Franklin Short Duration U.S.FTSDETF

13F holders, Q4 2025 (December 31)
62holders +5
10new positions
6sold out
2famous investors
$91.01avg. 13F price*

At the end of Q4 2025, 62 institutions reported holding Franklin Short Duration U.S. (FTSD) in their 13F filings, up 5 from Q3 2025. 10 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($42.4M), Franklin Resources Inc. ($32.8M) and Raymond James Financial Inc. ($20.2M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$3.2M
Exits6$5.9M

All 13F filers, Q3 2025 → Q4 2025: 466,926 shares bought and 299,053 shares sold, net +167,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

LPL Financial LLC 0.01% Add +17.7% 466,237 $42.4M
Franklin Resources Inc. 0.01% Add +15.8% 360,014 $32.8M
Raymond James Financial Inc. 0.01% Add +249.5% 222,028 $20.2M
Bank of America Corp. 0.00% Add +27.2% 117,693 $10.7M
UBS Group AG 0.00% Add +63.0% 104,512 $9.5M
Thrivent Financial for Lutherans 0.01% Add +9.2% 83,719 $7.6M
Goldman Sachs Group Inc. 0.00% Reduce -66.1% 51,346 $4.7M
Commonwealth Equity Services, LLC 0.01% Add +34.5% 41,216 $3.8M
Jones Financial Companies LLLP 0.00% Add +123.3% 35,440 $3.2M
Morgan Stanley 0.00% Add +63.1% 28,501 $2.6M
Parkway Wealth Management Group, LLC 0.32% — 26,398 $2.4M
Joseph P. Lucia & Associates, LLC 0.86% Reduce -8.0% 26,252 $2.4M
Cetera Investment Advisers 0.00% Add +34.3% 25,356 $2.3M
Citadel Advisors 0.00% Reduce -49.7% 24,007 $2.2M
Wells Fargo & Company 0.00% Add +27.2% 23,314 $2.1M
D.A. Davidson & Co. 0.01% Reduce -0.4% 18,598 $1.7M
Smartleaf Asset Management LLC 0.06% Add +60.4% 17,698 $1.6M
Natural Investments, LLC 0.40% Add +0.6% 17,492 $1.6M
WCG Wealth Advisors LLC 0.04% New 17,172 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Add +23.2% 16,964 $1.5M
Sanctuary Advisors, LLC 0.01% Add +7.9% 14,907 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +246.4% 11,933 $1.1M
Koshinski Asset Management, Inc. 0.07% Add +1.5% 11,788 $1.1M
Osaic Holdings, Inc. 0.00% Add +3.8% 10,221 $930K
Gotham Asset Management 0.00% Add +81.4% 10,084 $918K
Essex Financial Services, Inc. 0.05% New 9,095 $828K
Farther Finance Advisors, LLC 0.01% Reduce -17.8% 8,025 $730K
Atria Investments, Inc 0.01% Add +6.8% 7,627 $694K
Royal Bank of Canada 0.00% Add +9.9% 7,090 $645K
Wealthcare Advisory Partners LLC 0.01% Add +1.0% 5,098 $464K
Golden State Wealth Management, LLC 0.04% Reduce -4.3% 4,655 $424K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -11.0% 4,448 $405K
Gateway Wealth Partners, LLC 0.04% Add +41.9% 4,270 $389K
IFP Advisors, Inc 0.01% Add +34.9% 4,265 $388K
World Investment Advisors 0.01% Add +7.3% 3,578 $326K
Jane Street Group, LLC 0.00% Reduce -18.6% 3,572 $325K
Janney Montgomery Scott LLC 0.00% New 3,557 $324K
Novem Group 0.04% Add +1.5% 3,455 $314K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.9% 3,397 $309K
Berger Financial Group, Inc 0.02% Add +0.4% 3,041 $277K
Prospera Financial Services Inc 0.00% No change 2,874 $262K
Larson Financial Group LLC 0.01% Reduce -3.5% 2,796 $254K
Kestra Advisory Services, LLC 0.00% Add +21.7% 2,739 $249K
Cibc World Market Inc. 0.00% Reduce -6.2% 2,729 $248K
StoneX Group Inc. 0.01% New 2,458 $224K
Envestnet Asset Management Inc. 0.00% New 2,380 $217K
Integrated Wealth Concepts LLC 0.00% Reduce -97.7% 2,315 $211K
Rockefeller Capital Management L.P. 0.00% Reduce -63.6% 1,468 $134K
Sunbelt Securities, Inc. 0.01% Reduce -1.1% 900 $82K
Lanark Financial, Inc. 0.00% No change 595 $54K
PNC Financial Services Group, Inc. 0.00% No change 470 $43K
Ameriflex Group, Inc. 0.01% Reduce -90.8% 183 $17K
Geneos Wealth Management Inc. 0.00% Add +1.3% 155 $14K
CoreCap Advisors, LLC 0.00% New 110 $10K
Cape Investment Advisory, Inc. 0.00% New 86 $8K
JPMorgan Chase & Co. 0.00% New 55 $5K
Sound Income Strategies, LLC 0.00% No change 27 $2K
Allworth Financial LP 0.00% New 21 $2K
FWL Investment Management, LLC 0.00% No change 21 $2K
Key Financial Inc 0.00% No change 12 $1K
CX Institutional 0.00% No change 16 $1K
Flagship Harbor Advisors, LLC 0.00% New 10 $910

"% 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.