Franklin Short Duration U.S.FTSDETF
13F holders, Q1 2025 (March 31)57holders +3
7new positions
5sold out
2famous investors
$90.77avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Franklin Short Duration U.S. (FTSD) in their 13F filings, up 3 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Franklin Resources Inc. ($28.5M), LPL Financial LLC ($23.2M) and Wealthcare Advisory Partners LLC ($22.0M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 5 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 288,701 shares bought and 555,537 shares sold, net −266,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Franklin Resources Inc. | 0.01% | Reduce -0.6% | 313,469 | $28.5M |
| LPL Financial LLC | 0.01% | Add +128.4% | 255,234 | $23.2M |
| Wealthcare Advisory Partners LLC | 0.59% | Reduce -2.6% | 242,401 | $22.0M |
| Bank of America Corp. | 0.00% | Add +46.5% | 101,740 | $9.2M |
| UBS Group AG | 0.00% | Reduce -3.3% | 69,654 | $6.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +77.6% | 64,570 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -87.6% | 59,814 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +164.5% | 49,318 | $4.5M |
| M Holdings Securities, Inc. | 0.56% | Reduce -9.9% | 37,276 | $3.4M |
| Joseph P. Lucia & Associates, LLC | 1.17% | Reduce -0.3% | 28,088 | $2.5M |
| Financial & Tax Architects, LLC | 0.53% | Add +9.7% | 23,407 | $2.1M |
| Morgan Stanley | 0.00% | Add +0.8% | 20,793 | $1.9M |
| Advisor Resource Council | 0.14% | New | 18,695 | $1.7M |
| Natural Investments, LLC | 0.43% | Reduce -0.3% | 16,905 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 16,340 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.0% | 15,176 | $1.4M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -16.2% | 13,459 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.5% | 12,747 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -7.2% | 12,594 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -35.5% | 11,835 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | No change | 11,618 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +96.1% | 10,772 | $979K |
| Jane Street Group, LLC | 0.00% | Reduce -81.8% | 10,588 | $961K |
| Cetera Investment Advisers | 0.00% | Add +116.7% | 10,170 | $923K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.3% | 9,731 | $883K |
| Sunbelt Securities, Inc. | 0.07% | Add +431.6% | 9,240 | $839K |
| Synergy Asset Management, LLC | 0.10% | Add +24.4% | 8,806 | $799K |
| Wells Fargo & Company | 0.00% | Reduce -11.7% | 6,808 | $618K |
| Flow Traders U.S. LLC | 0.02% | Reduce -75.0% | 6,102 | $554K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +2.8% | 6,098 | $554K |
| Atria Investments, Inc | 0.01% | Reduce -46.0% | 5,970 | $542K |
| Gotham Asset Management | 0.00% | New | 5,558 | $505K |
| Golden State Wealth Management, LLC | 0.07% | Add +15.2% | 4,891 | $444K |
| Cibc World Market Inc. | 0.00% | Add +38.6% | 4,800 | $436K |
| Savant Capital, LLC | 0.00% | Reduce -38.4% | 3,505 | $318K |
| Larson Financial Group LLC | 0.01% | Reduce -6.7% | 3,239 | $294K |
| Novem Group | 0.04% | Add +0.8% | 3,135 | $285K |
| Berger Financial Group, Inc | 0.02% | Reduce -5.9% | 3,080 | $280K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.7% | 3,008 | $273K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +2.5% | 2,844 | $258K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.2% | 2,483 | $225K |
| StoneX Group Inc. | 0.01% | New | 2,414 | $219K |
| World Investment Advisors | 0.01% | No change | 2,334 | $212K |
| Ameriflex Group, Inc. | 0.05% | Reduce -61.0% | 1,385 | $126K |
| Kestra Advisory Services, LLC | 0.00% | New | 591 | $54K |
| Key Financial Inc | 0.01% | No change | 568 | $52K |
| Westside Investment Management, Inc. | 0.01% | No change | 500 | $45K |
| Principal Securities, Inc. | 0.00% | No change | 419 | $38K |
| Continuum Advisory, LLC | 0.00% | Add +0.2% | 415 | $38K |
| Lanark Financial, Inc. | 0.00% | — | 300 | $27K |
| JPMorgan Chase & Co. | 0.00% | New | 216 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -17.3% | 148 | $13K |
| NewEdge Advisors, LLC | 0.00% | New | 139 | $13K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 86 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.9% | 47 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 27 | $2K |
| CX Institutional | 0.00% | New | 16 | $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.