Franklin Universal Trust (FT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Koshinski Asset Management, Inc.

DECREASED

Shares325,409 from 325,960

Change-551 (0%)

Value$2.3M (-$338.0K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

INCREASED

Shares247,524 from 247,480

Change+44 (+0%)

Value$1.7M (-$253.4K)

Filed 2026-11-02

Uncommon Cents Investing Inc

INCREASED

Shares192,300 from 191,967

Change+333 (+0%)

Value$1.4M (-$194.4K)

Filed 2026-10-20

Wolverine Asset Management LLC

INCREASED

Shares120,056 from 16,563

Change+103,493 (+625%)

Value$845.2K (+$711.6K)

Filed 2026-11-02

Shaker Financial Services, LLC

INCREASED

Shares60,281 from 24,870

Change+35,411 (+142%)

Value$424.4K (+$223.8K)

Filed 2026-10-14

Clear Creek Financial Management, LLC

DECREASED

Shares26,794 from 29,455

Change-2,661 (-9%)

Value$188.6K (-$48.9K)

Filed 2026-10-28

True North Advisors, LLC

NEW

Shares24,967

Change+24,967

Value$175.8K

Filed 2026-10-22

Angeles Wealth Management, LLC

UNCHANGED

Shares22,088 from 22,088

Change0 (0%)

Value$155.5K (-$22.6K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares20,126 from 19,964

Change+162 (+1%)

Value$142.0K (-$19.0K)

Filed 2026-11-02

CoreCap Advisors, LLC

DECREASED

Shares19,830 from 22,738

Change-2,908 (-13%)

Value$139.6K (-$43.8K)

Filed 2026-10-08

Manske Wealth Management

UNCHANGED

Shares17,932 from 17,932

Change0 (0%)

Value$126.2K (-$18.4K)

Filed 2026-10-26

Uhlmann Price Securities, LLC

INCREASED

Shares13,293 from 12,349

Change+944 (+8%)

Value$93.6K (-$6.0K)

Filed 2026-11-03

Oppenheimer & Co Inc

UNCHANGED

Shares11,795 from 11,795

Change0 (0%)

Value$83.0K (-$12.1K)

Filed 2026-10-26

PMG Family Office LLC

UNCHANGED

Shares11,552 from 11,552

Change0 (0%)

Value$81.3K (-$11.8K)

Filed 2026-10-19

MB, Levis & Associates, LLC

UNCHANGED

Shares10,269 from 10,269

Change0 (0%)

Value$72.3K (-$10.5K)

Filed 2026-10-16

Blue Bell Private Wealth Management, LLC

UNCHANGED

Shares4,940 from 4,940

Change0 (0%)

Value$34.8K (-$5.1K)

Filed 2026-10-29

Noble Wealth Management PBC

UNCHANGED

Shares3,800 from 3,800

Change0 (0%)

Value$26.8K (-$3.9K)

Filed 2026-10-01

Root Financial Partners, LLC

NEW

Shares1,766

Change+1,766

Value$12.4K

Filed 2026-10-21

Mather Group, Llc.

UNCHANGED

Shares1,534 from 1,534

Change0 (0%)

Value$10.8K (-$1.6K)

Filed 2026-10-14

Provenance Wealth Advisors, LLC

NEW

Shares1,383

Change+1,383

Value$9.7K

Filed 2026-10-30

Highline Wealth Partners LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$2.8K (-$410)

Filed 2026-10-19

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 75,903

Change-75,903 (-100%)

Value$0 (-$612.2K)

Filed 2026-10-13

Kingsbury Capital Investment Advisors LLC

CLOSED

Shares0 from 10,734

Change-10,734 (-100%)

Value$0 (-$86.6K)

Filed 2026-10-20

Gill Capital Partners, LLC

CLOSED

Shares0 from 5,051

Change-5,051 (-100%)

Value$0 (-$40.7K)

Filed 2026-10-13

Larson Financial Group LLC

CLOSED

Shares0 from 1,181

Change-1,181 (-100%)

Value$0 (-$9.5K)

Filed 2026-11-05

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$380)

Filed 2026-11-03

Advisors Asset Management, Inc.

