FT institutional holders

FRANKLIN UNVL TR · 13F, 2026Q2

Managers holding59
Shares held4,599,116
Reported value$37.1m
Quarter flows9 new, 15 added, 16 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Advisors Asset Management, Inc.714,801$5.8m0.1%
LPL Financial LLC513,856$4.1m0.0%
MORGAN STANLEY427,755$3.4m0.0%
STIFEL FINANCIAL CORP380,210$3.1m0.0%
Koshinski Asset Management, Inc.325,960$2.6m0.1%
Janney Montgomery Scott LLC262,075$2.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC247,480$2.0m0.0%
Uncommon Cents Investing LLC191,967$1.5m0.3%
UBS Group AG125,006$1.0m0.0%
OSAIC HOLDINGS, INC.113,636$916,7960.0%
Integrated Wealth Concepts LLC107,915$870,3340.0%
EVOLVE PRIVATE WEALTH, LLC103,790$837,0660.1%
Westchester Capital Management, LLC102,032$822,8890.0%
WELLS FARGO & COMPANY/MN101,304$817,0140.0%
Pathstone Holdings, LLC84,666$682,8320.0%
Hennion & Walsh Asset Management, Inc.75,903$612,1580.0%
Cetera Investment Advisers72,470$584,4710.0%
RAYMOND JAMES FINANCIAL INC51,729$417,1910.0%
HARBOUR INVESTMENTS, INC.51,496$415,3150.0%
Focus Partners Wealth42,637$343,8670.0%
Clear Creek Financial Management, LLC29,455$237,5550.0%
X ADVISORS, LLC25,493$206,7490.6%
Shaker Financial Services, LLC24,870$200,5770.1%
Invesco Ltd.23,803$191,9710.0%
CoreCap Advisors, LLC22,738$183,3800.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FT"). FT price history · All 13F data

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