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Franklin Short Duration U.S. (FTSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares417,725 from 393,366
Change+24,359 (+6%)
Value$37.2M (+$1.6M)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares221,363 from 210,011
Change+11,352 (+5%)
Value$19.7M (+$686.6K)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares67,732 from 63,421
Change+4,311 (+7%)
Value$6.0M (+$266.0K)
Filed 2026-11-05
Parkway Wealth Management Group, LLC
INCREASED
Shares46,922 from 35,686
Change+11,236 (+31%)
Value$4.2M (+$944.7K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares45,420 from 40,186
Change+5,234 (+13%)
Value$4.0M (+$403.8K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED
Shares25,267 from 25,425
Change-158 (-1%)
Value$2.2M (-$53.2K)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares21,574 from 19,187
Change+2,387 (+12%)
Value$1.9M (+$182.8K)
Filed 2026-10-28
Natural Investments, LLC
INCREASED
Shares21,460 from 20,933
Change+527 (+3%)
Value$1.9M (+$15.3K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,703 from 17,527
Change-824 (-5%)
Value$1.5M (-$100.0K)
Filed 2026-11-02
Philadelphia Investment Partners, LLC
DECREASED
Shares14,719 from 17,578
Change-2,859 (-16%)
Value$1.3M (-$281.5K)
Filed 2026-11-09
Marks Group Wealth Management, Inc
NEW
Shares14,585
Change+14,585
Value$1.3M
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares11,633 from 11,788
Change-155 (-1%)
Value$1.0M (-$31.9K)
Filed 2026-10-29
Retirement Planning Group, LLC
UNCHANGED
Shares11,624 from 11,624
Change0 (0%)
Value$1.0M (-$17.9K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares8,349 from 7,678
Change+671 (+9%)
Value$742.8K (+$47.9K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares7,596 from 7,687
Change-91 (-1%)
Value$675.8K (-$19.9K)
Filed 2026-10-16
Asset Allocation Strategies LLC
INCREASED
Shares5,310 from 5,159
Change+151 (+3%)
Value$472.4K (+$5.5K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares5,055 from 5,042
Change+13 (+0%)
Value$449.8K (-$6.6K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares4,990 from 4,831
Change+159 (+3%)
Value$443.9K (+$6.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
NEW
Shares4,877
Change+4,877
Value$433.9K
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares4,582 from 4,669
Change-87 (-2%)
Value$407.7K (-$14.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares4,170 from 6,427
Change-2,257 (-35%)
Value$371.0K (-$210.7K)
Filed 2026-10-08
Novem Group
INCREASED
Shares3,548 from 3,513
Change+35 (+1%)
Value$315.7K (-$2.3K)
Filed 2026-10-19
Encompass More Asset Management
UNCHANGED
Shares3,477 from 3,477
Change0 (0%)
Value$309.3K (-$5.4K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares2,925 from 2,891
Change+34 (+1%)
Value$260.2K (-$1.5K)
Filed 2026-10-28
Global View Capital Management LLC
NEW
Shares2,892
Change+2,892
Value$257.3K
Filed 2026-10-28
Prospera Financial Services Inc
UNCHANGED
Shares2,851 from 2,851
Change0 (0%)
Value$255.1K (-$2.9K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares2,400 from 2,501
Change-101 (-4%)
Value$213.5K (-$12.8K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$37.2K (-$610)
Filed 2026-11-06
Lanark Financial, Inc.
DECREASED
Shares200 from 470
Change-270 (-57%)
Value$17.8K (-$24.7K)
Filed 2026-10-26
Geneos Wealth Management Inc.
DECREASED
Shares143 from 155
Change-12 (-8%)
Value$12.7K (-$1.3K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$7.7K (-$133)
Filed 2026-10-13
CX Institutional
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1 ($0)
Filed 2026-10-02
Franklin Resources Inc
N/A
Shares— from 320,616
Change-320,616 (-100%)
Value—
UBS Group AG
N/A
Shares— from 136,212
Change-136,212 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 105,120
Change-105,120 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 97,622
Change-97,622 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 63,331
Change-63,331 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 55,057
Change-55,057 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 52,837
Change-52,837 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 45,250
Change-45,250 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,029
Change-32,029 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 29,442
Change-29,442 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 29,348
Change-29,348 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,270
Change-23,270 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,087
Change-23,087 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,184
Change-20,184 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,018
Change-19,018 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 18,495
Change-18,495 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,818
Change-15,818 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,743
Change-15,743 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,185
Change-11,185 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,601
Change-8,601 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,765
Change-7,765 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
&partners
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 816
Change-816 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 750
Change-750 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Status
LPL Financial LLC
INCREASED417,725393,366+24,359+6%$35.6M$37.2M+$1.6M2026-11-06
Wealthcare Advisory Partners LLC
INCREASED221,363210,011+11,352+5%$19.0M$19.7M+$686.6K2026-10-21
Thrivent Financial for Lutherans
INCREASED67,73263,421+4,311+7%$5.7M$6.0M+$266.0K2026-11-05
Parkway Wealth Management Group, LLC
INCREASED46,92235,686+11,236+31%$3.2M$4.2M+$944.7K2026-10-20
Commonwealth Equity Services, LLC
INCREASED45,42040,186+5,234+13%$3.6M$4.0M+$403.8K2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED25,26725,425-158-1%$2.3M$2.2M-$53.2K2026-10-30
D.A. Davidson & Co.
