FSIG — FT LTD DURATION INV GRADE
As of Q2 2026, 7 SEC-registered investment managers reported holding FSIG (FT LTD DURATION INV GRADE) in their latest 13F filings, with a combined reported value of $329.24M across 17.46M shares. That is +8.3% by share count (+1.33M shares) versus the previous quarter, while reported value moved +7.8%. Ownership is concentrated: the five largest holders account for 99.6% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 3 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 12.39M | $233.69M | 0.01% | Hold |
| Wells Fargo & Co history | 3.83M | $72.17M | 0.01% | Add |
| Citadel Advisors history | 562.56K | $10.61M | 0.00% | New |
| Goldman Sachs Group history | 536.34K | $10.11M | 0.00% | New |
| UBS Group AG history | 66.44K | $1.25M | 0.00% | Add |
| BNY Mellon history | 63.38K | $1.19M | 0.00% | Add |
| JPMorgan Chase & Co history | 11.01K | $207.80K | 0.00% | New |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 12.36M | $234.03M | 0.01% | Add |
| Wells Fargo & Co history | 3.65M | $69.14M | 0.01% | Add |
| UBS Group AG history | 64.41K | $1.22M | 0.00% | New |
| BNY Mellon history | 59.45K | $1.13M | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.48M | $220.23M | 0.01% | Add |
| Wells Fargo & Co history | 3.43M | $65.76M | 0.01% | Add |
| BNY Mellon history | 59.26K | $1.14M | 0.00% | Reduce |
| Goldman Sachs Group history | 42.78K | $820.95K | 0.00% | New |
| JPMorgan Chase & Co history | 1.62K | $31.18K | 0.00% | Add |
| Bank of America Corp history | 171 | $3.28K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 11.01M | $211.56M | 0.01% | Add |
| Wells Fargo & Co history | 3.36M | $64.47M | 0.01% | Add |
| BNY Mellon history | 76.69K | $1.47M | 0.00% | Add |
| Citadel Advisors history | 41.46K | $796.49K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.28K | $24.68K | 0.00% | Reduce |
| Bank of America Corp history | 92 | $1.77K | 0.00% | Reduce |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 10.55M | $201.66M | 0.01% | Add |
| Wells Fargo & Co history | 3.30M | $63.04M | 0.01% | Add |
| Citadel Advisors history | 83.80K | $1.60M | 0.00% | Reduce |
| BNY Mellon history | 69.74K | $1.33M | 0.00% | Add |
| JPMorgan Chase & Co history | 28.46K | $544.15K | 0.00% | Add |
| Goldman Sachs Group history | 14.04K | $268.43K | 0.00% | Reduce |
| Bank of America Corp history | 609 | $11.64K | 0.00% | Reduce |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 10.13M | $191.77M | 0.01% | Reduce |
| Wells Fargo & Co history | 3.23M | $61.15M | 0.01% | Add |
| Citadel Advisors history | 179.24K | $3.39M | 0.00% | New |
| Goldman Sachs Group history | 72.14K | $1.37M | 0.00% | New |
| BNY Mellon history | 68.53K | $1.30M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.29K | $43.47K | 0.00% | New |
| Bank of America Corp history | 1.10K | $20.91K | 0.00% | Reduce |
New Positions (Q2 2026)
- Citadel Advisors 562.56K sh · $10.61M
- Goldman Sachs Group 536.34K sh · $10.11M
- JPMorgan Chase & Co 11.01K sh · $207.80K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 12.39M | 12.36M | 11.48M | 11.01M | 10.55M | 10.13M | 10.89M | 9.82M | 9.85M | 9.80M | 9.61M | 8.12M | 8.03M | 7.18M | 4.11M | 3.00K | 3.00K | 1.00K | — |
| Wells Fargo & Co | 3.83M | 3.65M | 3.43M | 3.36M | 3.30M | 3.23M | 3.01M | 2.73M | 2.58M | 2.47M | 1.44M | 172.85K | 1.96K | 1.15K | 1.15K | 1.15K | — | — | — |
| Citadel Advisors | 562.56K | — | — | 41.46K | 83.80K | 179.24K | — | 32.96K | 122.88K | 361.97K | 98.11K | — | — | — | 38.92K | — | 34.44K | — | — |
| Goldman Sachs Group | 536.34K | — | 42.78K | — | 14.04K | 72.14K | — | — | — | — | 47.00K | — | — | — | — | 38.57K | 47.90K | 50.00K | 100.00K |
| UBS Group AG | 66.44K | 64.41K | — | — | — | — | — | — | 1.04K | 754 | — | — | — | — | — | — | 719 | 1.22K | — |
| BNY Mellon | 63.38K | 59.45K | 59.26K | 76.69K | 69.74K | 68.53K | 76.91K | 81.33K | 86.58K | 89.86K | 73.01K | 78.82K | 83.42K | 119.00K | 29.25K | — | — | — | — |
| JPMorgan Chase & Co | 11.01K | — | 1.62K | 1.28K | 28.46K | 2.29K | — | 123.50K | — | 3.51K | — | 70.76K | 22.58K | — | — | — | — | — | — |
| Bank of America Corp | — | — | 171 | 92 | 609 | 1.10K | 10.43K | — | — | 894 | 894 | — | — | — | — | — | — | 100.00K | 100.00K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 2 | 1 | — | 1 | — | 1 | 5 | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details