IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Franklin Universal Trust (FT)

CUSIP: 355145103 | US | Financial Services · Asset Management | Micro Cap | 214 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Koshinski Asset Management, Inc.325,409
0.1% of portfolio›$2.3M
Commonwealth Equity Services, LLC247,524
0.0% of portfolio›$1.7M
Uncommon Cents Investing Inc192,300
0.3% of portfolio›$1.4M
Wolverine Asset Management LLC120,056
0.0% of portfolio›$845.2K
Shaker Financial Services, LLC60,281
0.1% of portfolio›$424.4K
Clear Creek Financial Management, LLC26,794
0.0% of portfolio›$188.6K
True North Advisors, LLC24,967
0.0% of portfolio›$175.8K
Angeles Wealth Management, LLC22,088
0.0% of portfolio›$155.5K
Cambridge Investment Research Advisors, Inc.20,126
0.0% of portfolio›$142.0K
CoreCap Advisors, LLC19,830
0.0% of portfolio›$139.6K
Manske Wealth Management17,932
0.0% of portfolio›$126.2K
Uhlmann Price Securities, LLC13,293
0.0% of portfolio›$93.6K
Oppenheimer & Co Inc11,795
0.0% of portfolio›$83.0K
PMG Family Office LLC11,552
0.1% of portfolio›$81.3K
MB, Levis & Associates, LLC10,269
0.0% of portfolio›$72.3K
Blue Bell Private Wealth Management, LLC4,940
0.0% of portfolio›$34.8K
Noble Wealth Management PBC3,800
0.0% of portfolio›$26.8K
Root Financial Partners, LLC1,766
0.0% of portfolio›$12.4K
Mather Group, Llc.1,534
0.0% of portfolio›$10.8K
Provenance Wealth Advisors, LLC1,383
0.0% of portfolio›$9.7K
Highline Wealth Partners LLC400
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Koshinski Asset Management, Inc.
325,409$2.3M0.1%ETFLowDecatur, IL2026-10-29
Commonwealth Equity Services, LLC
247,524$1.7M0.0%ETFLowWaltham, MA2026-11-02
Uncommon Cents Investing Inc
192,300$1.4M0.3%ValueVery LowJanesville, WI2026-10-20
Wolverine Asset Management LLC
120,056$845.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Shaker Financial Services, LLC
60,281$424.4K0.1%YieldHighArlington, VA2026-10-14
Clear Creek Financial Management, LLC
26,794$188.6K0.0%ETFMediumSilverdale, WA2026-10-28
True North Advisors, LLC
24,967$175.8K0.0%CoreMediumDallas, TX2026-10-22
Angeles Wealth Management, LLC
22,088$155.5K0.0%ETFLowSanta Monica, CA2026-10-26
Cambridge Investment Research Advisors, Inc.
20,126$142.0K0.0%ETFLowFairfield, IA2026-11-02
CoreCap Advisors, LLC
19,830$139.6K0.0%ETFMediumSouthfield, MI2026-10-08
Manske Wealth Management
17,932$126.2K0.0%ValueVery LowHouston, TX2026-10-26
Uhlmann Price Securities, LLC
13,293$93.6K0.0%Agg GrowthLowSkokie, IL2026-11-03
Oppenheimer & Co Inc
11,795$83.0K0.0%CoreLowNew York, NY2026-10-26
PMG Family Office LLC
11,552$81.3K0.1%YieldVery LowPlano, TX2026-10-19
MB, Levis & Associates, LLC
10,269$72.3K0.0%ETFVery LowCenter Valley, PA2026-10-16
Blue Bell Private Wealth Management, LLC
4,940$34.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Noble Wealth Management PBC
3,800$26.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Root Financial Partners, LLC
1,766$12.4K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
1,534$10.8K0.0%ETFMediumChicago, IL2026-10-14
Provenance Wealth Advisors, LLC
1,383$9.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Highline Wealth Partners LLC
400$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19