| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FULTON BANK, N.A. | 29 | 29 | 0.02% | 0.34% | 1.18% | Q2 2013 | Q2 2020 | 29 |
| Freedom Investment Management, Inc. | 14 | 1 | 0.02% | 0.07% | 0.47% | Q2 2014 | Q1 2018 | 15 |
| SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.82% | 1.44% | 1.86% | Q2 2013 | Q4 2015 | 11 |
| LPL Financial LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 11 |
| Janney Montgomery Scott LLC | 8 | 8 | 0.46% | 0.52% | 0.60% | Q3 2013 | Q2 2015 | 8 |
| Gardner Russo & Gardner | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 7 |
| Trust Asset Management LLC | 6 | 1 | 2.24% | 4.24% | 4.83% | Q3 2011 | Q2 2015 | 7 |
| Eagle Bay Advisors LLC | 6 | 6 | 0.00% | 0.65% | 1.32% | Q2 2022 | Q3 2023 | 6 |
| TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
| GOFEN & GLOSSBERG LLC /IL/ | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 4 |
| Simmons Bank | 4 | 4 | 0.79% | 0.81% | 0.85% | Q1 2016 | Q4 2016 | 4 |
| Community Bank, N.A. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2017 | 3 |
| B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.07% | 0.36% | 0.65% | Q3 2014 | Q4 2014 | 2 |
| CARRET ASSET MANAGEMENT, LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q1 2013 | Q2 2013 | 2 |
| Elite Wealth Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2013 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 2 |
| Smith Affiliated Capital Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2012 | Q1 2012 | 1 |
| Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
| CHEMICAL BANK | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2015 | Q1 2015 | 1 |
| Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
| MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| BANCORPSOUTH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
| Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own TEMPLETON INCOME TR or have owned TEMPLETON INCOME TR in the past.