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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | History | Reduced | 325,347 | 2,606 | 0.16% | 0.17% | 1 | -1,097 | -0.34% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 256,183 | 2,052 | 0.01% | 0.0% | 2 | +360 | 0.14% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 244,198 | 1,956 | 0.0% | 0.0% | 3 | +2,137 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 188,218 | 1,507 | 0.35% | 0.36% | 4 | +2,798 | 1.51% | Q1 2026 | Apr 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 111,438 | 892 | 0.05% | 0.05% | 5 | -943 | -0.84% | Q1 2026 | Apr 16, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 29,455 | 235 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 22,414 | 179 | 0.01% | 0.01% | 7 | -1,828 | -7.54% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,700 | 133 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Reduced | 12,120 | 97 | 0.0% | 0.0% | 9 | -242 | -1.96% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,795 | 94 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PMG Family Office LLC | History | No change | 11,552 | 92 | 0.1% | 0.11% | 11 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 10,269 | 82 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 5,051 | 40 | 0.01% | — | 13 | +5,051 | New | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,875 | 31 | 0.02% | 0.02% | 14 | -125 | -3.13% | Q1 2026 | Apr 02, 2026 |
| Root Financial Partners, LLC | History | No change | 1,776 | 14 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | New | 1,534 | 12 | 0.0% | — | 16 | +1,534 | New | Q1 2026 | Apr 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 400 | 3 | 0.0% | — | 17 | +400 | New | Q1 2026 | Apr 06, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -689,053 | -100.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -635,694 | -100.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -369,413 | -100.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -359,550 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -128,340 | -100.0% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -124,627 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -123,912 | -100.0% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -109,700 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -108,336 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Westchester Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -102,032 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -94,066 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,153 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -51,496 | -100.0% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,866 | -100.0% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,557 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -33,689 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,001 | -100.0% | Q4 2025 | Feb 19, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,088 | -100.0% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,029 | -100.0% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,346 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,313 | -100.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -18,254 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -17,932 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,756 | -100.0% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,129 | -100.0% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,920 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,173 | -100.0% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,405 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,340 | -100.0% | Q4 2025 | Jan 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,150 | -100.0% | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,940 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4,940 | -100.0% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,202 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,850 | -100.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,014 | -100.0% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -714 | -100.0% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q4 2025 | Jan 26, 2026 |