FRANKLIN UNIVERSAL TRUST - FT

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$42.04M
QoQ value delta ($000)
-$436K (-1.03%)
Implied price effect (QoQ)
-2.7%
Shares
Total shares
5,360,155
QoQ shares delta
+90,612 (+1.72%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 21 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Advisors Asset Management, Inc. 5,764 714,801 0.09%
BFC Planning, Inc. 5,568 690,391 0.23%
LPL Financial LLC 4,144 513,856 0.0%
MORGAN STANLEY 3,449 427,755 0.0%
STIFEL FINANCIAL CORP 3,066 380,210 0.0%
Koshinski Asset Management, Inc. 2,290 325,409 0.12%
Janney Montgomery Scott LLC 2,114 262,075 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 1,742 247,524 0.0%
Uncommon Cents Investing Inc 1,353 192,300 0.3%
UBS Group AG 1,008 125,006 0.0%
OSAIC HOLDINGS, INC. 916 113,636 0.0%
Integrated Wealth Concepts LLC 870 107,915 0.01%
WOLVERINE ASSET MANAGEMENT LLC 845 120,056 0.01%
EVOLVE PRIVATE WEALTH, LLC 837 103,790 0.05%
Westchester Capital Management, LLC 822 102,032 0.04%
WELLS FARGO & COMPANY/MN 817 101,304 0.0%
Pathstone Holdings, LLC 682 84,666 0.0%
Cetera Investment Advisers 584 72,470 0.0%
Shaker Financial Services, LLC 424 60,281 0.14%
RAYMOND JAMES FINANCIAL INC 417 51,729 0.0%
HARBOUR INVESTMENTS, INC. 415 51,496 0.01%
Focus Partners Wealth 343 42,637 0.0%
X ADVISORS, LLC 206 25,493 0.55%
Invesco Ltd. 191 23,803 0.0%
Clear Creek Financial Management, LLC 188 26,794 0.01%