FT

Franklin Universal TrustETF$7.53 0.26%
UnclassifiedCUSIP 355145103· EOD Sep 11, 2026

Among active 13F managers last quarter, 4 opened and 2 added, while 6 reduced; the largest holder to move was Advisors Asset Management, Inc. (−1.0%).

Tracked 13F holders
51
25 in Q2 2026 filings
13F value (tracked)
$31.5M
13F moves · latest Q
6 added
6 reduced

Price & smart-money activity

$7.53 0.26%5Y -12.5%
$5.85$6.60$7.35$8.09$8.8420212022202320242025202633322543233433222342236587105967106635
Hover for who · click for detailEnd-of-day closing prices52w $7.53 – $8.33

Who owns FT?

51 tracked 13F filers · ranked by shares held

51 tracked 13F filers disclose a position in FT as of the latest SEC 13F filings, a combined $31.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Advisors Asset Management, Inc.715K
$5.8M
−1.0%
Reduced · −7K sh
Q2 2026
2LPL Financial LLC584K
$4.7M
−8.1%
Reduced · −51K sh
Q1 2026
3Morgan Stanley395K
$3.2M
+6.9%
Added · +26K sh
Q1 2026
4Stifel Financial Corp383K
$3.1M
+6.5%
Added · +24K sh
Q1 2026
5Commonwealth Equity Services, LLC244K
$2.0M
+0.9%
Added · +2K sh
Q1 2026
6Uncommon Cents Investing Inc192K
$1.5M
+2.0%
Added · +4K sh
Q2 2026
7UBS Group AG121K
$972K
−2.1%
Reduced · −3K sh
Q1 2026
8Integrated Wealth Concepts LLC108K
$870K
−0.2%
Reduced · −190 sh
Q2 2026
9Wells Fargo & Company108K
$863K
−1.8%
Reduced · −2K sh
Q1 2026
10Evolve Private Wealth, LLC104K
$837K
−6.9%
Reduced · −8K sh
Q2 2026
11Westchester Capital Management, LLC102K
$823K
Held
Q2 2026
12Osaic Holdings, Inc.98K
$789K
+4.7%
Added · +4K sh
Q1 2026
13Pathstone Holdings, LLC85K
$683K
Added
Added · +85K sh
Q2 2026
14Hennion & Walsh Asset Management, Inc.76K
$612K
−39%
Reduced · −48K sh
Q2 2026
15Cetera Investment Advisers72K
$579K
−33%
Reduced · −36K sh
Q1 2026
16Harbour Investments, Inc.51K
$412K
Held
Q1 2026
17Raymond James Financial Inc48K
$383K
−5.9%
Reduced · −3K sh
Q1 2026
18Focus Partners Wealth37K
$297K
+9.9%
Added · +3K sh
Q1 2026
19Clear Creek Financial Management, LLC29K
$238K
Held
Q2 2026
20Shaker Financial Services, LLC25K
$201K
−48%
Reduced · −23K sh
Q2 2026
21CoreCap Advisors, LLC22K
$180K
−7.5%
Reduced · −2K sh
Q1 2026
22Angeles Wealth Management, LLC22K
$178K
Held
Q2 2026
23Ameriprise Financial Inc20K
$161K
+3.9%
Added · +749 sh
Q1 2026
24Goldman Sachs Group Inc20K
$161K
+33%
Added · +5K sh
Q1 2026
25Equitable Holdings, Inc.20K
$161K
New
+20K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FT being bought or sold by institutions?

Last quarter, 4 funds opened a new position in FT and 2 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
2
added to an existing position
Reduced
6
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FT also own

CompanyCo-held byTheir position there
Apple IncAAPL19 funds$3.5B
Amazon.com IncAMZN19 funds$3.4B
Nvidia CorpNVDA19 funds$3.4B
Microsoft CorpMSFT19 funds$2.2B
Walmart IncWMT19 funds$870.8M
Alphabet Inc-CL AGOOGL18 funds$1.7B
Eli Lilly & CoLLY18 funds$1.4B
JPMorgan Chase & CoJPM18 funds$1.1B
Meta Platforms Inc-Class AMETA18 funds$1.0B
Abbvie IncABBV18 funds$981.4M
Invesco QQQ Trust Series 1QQQ18 funds$980.5M
Tesla IncTSLA18 funds$794.9M

Ranked by how many of FT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FT.

Institutional ownership over time

25 tracked filers in Q2 2026 filingsstill filing
02448Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $11.6M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

3 most recent

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Connected entities for FT

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Ask your agent what changed in FT

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.