FT Franklin Universal Trust
Franklin Universal Trust (FT) Institutional Ownership
What the institutions did with FT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Advisors Asset Management, Inc. | 714.8K | 15.5% |
| LPL Financial LLC | 513.9K | 11.2% |
| MORGAN STANLEY | 427.8K | 9.3% |
| STIFEL FINANCIAL CORP | 380.2K | 8.3% |
| Koshinski Asset Management, Inc. | 326.0K | 7.1% |
| Janney Montgomery Scott LLC | 262.1K | 5.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 247.5K | 5.4% |
| Uncommon Cents Investing LLC | 192.0K | 4.2% |
| UBS Group AG | 125.0K | 2.7% |
| OSAIC HOLDINGS, INC. | 113.6K | 2.5% |
| Integrated Wealth Concepts LLC | 107.9K | 2.3% |
| EVOLVE PRIVATE WEALTH, LLC | 103.8K | 2.3% |
| Westchester Capital Management, LLC | 102.0K | 2.2% |
| WELLS FARGO & COMPANY/MN | 101.3K | 2.2% |
| Pathstone Holdings, LLC | 84.7K | 1.8% |
| Hennion & Walsh Asset Management, Inc. | 75.9K | 1.7% |
| Cetera Investment Advisers | 72.5K | 1.6% |
| RAYMOND JAMES FINANCIAL INC | 51.7K | 1.1% |
| HARBOUR INVESTMENTS, INC. | 51.5K | 1.1% |
| Focus Partners Wealth | 42.6K | 0.9% |
| Clear Creek Financial Management, LLC | 29.5K | 0.6% |
| X ADVISORS, LLC | 25.5K | 0.6% |
| Shaker Financial Services, LLC | 24.9K | 0.5% |
| Invesco Ltd. | 23.8K | 0.5% |
| CoreCap Advisors, LLC | 22.7K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Pathstone Holdings, LLC | New | 0 | 84.7K | +84.7K |
| LPL Financial LLC | Reduced | 584.4K | 513.9K | -70.5K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 124.0K | 75.9K | -48.1K |
| MORGAN STANLEY | Increased | 395.1K | 427.8K | +32.7K |
| Shaker Financial Services, LLC | Reduced | 47.9K | 24.9K | -23.1K |
| Equitable Holdings, Inc. | New | 0 | 20.0K | +20.0K |
| OSAIC HOLDINGS, INC. | Increased | 98.5K | 113.6K | +15.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | Sold Out | 13.4K | 0 | -13.4K |
| UHLMANN PRICE SECURITIES, LLC | New | 0 | 12.3K | +12.3K |
| KMT WEALTH MANAGEMENT, LLC | New | 0 | 10.7K | +10.7K |
| XTX Topco Ltd | New | 0 | 10.3K | +10.3K |
| EVOLVE PRIVATE WEALTH, LLC | Reduced | 111.4K | 103.8K | -7.6K |
| Clear Street Group Inc. | New | 0 | 7.3K | +7.3K |
| Advisors Asset Management, Inc. | Reduced | 721.9K | 714.8K | -7.1K |
| WELLS FARGO & COMPANY/MN | Reduced | 107.7K | 101.3K | -6.4K |
| Janney Montgomery Scott LLC | Increased | 256.2K | 262.1K | +5.9K |
| CITADEL ADVISORS LLC | Reduced | 25.5K | 19.8K | -5.6K |
| Focus Partners Wealth | Increased | 37.0K | 42.6K | +5.6K |
| GOLDMAN SACHS GROUP INC | Reduced | 20.1K | 15.1K | -4.9K |
| RAYMOND JAMES FINANCIAL INC | Increased | 47.8K | 51.7K | +3.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 16.6K | 12.8K | -3.8K |
| Uncommon Cents Investing LLC | Increased | 188.2K | 192.0K | +3.7K |
| UBS Group AG | Increased | 121.3K | 125.0K | +3.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 244.2K | 247.5K | +3.3K |
| STIFEL FINANCIAL CORP | Reduced | 383.1K | 380.2K | -2.9K |
| AMERIPRISE FINANCIAL INC | Reduced | 20.1K | 17.6K | -2.5K |
| Root Financial Partners, LLC | Sold Out | 1.8K | 0 | -1.8K |
| Larson Financial Group LLC | New | 0 | 1.2K | +1.2K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 17.4K | 16.6K | -839 |
| Koshinski Asset Management, Inc. | Increased | 325.3K | 326.0K | +613 |
| &PARTNERS | Increased | 14.1K | 14.7K | +514 |
| CoreCap Advisors, LLC | Increased | 22.4K | 22.7K | +324 |
| Invesco Ltd. | Reduced | 24.1K | 23.8K | -271 |
| Integrated Wealth Concepts LLC | Reduced | 108.1K | 107.9K | -190 |
| PFG Investments, LLC | Increased | 12.1K | 12.3K | +171 |
| Cetera Investment Advisers | Increased | 72.3K | 72.5K | +159 |
| Cambridge Investment Research Advisors, Inc. | Increased | 19.8K | 20.0K | +149 |
| Noble Wealth Management PBC | Reduced | 3.9K | 3.8K | -75 |
| ROYAL BANK OF CANADA | Reduced | 18.1K | 18.1K | -49 |
| JFS WEALTH ADVISORS, LLC | New | 0 | 47 | +47 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.