202472$1.8T+21
Q3 202451$32.9T-5
Q2 202456$33.8T+3
Q1 202453$36.2T—

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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 ABSOLUTE INVESTMENT ADVISERS, LLC with $3.0B in shares. This quarter, 15 institutions opened new positions and 0 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 ABSOLUTE INVESTMENT ADVISERS, LLC with $3.0B in shares.

Is institutional ownership of FTF increasing or decreasing?

This quarter, 15 institutions opened new positions in FTF and 0 closed their positions.