Security key
355145103
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 3,800
- Total 13F value
- $30,647
- Share change
- -75
- SEC-reported price per share
- $8.06
- Number of holders
- 1
- Value change
- -$605
- Number of sells
- 1
Report period
Q2 2026
Institutions
1
Top holders
2
FT full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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
Advisors Asset Management...
Disclosed value leader
Advisors Asset Management...
Comparable rows
0/15
Latest evidence
31 Mar 2026
13F
Highest disclosed value: $5,782,755
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Advisors Asset Management, Inc. has the largest disclosed position value at $5.78M.
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 Advisors Asset Management, Inc.'s linked filing trail.
Disclosed position value
Top 5
Advisors Asset Management, Inc.
$5.78M
LPL Financial LLC
$4.68M
MORGAN STANLEY
$3.16M
STIFEL FINANCIAL CORP
$3.07M
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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$5,782,755
721,942 shares
|
— | 31 Mar 2026 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$4,680,718
584,359 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$3,164,431
395,060 shares
|
— | 31 Mar 2026 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$3,068,808
383,120 shares
|
— | 31 Mar 2026 |
| Koshinski Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$2,606,032
325,347 shares
|
— | 31 Mar 2026 |
| Janney Montgomery Scott LLC |
13F
Company
|
—
class O/S missing
|
$2,052,000
256,183 shares
|
— | 31 Mar 2026 |
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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
3,800
Rows available
1
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
53
Q2 2026 holders
1
Holder diff
-52
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend