Security key
355145103
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 4,925,357
- Total 13F value
- $39,598,353
- Share change
- +446,737
- SEC-reported price per share
- $8.04
- Number of holders
- 49
- Value change
- +$3,619,381
- Number of buys
- 21
- Number of sells
- 24
Report period
Q3 2025
Institutions
49
Top holders
10
FT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 2025
FRANKLIN UNIVERSAL TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 355145103
Recent filing periods:
Ownership snapshot
Top reported holders of FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
LPL Financial LLC
Disclosed value leader
LPL Financial LLC
Comparable rows
0/15
Latest evidence
30 Jun 2025
13F
Highest disclosed value: $5,222,733
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
LPL Financial LLC has the largest disclosed position value at $5.22M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens LPL Financial LLC's linked filing trail.
Disclosed position value
Top 5
LPL Financial LLC
$5.22M
Moloney Securities Asset Manageme...
$5.21M
STIFEL FINANCIAL CORP
$2.91M
MORGAN STANLEY
$2.84M
Koshinski Asset Management, Inc.
$2.61M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$5,222,733
685,398 shares
|
— | 30 Jun 2025 |
| Moloney Securities Asset Management, LLC |
13F
Company
|
—
class O/S missing
|
$5,205,719
683,165 shares
|
— | 30 Jun 2025 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$2,908,594
381,704 shares
|
— | 30 Jun 2025 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$2,844,729
373,324 shares
|
— | 30 Jun 2025 |
| Koshinski Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$2,606,312
342,036 shares
|
— | 30 Jun 2025 |
| Hennion & Walsh Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$1,625,895
213,372 shares
|
— | 30 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
49
Shares
4,925,357
Rows available
49
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
47
Q3 2025 holders
49
Holder diff
2
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend