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Franklin Universal Trust

53 hedge funds and large institutions have $36.4M invested in Franklin Universal Trust in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.32% less ownership

Funds ownership: 18.38%18.07% (-0.32%)

2% less capital invested

Capital invested by funds: $37M → $36.4M (-$590K)

2% less funds holding

Funds holding: 5453 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.78M +$267K +32,889 +5%
LPL Financial
2
LPL Financial
California
$4.68M -$417K -51,335 -8%
Morgan Stanley
3
Morgan Stanley
New York
$3.16M +$208K +25,647 +7%
Stifel Financial
4
Stifel Financial
Missouri
$3.07M +$191K +23,570 +7%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.61M -$8.91K -1,097 -0.3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.05M +$2.92K +360 +0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.96M +$17.3K +2,137 +0.9%
UCI
8
Uncommon Cents Investing
Wisconsin
$1.51M +$22.7K +2,798 +2%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$993K -$35.5K -4,370 -3%
UBS Group
10
UBS Group
Switzerland
$972K -$21K -2,588 -2%
EPW
11
Evolve Private Wealth
California
$893K -$7.66K -943 -0.8%
IWC
12
Integrated Wealth Concepts
Massachusetts
$866K -$134K -16,522 -13%
Wells Fargo
13
Wells Fargo
California
$863K -$16.2K -1,994 -2%
WCMNY
14
Westchester Capital Management (New York)
New York
$817K
Osaic Holdings
15
Osaic Holdings
Arizona
$789K +$36K +4,430 +5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$579K -$292K -36,025 -33%
HI
17
Harbour Investments
Wisconsin
$412K
SFS
18
Shaker Financial Services
Virginia
$384K +$261K +32,178 +204%
Raymond James Financial
19
Raymond James Financial
Florida
$383K -$24.5K -3,023 -6%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$297K +$27.2K +3,351 +10%
CCFM
21
Clear Creek Financial Management
Washington
$236K
Citadel Advisors
22
Citadel Advisors
Florida
$204K +$122K +15,052 +145%
Invesco
23
Invesco
Georgia
$193K +$593 +73 +0.3%
CA
24
CoreCap Advisors
Michigan
$180K -$14.8K -1,828 -8%
AWM
25
Angeles Wealth Management
California
$177K