Who Owns FRANKLIN INVESTMENT GRADE CO (FLCO)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $588.3M of FRANKLIN INVESTMENT GRADE CO (FLCO) in SEC 13F filings for 2026-06-30. Largest institutional holders: FRANKLIN RESOURCES INC ($309.2M), HANTZ FINANCIAL SERVICES, INC. ($94.3M), Convergence Financial, LLC ($39.8M), MORGAN STANLEY ($25.6M), BANK OF AMERICA CORP /DE/ ($21.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FRANKLIN RESOURCES INC	$309.2M	14.4M	Trimmed
2	HANTZ FINANCIAL SERVICES, INC.	$94.3M	4.4M	Trimmed
3	Convergence Financial, LLC	$39.8M	1.9M	Added
4	MORGAN STANLEY	$25.6M	1.2M	Added
5	BANK OF AMERICA CORP /DE/	$21.0M	978,531	Trimmed
6	AMERIPRISE FINANCIAL INC	$17.8M	829,024	Added
7	Legacy CG, LLC	$16.1M	751,190	Added
8	Sanctuary Advisors, LLC	$9.6M	447,173	Added
9	CAPTRUST FINANCIAL ADVISORS	$8.2M	380,295	Added
10	BENJAMIN EDWARDS INC	$6.9M	320,980	Added
11	Bank of New York Mellon Corp	$5.9M	274,685	Added
12	ENVESTNET ASSET MANAGEMENT INC	$5.1M	238,524	Added
13	CITADEL ADVISORS LLC	$3.8M	176,968	Added
14	TRUIST FINANCIAL CORP	$3.5M	165,319	Added
15	Sequent Planning LLC	$3.0M	139,124	Added
16	JPMORGAN CHASE & CO	$2.8M	130,702	Added
17	Cetera Investment Advisers	$2.7M	124,928	Added
18	LPL Financial LLC	$2.6M	118,963	Trimmed
19	MML INVESTORS SERVICES, LLC	$1.6M	74,286	Added
20	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.4M	63,132	Added
21	Compound Planning, Inc.	$1.3M	58,317	Added
22	RFG Advisory, LLC	$1.1M	51,173	New
23	MGO ONE SEVEN LLC	$798,769	37,256	Trimmed
24	OSAIC HOLDINGS, INC.	$573,086	26,730	Added
25	JANE STREET GROUP, LLC	$519,641	24,237	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30