DOSSIER · 13F Holders · Q2 2026
FRDAX

FRANKLIN MANAGED TR R

2 institutions still hold FRANKLIN MANAGED TR R as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 353825805·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$99K
visible holders
Holders
2
filers reporting
Concentration
84.30%
Oakworth Capital, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported FRDAX in Q2 2026. Oakworth Capital, Inc. leads at 84.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Oakworth Capital, Inc.
CIK 0001588871
$83K8790.00%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$16K1640.00%Q2 2026