Franklin Short Duration U.S.FTSDETF

13F holders, Q1 2026 (March 31)
66holders +4
9new positions
6sold out
2famous investors
$90.77avg. 13F price*

At the end of Q1 2026, 66 institutions reported holding Franklin Short Duration U.S. (FTSD) in their 13F filings, up 4 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($40.0M), Franklin Resources Inc. ($29.1M) and Wealthcare Advisory Partners LLC ($18.1M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$6.9M
Exits6$4.7M

All 13F filers, Q4 2025 → Q1 2026: 453,290 shares bought and 278,126 shares sold, net +175,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 66 holders

LPL Financial LLC 0.01% Reduce -5.5% 440,738 $40.0M
Franklin Resources Inc. 0.01% Reduce -11.0% 320,511 $29.1M
Wealthcare Advisory Partners LLC 0.35% Add +3809.5% 199,306 $18.1M
UBS Group AG 0.00% Add +18.1% 123,460 $11.2M
Raymond James Financial Inc. 0.00% Reduce -49.9% 111,338 $10.1M
Bank of America Corp. 0.00% Reduce -16.4% 98,358 $8.9M
Thrivent Financial for Lutherans 0.01% Reduce -13.0% 72,802 $6.6M
Wells Fargo & Company 0.00% Add +182.1% 65,762 $6.0M
Integrated Wealth Concepts LLC 0.05% Add +2662.7% 63,957 $5.8M
Jones Financial Companies LLLP 0.00% Add +12.0% 39,680 $3.6M
Commonwealth Equity Services, LLC 0.01% Reduce -3.9% 39,602 $3.6M
Smartleaf Asset Management LLC 0.10% Add +66.4% 29,442 $2.7M
Parkway Wealth Management Group, LLC 0.33% Add +10.3% 29,113 $2.6M
Cetera Investment Advisers 0.00% Add +13.3% 28,741 $2.6M
Benjamin Edwards Inc. 0.03% New 28,561 $2.6M
Joseph P. Lucia & Associates, LLC 0.84% Reduce -1.9% 25,763 $2.3M
Morgan Stanley 0.00% Reduce -15.1% 24,188 $2.2M
Natural Investments, LLC 0.45% Add +15.0% 20,115 $1.8M
D.A. Davidson & Co. 0.01% Add +1.9% 18,947 $1.7M
WCG Wealth Advisors LLC 0.05% Add +8.8% 18,691 $1.7M
Flow Traders U.S. LLC 0.05% New 18,365 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.5% 16,713 $1.5M
Philadelphia Investment Partners, LLC 0.98% — 15,809 $1.4M
Sanctuary Advisors, LLC 0.01% Add +4.9% 15,639 $1.4M
Citadel Advisors 0.00% Reduce -38.9% 14,669 $1.3M
Gateway Wealth Partners, LLC 0.05% Add +239.0% 14,476 $1.3M
Koshinski Asset Management, Inc. 0.07% No change 11,788 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.1% 11,557 $1.0M
Essex Financial Services, Inc. 0.06% Add +22.6% 11,148 $1.0M
Gotham Asset Management 0.00% Add +9.9% 11,087 $1.0M
Stifel Financial Corp. 0.00% New 8,365 $759K
Osaic Holdings, Inc. 0.00% Reduce -20.1% 8,163 $741K
World Investment Advisors 0.01% Add +116.5% 7,748 $703K
Atria Investments, Inc 0.01% Add +1.1% 7,712 $700K
Jane Street Group, LLC 0.00% Add +108.6% 7,452 $676K
Royal Bank of Canada 0.00% Reduce -0.1% 7,082 $643K
Farther Finance Advisors, LLC 0.01% Reduce -13.0% 6,979 $632K
IFP Advisors, Inc 0.01% Add +54.4% 6,587 $598K
Envestnet Asset Management Inc. 0.00% Add +173.7% 6,514 $591K
Janney Montgomery Scott LLC 0.00% Add +74.5% 6,208 $564K
Asset Allocation Strategies LLC 0.08% New 4,836 $439K
Kestra Advisory Services, LLC 0.00% Add +75.5% 4,806 $436K
Golden State Wealth Management, LLC 0.05% Add +0.9% 4,698 $426K
U.S. Capital Wealth Advisors, LLC 0.01% No change 4,448 $404K
&partners 0.00% New 3,690 $335K
Novem Group 0.04% Add +0.6% 3,477 $316K
Mgo One Seven LLC 0.01% New 3,444 $313K
Csenge Advisory Group 0.01% New 3,300 $300K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.8% 3,269 $297K
Berger Financial Group, Inc 0.02% Reduce -1.4% 2,997 $272K
Prospera Financial Services Inc 0.00% Reduce -0.6% 2,856 $259K
Encompass More Asset Management 0.04% New 2,800 $254K
Larson Financial Group LLC 0.01% Reduce -4.8% 2,663 $242K
Cibc World Market Inc. 0.00% Reduce -15.8% 2,299 $209K
Cornerstone Wealth Management, LLC 0.01% New 2,286 $208K
StoneX Group Inc. 0.01% Reduce -7.7% 2,270 $206K
Rockefeller Capital Management L.P. 0.00% Reduce -7.4% 1,359 $123K
Sunbelt Securities, Inc. 0.01% No change 900 $82K
Ameriflex Group, Inc. 0.03% Add +229.5% 603 $55K
PNC Financial Services Group, Inc. 0.00% Add +7.2% 504 $46K
Lanark Financial, Inc. 0.00% Reduce -16.8% 495 $45K
Geneos Wealth Management Inc. 0.00% No change 155 $14K
CoreCap Advisors, LLC 0.00% No change 110 $10K
Sound Income Strategies, LLC 0.00% No change 27 $2K
Key Financial Inc 0.00% No change 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.