Franklin Investment GradeFLCOETF
13F holders, Q2 2026 (June 30)45holders −3
7new positions
8sold out
1famous investor
$21.44avg. 13F price*
At the end of Q2 2026, 45 institutions reported holding Franklin Investment Grade Co. (FLCO) in their 13F filings, down 3 from Q1 2026. 7 opened new positions and 8 sold out. The largest holders were Franklin Resources Inc. ($309.2M), Hantz Financial Services, Inc. ($94.3M) and Convergence Financial, LLC ($39.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Investment Grade Co.
- CUSIP
- 35473P603
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.9M |
| Exits | 8 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,511,203 shares bought and 835,632 shares sold, net +675,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Franklin Resources Inc. | 0.07% | Reduce -3.2% | 14,419,856 | $309.2M |
| Hantz Financial Services, Inc. | 1.28% | Reduce -4.3% | 4,397,651 | $94.3M |
| Convergence Financial, LLC | 3.17% | Add +104.1% | 1,857,864 | $39.8M |
| Morgan Stanley | 0.00% | Add +0.0% | 1,194,982 | $25.6M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 978,531 | $21.0M |
| Ameriprise Financial Inc. | 0.00% | Add +24.1% | 829,024 | $17.8M |
| Legacy CG, LLC | 4.12% | Add +2.4% | 751,190 | $16.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +6.7% | 447,173 | $9.6M |
| Captrust Financial Advisors | 0.01% | Add +7.5% | 380,295 | $8.2M |
| Benjamin Edwards Inc. | 0.06% | Add +10.3% | 320,980 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Add +9.6% | 274,685 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.9% | 238,524 | $5.1M |
| Citadel Advisors | 0.00% | Add +49.5% | 176,968 | $3.8M |
| Truist Financial Corp. | 0.00% | Add +2.5% | 165,319 | $3.5M |
| Sequent Planning LLC | 0.64% | Add +7.1% | 139,124 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 130,702 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +9.1% | 124,928 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -9.7% | 118,963 | $2.6M |
| MML Investors Services, LLC | 0.00% | Add +54.4% | 74,286 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.4% | 63,132 | $1.4M |
| Compound Planning, Inc. | 0.03% | Add +3.6% | 58,317 | $1.3M |
| RFG Advisory, LLC | 0.02% | New | 51,173 | $1.1M |
| Mgo One Seven LLC | 0.01% | Reduce -0.7% | 37,256 | $799K |
| Osaic Holdings, Inc. | 0.00% | Add +152.2% | 26,730 | $573K |
| Jane Street Group, LLC | 0.00% | Reduce -39.1% | 24,237 | $520K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.0% | 19,906 | $427K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.2% | 19,523 | $419K |
| Commonwealth Equity Services, LLC | 0.00% | Add +93.2% | 19,182 | $411K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 15,477 | $332K |
| Atria Investments, Inc | 0.00% | Add +0.7% | 15,004 | $322K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 14,266 | $306K |
| Stevens Capital Partners | 0.05% | New | 11,644 | $250K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 10,914 | $234K |
| Royal Bank of Canada | 0.00% | Add +23.8% | 10,254 | $220K |
| Wells Fargo & Company | 0.00% | Reduce -6.9% | 5,437 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | Add +34.7% | 5,131 | $110K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,060 | $108K |
| Citigroup Inc. | 0.00% | Add +676.7% | 1,266 | $27K |
| UBS Group AG | 0.00% | Add +28.9% | 687 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 461 | $10K |
| International Assets Investment Management, LLC | 0.00% | No change | 304 | $6K |
| Blue Trust, Inc. | 0.00% | New | 215 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 136 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +3.1% | 99 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | New | 5 | $107 |
"% of holder's portfolio" is FLCO's weight in each manager's 13F, not the share of Franklin Investment Grade Co. the manager owns.