FT

Franklin Universal Trust

45 hedge funds and large institutions have $33.7M invested in Franklin Universal Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$127K 16,700
Goldman Sachs
27
Goldman Sachs
New York
$118K 15,487
ATS
28
Ashton Thomas Securities
New York
$115K 15,150 -38,400 -72%
BAG
29
Bridgewealth Advisory Group
California
$114K 14,910 +14,910 New
NA
30
NewEdge Advisors
Louisiana
$102K 13,338 -674 -5%
PI
31
PFG Investments
New York
$90.3K 11,848 +190 +2%
OC
32
Oppenheimer & Co
New York
$89.9K 11,795 +1,075 +10%
GWM
33
Geneos Wealth Management
Colorado
$78.8K 10,340 -9,540 -48%
MLA
34
MB, Levis & Associates
Pennsylvania
$78.3K 10,269
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$57.2K 7,500 +190 +3%
WAM
36
Wolverine Asset Management
Illinois
$34.9K 4,584 +4,584 New
CA
37
CoreCap Advisors
Michigan
$32.5K 4,265 +464 +12%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$24.4K 3,202
Bank of America
39
Bank of America
North Carolina
$21.3K 2,800
NC
40
North Capital
Utah
$18.4K 2,413
HI
41
Harbour Investments
Wisconsin
$12.5K 1,640
ME
42
McIlrath & Eck
Washington
$5.44K 714
AF
43
Advisornet Financial
Minnesota
$5.06K 664 +664 New
AAS
44
Ameritas Advisory Services
Nebraska
$4.57K 600 +600 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$3.81K 500
MG
46
Mather Group
Illinois
-1,534 Closed