FRDAX — Franklin Rising Dividends Fund Advisor Class Institutional Holders · Q2 2026
Who owns Franklin Rising Dividends Fund Advisor Class (FRDAX)? 2 institutions reported holding $98,810 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Oakworth Capital, Inc. ($83,294), Vermillion Wealth Management, Inc. ($15,516).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OAKWORTH CAPITAL, INC. | $83,294 | 879 | New |
| 2 | Vermillion Wealth Management, Inc. | $15,516 | 164 | New |
Source: SEC Form 13F filings · as of 2026-06-30