Who owns FTCA?
Franklin California Municipal Income ETF · Franklin
85 institutions reported holding FTCA, worth $76.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FTCA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $12.4M | 1,664,819 | +206,280 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $8.9M | 1,197,890 | +442,977 shares |
| Bank of America Corp. | Charlotte, NC | $7.2M | 966,267 | +139,076 shares |
| Morgan Stanley | New York, NY | $7.2M | 964,672 | +154,224 shares |
| First American Trust, FSB | Santa Ana, CA | $2.1M | 276,756 | New position |
| DeDora Capital, Inc. | Napa, CA | $1.9M | 255,294 | New position |
| Jones Financial Companies LLLP | Des Peres, MO | $1.7M | 223,360 | +103,166 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.6M | 218,723 | +35,572 shares |
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis, MN | $1.5M | 202,255 | New position |
| Wells Fargo & Company | San Francisco, CA | $1.5M | 198,179 | +84,426 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FTCA?
85 institutional managers reported holding FTCA in Form 13F filings for June 30, 2026, worth $76.5M in total. The largest reported position was held by LPL Financial LLC, at $12.4M.
Did institutions buy or sell FTCA last quarter?
Reported 13F value rose 37.5% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FTCA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.