N/A

Shares— from 714,801

Change-714,801 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 690,391

Change-690,391 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 513,856

Change-513,856 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 427,755

Change-427,755 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 380,210

Change-380,210 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 262,075

Change-262,075 (-100%)

Value—

UBS Group AG

N/A

Shares— from 125,006

Change-125,006 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 113,636

Change-113,636 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 107,915

Change-107,915 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 103,790

Change-103,790 (-100%)

Value—

Westchester Capital Management, LLC

N/A

Shares— from 102,032

Change-102,032 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 101,304

Change-101,304 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 84,666

Change-84,666 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 72,470

Change-72,470 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 51,729

Change-51,729 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 51,496

Change-51,496 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 42,637

Change-42,637 (-100%)

Value—

X Advisors, LLC

N/A

Shares— from 25,493

Change-25,493 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 23,803

Change-23,803 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 22,029

Change-22,029 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 19,834

Change-19,834 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 18,085

Change-18,085 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 17,641

Change-17,641 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 16,700

Change-16,700 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 15,126

Change-15,126 (-100%)

Value—

&partners

N/A

Shares— from 14,657

Change-14,657 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,816

Change-12,816 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 12,291

Change-12,291 (-100%)

Value—

Bridgewealth Advisory Group, LLC

N/A

Shares— from 11,173

Change-11,173 (-100%)

Value—

KMT Wealth Management, LLC

N/A

Shares— from 10,734

Change-10,734 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 10,340

Change-10,340 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,327

Change-10,327 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 7,252

Change-7,252 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,202

Change-3,202 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 3,163

Change-3,163 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 500

Change-500 (-100%)

