Franklin Short Duration U.S.FTSDETF

13F holders, Q2 2025 (June 30)
52holders −5
5new positions
10sold out
2famous investors
$90.88avg. 13F price*

At the end of Q2 2025, 52 institutions reported holding Franklin Short Duration U.S. (FTSD) in their 13F filings, down 5 from Q1 2025. 5 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($39.8M), Franklin Resources Inc. ($28.7M) and Wealthcare Advisory Partners LLC ($16.4M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$1.1M
Exits10$8.5M

All 13F filers, Q1 2025 → Q2 2025: 219,753 shares bought and 249,973 shares sold, net −30,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

LPL Financial LLC 0.01% Add +71.5% 437,713 $39.8M
Franklin Resources Inc. 0.01% Add +0.6% 315,369 $28.7M
Wealthcare Advisory Partners LLC 0.37% Reduce -25.7% 180,037 $16.4M
Bank of America Corp. 0.00% Reduce -10.7% 90,842 $8.3M
UBS Group AG 0.00% Reduce -6.3% 65,271 $5.9M
Raymond James Financial Inc. 0.00% Reduce -1.9% 58,664 $5.3M
Integrated Wealth Concepts LLC 0.03% Reduce -44.0% 36,131 $3.3M
Commonwealth Equity Services, LLC 0.00% Reduce -37.4% 30,861 $2.8M
Joseph P. Lucia & Associates, LLC 1.06% Add +1.4% 28,466 $2.6M
Morgan Stanley 0.00% Reduce -18.7% 16,902 $1.5M
Natural Investments, LLC 0.39% Reduce -1.2% 16,703 $1.5M
Jones Financial Companies LLLP 0.00% Add +26.6% 13,634 $1.2M
Sanctuary Advisors, LLC 0.01% Add +6.3% 13,544 $1.2M
Wells Fargo & Company 0.00% Add +95.8% 13,328 $1.2M
Farther Finance Advisors, LLC 0.02% Reduce -2.0% 13,195 $1.2M
Cetera Investment Advisers 0.00% Add +27.5% 12,963 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -16.6% 12,665 $1.2M
Koshinski Asset Management, Inc. 0.08% No change 11,618 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.9% 11,476 $1.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -11.3% 11,168 $1.0M
Flow Traders U.S. LLC 0.04% Add +75.9% 10,736 $976K
Citadel Advisors 0.00% Reduce -21.1% 9,343 $849K
Synergy Asset Management, LLC 0.09% Add +1.1% 8,900 $809K
Atria Investments, Inc 0.01% Add +13.8% 6,793 $617K
Royal Bank of Canada 0.00% Reduce -59.0% 6,696 $608K
Gotham Asset Management 0.00% No change 5,558 $505K
Susquehanna International Group, LLP 0.00% New 5,236 $476K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -18.0% 4,998 $454K
Golden State Wealth Management, LLC 0.05% Reduce -2.2% 4,785 $435K
Stratos Wealth Partners, LTD. 0.01% Add +46.0% 4,393 $399K
Cibc World Market Inc. 0.00% Reduce -25.6% 3,573 $325K
Savant Capital, LLC 0.00% Add +0.1% 3,507 $319K
Larson Financial Group LLC 0.01% Add +1.1% 3,276 $298K
Novem Group 0.04% Add +1.1% 3,169 $288K
Kestra Private Wealth Services, LLC 0.00% Add +8.2% 3,078 $280K
Berger Financial Group, Inc 0.02% Reduce -0.4% 3,068 $279K
Prospera Financial Services Inc 0.00% New 2,874 $261K
Avantax Advisory Services, Inc. 0.00% Add +2.5% 2,545 $231K
Envestnet Asset Management Inc. 0.00% New 2,387 $217K
World Investment Advisors 0.00% No change 2,334 $212K
StoneX Group Inc. 0.01% Reduce -5.7% 2,277 $207K
Sunbelt Securities, Inc. 0.01% Reduce -81.2% 1,738 $157K
Principal Securities, Inc. 0.00% Add +107.2% 868 $79K
Steward Partners Investment Advisory, LLC 0.00% New 693 $63K
Briaud Financial Planning Inc 0.02% New 618 $56K
Lanark Financial, Inc. 0.00% Add +98.3% 595 $54K
PNC Financial Services Group, Inc. 0.00% Add +891.5% 466 $42K
Geneos Wealth Management Inc. 0.00% Add +2.0% 151 $14K
Cape Investment Advisory, Inc. 0.00% No change 86 $8K
Sound Income Strategies, LLC 0.00% No change 27 $2K
Key Financial Inc 0.00% Reduce -97.9% 12 $1K
CX Institutional 0.00% No change 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.