FRANKLIN UNVL TR (FT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
56
Reporting holders
$34.6M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | $5.8M | 714,801 | 0.09% | 7q | -1.0%-$57.6K |
| LPL Financial LLC | $4.1M | 513,856 | 0.00% | 31q | -12.1%-$568.6K |
| MORGAN STANLEY | $3.4M | 427,755 | 0.00% | 35q | +8.3%+$263.7K |
| STIFEL FINANCIAL CORP | $3.1M | 380,210 | 0.00% | 31q | -0.8%-$23.5K |
| Koshinski Asset Management, Inc. | $2.6M | 325,960 | 0.14% | 31q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 247,480 | 0.00% | 10q | +1.3%+$26.5K |
| Uncommon Cents Investing LLC | $1.5M | 191,967 | 0.34% | 30q | +2.0%+$30.2K |
| UBS Group AG | $1.0M | 125,006 | 0.00% | 31q | +3.0%+$29.7K |
| OSAIC HOLDINGS, INC. | $916.8K | 113,636 | 0.00% | 26q | +15.4%+$122.1K |
| Integrated Wealth Concepts LLC | $870.3K | 107,915 | 0.00% | 17q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $837.1K | 103,790 | 0.05% | 3q | -6.9%-$61.7K |
| Westchester Capital Management, LLC | $822.9K | 102,032 | 0.04% | 18q | HELD |
| WELLS FARGO & COMPANY/MN | $817.0K | 101,304 | 0.00% | 31q | -53.0%-$920.3K |
| Pathstone Holdings, LLC | $682.8K | 84,666 | 0.00% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $612.2K | 75,903 | 0.02% | 22q | -38.8%-$387.7K |
| Cetera Investment Advisers | $584.5K | 72,470 | 0.00% | 11q | HELD |
| RAYMOND JAMES FINANCIAL INC | $417.2K | 51,729 | 0.00% | 7q | +8.1%+$31.3K |
| HARBOUR INVESTMENTS, INC. | $415.3K | 51,496 | 0.01% | 7q | HELD |
| Focus Partners Wealth | $343.9K | 42,637 | 0.00% | 3q | +15.1%+$45.1K |
| Clear Creek Financial Management, LLC | $237.6K | 29,455 | 0.02% | 14q | HELD |
| X ADVISORS, LLC | $206.7K | 25,493 | 0.55% | new | FIRST |
| Shaker Financial Services, LLC | $200.6K | 24,870 | 0.06% | 16q | -48.1%-$186.0K |
| Invesco Ltd. | $192.0K | 23,803 | 0.00% | 4q | -1.1%-$2.2K |
| CoreCap Advisors, LLC | $183.4K | 22,738 | 0.01% | 7q | +1.4%+$2.6K |
| ANGELES WEALTH MANAGEMENT, LLC | $178.1K | 22,088 | 0.01% | 3q | HELD |
| Equitable Holdings, Inc. | $161.3K | 20,000 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $160.0K | 19,834 | 0.00% | 3q | -22.1%-$45.3K |
| ROYAL BANK OF CANADA | $146.0K | 18,085 | 0.00% | 31q | HELD |
| Manske Wealth Management | $144.6K | 17,932 | 0.04% | 7q | HELD |
| AMERIPRISE FINANCIAL INC | $142.3K | 17,641 | 0.00% | 4q | -56.1%-$181.9K |
| Stratos Wealth Partners, LTD. | $134.7K | 16,700 | 0.00% | 31q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $133.6K | 16,563 | 0.00% | 2q | -4.8%-$6.8K |
| GOLDMAN SACHS GROUP INC | $122.0K | 15,126 | 0.00% | 6q | -24.6%-$39.8K |
| &PARTNERS | $118.2K | 14,657 | 0.00% | 2q | +3.6%+$4.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $103.4K | 12,816 | 0.00% | 3q | -22.9%-$30.8K |
| UHLMANN PRICE SECURITIES, LLC | $99.6K | 12,349 | 0.00% | new | NEW |
| PFG Investments, LLC | $99.1K | 12,291 | 0.00% | 10q | +1.4%+$1.4K |
| OPPENHEIMER & CO INC | $95.1K | 11,795 | 0.00% | 6q | HELD |
| PMG Family Office LLC | $93.2K | 11,552 | 0.09% | 4q | HELD |
| Bridgewealth Advisory Group, LLC | $90.1K | 11,173 | 0.02% | 5q | HELD |
