Franklin Short Duration U.S.FTSDETF

13F holders, Q2 2026 (June 30)
65holders −1
7new positions
7sold out
2famous investors
$90.51avg. 13F price*

At the end of Q2 2026, 65 institutions reported holding Franklin Short Duration U.S. (FTSD) in their 13F filings, down 1 from Q1 2026. 7 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($35.6M), Franklin Resources Inc. ($29.0M) and Wealthcare Advisory Partners LLC ($19.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin Short Duration U.S.
CUSIP
353506108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 44Q1 2024Q2 2024: 47Q2 2024Q3 2024: 46Q3 2024Q4 2024: 54Q4 2024Q1 2025: 57Q1 2025Q2 2025: 52Q2 2025Q3 2025: 57Q3 2025Q4 2025: 62Q4 2025Q1 2026: 66Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$3.9M
Exits7$2.9M

All 13F filers, Q1 2026 → Q2 2026: 167,878 shares bought and 124,997 shares sold, net +42,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

LPL Financial LLC 0.01% Reduce -10.8% 393,366 $35.6M
Franklin Resources Inc. 0.01% Add +0.0% 320,616 $29.0M
Wealthcare Advisory Partners LLC 0.36% Add +5.4% 210,011 $19.0M
UBS Group AG 0.00% Add +10.3% 136,212 $12.3M
Bank of America Corp. 0.00% Add +6.9% 105,120 $9.5M
Raymond James Financial Inc. 0.00% Reduce -12.3% 97,622 $8.8M
Thrivent Financial for Lutherans 0.01% Reduce -12.9% 63,421 $5.7M
Integrated Wealth Concepts LLC 0.04% Reduce -1.0% 63,331 $5.7M
Wells Fargo & Company 0.00% Reduce -16.3% 55,057 $5.0M
Royal Bank of Canada 0.00% Add +646.1% 52,837 $4.8M
Jones Financial Companies LLLP 0.00% Add +14.0% 45,250 $4.1M
Commonwealth Equity Services, LLC 0.00% Add +1.5% 40,186 $3.6M
Parkway Wealth Management Group, LLC 0.37% Add +22.6% 35,686 $3.2M
Cetera Investment Advisers 0.00% Add +11.4% 32,029 $2.9M
Smartleaf Asset Management LLC 0.09% No change 29,442 $2.7M
Benjamin Edwards Inc. 0.02% Add +2.8% 29,348 $2.7M
Joseph P. Lucia & Associates, LLC 0.69% Reduce -1.3% 25,425 $2.3M
Morgan Stanley 0.00% Reduce -3.8% 23,270 $2.1M
Goldman Sachs Group Inc. 0.00% New 23,087 $2.1M
Natural Investments, LLC 0.42% Add +4.1% 20,933 $1.9M
Citadel Advisors 0.00% Add +37.6% 20,184 $1.8M
D.A. Davidson & Co. 0.01% Add +1.3% 19,187 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +64.6% 19,018 $1.7M
WCG Wealth Advisors LLC 0.04% Reduce -1.1% 18,495 $1.7M
Philadelphia Investment Partners, LLC 0.99% Add +11.2% 17,578 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.9% 17,527 $1.6M
Sanctuary Advisors, LLC 0.01% Add +1.1% 15,818 $1.4M
Osaic Holdings, Inc. 0.00% Add +92.9% 15,743 $1.4M
Koshinski Asset Management, Inc. 0.06% No change 11,788 $1.1M
Retirement Planning Group, LLC 0.03% New 11,624 $1.1M
Gotham Asset Management 0.00% Add +0.9% 11,185 $1.0M
Essex Financial Services, Inc. 0.05% Reduce -1.0% 11,040 $999K
Envestnet Asset Management Inc. 0.00% Add +32.0% 8,601 $778K
Stifel Financial Corp. 0.00% Reduce -7.2% 7,765 $703K
IFP Advisors, Inc 0.01% Add +16.7% 7,687 $696K
Atria Investments, Inc 0.01% Reduce -0.4% 7,678 $695K
World Investment Advisors 0.01% Reduce -3.1% 7,504 $681K
Gateway Wealth Partners, LLC 0.04% Reduce -49.3% 7,347 $665K
Farther Finance Advisors, LLC 0.00% Reduce -7.9% 6,427 $582K
Janney Montgomery Scott LLC 0.00% Add +2.7% 6,377 $577K
Asset Allocation Strategies LLC 0.07% Add +6.7% 5,159 $467K
Cornerstone Wealth Management, LLC 0.02% Add +120.6% 5,042 $456K
Kestra Advisory Services, LLC 0.00% Add +0.5% 4,831 $437K
Golden State Wealth Management, LLC 0.04% Reduce -0.6% 4,669 $423K
Arax Advisory Partners 0.00% New 4,448 $403K
&partners 0.00% Add +1.0% 3,728 $337K
Novem Group 0.03% Add +1.0% 3,513 $318K
Encompass More Asset Management 0.05% Add +24.2% 3,477 $315K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.1% 3,201 $290K
Berger Financial Group, Inc 0.01% Add +0.4% 3,010 $272K
Principal Securities, Inc. 0.00% New 2,982 $270K
Mgo One Seven LLC 0.00% Reduce -16.1% 2,891 $262K
Prospera Financial Services Inc 0.00% Reduce -0.2% 2,851 $258K
Larson Financial Group LLC 0.01% Reduce -6.1% 2,501 $226K
Cibc World Market Inc. 0.00% Reduce -3.1% 2,228 $202K
Global Retirement Partners, LLC 0.00% — 1,002 $91K
Rockefeller Capital Management L.P. 0.00% Reduce -40.0% 816 $74K
JPMorgan Chase & Co. 0.00% New 750 $68K
Ameriflex Group, Inc. 0.02% Add +0.2% 604 $55K
Lanark Financial, Inc. 0.00% Reduce -5.0% 470 $43K
PNC Financial Services Group, Inc. 0.00% Reduce -17.1% 418 $38K
Continuum Advisory, LLC 0.00% New 320 $29K
Geneos Wealth Management Inc. 0.00% No change 155 $14K
Cape Investment Advisory, Inc. 0.00% New 86 $8K
CX Institutional 0.00% Add +6.3% 17 $1K

"% of holder's portfolio" is FTSD's weight in each manager's 13F, not the share of Franklin Short Duration U.S. the manager owns.