FTFRANKLIN UNVL TR
CUSIP 355145103 · Yahoo Finance ↗ · Google Finance ↗
Franklin Unvl Tr (FT) has 53 institutional holders in Filings Flow’s 13F database, together reporting 4.55M shares worth $36M as of Q1 2026. The largest reported holders are Advisors Asset Management, Inc., Moloney Securities Asset Management, LLC, and Lpl Financial LLC.
Institutional Holders
53
Q1 2026
Reported Value
$36M
Ticker
FT
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Moloney Securities Asset Management, LLC$840M AUM | 0.66% | $6M | 691.2K | Q3 2025OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.35% | $2M | 188.2K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.16% | $3M | 325.3K | Q1 2026 |
| Shaker Financial Services, LLC$287M AUM | 0.13% | $383,952 | 47.9K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.10% | $6M | 721.9K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.05% | $892,619 | 111.4K | Q1 2026 |
| Manske Wealth Management$357M AUM | 0.04% | $143,635 | 17.9K | Q1 2026 |
| Westchester Capital Management, LLC$2.2B AUM | 0.04% | $817,276 | 102.0K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.03% | $82,255 | 10.3K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $993,000 | 124.0K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $248,007 | 32.5K | Q2 2025OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.02% | $89,498 | 11.2K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $171,988 | 21.3K | Q3 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $235,935 | 29.5K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.02% | $31,039 | 3.9K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.02% | $81,200 | 10.2K | Q4 2025OLDER |
| North Capital, Inc.$118M AUM | 0.02% | $19,412 | 2.4K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $196,683 | 24.5K | Q3 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $40,459 | 5.1K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.01% | $176,000 | 22.0K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $176,925 | 22.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $865,921 | 108.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $412,483 | 51.5K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $179,542 | 22.4K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $39,569 | 4.9K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $160,257 | 21.3K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $2M | 256.2K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.00% | $97,080 | 12.1K | Q1 2026 |
| Modus Advisors, LLC$363M AUM | 0.00% | $14,800 | 1.9K | Q4 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $24,861 | 3.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 383.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 244.2K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $633,224 | 79.2K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $82,823 | 10.3K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $133,767 | 16.7K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $139,390 | 17.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $39,520 | 4.9K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 584.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $788,982 | 98.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $94,478 | 11.8K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $3,204 | 400 | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $196,683 | 24.5K | Q3 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $4,005 | 500 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $14,227 | 1.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $579,208 | 72.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $113,283 | 14.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $101,633 | 13.3K | Q2 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $5,719 | 714 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $159,000 | 19.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $296,690 | 37.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $5,060 | 664 | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $3,216 | 400 | Q3 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $3M | 395.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $862,722 | 107.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $138,055 | 17.2K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $971,805 | 121.3K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $12,287 | 1.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $383,224 | 47.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $396,454 | 49.6K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $160,958 | 20.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $203,911 | 25.5K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $192,833 | 24.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $145,000 | 18.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $160,689 | 20.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $133,214 | 16.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $25,650 | 3.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2,000 | 300 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4,005 | 500 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8,112 | 1.0K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.