INCREASED21,57419,187+2,387+12%$1.7M$1.9M+$182.8K2026-10-28
Natural Investments, LLC
INCREASED21,46020,933+527+3%$1.9M$1.9M+$15.3K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED16,70317,527-824-5%$1.6M$1.5M-$100.0K2026-11-02
Philadelphia Investment Partners, LLC
DECREASED14,71917,578-2,859-16%$1.6M$1.3M-$281.5K2026-11-09
Marks Group Wealth Management, Inc
NEW14,585—+14,585——$1.3M—2026-11-05
Koshinski Asset Management, Inc.
DECREASED11,63311,788-155-1%$1.1M$1.0M-$31.9K2026-10-29
Retirement Planning Group, LLC
UNCHANGED11,62411,62400%$1.1M$1.0M-$17.9K2026-10-19
Atria Investments, Inc
INCREASED8,3497,678+671+9%$694.9K$742.8K+$47.9K2026-10-15
IFP Advisors, Inc
DECREASED7,5967,687-91-1%$695.8K$675.8K-$19.9K2026-10-16
Asset Allocation Strategies LLC
INCREASED5,3105,159+151+3%$466.9K$472.4K+$5.5K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED5,0555,042+13+0%$456.4K$449.8K-$6.6K2026-11-04
Kestra Advisory Services, LLC
INCREASED4,9904,831+159+3%$437.2K$443.9K+$6.7K2026-11-02
Bank of New York Mellon Corp
NEW4,877—+4,877——$433.9K—2026-11-05
Golden State Wealth Management, LLC
DECREASED4,5824,669-87-2%$422.6K$407.7K-$14.9K2026-11-02
Farther Finance Advisors, LLC
DECREASED4,1706,427-2,257-35%$581.7K$371.0K-$210.7K2026-10-08
Novem Group
INCREASED3,5483,513+35+1%$318.0K$315.7K-$2.3K2026-10-19
Encompass More Asset Management
UNCHANGED3,4773,47700%$314.7K$309.3K-$5.4K2026-10-16
MGO One Seven LLC
INCREASED2,9252,891+34+1%$261.7K$260.2K-$1.5K2026-10-28
Global View Capital Management LLC
NEW2,892—+2,892——$257.3K—2026-10-28
Prospera Financial Services Inc
UNCHANGED2,8512,85100%$258.1K$255.1K-$2.9K2026-11-04
Larson Financial Group LLC
DECREASED2,4002,501-101-4%$226.3K$213.5K-$12.8K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED41841800%$37.8K$37.2K-$6102026-11-06
Lanark Financial, Inc.
DECREASED200470-270-57%$42.5K$17.8K-$24.7K2026-10-26
Geneos Wealth Management Inc.
DECREASED143155-12-8%$14.0K$12.7K-$1.3K2026-11-09
Cape Investment Advisory, Inc.
UNCHANGED868600%$7.8K$7.7K-$1332026-10-13
CX Institutional
UNCHANGED171700%$1$1$02026-10-02
Franklin Resources Inc
N/A—320,616-320,616-100%$29.0M———
UBS Group AG
N/A—136,212-136,212-100%$12.3M———
Bank of America Corp
N/A—105,120-105,120-100%$9.5M———
Raymond James Financial Inc
N/A—97,622-97,622-100%$8.8M———
Integrated Wealth Concepts LLC
N/A—63,331-63,331-100%$5.7M———
Wells Fargo & Company
N/A—55,057-55,057-100%$5.0M———
Royal Bank of Canada
N/A—52,837-52,837-100%$4.8M———
Jones Financial Companies Lllp
N/A—45,250-45,250-100%$4.1M———
Cetera Investment Advisers
N/A—32,029-32,029-100%$2.9M———
Smartleaf Asset Management LLC
N/A—29,442-29,442-100%$2.7M———
Benjamin Edwards Inc
N/A—29,348-29,348-100%$2.7M———
Morgan Stanley
N/A—23,270-23,270-100%$2.1M———
Goldman Sachs Group Inc
N/A—23,087-23,087-100%$2.1M———
Citadel Advisors LLC
N/A—20,184-20,184-100%$1.8M———
Steward Partners Investment Advisory, LLC
N/A—19,018-19,018-100%$1.7M———
WCG Wealth Advisors LLC
N/A—18,495-18,495-100%$1.7M———
Sanctuary Advisors, LLC
N/A—15,818-15,818-100%$1.4M———
Osaic Holdings, Inc.
N/A—15,743-15,743-100%$1.4M———
Gotham Asset Management, LLC
N/A—11,185-11,185-100%$1.0M———
Essex Financial Services, Inc.
N/A—11,040-11,040-100%$999.3K———
Envestnet Asset Management Inc
N/A—8,601-8,601-100%$778.5K———
Stifel Financial Corp
N/A—7,765-7,765-100%$702.8K———
World Investment Advisors
N/A—7,504-7,504-100%$681.2K———
Gateway Wealth Partners, LLC
N/A—7,347-7,347-100%$665.0K———
Janney Montgomery Scott LLC
N/A—6,377-6,377-100%$577.0K———
Arax Advisory Partners
N/A—4,448-4,448-100%$402.6K———
&partners
N/A—3,728-3,728-100%$337.4K———
Stratos Wealth Partners, Ltd.
N/A—3,201-3,201-100%$289.8K———
Berger Financial Group, Inc
N/A—3,010-3,010-100%$272.4K———
Principal Securities, Inc.
N/A—2,982-2,982-100%$269.9K———
CIBC World Market Inc.
N/A—2,228-2,228-100%$201.7K———
Global Retirement Partners, LLC
N/A—1,002-1,002-100%$90.7K———
Rockefeller Capital Management L.P.
N/A—816-816-100%$73.9K———
JPMorgan Chase & Co
N/A—750-750-100%$67.9K———
Ameriflex Group, Inc.
N/A—604-604-100%$54.7K———
Continuum Advisory, LLC
N/A—320-320-100%$28.9K———
Showing 68 of 68 institutions