5 institutions reported holding $152,996 of FRANKLIN INCOME FUND ADVISOR CLASS (FRIAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coston, McIsaac & Partners ($62,000), Garton & Associates Financial Advisors LLC ($45,264), OAKWORTH CAPITAL, INC. ($26,673), Financial Gravity Asset Management, Inc. ($13,047), KELLEHER FINANCIAL ADVISORS ($6,012). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $62,000 | 25,042 | Added |
| 2 | Garton & Associates Financial Advisors LLC | $45,264 | 18,033 | Hold |
| 3 | OAKWORTH CAPITAL, INC. | $26,673 | 10,627 | Added |
| 4 | Financial Gravity Asset Management, Inc. | $13,047 | 5,198 | New |
| 5 | KELLEHER FINANCIAL ADVISORS | $6,012 | 2,395 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31