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Franklin U.S. Treasury Bond (FLGV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,155,230 from 867,694
Change+287,536 (+33%)
Value$22.4M (+$4.8M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares535,654 from 500,532
Change+35,122 (+7%)
Value$10.4M (+$257.0K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares467,265 from 448,314
Change+18,951 (+4%)
Value$9.1M (-$12.8K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares245,951 from 89,893
Change+156,058 (+174%)
Value$4.8M (+$3.0M)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares243,213 from 205,671
Change+37,542 (+18%)
Value$4.7M (+$554.6K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares103,801 from 82,175
Change+21,626 (+26%)
Value$2.0M (+$350.3K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares33,418 from 22,904
Change+10,514 (+46%)
Value$649.3K (+$184.8K)
Filed 2026-11-03
Valmark Advisers, Inc.
DECREASED
Shares33,162 from 35,506
Change-2,344 (-7%)
Value$644.3K (-$75.7K)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares26,040 from 17,310
Change+8,730 (+50%)
Value$506.0K (+$155.0K)
Filed 2026-11-05
Encompass More Asset Management
INCREASED
Shares23,026 from 20,827
Change+2,199 (+11%)
Value$447.4K (+$25.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares21,154 from 39,596
Change-18,442 (-47%)
Value$411.0K (-$392.0K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares19,638 from 11,645
Change+7,993 (+69%)
Value$382.0K (+$146.0K)
Filed 2026-11-02
Flaharty Asset Management, LLC
DECREASED
Shares16,676 from 108,143
Change-91,467 (-85%)
Value$323.3K (-$1.9M)
Filed 2026-11-02
ROI Financial Advisors, LLC
INCREASED
Shares16,643 from 11,205
Change+5,438 (+49%)
Value$323.4K (+$96.1K)
Filed 2026-10-19
Total Investment Management Inc
UNCHANGED
Shares10,144 from 10,144
Change0 (0%)
Value$197.1K (-$5.5K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
INCREASED
Shares9,379 from 2,170
Change+7,209 (+332%)
Value$182.2K (+$138.2K)
Filed 2026-10-09
Citigroup Inc
INCREASED
Shares9,318 from 3,034
Change+6,284 (+207%)
Value$181.0K (+$119.5K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares8,654
Change+8,654
Value$168.2K
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares1,165 from 1,005
Change+160 (+16%)
Value$22.6K (+$2.3K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares500 from 48,500
Change-48,000 (-99%)
Value$9.7K (-$968.5K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares141 from 116
Change+25 (+22%)
Value$2.7K (+$388)
Filed 2026-10-16
Scarborough Advisors, LLC
CLOSED
Shares0 from 92,077
Change-92,077 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Aprio Wealth Management, LLC
CLOSED
Shares0 from 10,870
Change-10,870 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$15.3K)
Filed 2026-11-02
Franklin Resources Inc
N/A
Shares— from 33,997,632
Change-33,997,632 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,648,854
Change-5,648,854 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,387,582
Change-2,387,582 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,844,949
Change-1,844,949 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,326,307
Change-1,326,307 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 438,218
Change-438,218 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 404,194
Change-404,194 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 343,014
Change-343,014 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 193,448
Change-193,448 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 172,496
Change-172,496 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 124,322
Change-124,322 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 65,715
Change-65,715 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,425
Change-44,425 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 36,256
Change-36,256 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 25,153
Change-25,153 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,781
Change-19,781 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,013
Change-14,013 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,627
Change-10,627 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,090
Change-10,090 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 504
Change-504 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 125
Change-125 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,155,230867,694+287,536+33%$17.6M$22.4M+$4.8M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED535,654500,532+35,122+7%$10.2M$10.4M+$257.0K2026-10-16
First Heartland Consultants, Inc.
INCREASED467,265448,314+18,951+4%$9.1M$9.1M-$12.8K2026-10-08
RFG Advisory, LLC
INCREASED245,95189,893+156,058+174%$1.8M$4.8M+$3.0M2026-11-03
MGO One Seven LLC
INCREASED243,213205,671+37,542+18%$4.2M$4.7M+$554.6K2026-10-28
Atria Investments, Inc
INCREASED103,80182,175+21,626+26%$1.7M$2.0M+$350.3K2026-10-15
StoneX Group Inc.
INCREASED33,41822,904+10,514+46%$464.5K$649.3K+$184.8K2026-11-03
Valmark Advisers, Inc.
