- Type / Class
- Equity / SH BEN INT
- Total 13F shares
- 2,655,115
- Share change
- -106,484
- Total reported value
- $21,266,837
- Price per share
- $8.01
- Number of holders
- 35
- Value change
- -$852,046
- Number of buys
- 12
- Number of sells
- 12
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.
Next holder-history checks
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.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
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 |
|---|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
689,053
|
$5,512,424 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
635,694
|
$5,085,550 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
369,413
|
$2,955,310 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
359,550
|
$2,876,407 | — | 31 Dec 2025 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
326,444
|
$2,611,548 | — | 31 Dec 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
255,823
|
$2,047,000 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
242,061
|
$1,936,490 | — | 31 Dec 2025 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
—
class O/S missing
|
185,420
|
$1,483,360 | — | 31 Dec 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
128,340
|
$1,026,720 | — | 31 Dec 2025 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
—
class O/S missing
|
124,627
|
$997,016 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
123,912
|
$991,296 | — | 31 Dec 2025 | |
| EVOLVE PRIVATE WEALTH, LLC |
13F
|
Company |
—
class O/S missing
|
112,381
|
$899,048 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
109,700
|
$877,600 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
108,336
|
$866,689 | — | 31 Dec 2025 | |
| Westchester Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
102,032
|
$816,256 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
94,066
|
$752,561 | — | 31 Dec 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
79,153
|
$633,224 | — | 31 Dec 2025 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
—
class O/S missing
|
51,496
|
$411,968 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
50,866
|
$406,930 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
49,557
|
$396,454 | — | 31 Dec 2025 | |
| Focus Partners Wealth |
13F
|
Company |
—
class O/S missing
|
33,689
|
$269,512 | — | 31 Dec 2025 | |
| Clear Creek Financial Management, LLC |
13F
|
Company |
—
class O/S missing
|
29,455
|
$235,640 | — | 31 Dec 2025 | |
| CoreCap Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
24,242
|
$193,937 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
24,001
|
$192,008 | — | 31 Dec 2025 | |
| ANGELES WEALTH MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
22,088
|
$176,704 | — | 31 Dec 2025 | |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
22,029
|
$176,000 | — | 31 Dec 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
19,313
|
$155,000 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
19,346
|
$154,766 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
18,225
|
$146,000 | — | 31 Dec 2025 | |
| Manske Wealth Management |
13F
|
Company |
—
class O/S missing
|
17,932
|
$143,456 | — | 31 Dec 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
16,700
|
$133,600 | — | 31 Dec 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
—
class O/S missing
|
15,756
|
$126,048 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
15,129
|
$121,032 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
13,920
|
$111,360 | — | 31 Dec 2025 | |
| PFG Investments, LLC |
13F
|
Company |
—
class O/S missing
|
12,362
|
$98,892 | — | 31 Dec 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
11,795
|
$94,360 | — | 31 Dec 2025 | |
| PMG Family Office LLC |
13F
|
Company |
—
class O/S missing
|
11,552
|
$92,416 | — | 31 Dec 2025 | |
| Bridgewealth Advisory Group, LLC |
13F
|
Company |
—
class O/S missing
|
11,173
|
$89,387 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
10,405
|
$83,240 | — | 31 Dec 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
10,340
|
$82,720 | — | 31 Dec 2025 | |
| MB, LEVIS & ASSOCIATES, LLC |
13F
|
Company |
—
class O/S missing
|
10,269
|
$82,152 | — | 31 Dec 2025 | |
| ASHTON THOMAS SECURITIES, LLC |
13F
|
Company |
—
class O/S missing
|
10,150
|
$81,200 | — | 31 Dec 2025 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
4,940
|
$39,520 | — | 31 Dec 2025 | |
| Spire Wealth Management |
13F
|
Company |
—
class O/S missing
|
4,940
|
$39,520 | — | 31 Dec 2025 | |
| Noble Wealth Management PBC |
13F
|
Company |
—
class O/S missing
|
4,000
|
$32,000 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
3,202
|
$25,618 | — | 31 Dec 2025 | |
| Modus Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,850
|
$14,800 | — | 31 Dec 2025 | |
| Root Financial Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,776
|
$14,209 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,014
|
$8,112 | — | 31 Dec 2025 | |
| McIlrath & Eck, LLC |
13F
|
Company |
—
class O/S missing
|
714
|
$5,712 | — | 31 Dec 2025 |
Institutional Holders of FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) as of Q1 2026
As of 31 Mar 2026,
FRANKLIN UNIVERSAL TRUST - SH BEN INT (FT) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,655,115 shares.
The largest 10 holders included
LPL Financial LLC, STIFEL FINANCIAL CORP, Koshinski Asset Management, Inc., Janney Montgomery Scott LLC, COMMONWEALTH EQUITY SERVICES, LLC, Uncommon Cents Investing LLC, Hennion & Walsh Asset Management, Inc., UBS Group AG, EVOLVE PRIVATE WEALTH, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
37
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
53
Q1 2026 holders
35
Holder diff
-18
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.