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 | Reduced | 714,801 | 5,764 | 0.09% | 0.1% | 1 | -7,141 | -0.99% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 513,856 | 4,144 | 0.0% | 0.0% | 2 | -70,503 | -12.07% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 427,755 | 3,449 | 0.0% | 0.0% | 3 | +32,695 | 8.28% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 380,210 | 3,066 | 0.0% | 0.0% | 4 | -2,910 | -0.76% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 325,960 | 2,628 | 0.14% | 0.16% | 5 | +613 | 0.19% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 262,075 | 2,114 | 0.0% | 0.01% | 6 | +5,892 | 2.3% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 247,480 | 1,995 | 0.0% | 0.0% | 7 | +3,282 | 1.34% | Q2 2026 | Jul 29, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 191,967 | 1,548 | 0.34% | 0.35% | 8 | +3,749 | 1.99% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | Added to | 125,006 | 1,008 | 0.0% | 0.0% | 9 | +3,682 | 3.03% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 113,636 | 916 | 0.0% | 0.0% | 10 | +15,140 | 15.37% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 107,915 | 870 | 0.01% | 0.01% | 11 | -190 | -0.18% | Q2 2026 | Sep 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 103,790 | 837 | 0.05% | 0.05% | 12 | -7,648 | -6.86% | Q2 2026 | Aug 12, 2026 |
| Westchester Capital Management, LLC | History | No change | 102,032 | 822 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 101,304 | 817 | 0.0% | 0.0% | 14 | -6,402 | -5.94% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | New | 84,666 | 682 | 0.0% | — | 15 | +84,666 | New | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 75,903 | 612 | 0.02% | 0.03% | 16 | -48,067 | -38.77% | Q2 2026 | Jul 08, 2026 |
| Cetera Investment Advisers | History | Added to | 72,470 | 584 | 0.0% | 0.0% | 17 | +159 | 0.22% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 51,729 | 417 | 0.0% | 0.0% | 18 | +3,886 | 8.12% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 51,496 | 415 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 42,637 | 343 | 0.0% | 0.0% | 20 | +5,597 | 15.11% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 29,455 | 237 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| X ADVISORS, LLC | History | New | 25,493 | 206 | 0.55% | — | 22 | +25,493 | New | Q2 2026 | Aug 11, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 24,870 | 200 | 0.06% | 0.13% | 23 | -23,064 | -48.12% | Q2 2026 | Jul 15, 2026 |
| Invesco Ltd. | History | Reduced | 23,803 | 191 | 0.0% | 0.0% | 24 | -271 | -1.13% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 22,738 | 183 | 0.01% | 0.01% | 25 | +324 | 1.45% | Q2 2026 | Jul 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 22,088 | 178 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 22,029 | 177 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | New | 20,000 | 161 | 0.0% | — | 28 | +20,000 | New | Q2 2026 | Aug 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,834 | 159 | 0.0% | 0.0% | 29 | -5,623 | -22.09% | Q2 2026 | Sep 02, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,085 | 146 | 0.0% | 0.0% | 30 | -49 | -0.27% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | No change | 17,932 | 144 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,641 | 142 | 0.0% | 0.0% | 32 | -2,454 | -12.21% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,700 | 134 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 16,563 | 133 | 0.0% | 0.0% | 34 | -839 | -4.82% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,126 | 121 | 0.0% | 0.0% | 35 | -4,935 | -24.6% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 14,657 | 118 | 0.0% | 0.0% | 36 | +514 | 3.63% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,816 | 103 | 0.0% | 0.0% | 37 | -3,815 | -22.94% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 12,349 | 99 | 0.0% | — | 39 | +12,349 | New | Q2 2026 | Jul 24, 2026 |
| PFG Investments, LLC | History | Added to | 12,291 | 99 | 0.0% | 0.0% | 38 | +171 | 1.41% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,795 | 95 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PMG Family Office LLC | History | No change | 11,552 | 93 | 0.09% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 11,173 | 90 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 10,734 | 86 | 0.07% | — | 44 | +10,734 | New | Q2 2026 | Aug 05, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Added to | 10,734 | 86 | 0.07% | 0.08% | 43 | +167 | 1.58% | Q2 2026 | Aug 25, 2026 |
| XTX Topco Ltd | History | New | 10,327 | 83 | 0.0% | — | 46 | +10,327 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,340 | 83 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 10,269 | 82 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clear Street Group Inc. | History | New | 7,252 | 58 | 0.0% | — | 48 | +7,252 | New | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 5,051 | 40 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 4,940 | 39 | 0.0% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,800 | 30 | 0.01% | 0.02% | 51 | -75 | -1.94% | Q2 2026 | Jul 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,202 | 25 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Colonial Trust Co / SC | History | No change | 3,163 | 25 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,534 | 12 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | New | 1,181 | 9 | 0.0% | — | 55 | +1,181 | New | Q2 2026 | Aug 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 714 | 5 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 500 | 4 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 500 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,815 | -100.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,362 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,776 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q2 2026 | Jul 10, 2026 |