Who Owns Franklin Universal Trust Shares of Beneficial Interest (FT)?Hedge Fund & Institutional Holders

$8.19+0.06 (+0.68%)Financial ServicesNYSE

Institutional Holders

43

as of QNaN NaN

Total Institutional Value

$27.2T

% of Float Held

QoQ Change in Holders

+43 / -0

Price History

$6.95$7.29$7.62$7.95$8.29Sep 24Jun 25Mar 26

FT — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
LPL Financial LLCNew626K$4.7T1.83%
STIFEL FINANCIAL CORPNew398K$3.0T3.18%
MORGAN STANLEYNew350K$2.6T0.19%
Koshinski Asset Management, Inc.New342K$2.6T0.22%
Hennion & Walsh Asset Management, Inc.New259K$1.9T0.09%
Advisors Asset Management, Inc.New214K$1.6T30.34%
Uncommon Cents Investing LLCNew177K$1.3T0.39%
COMMONWEALTH EQUITY SERVICES, LLCNew163K$1.2T1.74%
WELLS FARGO & COMPANY/MNNew149K$1.1T0.25%
UBS Group AGNew134K$1.0T0.19%
Integrated Wealth Concepts LLCNew127K$953.5B11.12%
Westchester Capital Management, LLCNew118K$891.8B0.05%
OSAIC HOLDINGS, INC.New113K$848.5B1.89%
Cetera Investment AdvisersNew74K$557.2B1.08%
RAYMOND JAMES FINANCIAL INCNew62K$469.3B0.18%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1LPL Financial LLC626,230$4.7T1.83%New
2STIFEL FINANCIAL CORP397,805$3.0T3.18%New
3MORGAN STANLEY349,961$2.6T0.19%New
4Koshinski Asset Management, Inc.341,671$2.6T0.22%New
5Hennion & Walsh Asset Management, Inc.258,524$1.9T0.09%New
6Advisors Asset Management, Inc.214,496$1.6T30.34%New
7Uncommon Cents Investing LLC176,625$1.3T0.39%New
8COMMONWEALTH EQUITY SERVICES, LLC163,457$1.2T1.74%New
9WELLS FARGO & COMPANY/MN148,859$1.1T0.25%New
10UBS Group AG133,824$1.0T0.19%New
11Integrated Wealth Concepts LLC126,622$953.5B11.12%New
12Westchester Capital Management, LLC118,430$891.8B0.05%New
13OSAIC HOLDINGS, INC.112,674$848.5B1.89%New
14Cetera Investment Advisers73,999$557.2B1.08%New
15RAYMOND JAMES FINANCIAL INC62,325$469.3B0.18%New
16ASHTON THOMAS SECURITIES, LLC53,550$403.2B0.11%New
17LANDSCAPE CAPITAL MANAGEMENT, L.L.C.44,300$333.6B0.03%New
18Shaker Financial Services, LLC34,313$258.4B0.10%New
19Kovitz Investment Group Partners, LLC21,479$161.7B0.81%New
20HighTower Advisors, LLC18,233$137.3B0.19%New
21ROYAL BANK OF CANADA17,920$135.0B0.03%New
22Stratos Wealth Partners, LTD.16,700$125.8B1.91%New
23GOLDMAN SACHS GROUP INC15,487$116.6B0.02%New
24NewEdge Advisors, LLC14,012$105.5B0.63%New
25PFG Investments, LLC11,658$87.8B0.01%New
26OPPENHEIMER & CO INC10,720$80.7B1.22%New
27Geneos Wealth Management Inc.10,340$77.9B0.00%New
28MB, LEVIS & ASSOCIATES, LLC10,269$77.3B0.04%New
29SUSQUEHANNA INTERNATIONAL GROUP, LLP10,012$75.4B0.01%New
30CoreCap Advisors, LLC3,801$28.6B0.00%New
31PNC FINANCIAL SERVICES GROUP, INC.3,202$24.1B0.01%New
32BANK OF AMERICA CORP /DE/2,800$21.0B0.00%New
33North Capital, Inc.2,413$18.2B0.02%New
34HARBOUR INVESTMENTS, INC.1,640$12.3B0.00%New
35MATHER GROUP, LLC.1,534$11.6B0.13%New
36Moloney Securities Asset Management, LLC671,033$5.1B0.68%New
37NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO500$3.8B0.00%New
38Pathstone Holdings, LLC52,037$388.0M0.00%New
39Clear Creek Financial Management, LLC26,453$199.0M0.02%New
40Cambridge Investment Research Advisors, Inc.21,259$160.0M0.00%New
41SeaCrest Wealth Management, LLC20,639$155.0M0.02%New
42BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,310$55.0M0.01%New
43McIlrath & Eck, LLC714$5.0M0.00%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 43 institutional investors hold FT (Franklin Universal Trust Shares of Beneficial Interest). The largest holder is LPL Financial LLC with $4.7T in shares. This quarter, 43 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FT?

As of QNaN NaN, 43 institutional investors report holding FT (Franklin Universal Trust Shares of Beneficial Interest) in their 13F filings.

Who is the largest institutional holder of FT?

The largest institutional holder of FT is LPL Financial LLC with $4.7T in shares.

Is institutional ownership of FT increasing or decreasing?

This quarter, 43 institutions opened new positions in FT and 0 closed their positions.