Who owns Franklin Universal Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FT from SEC Form 13F filings across 59 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 59 institutions disclosed 4.6M shares of Franklin Universal Trust worth $34.7M — about 18.2% of shares outstanding; the largest disclosed holder is Advisors Asset Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
59
13F holders
$34.7M
value, 2026 filers
18.2%
of shares outstanding (4.6M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 714,801 | $5.8M | 0.1% | 2.8% | -1.0% |
| 2 | LPL Financial LLC | 513,856 | $4.1M | 0.0% | 2% | -12.1% |
| 3 | MORGAN STANLEY | 427,755 | $3.4M | 0.0% | 1.7% | +8.3% |
| 4 | STIFEL FINANCIAL CORP | 380,210 | $3.1M | 0.0% | 1.5% | -0.8% |
| 5 | Koshinski Asset Management, Inc. | 325,960 | $2.6M | 0.1% | 1.3% | +0.2% |
| 6 | Janney Montgomery Scott LLC | 262,075 | $2,114 | 0.0% | 1% | +2.3% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 247,480 | $2.0M | 0.0% | 1% | +1.3% |
| 8 | Uncommon Cents Investing LLC | 191,967 | $1.5M | 0.3% | 0.8% | +2.0% |
| 9 | UBS Group AG | 125,006 | $1.0M | 0.0% | 0.5% | +3.0% |
| 10 | OSAIC HOLDINGS, INC. | 113,636 | $916,796 | 0.0% | 0.5% | +15.4% |
| 11 | Integrated Wealth Concepts LLC | 107,915 | $870,334 | 0.0% | 0.4% | -0.2% |
| 12 | EVOLVE PRIVATE WEALTH, LLC | 103,790 | $837,066 | 0.1% | 0.4% | -6.9% |
| 13 | Westchester Capital Management, LLC | 102,032 | $822,889 | 0.0% | 0.4% | 0.0% |
| 14 | WELLS FARGO & COMPANY/MN | 101,304 | $817,014 | 0.0% | 0.4% | -5.9% |
| 15 | Pathstone Holdings, LLCNEW | 84,666 | $682,832 | 0.0% | 0.3% | new |
| 16 | Hennion & Walsh Asset Management, Inc. | 75,903 | $612,158 | 0.0% | 0.3% | -38.8% |
| 17 | Cetera Investment Advisers | 72,470 | $584,471 | 0.0% | 0.3% | +0.2% |
| 18 | RAYMOND JAMES FINANCIAL INC | 51,729 | $417,191 | 0.0% | 0.2% | +8.1% |
| 19 | HARBOUR INVESTMENTS, INC. | 51,496 | $415,315 | 0.0% | 0.2% | 0.0% |
| 20 | Focus Partners Wealth | 42,637 | $343,867 | 0.0% | 0.2% | +15.1% |
| 21 | Clear Creek Financial Management, LLC | 29,455 | $237,555 | 0.0% | 0.1% | 0.0% |
| 22 | X ADVISORS, LLCNEW | 25,493 | $206,749 | 16.3% | 0.1% | new |
| 23 | Shaker Financial Services, LLC | 24,870 | $200,577 | 0.1% | 0.1% | -48.1% |
| 24 | Invesco Ltd. | 23,803 | $191,971 | 0.0% | 0.1% | -1.1% |
| 25 | CoreCap Advisors, LLC | 22,738 | $183,380 | 0.0% | 0.1% | +1.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.