FT · Franklin Universal Trust · Shareholders & Ownership
$7.20
-0.08 (-1.10%)
At close · Oct 23
Ex-dividend: $0.0425 · Oct 23, 2026
Return incl. dividend (before tax)
-0.52%
Market Cap
$180.95M
Shares
25.13M
Volume · Oct 23
23.76K
Avg daily vol (3M)
58.23K
Every disclosed holder of FT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns FT
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 4,566,997 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 90,245 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of FT
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
714,801 | ||
| 2 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
513,856 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
427,755 | ||
| 4 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
380,210 | ||
| 5 |
Koshinski Asset Management, Inc.
13F
CIK 1633389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
325,960 | ||
| 6 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
262,075 | ||
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
247,480 | ||
| 8 |
Uncommon Cents Investing LLC
13F
CIK 1729754 · Registered investment adviser · Sep 30, 2026
|
192,300 | ||
| 9 |
|
125,006 | ||
| 10 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
113,636 | ||
| 11 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
107,915 | ||
| 12 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
103,790 | ||
| 13 |
Westchester Capital Management, LLC
13F
CIK 1512805 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
102,032 | ||
| 14 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
101,304 | ||
| 15 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
84,666 | ||
| 16 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
72,470 | ||
| 17 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
60,281 | ||
| 18 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,729 | ||
| 19 |
HARBOUR INVESTMENTS, INC.
13F
CIK 810121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,496 | ||
| 20 |
Virtus Westchester Event-Driven Fund
Fund
S000040968 · Registered fund · Jun 30, 2026
Virtus Event Opportunities Trust, not summed
|
43,979 | ||
| 21 |
Focus Partners Wealth
13F
CIK 1542153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,637 | ||
| 22 |
JNL/Westchester Capital Event Driven Fund
Fund
S000048720 · Registered fund · Jun 30, 2026
JNL Series Trust, not summed
|
34,105 | ||
| 23 |
Clear Creek Financial Management, LLC
13F
CIK 1784235 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,455 | ||
| 24 |
X ADVISORS, LLC
13F
CIK 2139999 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,493 | ||
| 25 |
True North Advisors, LLC
13F
CIK 1634556 · Registered investment adviser · Sep 30, 2026
|
24,967 | ||
| 26 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,803 | ||
| 27 |
ANGELES WEALTH MANAGEMENT, LLC
13F
CIK 1929170 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,088 | ||
| 28 |
THOROUGHBRED FINANCIAL SERVICES, LLC
13F
CIK 1091370 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,029 | ||
| 29 |
Equitable Holdings, Inc.
13F
CIK 1333986 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,000 | ||
| 30 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,964 | ||
| 31 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,834 | ||
| 32 |
CoreCap Advisors, LLC
13F
CIK 1902501 · Registered investment adviser · Sep 30, 2026
|
19,830 | ||
| 33 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,085 | ||
| 34 |
Manske Wealth Management
13F
CIK 2095143 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,932 | ||
| 35 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,641 | ||
| 36 |
Stratos Wealth Partners, LTD.
13F
CIK 1612865 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,700 | ||
| 37 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,563 | ||
| 38 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,126 | ||
| 39 |
|
14,657 | ||
| 40 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,816 | ||
| 41 |
UHLMANN PRICE SECURITIES, LLC
13F
CIK 1035344 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,349 | ||
| 42 |
PFG Investments, LLC
13F
CIK 1973224 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,291 | ||
| 43 |
Global Multi-Strategy Fund
Fund
S000033960 · Registered fund · May 31, 2026
Principal Funds, Inc, not summed
|
11,812 | ||
| 44 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,795 | ||
| 45 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
11,552 | ||
| 46 |
Bridgewealth Advisory Group, LLC
13F
CIK 1801982 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,173 | ||
| 47 |
KMT WEALTH MANAGEMENT, LLC
13F
CIK 2058235 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,734 | ||
| 48 |
Geneos Wealth Management Inc.
13F
CIK 1764754 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,340 | ||
| 49 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,327 | ||
| 50 |
MB, LEVIS & ASSOCIATES, LLC
13F
CIK 2065807 · Registered investment adviser · Sep 30, 2026
|
10,269 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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