DOSSIER · 13F Holders · Q1 2026
FT

FRANKLIN UNVL TR

63 institutions still hold FRANKLIN UNVL TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 355145103·63 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$38M
visible holders
Holders
63
filers reporting
Concentration
15.13%
Advisors Asset Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported FT in Q1 2026. Advisors Asset Management, Inc. leads at 15.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Advisors Asset Management, Inc.
CIK 0001297376
$6M722K0.10%Q1 2026
02
Moloney Securities Asset Management, LLC
CIK 0001697934
$6M691K0.66%Q3 2025
03
LPL Financial LLC
CIK 0001403438
$4M514K0.00%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$3M428K0.00%Q2 2026
05
STIFEL FINANCIAL CORP
CIK 0000720672
$3M380K0.00%Q2 2026
06
Koshinski Asset Management, Inc.
CIK 0001633389
$3M326K0.14%Q2 2026
07
Janney Montgomery Scott LLC
CIK 0001329948
$2M256K0.01%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M247K0.00%Q2 2026
09
Uncommon Cents Investing LLC
CIK 0001729754
$2M192K0.34%Q2 2026
10
UBS Group AG
CIK 0001610520
$1M125K0.00%Q2 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$917K114K0.00%Q2 2026
12
Integrated Wealth Concepts LLC
CIK 0001737109
$870K108K0.00%Q2 2026
13
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$837K104K0.05%Q2 2026
14
Westchester Capital Management, LLC
CIK 0001512805
$823K102K0.04%Q2 2026
15
WELLS FARGO & COMPANY/MN
CIK 0000072971
$817K101K0.00%Q2 2026
16
Pathstone Holdings, LLC
CIK 0002011612
$683K85K0.00%Q2 2026
17
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$612K76K0.02%Q2 2026
18
Cetera Investment Advisers
CIK 0001666741
$584K72K0.00%Q2 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$417K52K0.00%Q2 2026
20
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$415K51K0.01%Q2 2026
Page 1 of 4
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Insiders at FRANKLIN UNVL TR
Metlife Investment Management, LlcLuttig J MichaelThompson Larry D.