Who Owns FRANKLIN UNIVERSAL (FT)? -- Institutional Holders (2026-06-30)

61 institutions reported holding $37.1M of FRANKLIN UNIVERSAL (FT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Advisors Asset Management, Inc. ($5.8M), LPL Financial LLC ($4.1M), MORGAN STANLEY ($3.4M), STIFEL FINANCIAL CORP ($3.1M), Koshinski Asset Management, Inc. ($2.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Advisors Asset Management, Inc.$5.8M714,801Trimmed
2LPL Financial LLC$4.1M513,856Trimmed
3MORGAN STANLEY$3.4M427,755Added
4STIFEL FINANCIAL CORP$3.1M380,210Trimmed
5Koshinski Asset Management, Inc.$2.6M325,960Added
6Janney Montgomery Scott LLC$2.1M262,075Added
7COMMONWEALTH EQUITY SERVICES, LLC$2.0M247,480Added
8Uncommon Cents Investing LLC$1.5M191,967Added
9UBS Group AG$1.0M125,006Added
10OSAIC HOLDINGS, INC.$916,796113,636Added
11Integrated Wealth Concepts LLC$870,335107,915Trimmed
12EVOLVE PRIVATE WEALTH, LLC$837,066103,790Trimmed
13Westchester Capital Management, LLC$822,889102,032Hold
14WELLS FARGO & COMPANY/MN$817,014101,304Trimmed
15Pathstone Holdings, LLC$682,83284,666New
16Hennion & Walsh Asset Management, Inc.$612,15875,903Trimmed
17Cetera Investment Advisers$584,47172,470Added
18RAYMOND JAMES FINANCIAL INC$417,19151,729Added
19HARBOUR INVESTMENTS, INC.$415,31551,496Hold
20Focus Partners Wealth$343,86742,637Added
21Clear Creek Financial Management, LLC$237,55529,455Hold
22X ADVISORS, LLC$206,74925,493New
23Shaker Financial Services, LLC$200,57724,870Trimmed
24Invesco Ltd.$191,97123,803Trimmed
25CoreCap Advisors, LLC$183,38022,738Added

来源：SEC 13F 申报文件 · 截至 2026-06-30