| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 6.3% | $16,007,423 | 2,553,018 | Morgan Stanley | 31 Mar 2025 |
As of 31 Dec 2025, 96 institutional investors reported holding 15,252,148 shares of FRANKLIN LTD DURATION INCOME TRUST - Common Shares of Beneficial Interest (FTF). This represents 38% of the company’s total 40,524,095 outstanding shares.
The largest institutional shareholders of FRANKLIN LTD DURATION INCOME TRUST - Common Shares of Beneficial Interest (FTF) together control 34% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 7.9% | 3,218,111 | +7.1% | 0% | $19,791,388 |
| LPL Financial LLC | 3.7% | 1,505,912 | -0.76% | 0% | $9,261,361 |
| Advisors Asset Management, Inc. | 2.6% | 1,065,522 | -0.26% | 0.11% | $6,552,960 |
| Pathstone Holdings, LLC | 2% | 819,044 | 0.02% | $5,037,121 | |
| GUGGENHEIM CAPITAL LLC | 2% | 810,863 | -2.2% | 0.04% | $4,986,808 |
| WELLS FARGO & COMPANY/MN | 1.9% | 786,525 | -0.52% | 0% | $4,837,126 |
| Invesco Ltd. | 1.8% | 725,510 | -5.7% | 0% | $4,461,887 |
| Penserra Capital Management LLC | 1.8% | 725,082 | +10% | 0.05% | $4,459,000 |
| Shaker Financial Services, LLC | 1.2% | 495,009 | -29% | 0.97% | $3,044,306 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 1.2% | 490,414 | 0.34% | $3,023,402 | |
| Allspring Global Investments Holdings, LLC | 1.2% | 471,936 | 0% | 0% | $2,902,406 |
| GraniteShares Advisors LLC | 1.1% | 438,079 | -5.9% | 1.6% | $2,694,186 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.63% | 255,041 | +2181% | 0.02% | $1,568,502 |
| OSAIC HOLDINGS, INC. | 0.6% | 241,923 | +2.6% | 0% | $1,487,846 |
| Rareview Capital LLC | 0.51% | 208,656 | +9.5% | 0.87% | $1,339,572 |
| Quarry LP | 0.48% | 192,663 | 0.29% | $1,184,877 | |
| BANK OF AMERICA CORP /DE/ | 0.45% | 182,999 | -1.9% | 0% | $1,125,443 |
| Kestra Advisory Services, LLC | 0.45% | 182,881 | +0.57% | 0% | $1,124,720 |
| Cetera Investment Advisers | 0.44% | 177,633 | +9.2% | 0% | $1,092,444 |
| Kingsview Wealth Management, LLC | 0.31% | 125,393 | +323% | 0.01% | $771,164 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.28% | 112,391 | -19% | 0.04% | $691,202 |
| NewEdge Advisors, LLC | 0.24% | 96,729 | -15% | 0% | $594,883 |
| Baird Financial Group, Inc. | 0.23% | 91,778 | -0.61% | 0% | $564,435 |
| Encompass More Asset Management | 0.23% | 91,291 | -0.04% | 0.1% | $561,440 |
| Private Advisor Group, LLC | 0.21% | 84,274 | -0.22% | 0% | $518,287 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 15,252,148 | $93,870,202 | +$12,426,065 | $6.15 | 96 |
| 2025 Q3 | 13,321,500 | $84,352,625 | -$2,599,788 | $6.37 | 87 |
| 2025 Q2 | 13,664,268 | $87,725,292 | -$2,300,383 | $6.42 | 85 |
| 2025 Q1 | 14,009,450 | $90,491,827 | +$1,840,716 | $6.46 | 80 |
| 2024 Q4 | 13,726,186 | $91,019,604 | +$4,915,916 | $6.63 | 79 |
