Franklin Investment GradeFLCOETF
13F holders, Q4 2025 (December 31)38holders +4
6new positions
2sold out
1famous investor
$21.65avg. 13F price*
At the end of Q4 2025, 38 institutions reported holding Franklin Investment Grade Co. (FLCO) in their 13F filings, up 4 from Q3 2025. 6 opened new positions and 2 sold out. The largest holders were Franklin Resources Inc. ($326.5M), Hantz Financial Services, Inc. ($116.3M) and Morgan Stanley ($25.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 2 | $4.1M |
All 13F filers, Q3 2025 → Q4 2025: 774,555 shares bought and 1,044,620 shares sold, net −270,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Franklin Resources Inc. | 0.08% | Reduce -3.8% | 15,082,708 | $326.5M |
| Hantz Financial Services, Inc. | 1.71% | Add +3.5% | 5,369,885 | $116.3M |
| Morgan Stanley | 0.00% | Add +2.3% | 1,172,120 | $25.4M |
| Bank of America Corp. | 0.00% | Add +2.4% | 956,923 | $20.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +36.4% | 380,169 | $8.2M |
| Benjamin Edwards Inc. | 0.07% | Add +3.5% | 287,986 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +114.7% | 273,863 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Add +32.2% | 228,480 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 205,958 | $4.5M |
| Truist Financial Corp. | 0.00% | Add +16.1% | 154,888 | $3.4M |
| LPL Financial LLC | 0.00% | Add +9.9% | 118,080 | $2.6M |
| Sequent Planning LLC | 0.64% | Add +11.1% | 116,821 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +42.6% | 100,613 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +161.0% | 91,355 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +5.5% | 65,291 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +6.3% | 60,468 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.6% | 48,015 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +9.1% | 46,092 | $998K |
| Brooklyn Investment Group | 0.03% | New | 26,973 | $586K |
| Mgo One Seven LLC | 0.01% | New | 26,929 | $583K |
| HighTower Advisors, LLC | 0.00% | Add +6.2% | 16,431 | $356K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.2% | 13,695 | $296K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.1% | 13,264 | $287K |
| Atria Investments, Inc | 0.00% | New | 11,719 | $254K |
| Citadel Advisors | 0.00% | Reduce -95.1% | 10,204 | $221K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.6% | 8,420 | $182K |
| Royal Bank of Canada | 0.00% | Add +30.0% | 8,191 | $177K |
| Wells Fargo & Company | 0.00% | No change | 5,838 | $126K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,060 | $109K |
| PNC Financial Services Group, Inc. | 0.00% | Add +35.3% | 3,600 | $78K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,687 | $58K |
| Cwm, LLC | 0.00% | Reduce -19.1% | 508 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -56.7% | 461 | $10K |
| International Assets Investment Management, LLC | 0.00% | New | 304 | $7K |
| Root Financial Partners, LLC | 0.00% | No change | 218 | $5K |
| UBS Group AG | 0.00% | New | 192 | $4K |
| 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.