FRANKLIN UNVL TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

FRANKLIN UNVL TR (FT) is held by 49 institutional investors with combined holdings of $34M. Major holders include Advisors Asset Management, LPL Financial LLC, MORGAN STANLEY.

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Institutional Holders

Total Value

$33.7M

Ownership %

16.8%

🏦 Top Institutional Holders

Advisors Asset Management, Inc.

STIFEL FINANCIAL CORP

359.6K shares

$2.9M

1.43% ownership

Koshinski Asset Management, Inc.

326.4K shares

$2.6M

1.30% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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