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Franklin Short Duration U.S. (FTSD)

CUSIP: 353506108 | NYSE | 180 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC417,725
0.0% of portfolio›$37.2M
Wealthcare Advisory Partners LLC221,363
0.3% of portfolio›$19.7M
Thrivent Financial for Lutherans67,732
0.0% of portfolio›$6.0M
Parkway Wealth Management Group, LLC46,922
0.5% of portfolio›$4.2M
Commonwealth Equity Services, LLC45,420
0.0% of portfolio›$4.0M
Joseph P. Lucia & Associates, LLC25,267
0.7% of portfolio›$2.2M
D.A. Davidson & Co.21,574
0.0% of portfolio›$1.9M
Natural Investments, LLC21,460
0.4% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.16,703
0.0% of portfolio›$1.5M
Marks Group Wealth Management, Inc14,585
0.1% of portfolio›$1.3M
Koshinski Asset Management, Inc.11,633
0.1% of portfolio›$1.0M
Retirement Planning Group, LLC11,624
0.0% of portfolio›$1.0M
Atria Investments, Inc8,349
0.0% of portfolio›$742.8K
IFP Advisors, Inc7,596
0.0% of portfolio›$675.8K
Asset Allocation Strategies LLC5,310
0.1% of portfolio›$472.4K
Cornerstone Wealth Management, LLC5,055
0.0% of portfolio›$449.8K
Kestra Advisory Services, LLC4,990
0.0% of portfolio›$443.9K
Bank of New York Mellon Corp4,877
0.0% of portfolio›$433.9K
Golden State Wealth Management, LLC4,582
0.0% of portfolio›$407.7K
Farther Finance Advisors, LLC4,170
0.0% of portfolio›$371.0K
Novem Group3,548
0.0% of portfolio›$315.7K
Encompass More Asset Management3,477
0.0% of portfolio›$309.3K
MGO One Seven LLC2,925
0.0% of portfolio›$260.2K
Global View Capital Management LLC2,892
0.1% of portfolio›$257.3K
Prospera Financial Services Inc2,851
0.0% of portfolio›$255.1K
Larson Financial Group LLC2,400
0.0% of portfolio›$213.5K
PNC Financial Services Group, Inc.418
0.0% of portfolio›$37.2K
Lanark Financial, Inc.200
0.0% of portfolio›$17.8K
Cape Investment Advisory, Inc.86
0.0% of portfolio›$7.7K
CX Institutional17
0.0% of portfolio›$1
StyleTurnoverLocationFiled
LPL Financial LLC
417,725$37.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Wealthcare Advisory Partners LLC
221,363$19.7M0.3%ETFLowWest Chester, PA2026-10-21
Thrivent Financial for Lutherans
67,732$6.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Parkway Wealth Management Group, LLC
46,922$4.2M0.5%ETFHighPlano, TX2026-10-20
Commonwealth Equity Services, LLC
45,420$4.0M0.0%ETFLowWaltham, MA2026-11-02
Joseph P. Lucia & Associates, LLC
25,267$2.2M0.7%ETFVery LowYorktown Heights, NY2026-10-30
D.A. Davidson & Co.
21,574$1.9M0.0%CoreLowGreat Falls, MT2026-10-28
Natural Investments, LLC
21,460$1.9M0.4%CoreMediumWindsor, CA2026-11-06
Cambridge Investment Research Advisors, Inc.
16,703$1.5M0.0%ETFLowFairfield, IA2026-11-02
Marks Group Wealth Management, Inc
14,585$1.3M0.1%CoreMediumMinnetonka, MN2026-11-05
Koshinski Asset Management, Inc.
11,633$1.0M0.1%ETFLowDecatur, IL2026-10-29
Retirement Planning Group, LLC
11,624$1.0M0.0%ETFVery LowLeawood, KS2026-10-19
Atria Investments, Inc
8,349$742.8K0.0%CoreMediumCharlotte, NC2026-10-15
IFP Advisors, Inc
7,596$675.8K0.0%GrowthLowTampa, FL2026-10-16
Asset Allocation Strategies LLC
5,310$472.4K0.1%ETFMediumFarmington, MI2026-10-20
Cornerstone Wealth Management, LLC
5,055$449.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Kestra Advisory Services, LLC
4,990$443.9K0.0%CoreLowAustin, TX2026-11-02
Bank of New York Mellon Corp
4,877$433.9K0.0%CoreLowNew York, NY2026-11-05
Golden State Wealth Management, LLC
4,582$407.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Farther Finance Advisors, LLC
4,170$371.0K0.0%IndexLowSan Francisco, CA2026-10-08
Novem Group
3,548$315.7K0.0%ETFMediumRochester, NY2026-10-19
Encompass More Asset Management
3,477$309.3K0.0%ETFHighDanville, CA2026-10-16
MGO One Seven LLC
2,925$260.2K0.0%GrowthLowBeachwood, OH2026-10-28
Global View Capital Management LLC
2,892$257.3K0.1%ETFHighWaukesha, WI2026-10-28
Prospera Financial Services Inc
2,851$255.1K0.0%CoreMediumDallas, TX2026-11-04
Larson Financial Group LLC
2,400$213.5K0.0%GrowthLowSt Louis, MO2026-11-05
PNC Financial Services Group, Inc.
418$37.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Lanark Financial, Inc.
200$17.8K0.0%CoreMediumBirmingham, AL2026-10-26
Cape Investment Advisory, Inc.
86$7.7K0.0%ETFLowMcdonough, GA2026-10-13
CX Institutional
17$10.0%CoreMediumAuburn, IN2026-10-02