FRANKLIN UNIVERSAL TRUST - FT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | History | Added to | 721,942 | 5,782 | 0.1% | 0.09% | 1 | +32,889 | 4.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 584,359 | 4,680 | 0.0% | 0.0% | 2 | -51,335 | -8.08% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 395,060 | 3,164 | 0.0% | 0.0% | 3 | +25,647 | 6.94% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 383,120 | 3,068 | 0.0% | 0.0% | 4 | +23,570 | 6.56% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 325,347 | 2,606 | 0.16% | 0.17% | 5 | -1,097 | -0.34% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 256,183 | 2,052 | 0.01% | 0.0% | 6 | +360 | 0.14% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 244,198 | 1,956 | 0.0% | 0.0% | 7 | +2,137 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 188,218 | 1,507 | 0.35% | 0.36% | 8 | +2,798 | 1.51% | Q1 2026 | Apr 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 123,970 | 993 | 0.03% | 0.04% | 9 | -4,370 | -3.41% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 121,324 | 971 | 0.0% | 0.0% | 10 | -2,588 | -2.09% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 111,438 | 892 | 0.05% | 0.05% | 11 | -943 | -0.84% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 108,105 | 865 | 0.01% | 0.01% | 12 | -16,522 | -13.26% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 107,706 | 862 | 0.0% | 0.0% | 13 | -1,994 | -1.82% | Q1 2026 | Jul 08, 2026 |
| Westchester Capital Management, LLC | History | No change | 102,032 | 817 | 0.04% | 0.03% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 98,496 | 788 | 0.0% | 0.0% | 15 | +4,430 | 4.71% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 72,311 | 579 | 0.0% | 0.0% | 16 | -36,025 | -33.25% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 51,496 | 412 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shaker Financial Services, LLC | History | Added to | 47,934 | 383 | 0.13% | 0.04% | 19 | +32,178 | 204.23% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 47,843 | 383 | 0.0% | 0.0% | 18 | -3,023 | -5.94% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 37,040 | 296 | 0.0% | 0.0% | 20 | +3,351 | 9.95% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 29,455 | 235 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,457 | 203 | 0.0% | 0.0% | 22 | +15,052 | 144.66% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 24,074 | 192 | 0.0% | 0.0% | 23 | +73 | 0.3% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 22,414 | 179 | 0.01% | 0.01% | 24 | -1,828 | -7.54% | Q1 2026 | Apr 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 22,029 | 176 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 22,088 | 176 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,061 | 160 | 0.0% | 0.0% | 28 | +4,932 | 32.6% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 20,095 | 160 | 0.0% | 0.0% | 27 | +749 | 3.87% | Q1 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,815 | 159 | 0.0% | 0.0% | 29 | +502 | 2.6% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,134 | 145 | 0.0% | 0.0% | 30 | -120 | -0.66% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | No change | 17,932 | 143 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 17,402 | 139 | 0.0% | — | 32 | +17,402 | New | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,631 | 133 | 0.0% | 0.0% | 33 | +2,711 | 19.48% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,700 | 133 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | New | 14,143 | 113 | 0.0% | — | 35 | +14,143 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,362 | 107 | 0.0% | 0.0% | 36 | -5,209 | -28.05% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 12,120 | 97 | 0.0% | 0.0% | 37 | -242 | -1.96% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,795 | 94 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PMG Family Office LLC | History | No change | 11,552 | 92 | 0.1% | 0.11% | 39 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 11,173 | 89 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,340 | 82 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 10,269 | 82 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 5,051 | 40 | 0.01% | — | 43 | +5,051 | New | Q1 2026 | Apr 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 4,940 | 39 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,875 | 31 | 0.02% | 0.02% | 45 | -125 | -3.13% | Q1 2026 | Apr 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,202 | 25 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | New | 3,163 | 24 | 0.0% | — | 47 | +3,163 | New | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | No change | 1,776 | 14 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | New | 1,534 | 12 | 0.0% | — | 49 | +1,534 | New | Q1 2026 | Apr 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 714 | 5 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 500 | 4 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 500 | 4 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 400 | 3 | 0.0% | — | 53 | +400 | New | Q1 2026 | Apr 06, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,153 | -100.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,557 | -100.0% | Q1 2026 | May 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,150 | -100.0% | Q1 2026 | May 18, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,940 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,850 | -100.0% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,014 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 14, 2026 |