- Type / Class
- Equity / SH BEN INT
- Total 13F shares
- 4,925,357
- Share change
- +446,737
- Total reported value
- $39,598,353
- Price per share
- $8.04
- Number of holders
- 49
- Value change
- +$3,619,381
- Number of buys
- 21
- Number of sells
- 24
Quarterly Holders Quick Answers
What is CUSIP 355145103?
CUSIP 355145103 identifies FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
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- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 355145103:
Top shareholders of FT - FRANKLIN UNIVERSAL TRUST - SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
685,398
|
$5,222,733 | — | 30 Jun 2025 | |
| Moloney Securities Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
683,165
|
$5,205,719 | — | 30 Jun 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
381,704
|
$2,908,594 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
373,324
|
$2,844,729 | — | 30 Jun 2025 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
342,036
|
$2,606,312 | — | 30 Jun 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
213,372
|
$1,625,895 | — | 30 Jun 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
211,670
|
$1,612,925 | — | 30 Jun 2025 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
—
class O/S missing
|
181,015
|
$1,379,332 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
163,821
|
$1,248,000 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
152,130
|
$1,159,231 | — | 30 Jun 2025 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
—
class O/S missing
|
126,622
|
$964,860 | — | 30 Jun 2025 | |
| Westchester Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
118,430
|
$902,437 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
110,291
|
$840,438 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
107,538
|
$819,443 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
74,184
|
$565,278 | — | 30 Jun 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
—
class O/S missing
|
70,883
|
$540,129 | — | 30 Jun 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
65,337
|
$497,868 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
63,780
|
$486,002 | — | 30 Jun 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
—
class O/S missing
|
32,547
|
$248,007 | — | 30 Jun 2025 | |
| Clear Creek Financial Management, LLC |
13F
|
Company |
—
class O/S missing
|
29,453
|
$224,432 | — | 30 Jun 2025 | |
| Kovitz Investment Group Partners, LLC |
13F
|
Company |
—
class O/S missing
|
22,088
|
$168,311 | — | 30 Jun 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
21,410
|
$163,000 | — | 30 Jun 2025 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
20,976
|
$159,839 | — | 30 Jun 2025 | |
| Manske Wealth Management |
13F
|
Company |
—
class O/S missing
|
20,118
|
$153,299 | — | 30 Jun 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
18,261
|
$139,149 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
17,920
|
$137,000 | — | 30 Jun 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
16,700
|
$127,254 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
15,487
|
$118,011 | — | 30 Jun 2025 | |
| ASHTON THOMAS SECURITIES, LLC |
13F
|
Company |
—
class O/S missing
|
15,150
|
$115,443 | — | 30 Jun 2025 | |
| Bridgewealth Advisory Group, LLC |
13F
|
Company |
—
class O/S missing
|
14,910
|
$113,614 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
13,338
|
$101,633 | — | 30 Jun 2025 | |
| PFG Investments, LLC |
13F
|
Company |
—
class O/S missing
|
11,848
|
$90,285 | — | 30 Jun 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
11,795
|
$89,878 | — | 30 Jun 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
10,876
|
$82,875 | — | 30 Jun 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
10,340
|
$78,791 | — | 30 Jun 2025 | |
| MB, LEVIS & ASSOCIATES, LLC |
13F
|
Company |
—
class O/S missing
|
10,269
|
$78,250 | — | 30 Jun 2025 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
7,500
|
$57,150 | — | 30 Jun 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
4,584
|
$34,930 | — | 30 Jun 2025 | |
| CoreCap Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
4,265
|
$32,501 | — | 30 Jun 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
3,202
|
$24,401 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
2,800
|
$21,336 | — | 30 Jun 2025 | |
| North Capital, Inc. |
13F
|
Company |
—
class O/S missing
|
2,413
|
$18,391 | — | 30 Jun 2025 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
—
class O/S missing
|
1,640
|
$12,497 | — | 30 Jun 2025 | |
| McIlrath & Eck, LLC |
13F
|
Company |
—
class O/S missing
|
714
|
$5,441 | — | 30 Jun 2025 | |
| AdvisorNet Financial, Inc |
13F
|
Company |
—
class O/S missing
|
664
|
$5,060 | — | 30 Jun 2025 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
600
|
$4,572 | — | 30 Jun 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
500
|
$3,810 | — | 30 Jun 2025 | |
| J. Michael Luttig |
3/4/5
|
Trustee |
—
class O/S missing
|
1,193
|
— | — | 07 Feb 2022 |
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q3 2025
As of 30 Sep 2025,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,925,357 shares.
The largest 10 holders included
Moloney Securities Asset Management, LLC, LPL Financial LLC, Advisors Asset Management, Inc., STIFEL FINANCIAL CORP, MORGAN STANLEY, Koshinski Asset Management, Inc., Janney Montgomery Scott LLC, Hennion & Walsh Asset Management, Inc., Uncommon Cents Investing LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
49
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.