IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Franklin Investment Grade Co (FLCO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares305,802 from 274,685
Change+31,117 (+11%)
Value$6.2M (+$317.2K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares177,909 from 165,319
Change+12,590 (+8%)
Value$3.6M (+$66.4K)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares172,164 from 118,963
Change+53,201 (+45%)
Value$3.5M (+$943.6K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares117,309 from 51,173
Change+66,136 (+129%)
Value$2.4M (+$1.3M)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares43,188 from 37,256
Change+5,932 (+16%)
Value$876.5K (+$77.8K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares20,123 from 19,182
Change+941 (+5%)
Value$408.4K (-$2.9K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares18,408 from 10,914
Change+7,494 (+69%)
Value$373.6K (+$139.6K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares17,415 from 58,317
Change-40,902 (-70%)
Value$353.5K (-$896.9K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares15,461 from 5,131
Change+10,330 (+201%)
Value$313.8K (+$203.8K)
Filed 2026-11-06
Stevens Capital Partners
INCREASED
Shares11,787 from 11,644
Change+143 (+1%)
Value$239.2K (-$10.4K)
Filed 2026-10-29
Atria Investments, Inc
DECREASED
Shares11,269 from 15,004
Change-3,735 (-25%)
Value$228.7K (-$93.0K)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares5,060 from 5,060
Change0 (0%)
Value$102.5K (-$5.3K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares2,232 from 1,266
Change+966 (+76%)
Value$45.3K (+$18.2K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares35
Change+35
Value$710
Filed 2026-10-21
Convergence Financial, LLC
CLOSED
Shares0 from 1,857,864
Change-1,857,864 (-100%)
Value$0 (-$39.8M)
Filed 2026-10-27
Legacy CG, LLC
CLOSED
Shares0 from 751,190
Change-751,190 (-100%)
Value$0 (-$16.1M)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$6.5K)
Filed 2026-11-02
Blue Trust, Inc.
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-08
Franklin Resources Inc
N/A
Shares— from 14,419,856
Change-14,419,856 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,397,651
Change-4,397,651 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,194,982
Change-1,194,982 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 978,531
Change-978,531 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 829,024
Change-829,024 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 447,173
Change-447,173 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 380,295
Change-380,295 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 320,980
Change-320,980 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 238,524
Change-238,524 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 176,968
Change-176,968 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 139,124
Change-139,124 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 130,702
Change-130,702 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 124,928
Change-124,928 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 74,286
Change-74,286 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 63,132
Change-63,132 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,730
Change-26,730 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,237
Change-24,237 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,906
Change-19,906 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 19,523
Change-19,523 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,477
Change-15,477 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,266
Change-14,266 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,254
Change-10,254 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
UBS Group AG
N/A
Shares— from 687
Change-687 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 461
Change-461 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED305,802274,685+31,117+11%$5.9M$6.2M+$317.2K2026-11-05
Truist Financial Corp
INCREASED177,909165,319+12,590+8%$3.5M$3.6M+$66.4K2026-10-30
LPL Financial LLC
INCREASED172,164118,963+53,201+45%$2.6M$3.5M+$943.6K2026-11-06
RFG Advisory, LLC
INCREASED117,30951,173+66,136+129%$1.1M$2.4M+$1.3M2026-11-03
MGO One Seven LLC
INCREASED43,18837,256+5,932+16%$798.8K$876.5K+$77.8K2026-10-28
Commonwealth Equity Services, LLC
INCREASED20,12319,182+941+5%$411.3K$408.4K-$2.9K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED18,40810,914+7,494+69%$234.0K$373.6K+$139.6K2026-11-05
Compound Planning, Inc.
DECREASED17,41558,317-40,902-70%$1.3M$353.5K-$896.9K2026-11-05
PNC Financial Services Group, Inc.
INCREASED15,4615,131+10,330+201%$110.0K$313.8K+$203.8K2026-11-06
Stevens Capital Partners
INCREASED11,78711,644+143+1%$249.6K$239.2K-$10.4K2026-10-29
Atria Investments, Inc
DECREASED11,26915,004-3,735-25%$321.7K$228.7K-$93.0K2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED5,0605,06000%$107.8K$102.5K-$5.3K2026-10-16
Citigroup Inc
INCREASED2,2321,266+966+76%$27.1K$45.3K+$18.2K2026-11-04
Root Financial Partners, LLC
NEW35—+35——$710—2026-10-21
Convergence Financial, LLC
CLOSED01,857,864-1,857,864-100%$39.8M$0-$39.8M2026-10-27
Legacy CG, LLC
CLOSED0751,190-751,190-100%$16.1M$0-$16.1M2026-10-30
International Assets Investment Management, LLC
CLOSED0304-304-100%$6.5K$0-$6.5K2026-11-02
Blue Trust, Inc.
CLOSED0215-215-100%$4.6K$0-$4.6K2026-10-15
CoreCap Advisors, LLC
CLOSED0136-136-100%$2.9K$0-$2.9K2026-10-08
Franklin Resources Inc
N/A—14,419,856-14,419,856-100%$309.2M———
Hantz Financial Services, Inc.
N/A—4,397,651-4,397,651-100%$94.3M———
Morgan Stanley
N/A—1,194,982-1,194,982-100%$25.6M———
Bank of America Corp
N/A—978,531-978,531-100%$21.0M———
Ameriprise Financial Inc
N/A—829,024-829,024-100%$17.8M———
Sanctuary Advisors, LLC
N/A—447,173-447,173-100%$9.6M———
Captrust Financial Advisors
N/A—380,295-380,295-100%$8.2M———
Benjamin Edwards Inc
N/A—320,980-320,980-100%$6.9M———
Envestnet Asset Management Inc
N/A—238,524-238,524-100%$5.1M———
Citadel Advisors LLC
N/A—176,968-176,968-100%$3.8M———
Sequent Planning LLC
N/A—139,124-139,124-100%$3.0M———
JPMorgan Chase & Co
N/A—130,702-130,702-100%$2.8M———
Cetera Investment Advisers
N/A—124,928-124,928-100%$2.7M———
MML Investors Services, LLC
N/A—74,286-74,286-100%$1.6M———
O'shaughnessy Asset Management, LLC
N/A—63,132-63,132-100%$1.4M———
Osaic Holdings, Inc.
N/A—26,730-26,730-100%$573.1K———
Jane Street Group, LLC
N/A—24,237-24,237-100%$519.6K———
Goldman Sachs Group Inc
N/A—19,906-19,906-100%$426.8K———
Raymond James Financial Inc
N/A—19,523-19,523-100%$418.6K———
HighTower Advisors, LLC
N/A—15,477-15,477-100%$331.8K———
Steward Partners Investment Advisory, LLC
N/A—14,266-14,266-100%$305.9K———
Royal Bank of Canada
N/A—10,254-10,254-100%$220.0K———
Wells Fargo & Company
N/A—5,437-5,437-100%$116.6K———
UBS Group AG
N/A—687-687-100%$14.7K———
Geneos Wealth Management Inc.
N/A—461-461-100%$9.9K———
Dunhill Financial, LLC
N/A—99-99-100%$2.1K———
Aptus Capital Advisors, LLC
N/A—5-5-100%$107———
Showing 46 of 46 institutions