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FT · Franklin Universal Trust

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$7.66 -0.03 (-0.39%)
Rebalance outlook locked
Market Cap
$197.54M
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.

Use institutional holdings through the 13F API or MCP →
Holders: 59
Total Value: $37,109,714
Total Shares: 4,599,116

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 59 13F filers · Δ vs Mar 31, 2026
Top Holder
15.5%
Sep 2023 → Jun 2026 · range 14.0% – 16.0%
−0.3 pts
Top 5
51.4%
Sep 2023 → Jun 2026 · range 48.3% – 55.4%
−1.6 pts
Top 10
71.8%
Sep 2023 → Jun 2026 · range 68.7% – 78.7%
−1.7 pts
HHI
700
Sep 2023 → Jun 2026 · range 675 – 797
Broadly held−43

Quarterly Activity

vs Mar 31, 2026
New
9
Increased
15
Decreased
16
Sold Out
4
Unchanged
19
Holder count: +5
Institutional value: +1.8%
Shares held: +1.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +32,695 427,755
OSAIC HOLDINGS, INC. +15,140 113,636
Janney Montgomery Scott LLC +5,892 262,075
Focus Partners Wealth +5,597 42,637
RAYMOND JAMES FINANCIAL INC +3,886 51,729

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
LPL Financial LLC −70,503 513,856
Hennion & Walsh Asset Management, Inc. −48,067 75,903
Shaker Financial Services, LLC −23,064 24,870
EVOLVE PRIVATE WEALTH, LLC −7,648 103,790
Advisors Asset Management, Inc. −7,141 714,801

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Pathstone Holdings, LLC 84,666 $683,253
X ADVISORS, LLC 25,493 $205,728
Equitable Holdings, Inc. 20,000 $161,400
UHLMANN PRICE SECURITIES, LLC 12,349 $99,594
KMT WEALTH MANAGEMENT, LLC 10,734 $86,623

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
INDEPENDENT FINANCIAL GROUP, LLC 13,362 $107,029
Root Financial Partners, LLC 1,776 $14,225
McIlrath & Eck, LLC 714 $5,719
Financial Gravity Asset Management, Inc. 500 $4,005
Filter: New 9 Increased 15 Reduced 16 Sold out 4 Unchanged 19
Showing 59 of 59
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Advisors Asset Management, Inc. $5,768,444 15.54% 714,801
LPL Financial LLC $4,146,817 11.17% 513,856
MORGAN STANLEY $3,451,982 9.30% 427,755
STIFEL FINANCIAL CORP $3,068,294 8.27% 380,210
Koshinski Asset Management, Inc. $2,628,867 7.08% 325,960
Janney Montgomery Scott LLC $2,114,945 5.70% 262,075
COMMONWEALTH EQUITY SERVICES, LLC $1,995,926 5.38% 247,480
Uncommon Cents Investing LLC $1,548,213 4.17% 191,967
UBS Group AG $1,008,798 2.72% 125,006
OSAIC HOLDINGS, INC. $917,042 2.47% 113,636
Integrated Wealth Concepts LLC $870,874 2.35% 107,915
EVOLVE PRIVATE WEALTH, LLC $837,585 2.26% 103,790
Westchester Capital Management, LLC $823,397 2.22% 102,032
WELLS FARGO & COMPANY/MN $817,522 2.20% 101,304
Pathstone Holdings, LLC $683,253 1.84% 84,666
Hennion & Walsh Asset Management, Inc. $612,157 1.65% 75,903
Cetera Investment Advisers $584,832 1.58% 72,470
RAYMOND JAMES FINANCIAL INC $417,452 1.12% 51,729
HARBOUR INVESTMENTS, INC. $415,572 1.12% 51,496
Focus Partners Wealth $344,080 0.93% 42,637
Clear Creek Financial Management, LLC $237,554 0.64% 29,455
X ADVISORS, LLC $205,728 0.55% 25,493
Shaker Financial Services, LLC $200,576 0.54% 24,870
Invesco Ltd. $192,090 0.52% 23,803
CoreCap Advisors, LLC $183,381 0.49% 22,738
ANGELES WEALTH MANAGEMENT, LLC $178,139 0.48% 22,088
THOROUGHBRED FINANCIAL SERVICES, LLC $177,774 0.48% 22,029
Equitable Holdings, Inc. $161,400 0.43% 20,000
Cambridge Investment Research Advisors, Inc. $161,009 0.43% 19,964
CITADEL ADVISORS LLC $160,060 0.43% 19,834
ROYAL BANK OF CANADA $145,945 0.39% 18,085
Manske Wealth Management $144,711 0.39% 17,932
AMERIPRISE FINANCIAL INC $142,362 0.38% 17,641
Stratos Wealth Partners, LTD. $134,769 0.36% 16,700
WOLVERINE ASSET MANAGEMENT LLC $133,663 0.36% 16,563
GOLDMAN SACHS GROUP INC $122,066 0.33% 15,126
&PARTNERS $118,281 0.32% 14,657
SUSQUEHANNA INTERNATIONAL GROUP, LLP $103,425 0.28% 12,816
UHLMANN PRICE SECURITIES, LLC $99,594 0.27% 12,349
PFG Investments, LLC $99,126 0.27% 12,291
OPPENHEIMER & CO INC $95,185 0.26% 11,795
PMG Family Office LLC $93,166 0.25% 11,552
Bridgewealth Advisory Group, LLC $90,110 0.24% 11,173
KMT WEALTH MANAGEMENT, LLC $86,623 0.23% 10,734
Kingsbury Capital Investment Advisors LLC $86,623 0.23% 10,734
Geneos Wealth Management Inc. $83,443 0.22% 10,340
XTX Topco Ltd $83,338 0.22% 10,327
MB, LEVIS & ASSOCIATES, LLC $82,819 0.22% 10,269
Clear Street Group Inc. $58,523 0.16% 7,252
GILL CAPITAL PARTNERS, LLC $40,761 0.11% 5,051
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $39,865 0.11% 4,940
Noble Wealth Management PBC $30,647 0.08% 3,800
PNC FINANCIAL SERVICES GROUP, INC. $25,840 0.07% 3,202
Colonial Trust Co / SC $25,525 0.07% 3,163
MATHER GROUP, LLC. $12,371 0.03% 1,534
Larson Financial Group LLC $9,530 0.03% 1,181
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4,035 0.01% 500
HIGHLINE WEALTH PARTNERS LLC $3,226 0.01% 400
JFS WEALTH ADVISORS, LLC $379 0.00% 47
Key facts CIK 833040 CUSIP 355145103 13F (30d) 34 filings 33 filers Visit website Investor relations