FRIAX institutional holders
FRANKLIN INCOME ADV · 13F, 2026Q2
| Managers holding | 6 |
|---|---|
| Shares held | 616,291 |
| Reported value | $1.6m |
| Quarter flows | 3 new, 3 added, 0 trimmed, 2 exited |
Top 6 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Ethos Financial Group, LLC | 416,440 | $1.0m | 0.1% |
| Vermillion Wealth Management, Inc. | 153,582 | $387,026 | 0.1% |
| Coston, McIsaac & Partners | 25,390 | $63,000 | 0.0% |
| OAKWORTH CAPITAL, INC. | 10,824 | $27,168 | 0.0% |
| Financial Gravity Companies, Inc. | 5,198 | $13,099 | 0.0% |
| KELLEHER FINANCIAL ADVISORS | 4,857 | $12,239 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FRIAX"). FRIAX price history · All 13F data