| 2024 Q3 | 12,983,472 | $86,600,508 | -$1,872,149 | $6.67 | 77 |
| 2024 Q2 | 13,298,139 | $84,321,908 | -$4,355,458 | $6.34 | 78 |
| 2024 Q1 | 13,996,697 | $87,732,749 | -$1,273,987 | $6.27 | 79 |
| 2023 Q4 | 14,212,504 | $88,620,733 | -$2,486,605 | $6.22 | 74 |
| 2023 Q3 | 13,807,213 | $84,073,880 | -$2,963,003 | $6.09 | 78 |
| 2023 Q2 | 14,293,220 | $88,335,911 | +$6,772,983 | $6.18 | 76 |
| 2023 Q1 | 13,162,279 | $81,350,797 | +$846,996 | $6.18 | 81 |
| 2022 Q4 | 12,963,625 | $80,521,438 | +$1,058,210 | $6.21 | 80 |
| 2022 Q3 | 12,876,011 | $79,572,481 | -$1,590,005 | $6.18 | 68 |
| 2022 Q2 | 13,094,951 | $88,533,928 | +$8,440,534 | $6.76 | 70 |
| 2022 Q1 | 11,930,034 | $90,462,555 | +$60,984,698 | $7.58 | 70 |
| 2021 Q4 | 3,859,782 | $35,072,347 | -$3,766,555 | $9.09 | 59 |
| 2021 Q3 | 4,398,301 | $39,983,927 | -$14,131,919 | $9.09 | 56 |
| 2021 Q2 | 5,918,274 | $54,510,788 | -$24,687,518 | $9.21 | 55 |
| 2021 Q1 | 8,620,240 | $79,224,549 | -$15,586,000 | $9.19 | 57 |
| 2020 Q4 | 10,304,449 | $97,050,376 | +$6,128,374 | $9.42 | 55 |
| 2020 Q3 | 9,652,184 | $82,336,855 | +$560,327 | $8.53 | 49 |
| 2020 Q2 | 9,576,392 | $81,024,610 | +$5,295,154 | $8.46 | 51 |
| 2020 Q1 | 9,008,487 | $70,684,475 | +$2,600,783 | $7.85 | 62 |
| 2019 Q4 | 8,900,969 | $85,347,155 | +$1,195,107 | $9.59 | 54 |
| 2019 Q3 | 8,803,005 | $81,949,827 | -$10,487,239 | $9.31 | 49 |
| 2019 Q2 | 9,915,188 | $95,488,371 | -$4,733,978 | $9.63 | 51 |
| 2019 Q1 | 10,296,557 | $99,157,497 | -$2,702,228 | $9.63 | 53 |
| 2018 Q4 | 10,578,286 | $95,491,425 | +$57,058,566 | $9.02 | 57 |
| 2018 Q3 | 4,078,442 | $41,516,883 | -$2,204,087 | $10.18 | 57 |
| 2018 Q2 | 4,279,716 | $46,794,815 | -$5,916,981 | $10.92 | 54 |
| 2018 Q1 | 4,816,145 | $53,803,252 | -$2,647,373 | $11.17 | 50 |
| 2017 Q4 | 5,050,014 | $59,743,576 | -$3,447,770 | $11.83 | 49 |
| 2017 Q3 | 5,225,193 | $62,742,000 | -$14,337,652 | $12.01 | 47 |
| 2017 Q2 | 6,432,356 | $76,095,000 | -$19,407,169 | $11.83 | 51 |
| 2017 Q1 | 8,060,373 | $96,466,000 | -$50,914,976 | $11.97 | 52 |
| 2016 Q4 | 12,334,867 | $148,508,000 | +$4,244,028 | $12.04 | 47 |
| 2016 Q3 | 11,982,554 | $144,867,255 | +$5,140,171 | $12.09 | 48 |
| 2016 Q2 | 11,592,356 | $134,458,000 | +$5,071,109 | $11.60 | 49 |
| 2016 Q1 | 11,147,557 | $126,328,000 | +$9,938,517 | $11.34 | 51 |
| 2015 Q4 | 10,303,631 | $110,466,000 | +$12,967,833 | $10.72 | 55 |
| 2015 Q3 | 9,046,149 | $98,780,000 | +$5,183,428 | $10.90 | 48 |
| 2015 Q2 | 8,599,556 | $100,185,502 | +$219,261 | $11.65 | 49 |
| 2015 Q1 | 8,638,576 | $105,135,971 | -$4,274,794 | $12.17 | 54 |
| 2014 Q4 | 8,737,397 | $106,505,263 | +$9,483,550 | $12.19 | 54 |
| 2014 Q3 | 7,705,711 | $95,395,999 | +$4,698,347 | $12.38 | 50 |
| 2014 Q2 | 7,285,861 | $95,288,846 | +$7,206,783 | $13.08 | 55 |
| 2014 Q1 | 6,749,076 | $88,064,788 | +$18,185,551 | $13.05 | 49 |