DECREASED33,16235,506-2,344-7%$720.1K$644.3K-$75.7K2026-11-06
Thrivent Financial for Lutherans
INCREASED26,04017,310+8,730+50%$351.0K$506.0K+$155.0K2026-11-05
Encompass More Asset Management
INCREASED23,02620,827+2,199+11%$422.4K$447.4K+$25.0K2026-10-16
Farther Finance Advisors, LLC
DECREASED21,15439,596-18,442-47%$803.0K$411.0K-$392.0K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED19,63811,645+7,993+69%$236.0K$382.0K+$146.0K2026-11-02
Flaharty Asset Management, LLC
DECREASED16,676108,143-91,467-85%$2.2M$323.3K-$1.9M2026-11-02
ROI Financial Advisors, LLC
INCREASED16,64311,205+5,438+49%$227.2K$323.4K+$96.1K2026-10-19
Total Investment Management Inc
UNCHANGED10,14410,14400%$202.6K$197.1K-$5.5K2026-10-22
Gilpin Wealth Management, LLC
INCREASED9,3792,170+7,209+332%$44.0K$182.2K+$138.2K2026-10-09
Citigroup Inc
INCREASED9,3183,034+6,284+207%$61.5K$181.0K+$119.5K2026-11-04
Latitude Advisors, LLC
NEW8,654—+8,654——$168.2K—2026-10-27
Cullen T Bankers, Inc.
INCREASED1,1651,005+160+16%$20.4K$22.6K+$2.3K2026-10-28
TD Waterhouse Canada Inc.
DECREASED50048,500-48,000-99%$978.2K$9.7K-$968.5K2026-10-16
IFP Advisors, Inc
INCREASED141116+25+22%$2.4K$2.7K+$3882026-10-16
Scarborough Advisors, LLC
CLOSED092,077-92,077-100%$1.9M$0-$1.9M2026-10-16
Aprio Wealth Management, LLC
CLOSED010,870-10,870-100%$220.5K$0-$220.5K2026-10-28
International Assets Investment Management, LLC
CLOSED0757-757-100%$15.3K$0-$15.3K2026-11-02
Franklin Resources Inc
N/A—33,997,632-33,997,632-100%$689.5M———
Bank of America Corp
N/A—5,648,854-5,648,854-100%$114.6M———
Osaic Holdings, Inc.
N/A—2,387,582-2,387,582-100%$48.4M———
Janney Montgomery Scott LLC
N/A—1,844,949-1,844,949-100%$37.4M———
Modern Wealth Management, LLC
N/A—1,326,307-1,326,307-100%$26.9M———
Envestnet Asset Management Inc
N/A—438,218-438,218-100%$8.9M———
Cetera Investment Advisers
N/A—404,194-404,194-100%$8.2M———
Sequent Planning LLC
N/A—343,014-343,014-100%$7.0M———
Citadel Advisors LLC
N/A—193,448-193,448-100%$3.9M———
Raymond James Financial Inc
N/A—172,496-172,496-100%$3.5M———
Coastal Bridge Advisors, LLC
N/A—124,322-124,322-100%$2.5M———
NewEdge Advisors, LLC
N/A—65,715-65,715-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—44,425-44,425-100%$900.9K———
World Investment Advisors
N/A—36,256-36,256-100%$735.3K———
Geneos Wealth Management Inc.
N/A—25,153-25,153-100%$510.1K———
Susquehanna International Group, LLP
N/A—19,781-19,781-100%$401.2K———
Goldman Sachs Group Inc
N/A—14,013-14,013-100%$284.2K———
MML Investors Services, LLC
N/A—10,627-10,627-100%$215.5K———
Private Advisor Group, LLC
N/A—10,090-10,090-100%$204.6K———
JPMorgan Chase & Co
N/A—4,560-4,560-100%$92.8K———
Transamerica Financial Advisors, LLC
N/A—1,076-1,076-100%$21.8K———
Webster Bank, N. A.
N/A—1,055-1,055-100%$21.4K———
Global Retirement Partners, LLC
N/A—532-532-100%$10.8K———
Morgan Stanley
N/A—504-504-100%$10.2K———
Dunhill Financial, LLC
N/A—202-202-100%$4.1K———
Federation des caisses Desjardins du Quebec
N/A—125-125-100%$2.5K———
AE Wealth Management LLC
N/A—56-56-100%$1.1K———
Aptus Capital Advisors, LLC
N/A—8-8-100%$162———
Showing 52 of 52 institutions