FRANKLIN UNIVERSAL TRUST (FT) — Institutional Holders, Q2 2026
59 institutional investment managers reported a FT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $37.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- PathstoneNew · +84,666 sh+$682.8K
- EquitableNew · +40,000 sh+$322.6K
- MORGAN STANLEYAdded · +32,695 sh+$263.7K
- OSAICAdded · +15,140 sh+$122.1K
- UHLMANN PRICE SECURITIESNew · +12,349 sh+$99.6K
Biggest sellers
- LPL FinancialTrimmed · -70,503 sh-$568.6K
- Hennion & Walsh Asset ManagementTrimmed · -48,067 sh-$387.7K
- Shaker Financial ServicesTrimmed · -23,064 sh-$186.0K
- INDEPENDENT FINANCIAL GROUPSold out · -12,362 sh-$99.7K
- EVOLVE PRIVATE WEALTHTrimmed · -7,648 sh-$61.7K
FT 13F holders ranked 1–59 of 59
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Advisors Asset Management#1 · 714,801 sh | 714,801 | $5.8M | 0.09% | -1.0% |
| 2 | LPL Financial#2 · 513,856 sh | 513,856 | $4.1M | <0.01% | -12.1% |
| 3 | MORGAN STANLEY#3 · 427,755 sh | 427,755 | $3.4M | <0.01% | +8.3% |
| 4 | STIFEL FINANCIAL#4 · 380,210 sh | 380,210 | $3.1M | <0.01% | -0.8% |
| 5 | Koshinski Asset Management#5 · 325,960 sh | 325,960 | $2.6M | 0.14% | +0.2% |
| 6 | Janney Montgomery Scott#6 · 262,075 sh | 262,075 | $2.1M | <0.01% | +2.3% |
| 7 | COMMONWEALTH EQUITY SERVICES#7 · 247,480 sh | 247,480 | $2.0M | <0.01% | +1.3% |
| 8 | Uncommon Cents Investing#8 · 191,967 sh | 191,967 | $1.5M | — | +2.0% |
| 9 | UBS Group AG#9 · 125,006 sh | 125,006 | $1.0M | <0.01% | +3.0% |
| 10 | OSAIC#10 · 113,636 sh | 113,636 | $916.8K | <0.01% | +15.4% |
| 11 | Integrated Wealth Concepts#11 · 107,915 sh | 107,915 | $870.3K | <0.01% | -0.2% |
| 12 | EVOLVE PRIVATE WEALTH#12 · 103,790 sh | 103,790 | $837.1K | 0.05% | -6.9% |
| 13 | Westchester Capital Management#13 · 102,032 sh | 102,032 | $822.9K | 0.04% | 0.0% |
| 14 | WELLS FARGO & COMPANY#14 · 101,304 sh | 101,304 | $817.0K | <0.01% | -5.9% |
| 15 | Pathstone#15 · 84,666 sh | 84,666 | $682.8K | <0.01% | New |
| 16 | Hennion & Walsh Asset Management#16 · 75,903 sh | 75,903 | $612.2K | — | -38.8% |
| 17 | Cetera Investment Advisers#17 · 72,470 sh | 72,470 | $584.5K | <0.01% | +0.2% |
| 18 | RAYMOND JAMES FINANCIAL#18 · 51,729 sh | 51,729 | $417.2K | <0.01% | +8.1% |
| 19 | HARBOUR INVESTMENTS#19 · 51,496 sh | 51,496 | $415.3K | <0.01% | 0.0% |
| 20 | Focus Partners Wealth#20 · 42,637 sh | 42,637 | $343.9K | <0.01% | +15.1% |
| 21 | Equitable#21 · 40,000 sh | 40,000 | $322.6K | <0.01% | New |
| 22 | Clear Creek Financial Management#22 · 29,455 sh | 29,455 | $237.6K | 0.02% | 0.0% |
| 23 | X ADVISORS#23 · 25,493 sh | 25,493 | $206.7K | 0.55% | — |
| 24 | Shaker Financial Services#24 · 24,870 sh | 24,870 | $200.6K | — | -48.1% |
| 25 | Invesco Ltd.#25 · 23,803 sh | 23,803 | $192.0K | 0.00% | -1.1% |
| 26 | CoreCap Advisors#26 · 22,738 sh | 22,738 | $183.4K | — | +1.4% |