| KMT WEALTH MANAGEMENT, LLC | $86.6K | 10,734 | 0.07% | new | NEW |
| Geneos Wealth Management Inc. | $83.4K | 10,340 | 0.00% | 42q | HELD |
| XTX Topco Ltd | $83.3K | 10,327 | 0.00% | new | NEW |
| MB, LEVIS & ASSOCIATES, LLC | $82.8K | 10,269 | 0.03% | 6q | HELD |
| Clear Street Group Inc. | $58.5K | 7,252 | 0.00% | new | NEW |
| GILL CAPITAL PARTNERS, LLC | $40.7K | 5,051 | 0.01% | 2q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $39.8K | 4,940 | 0.00% | 8q | HELD |
| Noble Wealth Management PBC | $30.6K | 3,800 | 0.01% | 3q | -1.9% |
| PNC Financial Services Group, Inc. | $25.8K | 3,202 | 0.00% | 31q | HELD |
| Colonial Trust Co / SC | $25.5K | 3,163 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $23.6K | 2,931 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $12.4K | 1,534 | 0.00% | 2q | HELD |
| Larson Financial Group LLC | $9.5K | 1,181 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0K | 500 | 0.00% | 14q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.2K | 400 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $2.1K | 262,075 | 0.00% | 4q | +2.3% |
| JFS WEALTH ADVISORS, LLC | $380 | 47 | 0.00% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $177 | 22,029 | 0.01% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $161 | 19,964 | 0.00% | 31q | +0.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $34.6M | 4,287,245 | 9 | 10 | 14 | 0.0% |
| Q1 2026 | 50 | $35.0M | 4,370,592 | 6 | 12 | 12 | 0.0% |
| Q4 2025 | 50 | $40.1M | 5,013,551 | 9 | 12 | 13 | 0.0% |
| Q3 2025 | 47 | $36.3M | 4,520,945 | 6 | 10 | 18 | 0.0% |
| Q2 2025 | 46 | $32.9M | 4,319,083 | 4 | 17 | 11 | 0.0% |
| Q1 2025 | 43 | $32.2M | 4,276,555 | 6 | 9 | 18 | 0.0% |
| Q4 2024 | 41 | $33.4M | 4,566,680 | 4 | 11 | 12 | 0.0% |
| Q3 2024 | 39 | $32.7M | 4,330,015 | 6 | 12 | 10 | 0.0% |
| Q2 2024 | 35 | $28.8M | 4,225,367 | 5 | 12 | 9 | 0.0% |
| Q1 2024 | 30 | $27.7M | 4,172,639 | 1 | 12 | 9 | 0.0% |
| Q4 2023 | 33 | $27.4M | 4,125,977 | 4 | 11 | 8 | 0.0% |
| Q3 2023 | 31 | $20.1M | 3,164,305 | 5 | 9 | 5 | 0.0% |
| Q2 2023 | 28 | $18.8M | 2,786,134 | 4 | 9 | 6 | 0.0% |
| Q1 2023 | 31 | $22.9M | 3,217,494 | 8 | 10 | 5 | 0.0% |
| Q4 2022 | 26 | $21.5M | 3,195,209 | 3 | 12 | 4 | 0.0% |
| Q3 2022 | 33 | $21.7M | 3,424,562 | 7 | 10 | 8 | 0.0% |
| Q2 2022 | 30 | $26.2M | 3,516,207 | 4 | 10 | 7 | 0.0% |
| Q1 2022 | 31 | $27.6M | 3,408,350 | 2 | 11 | 10 | 0.0% |
| Q4 2021 | 37 | $33.1M | 3,914,751 | 3 | 11 | 12 | 0.0% |
| Q3 2021 | 40 | $35.1M | 4,328,441 | 5 | 11 | 10 | 0.0% |
| Q2 2021 | 38 | $37.8M | 4,566,275 | 3 | 12 | 9 | 0.0% |
| Q1 2021 | 41 | $37.1M | 4,945,097 | 4 | 15 | 8 | 0.0% |
| Q4 2020 | 44 | $36.1M | 4,828,041 | 8 | 14 | 12 | 0.0% |
| Q3 2020 | 41 | $30.4M | 4,448,789 | 8 | 6 | 15 | 0.0% |
| Q2 2020 | 38 | $27.7M | 4,162,265 | 5 | 8 | 17 | 0.0% |
| Q1 2020 | 40 | $26.2M | 4,282,108 | 6 | 12 | 9 | 0.0% |
| Q4 2019 | 45 | $30.8M | 3,954,876 | 7 | 9 | 17 | 0.0% |
| Q3 2019 | 45 | $36.0M | 4,779,624 | 3 | 11 | 13 | 0.0% |
| Q2 2019 | 50 | $36.9M | 5,035,013 | 8 | 16 | 15 | 0.0% |
| Q1 2019 | 49 | $28.9M | 4,097,951 | 7 | 16 | 11 | 0.0% |
| Q4 2018 | 46 | $35.6M | 5,609,037 | 0 | 2 | 0 | 0.0% |