FRANKLIN INVESTMENT GRADE CO FLCO
$21.34
+0.1% 52w: $20.37 – $21.55
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data20.3720.9621.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
48
+10 QoQ
13F value
$573.6M
+6.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FLCO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | Long only active | 14.9M | $319.1M | 0.1% | -1.2% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 4.6M | $98.4M | 1.5% | -14.4% |
| MORGAN STANLEY | Bank broker | 1.2M | $25.6M | 0.0% | +1.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 989.7K | $21.2M | 0.0% | +3.4% |
| Convergence Financial, LLC | Wealth advisor | 910.1K | $19.5M | 2.1% | New |
| Legacy CG, LLC | Wealth advisor | 733.6K | $15.7M | 4.4% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 667.9K | $14.3M | 0.0% | +143.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 419.2K | $9.0M | 0.0% | +10.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 353.6K | $7.6M | 0.0% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 291.0K | $6.2M | 0.1% | +1.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 250.7K | $5.4M | 0.0% | +9.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 211.3K | $4.5M | 0.0% | +2.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 161.2K | $3.5M | 0.0% | +4.1% |
| LPL Financial LLC | Bank broker | 131.7K | $2.8M | 0.0% | +11.6% |
| Sequent Planning LLC | Wealth advisor | 129.9K | $2.8M | 0.7% | +11.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 118.4K | $2.5M | 0.0% | +1060.2% |
| JPMORGAN CHASE & CO | Bank broker | 116.1K | $2.5M | 0.0% | +15.4% |
| Cetera Investment Advisers | Wealth advisor | 114.5K | $2.5M | 0.0% | +25.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 62.3K | $1.3M | 0.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 58.2K | $1.2M | 0.0% | +21.3% |
| Compound Planning, Inc. | Wealth advisor | 56.3K | $1.2M | 0.0% | +22.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 48.1K | $1.0M | 0.0% | -20.4% |
| JANE STREET GROUP, LLC | Market maker | 39.8K | $852K | 0.0% | New |
| MGO ONE SEVEN LLC | Wealth advisor | 37.5K | $804K | 0.0% | +39.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 21.7K | $465K | 0.0% | -66.7% |
| FLOW TRADERS U.S. LLC | Market maker | 18.5K | $397K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 18.5K | $396K | 0.0% | +35.1% |
| HRT FINANCIAL LP | Diversified mechanical | 17.9K | $383K | 0.0% | New |
| Brooklyn Investment Group | Diversified mechanical | 17.1K | $365K | 0.0% | -36.7% |
| HighTower Advisors, LLC | Diversified mechanical | 15.7K | $336K | 0.0% | -4.4% |
| Atria Investments, Inc | Wealth advisor | 14.9K | $319K | 0.0% | +27.2% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 13.3K | $284K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 10.6K | $227K | 0.0% | +25.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 9.9K | $213K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 8.3K | $178K | 0.0% | +1.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.8K | $125K | 0.0% | Held |
| TD Waterhouse Canada Inc. | Diversified mechanical | 5.1K | $108K | 0.0% | Held |
| Intentional Wealth Strategies, LLC | Wealth advisor | 4.8K | $102K | 0.1% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.8K | $82K | 0.0% | +5.8% |
| CWM, LLC | Wealth advisor | 1.0K | $21K | 0.0% | +96.9% |
| UBS Group AG | Bank broker | 533 | $11K | 0.0% | +177.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 533 | $11K | 0.0% | New |
| Geneos Wealth Management Inc. | Wealth advisor | 461 | $10K | 0.0% | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 304 | $6K | 0.0% | Held |
| CITIGROUP INC | Bank broker | 163 | $3K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 99 | $2K | 0.0% | Held |
| Dunhill Financial, LLC | Wealth advisor | 96 | $2K | 0.0% | New |
| Root Financial Partners, LLC | Wealth advisor | 35 | $750 | 0.0% | -83.9% |
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