Franklin Investment GradeFLCOETF
13F holders, Q1 2025 (March 31)30holders
5new positions
4sold out
1famous investor
$21.42avg. 13F price*
At the end of Q1 2025, 30 institutions reported holding Franklin Investment Grade Co. (FLCO) in their 13F filings, unchanged from Q4 2024. 5 opened new positions and 4 sold out. The largest holders were Franklin Resources Inc. ($314.9M), Hantz Financial Services, Inc. ($103.5M) and Morgan Stanley ($35.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.7M |
| Exits | 4 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,099,435 shares bought and 461,023 shares sold, net +638,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Franklin Resources Inc. | 0.09% | Reduce -2.5% | 14,702,367 | $314.9M |
| Hantz Financial Services, Inc. | 1.82% | Add +15.1% | 4,833,019 | $103.5M |
| Morgan Stanley | 0.00% | Add +5.1% | 1,649,608 | $35.3M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 876,105 | $18.8M |
| Benjamin Edwards Inc. | 0.08% | Add +0.1% | 266,242 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.8% | 259,907 | $5.6M |
| Citadel Advisors | 0.00% | Add +357.6% | 217,395 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 153,276 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 139,738 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +4.0% | 127,991 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +27.5% | 89,473 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -13.8% | 88,984 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +79.8% | 87,959 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 61,797 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.4% | 57,365 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 53,876 | $1.2M |
| OneAscent Financial Services LLC | 0.05% | New | 39,254 | $841K |
| MML Investors Services, LLC | 0.00% | Add +18.7% | 36,649 | $785K |
| Cetera Investment Advisers | 0.00% | New | 23,422 | $502K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.2% | 20,918 | $448K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.2% | 15,566 | $333K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 12,814 | $274K |
| Royal Bank of Canada | 0.00% | Reduce -7.2% | 6,569 | $141K |
| Harbour Investments, Inc. | 0.00% | No change | 3,000 | $64K |
| PNC Financial Services Group, Inc. | 0.00% | Add +37.9% | 2,444 | $52K |
| Wells Fargo & Company | 0.00% | Reduce -7.2% | 1,238 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.4% | 1,054 | $23K |
| Cwm, LLC | 0.00% | No change | 508 | $11K |
| UBS Group AG | 0.00% | New | 404 | $9K |
| AE Wealth Management LLC | 0.00% | New | 99 | $2K |
"% of holder's portfolio" is FLCO's weight in each manager's 13F, not the share of Franklin Investment Grade Co. the manager owns.