Value—

	Status
Koshinski Asset Management, Inc.	DECREASED	325,409	325,960	-551	0%	$2.6M	$2.3M	-$338.0K	2026-10-29
Commonwealth Equity Services, LLC	INCREASED	247,524	247,480	+44	+0%	$2.0M	$1.7M	-$253.4K	2026-11-02
Uncommon Cents Investing Inc	INCREASED	192,300	191,967	+333	+0%	$1.5M	$1.4M	-$194.4K	2026-10-20
Wolverine Asset Management LLC	INCREASED	120,056	16,563	+103,493	+625%	$133.6K	$845.2K	+$711.6K	2026-11-02
Shaker Financial Services, LLC	INCREASED	60,281	24,870	+35,411	+142%	$200.6K	$424.4K	+$223.8K	2026-10-14
Clear Creek Financial Management, LLC	DECREASED	26,794	29,455	-2,661	-9%	$237.6K	$188.6K	-$48.9K	2026-10-28
True North Advisors, LLC	NEW	24,967	—	+24,967	—	—	$175.8K	—	2026-10-22
Angeles Wealth Management, LLC	UNCHANGED	22,088	22,088	0	0%	$178.1K	$155.5K	-$22.6K	2026-10-26
Cambridge Investment Research Advisors, Inc.	INCREASED	20,126	19,964	+162	+1%	$161.0K	$142.0K	-$19.0K	2026-11-02
CoreCap Advisors, LLC	DECREASED	19,830	22,738	-2,908	-13%	$183.4K	$139.6K	-$43.8K	2026-10-08
Manske Wealth Management	UNCHANGED	17,932	17,932	0	0%	$144.6K	$126.2K	-$18.4K	2026-10-26
Uhlmann Price Securities, LLC	INCREASED	13,293	12,349	+944	+8%	$99.6K	$93.6K	-$6.0K	2026-11-03
Oppenheimer & Co Inc	UNCHANGED	11,795	11,795	0	0%	$95.1K	$83.0K	-$12.1K	2026-10-26
PMG Family Office LLC	UNCHANGED	11,552	11,552	0	0%	$93.2K	$81.3K	-$11.8K	2026-10-19
MB, Levis & Associates, LLC	UNCHANGED	10,269	10,269	0	0%	$82.8K	$72.3K	-$10.5K	2026-10-16
Blue Bell Private Wealth Management, LLC	UNCHANGED	4,940	4,940	0	0%	$39.8K	$34.8K	-$5.1K	2026-10-29
Noble Wealth Management PBC	UNCHANGED	3,800	3,800	0	0%	$30.6K	$26.8K	-$3.9K	2026-10-01
Root Financial Partners, LLC	NEW	1,766	—	+1,766	—	—	$12.4K	—	2026-10-21
Mather Group, Llc.	UNCHANGED	1,534	1,534	0	0%	$12.4K	$10.8K	-$1.6K	2026-10-14
Provenance Wealth Advisors, LLC	NEW	1,383	—	+1,383	—	—	$9.7K	—	2026-10-30
Highline Wealth Partners LLC	UNCHANGED	400	400	0	0%	$3.2K	$2.8K	-$410	2026-10-19
Hennion & Walsh Asset Management, Inc.	CLOSED	0	75,903	-75,903	-100%	$612.2K	$0	-$612.2K	2026-10-13
Kingsbury Capital Investment Advisors LLC	CLOSED	0	10,734	-10,734	-100%	$86.6K	$0	-$86.6K	2026-10-20
Gill Capital Partners, LLC	CLOSED	0	5,051	-5,051	-100%	$40.7K	$0	-$40.7K	2026-10-13
Larson Financial Group LLC	CLOSED	0	1,181	-1,181	-100%	$9.5K	$0	-$9.5K	2026-11-05
JFS Wealth Advisors, LLC	CLOSED	0	47	-47	-100%	$380	$0	-$380	2026-11-03
Advisors Asset Management, Inc.	N/A	—	714,801	-714,801	-100%	$5.8M	—	—	—
BFC Planning, Inc.	N/A	—	690,391	-690,391	-100%	$5.6M	—	—	—
LPL Financial LLC	N/A	—	513,856	-513,856	-100%	$4.1M	—	—	—
Morgan Stanley	N/A	—	427,755	-427,755	-100%	$3.4M	—	—	—
Stifel Financial Corp	N/A	—	380,210	-380,210	-100%	$3.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	262,075	-262,075	-100%	$2.1M	—	—	—
UBS Group AG	N/A	—	125,006	-125,006	-100%	$1.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	113,636	-113,636	-100%	$916.8K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	107,915	-107,915	-100%	$870.3K	—	—	—
Evolve Private Wealth, LLC	N/A	—	103,790	-103,790	-100%	$837.1K	—	—	—
Westchester Capital Management, LLC	N/A	—	102,032	-102,032	-100%	$822.9K	—	—	—
Wells Fargo & Company	N/A	—	101,304	-101,304	-100%	$817.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	84,666	-84,666	-100%	$682.8K	—	—	—
Cetera Investment Advisers	N/A	—	72,470	-72,470	-100%	$584.5K	—	—	—
Raymond James Financial Inc	N/A	—	51,729	-51,729	-100%	$417.2K	—	—	—
Harbour Investments, Inc.	N/A	—	51,496	-51,496	-100%	$415.3K	—	—	—
Focus Partners Wealth	N/A	—	42,637	-42,637	-100%	$343.9K	—	—	—
X Advisors, LLC	N/A	—	25,493	-25,493	-100%	$206.7K	—	—	—
Invesco Ltd.	N/A	—	23,803	-23,803	-100%	$192.0K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	22,029	-22,029	-100%	$177.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	20,000	-20,000	-100%	$161.3K	—	—	—
Citadel Advisors LLC	N/A	—	19,834	-19,834	-100%	$160.0K	—	—	—
Royal Bank of Canada	N/A	—	18,085	-18,085	-100%	$146.0K	—	—	—
Ameriprise Financial Inc	N/A	—	17,641	-17,641	-100%	$142.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	16,700	-16,700	-100%	$134.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	15,126	-15,126	-100%	$122.0K	—	—	—
&partners	N/A	—	14,657	-14,657	-100%	$118.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,816	-12,816	-100%	$103.4K	—	—	—
PFG Investments, LLC	N/A	—	12,291	-12,291	-100%	$99.1K	—	—	—
Bridgewealth Advisory Group, LLC	N/A	—	11,173	-11,173	-100%	$90.1K	—	—	—
KMT Wealth Management, LLC	N/A	—	10,734	-10,734	-100%	$86.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	10,340	-10,340	-100%	$83.4K	—	—	—
XTX Topco Ltd	N/A	—	10,327	-10,327	-100%	$83.3K	—	—	—
Clear Street Group Inc.	N/A	—	7,252	-7,252	-100%	$58.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,202	-3,202	-100%	$25.8K	—	—	—
Colonial Trust Co / SC	N/A	—	3,163	-3,163	-100%	$25.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	500	-500	-100%	$4.0K	—	—	—

Showing 63 of 63 institutions