Franklin Investment GradeFLCOETF
13F holders, Q1 2026 (March 31)48holders +10
11new positions
1sold out
1famous investor
$21.42avg. 13F price*
At the end of Q1 2026, 48 institutions reported holding Franklin Investment Grade Co. (FLCO) in their 13F filings, up 10 from Q4 2025. 11 opened new positions and 1 sold out. The largest holders were Franklin Resources Inc. ($319.1M), Hantz Financial Services, Inc. ($98.4M) and Morgan Stanley ($25.6M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $46.0M |
| Exits | 1 | $58K |
All 13F filers, Q4 2025 → Q1 2026: 2,887,557 shares bought and 1,027,485 shares sold, net +1,860,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Franklin Resources Inc. | 0.08% | Reduce -1.2% | 14,898,466 | $319.1M |
| Hantz Financial Services, Inc. | 1.50% | Reduce -14.4% | 4,596,059 | $98.4M |
| Morgan Stanley | 0.00% | Add +1.9% | 1,194,519 | $25.6M |
| Bank of America Corp. | 0.00% | Add +3.4% | 989,730 | $21.2M |
| Convergence Financial, LLC | 2.07% | New | 910,087 | $19.5M |
| Legacy CG, LLC | 4.36% | New | 733,605 | $15.7M |
| Ameriprise Financial Inc. | 0.00% | Add +143.9% | 667,921 | $14.3M |
| Sanctuary Advisors, LLC | 0.05% | Add +10.3% | 419,177 | $9.0M |
| Captrust Financial Advisors | 0.01% | New | 353,586 | $7.6M |
| Benjamin Edwards Inc. | 0.06% | Add +1.1% | 291,006 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Add +9.7% | 250,706 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 211,272 | $4.5M |
| Truist Financial Corp. | 0.00% | Add +4.1% | 161,218 | $3.5M |
| LPL Financial LLC | 0.00% | Add +11.6% | 131,740 | $2.8M |
| Sequent Planning LLC | 0.67% | Add +11.2% | 129,939 | $2.8M |
| Citadel Advisors | 0.00% | Add +1060.2% | 118,382 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +15.4% | 116,098 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +25.4% | 114,513 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 62,252 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.3% | 58,220 | $1.2M |
| Compound Planning, Inc. | 0.04% | Add +22.2% | 56,306 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -20.4% | 48,121 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 39,781 | $852K |
| Mgo One Seven LLC | 0.02% | Add +39.4% | 37,530 | $804K |
| Raymond James Financial Inc. | 0.00% | Reduce -66.7% | 21,730 | $465K |
| Flow Traders U.S. LLC | 0.01% | New | 18,541 | $397K |
| Susquehanna International Group, LLP | 0.00% | Add +35.1% | 18,500 | $396K |
| HRT Financial LP | 0.00% | New | 17,896 | $383K |
| Brooklyn Investment Group | 0.01% | Reduce -36.8% | 17,061 | $365K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.4% | 15,704 | $336K |
| Atria Investments, Inc | 0.00% | Add +27.2% | 14,905 | $319K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 13,264 | $284K |
| Osaic Holdings, Inc. | 0.00% | Add +25.9% | 10,599 | $227K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,931 | $213K |
| Royal Bank of Canada | 0.00% | Add +1.1% | 8,284 | $178K |
| Wells Fargo & Company | 0.00% | No change | 5,838 | $125K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,060 | $108K |
| Intentional Wealth Strategies, LLC | 0.10% | — | 4,771 | $102K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.8% | 3,809 | $82K |
| Cwm, LLC | 0.00% | Add +96.8% | 1,000 | $21K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 533 | $11K |
| UBS Group AG | 0.00% | Add +177.6% | 533 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 461 | $10K |
| International Assets Investment Management, LLC | 0.00% | No change | 304 | $6K |
| Citigroup Inc. | 0.00% | New | 163 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 99 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 96 | $2K |
| Root Financial Partners, LLC | 0.00% | Reduce -83.9% | 35 | $750 |
"% of holder's portfolio" is FLCO's weight in each manager's 13F, not the share of Franklin Investment Grade Co. the manager owns.