SAN MATEO, CA
FRANKLIN UNIVERSAL TRUSTFT— Latest position per institution from SEC 13F filings
15
Institutional holders
5.04M
Total shares held
38.01M
Estimated value
252.05K
Avg. position size
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
714.80K
Value
5.76M
Filed
Jun 30, 2026
MOLONEY SECURITIES ASSET MANAGEMENT, LLC
CIK 1697934
Shares
691.16K
Value
5.56M
Filed
Sep 30, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
513.86K
Value
4.14M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
427.75K
Value
3.45M
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
380.21K
Value
3.07M
Filed
Jun 30, 2026
KOSHINSKI ASSET MANAGEMENT, INC.
CIK 1633389
Shares
325.96K
Value
2.63M
Filed
Jun 30, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 1743404
Shares
280.40K
Value
2M
Filed
Mar 31, 2023
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
262.07K
Value
2.11K
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
247.48K
Value
2M
Filed
Jun 30, 2026
UNCOMMON CENTS INVESTING INC
CIK 1729754
Shares
192.30K
Value
1.35M
Filed
Sep 30, 2026
UBS GROUP AG
CIK 1610520
Shares
125.01K
Value
1.01M
Filed
Jun 30, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
118.25K
Value
892.78K
Filed
Dec 31, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
113.64K
Value
916.80K
Filed
Jun 30, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
107.92K
Value
870.34K
Filed
Jun 30, 2026
EVOLVE PRIVATE WEALTH, LLC
CIK 2111131
Shares
103.79K
Value
837.07K
Filed
Jun 30, 2026
WESTCHESTER CAPITAL MANAGEMENT, LLC
CIK 1512805
Shares
102.03K
Value
822.89K
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
101.30K
Value
817.01K
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
84.67K
Value
682.83K
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
75.90K
Value
612.16K
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
72.47K
Value
584.47K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 714.80K | 5.76M | Jun 30, 2026 |
| 2 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 1697934 | 691.16K | 5.56M | Sep 30, 2025 |
| 3 | LPL FINANCIAL LLC | 1403438 | 513.86K | 4.14M | Jun 30, 2026 |
| 4 | MORGAN STANLEY | 895421 | 427.75K | 3.45M | Jun 30, 2026 |
| 5 | STIFEL FINANCIAL CORP | 720672 | 380.21K | 3.07M | Jun 30, 2026 |
| 6 | KOSHINSKI ASSET MANAGEMENT, INC. | 1633389 | 325.96K | 2.63M | Jun 30, 2026 |
| 7 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 1743404 | 280.40K | 2M | Mar 31, 2023 |
| 8 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 262.07K | 2.11K | Jun 30, 2026 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 247.48K | 2M | Jun 30, 2026 |
| 10 | UNCOMMON CENTS INVESTING INC | 1729754 | 192.30K | 1.35M | Sep 30, 2026 |
| 11 | UBS GROUP AG | 1610520 | 125.01K | 1.01M | Jun 30, 2026 |
| 12 | SANCTUARY ADVISORS, LLC | 1777271 | 118.25K | 892.78K | Dec 31, 2024 |
| 13 | OSAIC HOLDINGS, INC. | 1677044 | 113.64K | 916.80K | Jun 30, 2026 |
| 14 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 107.92K | 870.34K | Jun 30, 2026 |
| 15 | EVOLVE PRIVATE WEALTH, LLC | 2111131 | 103.79K | 837.07K | Jun 30, 2026 |
| 16 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 1512805 | 102.03K | 822.89K | Jun 30, 2026 |
| 17 | WELLS FARGO & COMPANY/MN | 72971 | 101.30K | 817.01K | Jun 30, 2026 |
| 18 | PATHSTONE HOLDINGS, LLC | 2011612 | 84.67K | 682.83K | Jun 30, 2026 |
| 19 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 75.90K | 612.16K | Jun 30, 2026 |
| 20 | CETERA INVESTMENT ADVISERS | 1666741 | 72.47K | 584.47K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.