DaveManuel.com · Institutional Ownership · Who Owns It
FRANKLIN UNVL TR (FT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
60
Reporting holders
$42.7M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | $5.8M | 714,801 | 0.09% | 7q | -1.0%-$57.6K |
| BFC Planning, Inc. | $5.6M | 690,391 | 0.23% | 4q | HELD |
| 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 |
| Janney Montgomery Scott LLC | $2.1M | 262,075 | 0.00% | 4q | +2.3%+$47.5K |
| 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 | 0.01% | 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 | -5.9%-$51.6K |
| 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 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $177.0K | 22,029 | 0.01% | 3q | HELD |
| Equitable Holdings, Inc. | $161.3K | 20,000 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $161.0K | 19,964 | 0.00% | 31q | +0.8%+$1.2K |
| 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 | -12.2%-$19.8K |
| 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 |
| Kingsbury Capital Investment Advisors LLC | $86.6K | 10,734 | 0.07% | 2q | +1.6%+$1.3K |
| 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 |
| 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 |
| JFS WEALTH ADVISORS, LLC | $380 | 47 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $5.2M | 735,657 | 2 | 1 | 2 | 0.0% |
| Q2 2026 | 60 | $42.7M | 5,289,507 | 8 | 13 | 14 | 0.0% |
| Q1 2026 | 55 | $42.0M | 5,244,045 | 7 | 13 | 12 | 0.0% |
| Q4 2025 | 55 | $42.5M | 5,314,739 | 11 | 14 | 14 | 0.0% |
| Q3 2025 | 51 | $39.8M | 4,946,835 | 8 | 12 | 18 | 0.0% |
| Q2 2025 | 48 | $34.3M | 4,504,314 | 4 | 18 | 11 | 0.0% |
| Q1 2025 | 45 | $33.6M | 4,461,271 | 6 | 11 | 18 | 0.0% |
| Q4 2024 | 47 | $34.7M | 4,737,702 | 4 | 14 | 15 | 0.0% |
| Q3 2024 | 46 | $35.4M | 4,680,241 | 7 | 17 | 10 | 0.0% |
| Q2 2024 | 41 | $30.9M | 4,545,621 | 6 | 14 | 12 | 0.0% |
| Q1 2024 | 37 | $29.6M | 4,463,055 | 4 | 13 | 10 | 0.0% |
| Q4 2023 | 37 | $28.9M | 4,351,989 | 4 | 12 | 9 | 0.0% |
| Q3 2023 | 36 | $22.2M | 3,490,941 | 5 | 12 | 5 | 0.0% |
| Q2 2023 | 34 | $22.1M | 3,286,265 | 5 | 14 | 6 | 0.0% |
| Q1 2023 | 37 | $26.9M | 3,771,441 | 8 | 14 | 6 | 0.0% |
| Q4 2022 | 33 | $24.7M | 3,676,422 | 5 | 15 | 6 | 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 | 8 | 0.0% |
| Q1 2022 | 30 | $3.8B | 466,383,214 | 2 | 11 | 9 | 0.0% |
| Q4 2021 | 37 | $3.9B | 465,842,361 | 3 | 11 | 12 | 0.0% |
| Q3 2021 | 40 | $3.8B | 466,018,289 | 5 | 11 | 10 | 0.0% |
| Q2 2021 | 38 | $37.8M | 4,566,275 | 3 | 12 | 9 | 0.0% |
| Q1 2021 | 40 | $37.1M | 4,944,897 | 3 | 15 | 8 | 0.0% |
| Q4 2020 | 44 | $45.3M | 4,829,270 | 8 | 13 | 13 | 0.0% |
| Q3 2020 | 41 | $1.8B | 265,984,222 | 8 | 6 | 15 | 0.0% |
| Q2 2020 | 38 | $27.7M | 4,163,494 | 5 | 9 | 16 | 0.0% |
| Q1 2020 | 40 | $25.0M | 4,089,630 | 6 | 12 | 9 | 0.0% |
| Q4 2019 | 45 | $30.8M | 3,956,195 | 7 | 10 | 16 | 0.0% |
| Q3 2019 | 45 | $35.3M | 4,683,310 | 3 | 11 | 13 | 0.0% |
| Q2 2019 | 50 | $36.0M | 4,918,396 | 8 | 16 | 15 | 0.0% |
| Q1 2019 | 49 | $28.0M | 3,976,801 | 7 | 16 | 11 | 0.0% |
| Q4 2018 | 46 | $33.8M | 5,316,278 | 0 | 1 | 1 | 0.0% |