13FBOX
FRANKLIN UNIVERSAL TRUST · 13F Institutional Holdings
Options Calculator Rankings
F

FRANKLIN UNIVERSAL TRUST

FT
Institutions
59
Combined AUM (Q2 2026)
$37.0M
Combined Shares (Q2 2026)
4.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+288,738
24 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-206,791
20 · 4 Exit · ≈
⚖️ Net
+81,947
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$37.0M
Institutions
59
New Buys
11
Adds
13
Reduces
16
Exits
4
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Advisors Asset Management, Inc.
0.09%0.1%#4$5.8M714,801$5.8M721,942-7,141-0.99%Reduce
LPL Financial LLC
<0.01%<0.01%#38$4.1M513,856$4.7M584,359-70,503-12.07%Reduce
MORGAN STANLEY
<0.01%<0.01%#44$3.4M427,755$3.0M367,740+60,015+16.32%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#28$3.1M380,210$3.1M383,120-2,910-0.76%Reduce
Koshinski Asset Management, Inc.
0.14%0.16%#3$2.6M325,960$2.6M325,347+613+0.19%Add
Janney Montgomery Scott LLC
<0.01%0.01%#24$2.1M262,075$2.1M256,183+5,892+2.30%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$2.0M247,480$2.0M244,198+3,282+1.34%Add
Uncommon Cents Investing LLC
0.33%0.35%#2$1.5M191,967$1.5M188,218+3,749+1.99%Add
UBS Group AG
<0.01%<0.01%#47$1.0M125,006$971,805121,324+3,682+3.03%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#35$916,796113,636$788,98298,496+15,140+15.37%Add
Integrated Wealth Concepts LLC
<0.01%0.01%#23$870,334107,915$865,921108,105-190-0.18%Reduce
EVOLVE PRIVATE WEALTH, LLC
0.05%0.05%#9$837,066103,790$892,619111,438-7,648-6.86%Reduce
Westchester Capital Management, LLC
0.04%0.04%#10$822,889102,032$817,276102,03200.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#46$817,014101,304$862,722107,706-6,402-5.94%Reduce
Pathstone Holdings, LLC
<0.01%#30$682,83284,666$00+84,666New Buy
Hennion & Walsh Asset Management, Inc.
0.02%0.03%#13$612,15875,903$993,000123,970-48,067-38.77%Reduce
Cetera Investment Advisers
<0.01%<0.01%#40$584,47172,470$579,20872,311+159+0.22%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$417,19151,729$383,22447,843+3,886+8.12%Add
HARBOUR INVESTMENTS, INC.
0.01%0.01%#20$415,31551,496$412,48351,49600.00%Unchanged
Focus Partners Wealth
<0.01%<0.01%#42$343,86742,637$296,69037,040+5,597+15.11%Add
Clear Creek Financial Management, LLC
0.02%0.02%#15$237,55529,455$235,93529,45500.00%Unchanged
X ADVISORS, LLC
0.57%#1$206,74925,493$00+25,493New Buy
Shaker Financial Services, LLC
0.06%0.13%#8$200,57724,870$383,95247,934-23,064-48.12%Reduce
Invesco Ltd.
<0.01%<0.01%#55$191,97123,803$192,83324,074-271-1.13%Reduce
CoreCap Advisors, LLC
0.01%0.01%#21$183,38022,738$179,54222,414+324+1.45%Add
ANGELES WEALTH MANAGEMENT, LLC
0.01%0.01%#19$178,14022,088$176,92522,08800.00%Unchanged
THOROUGHBRED FINANCIAL SERVICES, LLC
0.01%0.01%#18$177,66422,029$176,00022,02900.00%Unchanged
Equitable Holdings, Inc.
<0.01%#37$161,30020,000$00+20,000New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#54$159,96119,834$203,91125,457-5,623-22.09%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#52$146,00018,085$145,00018,134-49-0.27%Reduce
Manske Wealth Management
0.04%0.04%#11$144,62217,932$143,63517,93200.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#51$142,27217,641$160,95820,095-2,454-12.21%Reduce
Stratos Wealth Partners, LTD.
<0.01%<0.01%#32$134,68616,700$133,76716,70000.00%Unchanged
WOLVERINE ASSET MANAGEMENT LLC
<0.01%<0.01%#33$133,58116,563$139,39017,402-839-4.82%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#57$121,99115,126$160,68920,061-4,935-24.60%Reduce
&PARTNERS
<0.01%<0.01%#41$118,20914,657$113,28314,143+514+3.63%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#58$103,36112,816$133,21416,631-3,815-22.94%Reduce
UHLMANN PRICE SECURITIES, LLC
<0.01%#26$99,59912,349$00+12,349New Buy
PFG Investments, LLC
<0.01%<0.01%#25$99,12912,291$97,08012,120+171+1.41%Add
OPPENHEIMER & CO INC
<0.01%<0.01%#36$95,12711,795$94,47811,79500.00%Unchanged
PMG Family Office LLC
0.09%0.1%#5$93,16711,552$92,53211,55200.00%Unchanged
Bridgewealth Advisory Group, LLC
0.02%0.02%#14$90,11311,173$89,49811,17300.00%Unchanged
Kingsbury Capital Investment Advisors LLC
0.07%#6$86,57310,734$00+10,734New Buy
KMT WEALTH MANAGEMENT, LLC
0.07%#6$86,57310,734$00+10,734New Buy
Geneos Wealth Management Inc.
<0.01%<0.01%#31$83,44410,340$82,82310,34000.00%Unchanged
XTX Topco Ltd
<0.01%#34$83,28710,327$00+10,327New Buy
MB, LEVIS & ASSOCIATES, LLC
0.03%0.03%#12$82,81910,269$82,25510,26900.00%Unchanged
Clear Street Group Inc.
<0.01%#45$58,4877,252$00+7,252New Buy
GILL CAPITAL PARTNERS, LLC
0.01%0.01%#17$40,7365,051$40,4595,05100.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%0.01%#22$39,8414,940$39,5694,94000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow