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FT

Franklin Universal Trust

Company with tickers: FT

CIK
833040
CUSIP
355145103
Shares Outstanding
25,131,894
13F Activity (30d)
40 filings 36 filers
Holders: 53
Total Value: $36,371,925
Total Shares: 4,540,818

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 53 13F filers · Δ vs Dec 31, 2025
Top Holder
15.9%
Jun 2023 → Mar 2026 · range 11.7% – 15.9%
+1.0 pts
Top 5
53.1%
Jun 2023 → Mar 2026 · range 48.0% – 55.1%
+1.6 pts
Top 10
73.6%
Jun 2023 → Mar 2026 · range 69.9% – 77.3%
+1.9 pts
HHI
747
Jun 2023 → Mar 2026 · range 673 – 776
Broadly held +28

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
15
Decreased
14
Sold Out
8
Unchanged
18
Holder count: -2
Institutional value: -1.6%
Shares held: -1.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Advisors Asset Management, Inc. +32,889 721,942
Small Shaker Financial Services, LLC +32,178 47,934
Mega MORGAN STANLEY +25,647 395,060
Large STIFEL FINANCIAL CORP +23,570 383,120
Mega CITADEL ADVISORS LLC +15,052 25,457

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega LPL Financial LLC −51,335 584,359
Large Cetera Investment Advisers −36,025 72,311
Mid Integrated Wealth Concepts LLC −16,522 108,105
Mid INDEPENDENT FINANCIAL GROUP, LLC −5,209 13,362
Mid Hennion & Walsh Asset Management, Inc. −4,370 123,970

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid WOLVERINE ASSET MANAGEMENT LLC 17,402 $139,390
Large &PARTNERS 14,143 $113,285
Micro GILL CAPITAL PARTNERS, LLC 5,051 $40,458
Small Colonial Trust Co / SC 3,163 $25,335
Mid MATHER GROUP, LLC. 1,534 $12,287

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Pathstone Holdings, LLC 79,153 $633,224
Mega ENVESTNET ASSET MANAGEMENT INC 49,557 $396,456
Small ASHTON THOMAS SECURITIES, LLC 10,150 $81,200
Mid Spire Wealth Management 4,940 $39,520
Small Modus Advisors, LLC 1,850 $14,800
Filter: New 6 Increased 15 Reduced 14 Sold out 8 Unchanged 18
53 of 53 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid Advisors Asset Management, Inc. $5,782,755 15.90% 721,942
Mega LPL Financial LLC $4,680,715 12.87% 584,359
Mega MORGAN STANLEY $3,164,430 8.70% 395,060
Large STIFEL FINANCIAL CORP $3,068,791 8.44% 383,120
Small Koshinski Asset Management, Inc. $2,606,029 7.16% 325,347
Large Janney Montgomery Scott LLC $2,052,025 5.64% 256,183
Large COMMONWEALTH EQUITY SERVICES, LLC $1,956,025 5.38% 244,198
Small Uncommon Cents Investing LLC $1,507,626 4.15% 188,218
Mid Hennion & Walsh Asset Management, Inc. $992,999 2.73% 123,970
Mega UBS Group AG $971,804 2.67% 121,324
Mid EVOLVE PRIVATE WEALTH, LLC $892,618 2.45% 111,438
Mid Integrated Wealth Concepts LLC $865,921 2.38% 108,105
Mega WELLS FARGO & COMPANY/MN $862,724 2.37% 107,706
Mid Westchester Capital Management, LLC $817,275 2.25% 102,032
Large OSAIC HOLDINGS, INC. $788,952 2.17% 98,496
Large Cetera Investment Advisers $579,211 1.59% 72,311
Mid HARBOUR INVESTMENTS, INC. $412,482 1.13% 51,496
Small Shaker Financial Services, LLC $383,951 1.06% 47,934
Mega RAYMOND JAMES FINANCIAL INC $383,221 1.05% 47,843
Large Focus Partners Wealth $296,690 0.82% 37,040
Small Clear Creek Financial Management, LLC $235,934 0.65% 29,455
Mega CITADEL ADVISORS LLC $203,910 0.56% 25,457
Mega Invesco Ltd. $192,832 0.53% 24,074
Small CoreCap Advisors, LLC $179,536 0.49% 22,414
Small ANGELES WEALTH MANAGEMENT, LLC $176,924 0.49% 22,088
Small THOROUGHBRED FINANCIAL SERVICES, LLC $176,452 0.49% 22,029
Mega AMERIPRISE FINANCIAL INC $160,960 0.44% 20,095
Mega GOLDMAN SACHS GROUP INC $160,688 0.44% 20,061
Large Cambridge Investment Research Advisors, Inc. $158,718 0.44% 19,815
Mega ROYAL BANK OF CANADA Bank $145,253 0.40% 18,134
Small Manske Wealth Management $143,635 0.39% 17,932
Mid WOLVERINE ASSET MANAGEMENT LLC $139,390 0.38% 17,402
Mid Stratos Wealth Partners, LTD. $133,767 0.37% 16,700
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $133,214 0.37% 16,631
Large &PARTNERS $113,285 0.31% 14,143
Mid INDEPENDENT FINANCIAL GROUP, LLC $107,029 0.29% 13,362
Mid PFG Investments, LLC $97,081 0.27% 12,120
Mid OPPENHEIMER & CO INC $94,477 0.26% 11,795
Micro PMG Family Office LLC Family Office $92,531 0.25% 11,552
Micro Bridgewealth Advisory Group, LLC $89,495 0.25% 11,173
Mid Geneos Wealth Management Inc. $82,823 0.23% 10,340
Micro MB, LEVIS & ASSOCIATES, LLC $82,254 0.23% 10,269
Micro GILL CAPITAL PARTNERS, LLC $40,458 0.11% 5,051
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $39,569 0.11% 4,940
Small Noble Wealth Management PBC $31,038 0.09% 3,875
Mega PNC FINANCIAL SERVICES GROUP, INC. $25,648 0.07% 3,202
Small Colonial Trust Co / SC Bank $25,335 0.07% 3,163
Small Root Financial Partners, LLC $14,225 0.04% 1,776
Mid MATHER GROUP, LLC. $12,287 0.03% 1,534
Small McIlrath & Eck, LLC $5,719 0.02% 714
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4,005 0.01% 500
Small Financial Gravity Asset Management, Inc. $4,005 0.01% 500
Small HIGHLINE WEALTH PARTNERS LLC $3,204 0.01% 400

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