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Equibles

Integrated Wealth Concepts LLC

Position in FT — Franklin Universal Trust

CIK 1737109 WALTHAM, MA
Back to FT Full portfolio

Position in FT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$870,874
+$4,953 QoQ
Shares Held
107,915
-0.2% QoQ
Ownership
0.429%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 59 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $167,898,156 across 327 Asset Management names. FT ranks #48 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 669,243 $20,191,061
2 BX
Blackstone Inc.
 72,843 $8,571,435
3 BPRE
Bluerock Private Real Estate Fund
 598,905 $7,791,754
4 GOF
Guggenheim Strategic Opportunities Fund
 554,462 $6,054,725
5 BGB
Blackstone Strategic Credit 2027 Term Fund
 529,787 $5,986,593
6 MAIN
Main Street Capital CORP
 90,172 $4,678,123
7 BLK
BlackRock, Inc.
 4,756 $4,573,179
8 ADX
Adams Diversified Equity Fund, Inc.
 162,590 $4,154,174

All Filings in FT

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $870,874 107,915
2026-03-31 $865,921 108,105
2025-12-31 $997,016 124,627
2025-09-30 $1,003,850 124,857
2025-06-30 $964,859 126,622
2025-03-31 $953,463 126,622
2024-12-31 $926,337 126,722
2024-09-30 $958,018 126,722
2024-06-30 $771,082 113,228
2024-03-31 $751,833 113,228
2023-12-31 $758,379 114,042
2023-09-30 $741,711 116,805
2023-06-30 $789,953 117,378
2023-03-31 $857,974 120,333
2022-12-31 $734,189 109,092
2022-09-30 $659,978 104,262
2022-06-30 $661,619 88,808