FT · Franklin Universal Trust
$8.04
+0.03 (+0.37%)
At close · Jul 21
Market Cap
$201.81M
Shares
25.13M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 53
Total Value: $35,745,756
Total Shares: 4,460,370
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 53 13F filersTop Holder
15.9%
of institutional value
Top 5
53.1%
of institutional value
Top 10
73.6%
of institutional value
HHI
747
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid Advisors Asset Management, Inc. | $5,782,755 | 16.18% | 721,942 | Shares | Sole | 2026-05-15 | ||||
| Mega LPL Financial LLC | $4,680,715 | 13.09% | 584,359 | Shares | Sole | 2026-05-06 | ||||
| Mega MORGAN STANLEY | $3,164,430 | 8.85% | 395,060 | Shares | Defined | 2026-05-15 | ||||
| Large STIFEL FINANCIAL CORP | $3,068,791 | 8.59% | 383,120 | Shares | Defined | 2026-05-12 | ||||
| Small Koshinski Asset Management, Inc. | $2,606,029 | 7.29% | 325,347 | Shares | Sole | 2026-04-27 | ||||
| Large Janney Montgomery Scott LLC | $2,052,025 | 5.74% | 256,183 | Shares | Sole | 2026-04-22 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $1,956,025 | 5.47% | 244,198 | Shares | Sole | 2026-04-27 | ||||
| Small Uncommon Cents Investing LLC | $1,548,213 | 4.33% | 191,967 | Shares | Sole | 2026-07-20 | ||||
| Mega UBS Group AG | $971,804 | 2.72% | 121,324 | Shares | Defined | 2026-05-05 | ||||
| Mid EVOLVE PRIVATE WEALTH, LLC | $892,618 | 2.50% | 111,438 | Shares | Sole | 2026-04-16 | ||||
| Mid Integrated Wealth Concepts LLC | $865,921 | 2.42% | 108,105 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $862,724 | 2.41% | 107,706 | Shares | Defined | 2026-05-11 | ||||
| Mid Westchester Capital Management, LLC | $817,275 | 2.29% | 102,032 | Shares | Other | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $788,952 | 2.21% | 98,496 | Shares | Defined | 2026-05-15 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $612,157 | 1.71% | 75,903 | Shares | Sole | 2026-07-08 | ||||
| Large Cetera Investment Advisers | $579,211 | 1.62% | 72,311 | Shares | Sole | 2026-05-13 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $412,482 | 1.15% | 51,496 | Shares | Sole | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $383,221 | 1.07% | 47,843 | Shares | Defined | 2026-05-14 | ||||
| Large Focus Partners Wealth | $296,690 | 0.83% | 37,040 | Shares | Sole | 2026-05-15 | ||||
| Small Clear Creek Financial Management, LLC | $235,934 | 0.66% | 29,455 | Shares | Sole | 2026-04-23 | ||||
| Mega CITADEL ADVISORS LLC | $203,910 | 0.57% | 25,457 | Shares | Defined | 2026-05-15 | ||||
| Small Shaker Financial Services, LLC | $200,576 | 0.56% | 24,870 | Shares | Sole | 2026-07-15 | ||||
| Mega Invesco Ltd. | $192,832 | 0.54% | 24,074 | Shares | Defined | 2026-05-12 | ||||
| Mid CoreCap Advisors, LLC | $183,381 | 0.51% | 22,738 | Shares | Sole | 2026-07-06 | ||||
| Small ANGELES WEALTH MANAGEMENT, LLC | $176,924 | 0.49% | 22,088 | Shares | Sole | 2026-05-06 | ||||
| Small THOROUGHBRED FINANCIAL SERVICES, LLC | $176,452 | 0.49% | 22,029 | Shares | Sole | 2026-05-12 | ||||
| Mega AMERIPRISE FINANCIAL INC | $160,960 | 0.45% | 20,095 | Shares | Defined | 2026-07-17 | ||||
| Mega GOLDMAN SACHS GROUP INC | $160,688 | 0.45% | 20,061 | Shares | Defined | 2026-05-15 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $158,718 | 0.44% | 19,815 | Shares | Sole | 2026-04-30 | ||||
| Mega ROYAL BANK OF CANADA Bank | $145,253 | 0.41% | 18,134 | Shares | Defined | 2026-05-15 | ||||
| Small Manske Wealth Management | $143,635 | 0.40% | 17,932 | Shares | Sole | 2026-04-30 | ||||
| Mid WOLVERINE ASSET MANAGEMENT LLC | $139,390 | 0.39% | 17,402 | Shares | Defined | 2026-05-04 | ||||
| Mid Stratos Wealth Partners, LTD. | $133,767 | 0.37% | 16,700 | Shares | Sole | 2026-04-28 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $133,214 | 0.37% | 16,631 | Shares | Other | 2026-05-15 | ||||
| Large &PARTNERS | $113,285 | 0.32% | 14,143 | Shares | Sole | 2026-05-15 | ||||
| Mid PFG Investments, LLC | $97,081 | 0.27% | 12,120 | Shares | Sole | 2026-04-27 | ||||
| Mid OPPENHEIMER & CO INC | $94,477 | 0.26% | 11,795 | Shares | Sole | 2026-04-24 | ||||
| Micro PMG Family Office LLC Family Office | $93,166 | 0.26% | 11,552 | Shares | Sole | 2026-07-16 | ||||
| Micro Bridgewealth Advisory Group, LLC | $89,495 | 0.25% | 11,173 | Shares | Sole | 2026-05-15 | ||||
| Mid Geneos Wealth Management Inc. | $82,823 | 0.23% | 10,340 | Shares | Sole | 2026-05-05 | ||||
| Micro MB, LEVIS & ASSOCIATES, LLC | $82,254 | 0.23% | 10,269 | Shares | Sole | 2026-04-08 | ||||
| Micro GILL CAPITAL PARTNERS, LLC | $40,458 | 0.11% | 5,051 | Shares | Sole | 2026-04-13 | ||||
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $39,569 | 0.11% | 4,940 | Shares | Sole | 2026-05-11 | ||||
| Small Noble Wealth Management PBC | $30,647 | 0.09% | 3,800 | Shares | Sole | 2026-07-01 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $25,648 | 0.07% | 3,202 | Shares | Defined | 2026-05-08 | ||||
| Small Colonial Trust Co / SC Bank | $25,335 | 0.07% | 3,163 | Shares | Sole | 2026-05-12 | ||||
| Small Root Financial Partners, LLC | $14,225 | 0.04% | 1,776 | Shares | Sole | 2026-04-24 | ||||
| Mid MATHER GROUP, LLC. | $12,287 | 0.03% | 1,534 | Shares | Sole | 2026-04-13 | ||||
| Small McIlrath & Eck, LLC | $5,719 | 0.02% | 714 | Shares | Sole | 2026-05-19 | ||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4,005 | 0.01% | 500 | Shares | Defined | 2026-05-07 | ||||
| Small Financial Gravity Asset Management, Inc. | $4,005 | 0.01% | 500 | Shares | Sole | 2026-05-08 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $3,226 | 0.01% | 400 | Shares | Sole | 2026-07-15 | ||||
| Small JFS WEALTH ADVISORS, LLC | $379 | 0.00% | 47 | Shares | Sole | 2026-07-10 | ||||
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