Franklin Investment GradeFLCOETF
13F holders, Q3 2025 (September 30)34holders +3
6new positions
2sold out
1famous investor
$21.88avg. 13F price*
At the end of Q3 2025, 34 institutions reported holding Franklin Investment Grade Co. (FLCO) in their 13F filings, up 3 from Q2 2025. 6 opened new positions and 2 sold out. The largest holders were Franklin Resources Inc. ($343.2M), Hantz Financial Services, Inc. ($113.5M) and Morgan Stanley ($25.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $8.2M |
| Exits | 2 | $85K |
All 13F filers, Q2 2025 → Q3 2025: 762,265 shares bought and 452,878 shares sold, net +309,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Franklin Resources Inc. | 0.09% | Reduce -0.4% | 15,683,999 | $343.2M |
| Hantz Financial Services, Inc. | 1.72% | Add +1.5% | 5,188,386 | $113.5M |
| Morgan Stanley | 0.00% | Reduce -20.4% | 1,145,314 | $25.1M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 934,845 | $20.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +17.6% | 278,771 | $6.1M |
| Benjamin Edwards Inc. | 0.07% | Add +20.9% | 278,192 | $6.1M |
| Citadel Advisors | 0.00% | Add +151.4% | 206,417 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 194,640 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Add +15.4% | 172,771 | $3.8M |
| Truist Financial Corp. | 0.00% | Add +4.4% | 133,390 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +36.9% | 127,587 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 111,159 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 107,421 | $2.4M |
| Sequent Planning LLC | 0.65% | New | 105,152 | $2.3M |
| Flow Traders U.S. LLC | 0.07% | New | 75,849 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 70,555 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +11.5% | 61,855 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.3% | 60,107 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -9.1% | 56,908 | $1.2M |
| Compound Planning, Inc. | 0.03% | New | 42,260 | $925K |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 42,260 | $925K |
| Cetera Investment Advisers | 0.00% | Add +36.6% | 35,005 | $766K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.4% | 21,393 | $466K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 15,477 | $339K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 12,993 | $284K |
| Royal Bank of Canada | 0.00% | Add +14.4% | 6,300 | $138K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 5,838 | $128K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,060 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.1% | 2,660 | $58K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,064 | $23K |
| Cwm, LLC | 0.00% | Add +23.6% | 628 | $14K |
| Root Financial Partners, LLC | 0.00% | New | 218 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 99 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 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.