Franklin Investment GradeFLCOETF
13F holders, Q2 2025 (June 30)31holders +1
3new positions
3sold out
1famous investor
$21.59avg. 13F price*
At the end of Q2 2025, 31 institutions reported holding Franklin Investment Grade Co. (FLCO) in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Franklin Resources Inc. ($339.8M), Hantz Financial Services, Inc. ($110.3M) and Morgan Stanley ($31.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $390K |
| Exits | 3 | $2.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,594,317 shares bought and 538,759 shares sold, net +1,055,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Franklin Resources Inc. | 0.09% | Add +7.1% | 15,744,173 | $339.8M |
| Hantz Financial Services, Inc. | 1.78% | Add +5.7% | 5,110,382 | $110.3M |
| Morgan Stanley | 0.00% | Reduce -12.8% | 1,438,796 | $31.1M |
| Bank of America Corp. | 0.00% | Add +7.6% | 942,629 | $20.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -8.8% | 237,129 | $5.1M |
| Benjamin Edwards Inc. | 0.06% | Reduce -13.6% | 230,054 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.5% | 187,734 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +7.1% | 149,685 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +122.5% | 137,500 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 127,766 | $2.8M |
| LPL Financial LLC | 0.00% | Add +25.5% | 111,701 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 93,218 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -62.2% | 82,100 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +19.5% | 64,390 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +70.7% | 62,574 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.3% | 55,495 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +9.4% | 25,625 | $553K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 21,471 | $463K |
| HighTower Advisors, LLC | 0.00% | No change | 15,566 | $336K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.4% | 12,993 | $280K |
| Avantax Advisory Services, Inc. | 0.00% | New | 9,413 | $203K |
| Wells Fargo & Company | 0.00% | Add +371.5% | 5,837 | $126K |
| Royal Bank of Canada | 0.00% | Reduce -16.1% | 5,508 | $119K |
| TD Waterhouse Canada Inc. | 0.00% | New | 5,060 | $109K |
| Brooklyn Investment Group | 0.01% | New | 3,598 | $78K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.1% | 2,197 | $47K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.9% | 1,064 | $23K |
| Cwm, LLC | 0.00% | No change | 508 | $11K |
| UBS Group AG | 0.00% | Reduce -17.3% | 334 | $7K |
| AE Wealth Management LLC | 0.00% | No change | 99 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 80 | $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.