FRIAX — Franklin Income Adv Institutional Holders · Q2 2026
Who owns Franklin Income Adv (FRIAX)? 7 institutions reported holding $1.55M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($1.0M), Vermillion Wealth Management, Inc. ($387,026), Coston, McIsaac & Partners ($63,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $1.0M | 416,440 | New |
| 2 | Vermillion Wealth Management, Inc. | $387,026 | 153,582 | New |
| 3 | Coston, McIsaac & Partners | $63,000 | 25,390 | Added |
| 4 | OAKWORTH CAPITAL, INC. | $27,168 | 10,824 | Added |
| 5 | Financial Gravity Companies, Inc. | $13,099 | 5,198 | Added |
| 6 | KELLEHER FINANCIAL ADVISORS | $12,239 | 4,857 | Added |
| 7 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30