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 | No change | 416,440 | 1,049 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST MERCHANTS CORP | History | New | 69,972 | 172 | 0.01% | — | 2 | +69,972 | New | Q3 2026 | Oct 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 26,568 | 65 | 0.07% | 0.09% | 3 | -127,014 | -82.7% | Q3 2026 | Oct 26, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 20,735 | 51 | 0.01% | 0.01% | 4 | -4,655 | -18.33% | Q3 2026 | Nov 06, 2026 |
| Oakworth Capital, Inc. | History | Added to | 10,923 | 26 | 0.0% | 0.0% | 5 | +99 | 0.91% | Q3 2026 | Oct 26, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 5,198 | 13 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,857 | -100.0% | Q3 2026 | Oct 30, 2026 |