Who Owns Franklin Universal Trust Shares of Beneficial Interest (FT)?Hedge Fund & Institutional Holders

$8.15+0.02 (+0.25%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.00000026110002e+181T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$6.95$7.29$7.62$7.95$8.29Aug 24Jun 25Mar 26

FT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Advisors Asset Management, Inc.Increased+260K+$1.5B
Uncommon Cents Investing LLCNew Position+185K+$1.5B
Hennion & Walsh Asset Management, Inc.New Position+128K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+242K+$1.0B
CoreCap Advisors, LLCNew Position+24K+$193.0M
Shaker Financial Services, LLCNew Position+16K+$126.0M
PFG Investments, LLCNew Position+12K+$98.0M
OPPENHEIMER & CO INCNew Position+12K+$94.0M
Bridgewealth Advisory Group, LLCNew Position+11K+$89.0M
Geneos Wealth Management Inc.New Position+10K+$82.0M
ASHTON THOMAS SECURITIES, LLCNew Position+10K+$81.0M
UBS Group AGIncreased+9K+$63.6M
Spire Wealth ManagementNew Position+5K+$39.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+295K+$22.1M
Modus Advisors, LLCNew Position+2K+$14.0M

FT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-48K-$5.5B
STIFEL FINANCIAL CORPDecreased-21K-$1.1B
Integrated Wealth Concepts LLCDecreased-230-$1.0B
OSAIC HOLDINGS, INC.Decreased-8K-$818.1M
RAYMOND JAMES FINANCIAL INCDecreased-3K-$433.4M
ELEVATION POINT WEALTH PARTNERS, LLCClosed Position-24K-$196.7M
Kovitz Investment Group Partners, LLCClosed Position-24K-$196.7M
HighTower Advisors, LLCClosed Position-17K-$138.1M
Koshinski Asset Management, Inc.Decreased-4K-$44.8M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-2K-$41.6M
North Capital, Inc.Closed Position-2K-$19.4M
Manske Wealth ManagementDecreased-1K-$9.2M
Cambridge Investment Research Advisors, Inc.Decreased-2K-$175K
SeaCrest Wealth Management, LLCClosed Position-21K-$171K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Advisors Asset Management, Inc.689,053$5.0B83.95%Share
2Koshinski Asset Management, Inc.326,444$2.6B0.17%Share
3STIFEL FINANCIAL CORP337,657$2.0B1.80%Share
4Uncommon Cents Investing LLC185,420$1.5B0.36%Share
5Hennion & Walsh Asset Management, Inc.128,340$1.0B0.04%Share
6COMMONWEALTH EQUITY SERVICES, LLC242,061$1.0B1.33%Share
7UBS Group AG123,491$987.0M0.16%Share
8Westchester Capital Management, LLC45,917$367.0M0.02%Share
9Westchester Capital Management, LLC43,979$351.0M0.01%Share
10CoreCap Advisors, LLC24,242$193.0M0.01%Share
11Invesco Ltd.24,001$192.0M0.03%Share
12Manske Wealth Management17,932$143.0M0.04%Share
13Stratos Wealth Partners, LTD.16,700$133.0M1.50%Share
14Shaker Financial Services, LLC15,756$126.0M0.04%Share
15PFG Investments, LLC12,362$98.0M0.00%Share
16Westchester Capital Management, LLC12,136$97.0M0.00%Share
17OPPENHEIMER & CO INC11,795$94.0M1.33%Share
18Bridgewealth Advisory Group, LLC11,173$89.0M0.02%Share
19MB, LEVIS & ASSOCIATES, LLC10,269$82.0M0.03%Share
20Geneos Wealth Management Inc.10,340$82.0M0.00%Share
21ASHTON THOMAS SECURITIES, LLC10,150$81.0M0.02%Share
22Spire Wealth Management4,940$39.0M0.00%Share
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO295,314$26.1M0.02%Share
24Modus Advisors, LLC1,850$14.0M0.00%Share
25Root Financial Partners, LLC1,776$14.0M0.00%Share
26LPL Financial LLC635,694$5.0M0.00%Share
27Financial Gravity Asset Management, Inc.500$4.0M0.00%Share
28UBS Group AG421$3.0M0.00%Share
29MORGAN STANLEY369,412$2.0M0.00%Share
30Janney Montgomery Scott LLC255,823$2.0M0.00%Share
31HARBOUR INVESTMENTS, INC.51,496$411K0.01%Share
32Clear Creek Financial Management, LLC29,455$235K0.02%Share
33PMG Family Office LLC11,552$92K0.11%Share
34BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,940$39K0.01%Share
35McIlrath & Eck, LLC714$5K0.00%Share
36CWM, LLC300$2K0.00%Share
37ROYAL BANK OF CANADA18,225$00.00%Share
38WELLS FARGO & COMPANY/MN100,116$00.00%Share
39WELLS FARGO & COMPANY/MN9,584$00.00%Share
40ANGELES WEALTH MANAGEMENT, LLC22,088$00.00%Share
41OSAIC HOLDINGS, INC.3,000$00.00%Share
42OSAIC HOLDINGS, INC.67,051$00.00%Share
43OSAIC HOLDINGS, INC.24,015$00.00%Share
44EVOLVE PRIVATE WEALTH, LLC112,381$00.00%Share
45RAYMOND JAMES FINANCIAL INC47,315$00.00%Share
46RAYMOND JAMES FINANCIAL INC3,551$00.00%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP13,920$00.00%Share
48BANK OF AMERICA CORP /DE/1,014$00.00%Share
49JONES FINANCIAL COMPANIES LLLP0$00.00%Share
50AMERIPRISE FINANCIAL INC18,897$00.00%Share

FT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202553$16.3B+22
Q3 202531$22.3B-12
Q2 202543$23.8B+0
Q1 202543$27.2B+0
Q4 202443$30.0B+8
Q3 202435$4.9T+3
Q2 202432$16.0B+5
Q1 202427$11.7B—

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As of Q4 2025, 50 institutional investors hold FT (Franklin Universal Trust Shares of Beneficial Interest). The largest holder is Advisors Asset Management, Inc. with $5.0B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own FT?

As of Q4 2025, 50 institutional investors report holding FT (Franklin Universal Trust Shares of Beneficial Interest) in their 13F filings.

Who is the largest institutional holder of FT?

The largest institutional holder of FT is Advisors Asset Management, Inc. with $5.0B in shares.

Is institutional ownership of FT increasing or decreasing?

This quarter, 12 institutions opened new positions in FT and 5 closed their positions.