13FBOX
FRANKLIN UNIVERSAL TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
F

FRANKLIN UNIVERSAL TRUST

FT
持有机构数
59
机构合计市值 (Q2 2026)
$3,695.6万
机构合计股数 (Q2 2026)
458.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+28.9万股
24 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-20.7万股
20 · 4 清仓 · ≈
⚖️ 净额
+8.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,695.6万
持有机构数
59
新买入
11
加仓
13
减仓
16
清仓
4
持股不变
19
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
顾问资产管理Advisors Asset Management, Inc.
0.09%0.1%#4$576.5万71.5万股$578.3万72.2万股-7,141股-0.99%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#38$414.4万51.4万股$468.1万58.4万股-7.1万股-12.07%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#44$345.0万42.8万股$295.7万36.8万股+6.0万股+16.32%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#28$306.6万38.0万股$306.9万38.3万股-2,910股-0.76%减仓
Koshinski Asset Management, Inc.
0.14%0.16%#3$262.9万32.6万股$260.6万32.5万股+613股+0.19%加仓
Janney Montgomery Scott LLC
<0.01%0.01%#24$211.4万26.2万股$205.2万25.6万股+5,892股+2.30%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$199.6万24.7万股$195.6万24.4万股+3,282股+1.34%加仓
Uncommon Cents Investing LLC
0.33%0.35%#2$154.8万19.2万股$150.8万18.8万股+3,749股+1.99%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#47$100.8万12.5万股$97.2万12.1万股+3,682股+3.03%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#35$91.7万11.4万股$78.9万9.8万股+1.5万股+15.37%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%0.01%#23$87.0万10.8万股$86.6万10.8万股-190股-0.18%减仓
EVOLVE PRIVATE WEALTH, LLC
0.05%0.05%#9$83.7万10.4万股$89.3万11.1万股-7,648股-6.86%减仓
Westchester Capital Management, LLC
0.04%0.04%#10$82.3万10.2万股$81.7万10.2万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#46$81.7万10.1万股$86.3万10.8万股-6,402股-5.94%减仓
Pathstone控股Pathstone Holdings, LLC
<0.01%#30$68.3万8.5万股$00股+8.5万股新买入
Hennion & Walsh Asset Management, Inc.
0.02%0.03%#13$61.2万7.6万股$99.3万12.4万股-4.8万股-38.77%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#40$58.4万7.2万股$57.9万7.2万股+159股+0.22%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$41.7万5.2万股$38.3万4.8万股+3,886股+8.12%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#20$41.5万5.1万股$41.2万5.1万股00.00%持仓不变
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#42$34.4万4.3万股$29.7万3.7万股+5,597股+15.11%加仓
Clear Creek Financial Management, LLC
0.02%0.02%#15$23.8万2.9万股$23.6万2.9万股00.00%持仓不变
X ADVISORS, LLC
0.57%#1$20.7万2.5万股$00股+2.5万股新买入
Shaker Financial Services, LLC
0.06%0.13%#8$20.1万2.5万股$38.4万4.8万股-2.3万股-48.12%减仓
景顺Invesco Ltd.
<0.01%<0.01%#55$19.2万2.4万股$19.3万2.4万股-271股-1.13%减仓
CoreCap 顾问CoreCap Advisors, LLC
0.01%0.01%#21$18.3万2.3万股$18.0万2.2万股+324股+1.45%加仓
ANGELES WEALTH MANAGEMENT, LLC
0.01%0.01%#19$17.8万2.2万股$17.7万2.2万股00.00%持仓不变
THOROUGHBRED FINANCIAL SERVICES, LLC
0.01%0.01%#18$17.8万2.2万股$17.6万2.2万股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%#37$16.1万2.0万股$00股+2.0万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#54$16.0万2.0万股$20.4万2.5万股-5,623股-22.09%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#52$14.6万1.8万股$14.5万1.8万股-49股-0.27%减仓
Manske Wealth Management
0.04%0.04%#11$14.5万1.8万股$14.4万1.8万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#51$14.2万1.8万股$16.1万2.0万股-2,454股-12.21%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#32$13.5万1.7万股$13.4万1.7万股00.00%持仓不变
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
<0.01%<0.01%#33$13.4万1.7万股$13.9万1.7万股-839股-4.82%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#57$12.2万1.5万股$16.1万2.0万股-4,935股-24.60%减仓
&Partners&PARTNERS
<0.01%<0.01%#41$11.8万1.5万股$11.3万1.4万股+514股+3.63%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#58$10.3万1.3万股$13.3万1.7万股-3,815股-22.94%减仓
UHLMANN PRICE SECURITIES, LLC
<0.01%#26$10.0万1.2万股$00股+1.2万股新买入
PFG 投资PFG Investments, LLC
<0.01%<0.01%#25$9.9万1.2万股$9.7万1.2万股+171股+1.41%加仓
奥本海默公司OPPENHEIMER & CO INC
<0.01%<0.01%#36$9.5万1.2万股$9.4万1.2万股00.00%持仓不变
PMG Family Office LLC
0.09%0.1%#5$9.3万1.2万股$9.3万1.2万股00.00%持仓不变
Bridgewealth Advisory Group, LLC
0.02%0.02%#14$9.0万1.1万股$8.9万1.1万股00.00%持仓不变
Kingsbury Capital Investment Advisors LLC
0.07%#6$8.7万1.1万股$00股+1.1万股新买入
KMT WEALTH MANAGEMENT, LLC
0.07%#6$8.7万1.1万股$00股+1.1万股新买入
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#31$8.3万1.0万股$8.3万1.0万股00.00%持仓不变
XTX资本XTX Topco Ltd
<0.01%#34$8.3万1.0万股$00股+1.0万股新买入
MB, LEVIS & ASSOCIATES, LLC
0.03%0.03%#12$8.3万1.0万股$8.2万1.0万股00.00%持仓不变
Clear Street集团Clear Street Group Inc.
<0.01%#45$5.8万7,252股$00股+7,252股新买入
GILL CAPITAL PARTNERS, LLC
0.01%0.01%#17$4.1万5,051股$4.0万5,051股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%0.01%#22$4.0万4,940股$4.0万4,940股00.00%持仓不变

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