Institutional Ownership
Franklin Unvl Tr
CUSIP 355145103SH BEN INTFTQ1 2026
Institutional Holders
53
13F filers
Shares Held
4.54M
Aggregate institutional
Institutional Value
$33.99M
Q1 2026
Net New Holders
-1
6 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased15
Decreased14
Sold out7
Institutional Holders
53 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 721.9K | $5.78M | +32.9K | Added |
| 2 | Lpl Financial LLC | 584.4K | $4.68M | −51.3K | Reduced |
| 3 | Morgan Stanley | 395.1K | $3.16M | +25.6K | Added |
| 4 | Stifel Financial Corp | 383.1K | $3.07M | +23.6K | Added |
| 5 | Koshinski Asset Management, Inc. | 325.3K | $2.61M | −1.1K | Reduced |
| 6 | Commonwealth Equity Services, LLC | 244.2K | $1.96M | +2.1K | Added |
| 7 | Uncommon Cents Investing LLC | 188.2K | $1.51M | +2.8K | Added |
| 8 | Hennion & Walsh Asset Management, Inc. | 124.0K | $993.0K | −4.4K | Reduced |
| 9 | Ubs Group AG | 121.3K | $971.8K | −2.6K | Reduced |
| 10 | Evolve Private Wealth, LLC | 111.4K | $892.6K | −943 | Reduced |
43 more institutional holders on Premium
See every fund holding Franklin Unvl Tr, with full quarter-over-quarter share changes.
Unlock all holders