Franklin Custodian Funds - FRIAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | New | 416,440 | 1,049 | 0.07% | — | 1 | +416,440 | New | Q2 2026 | Aug 07, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 153,582 | 387 | 0.09% | — | 2 | +153,582 | New | Q2 2026 | Jul 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 25,390 | 63 | 0.01% | 0.01% | 3 | +348 | 1.39% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | Added to | 10,824 | 27 | 0.0% | 0.0% | 4 | +197 | 1.85% | Q2 2026 | Jul 22, 2026 |
| Financial Gravity Companies, Inc. | History | New | 5,198 | 13 | 0.0% | — | 6 | +5,198 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 5,198 | 13 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 4,857 | 12 | 0.0% | 0.0% | 7 | +2,462 | 102.8% | Q2 2026 | Aug 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,033 | -100.0% | Q2 2026 | Aug 11, 2026 |