| 27 | ANGELES WEALTH MANAGEMENT#27 · 22,088 sh | 22,088 | $178.1K | — | 0.0% |
| 28 | THOROUGHBRED FINANCIAL SERVICES#28 · 22,029 sh | 22,029 | $177.0K | <0.01% | 0.0% |
| 29 | Cambridge Investment Research Advisors#29 · 19,964 sh | 19,964 | $161.0K | <0.01% | +0.8% |
| 30 | CITADEL ADVISORS#30 · 19,834 sh | 19,834 | $160.0K | 0.00% | -22.1% |
| 31 | ROYAL BANK OF CANADA#31 · 18,085 sh | 18,085 | $146.0K | 0.00% | -0.3% |
| 32 | Manske Wealth Management#32 · 17,932 sh | 17,932 | $144.6K | — | 0.0% |
| 33 | AMERIPRISE FINANCIAL#33 · 17,641 sh | 17,641 | $142.3K | 0.00% | -12.2% |
| 34 | Stratos Wealth Partners, LTD.#34 · 16,700 sh | 16,700 | $134.7K | <0.01% | 0.0% |
| 35 | WOLVERINE ASSET MANAGEMENT#35 · 16,563 sh | 16,563 | $133.6K | <0.01% | -4.8% |
| 36 | GOLDMAN SACHS GROUP#36 · 15,126 sh | 15,126 | $122.0K | 0.00% | -24.6% |
| 37 | WILEY BROS.-AINTREE CAPITAL#37 · 14,657 sh | 14,657 | $118.2K | <0.01% | +3.6% |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#38 · 12,816 sh | 12,816 | $103.4K | 0.00% | -22.9% |
| 39 | UHLMANN PRICE SECURITIES#39 · 12,349 sh | 12,349 | $99.6K | <0.01% | New |
| 40 | PFG Investments#40 · 12,291 sh | 12,291 | $99.1K | <0.01% | +1.4% |
| 41 | OPPENHEIMER#41 · 11,795 sh | 11,795 | $95.1K | — | 0.0% |
| 42 | PMG Family Office#42 · 11,552 sh | 11,552 | $93.2K | — | 0.0% |
| 43 | Bridgewealth Advisory Group#43 · 11,173 sh | 11,173 | $90.1K | 0.02% | 0.0% |
| 44 | Kingsbury Capital Investment Advisors#44 · 10,734 sh | 10,734 | $86.6K | — | +1.6% |
| 45 | KMT WEALTH MANAGEMENT#45 · 10,734 sh | 10,734 | $86.6K | 0.07% | New |
| 46 | Geneos Wealth Management#46 · 10,340 sh | 10,340 | $83.4K | <0.01% | 0.0% |
| 47 | XTX Topco Ltd#47 · 10,327 sh | 10,327 | $83.3K | <0.01% | New |
| 48 | MB, LEVIS & ASSOCIATES#48 · 10,269 sh | 10,269 | $82.8K | — | 0.0% |
| 49 | GILL CAPITAL PARTNERS#49 · 10,102 sh | 10,102 | $81.5K | — | +100.0% |
| 50 | Clear Street Group#50 · 7,252 sh | 7,252 | $58.5K | <0.01% | New |
| 51 | BLUE BELL PRIVATE WEALTH MANAGEMENT#51 · 4,940 sh | 4,940 | $39.8K | <0.01% | 0.0% |
| 52 | Noble Wealth Management PBC#52 · 3,800 sh | 3,800 | $30.6K | — | -1.9% |
| 53 | PNC FINANCIAL SERVICES GROUP#53 · 3,202 sh | 3,202 | $25.8K | 0.00% | 0.0% |
| 54 | Colonial / SC#54 · 3,163 sh | 3,163 | $25.5K | <0.01% | 0.0% |
| 55 | MATHER GROUP#55 · 1,534 sh | 1,534 | $12.4K | — | 0.0% |
| 56 | Larson Financial Group#56 · 1,181 sh | 1,181 | $9.5K | <0.01% | New |
| 57 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#57 · 500 sh | 500 | $4.0K | 0.00% | 0.0% |
| 58 | HIGHLINE WEALTH PARTNERS#58 · 400 sh | 400 | $3.2K | — | 0.0% |
| 59 | JFS WEALTH ADVISORS#59 · 47 sh | 47 | $380.00 | 0.00% | New |
Funds that sold out of FT in Q2 2026 (2)
Held FT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP12,362 sh | 12,362 | $99.0K |
| Root Financial Partners1,776 sh | 1,776 | $14.2K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.