Vault-13

FRANKLIN UNVL TR FT

SH BEN INT · Closed-End Fund · CUSIP 355145103

50 institutional holders +1 vs Q2 2025
4,945,8354.9m shares reported held*
$39.8mreported value*
7 new 13 added 20 reduced 6 sold out net bought ≈ $3.5m (+430.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $8.04.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 35Q4 22: 34Q1 23: 38Q2 23: 35Q3 23: 37Q4 23: 38Q1 24: 36Q2 24: 42Q3 24: 47Q4 24: 48Q1 25: 46Q2 25: 49Q3 25: 5050Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202235
Q4 202234
Q1 202338
Q2 202335
Q3 202337
Q4 202338
Q1 202436
Q2 202442
Q3 202447
Q4 202448
Q1 202546
Q2 202549
Q3 202550

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 23: 17 bought or addedQ4 23: 13 cut or sold outQ1 24: 16 bought or addedQ1 24: 15 cut or sold outQ1 24Q2 24: 20 bought or addedQ2 24: 14 cut or sold outQ3 24: 26 bought or addedQ3 24: 12 cut or sold outQ3 24Q4 24: 20 bought or addedQ4 24: 20 cut or sold outQ1 25: 17 bought or addedQ1 25: 31 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 12 cut or sold outQ3 25: 20 bought or addedQ3 25: 26 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231713
Q1 20241615
Q2 20242014
Q3 20242612
Q4 20242020
Q1 20251731
Q2 20252612
Q3 20252026

Biggest buyers

Janney Montgomery Scott LLC New +232,193+232.2k
Advisors Asset Management, Inc. Added +219,641+219.6k
HARBOUR INVESTMENTS, INC. Added +43,106+43.1k
ENVESTNET ASSET MANAGEMENT INC New +42,616+42.6k
ELEVATION POINT WEALTH PARTNERS, LLC New +24,463+24.5k
Cetera Investment Advisers Added +23,855+23.9k
CoreCap Advisors, LLC Added +22,844+22.8k
Invesco Ltd. New +22,315+22.3k
AMERIPRISE FINANCIAL INC New +16,546+16.5k
Moloney Securities Asset Management, LLC Added +7,995+8.0k

Biggest sellers

Shaker Financial Services, LLC Reduced -55,127-55.1k
UBS Group AG Reduced -36,901-36.9k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -32,547-32.5k
ROYAL BANK OF CANADA Reduced -17,615-17.6k
Westchester Capital Management, LLC Reduced -16,398-16.4k
NewEdge Advisors, LLC Sold out -13,338-13.3k
Koshinski Asset Management, Inc. Reduced -11,707-11.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -10,876-10.9k
RAYMOND JAMES FINANCIAL INC Reduced -9,879-9.9k
OSAIC HOLDINGS, INC. Reduced -8,217-8.2k

Insider purchases and sales in Q3 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Moloney Securities Asset Management, LLC 0.66% of their portfolio MANCHESTER, MO 691,160691.2k $5.6m $5.6m 0.66% Added +8.0k +7,995
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 684,190684.2k $5.5m $5.5m 0.00% Reduced -1.2k -1,208
3 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 431,311431.3k $3.5m $3.5m 0.06% Added +219.6k +219,641
4 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 380,742380.7k $3.1m $3.1m 0.00% Reduced -962 -962
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 367,740367.7k $3.0m $3.0m 0.00% Reduced -5.6k -5,584
6 Koshinski Asset Management, Inc. 0.18% of their portfolio DECATUR, IL 330,329330.3k $2.7m $2.7m 0.18% Reduced -11.7k -11,707
7 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 232,193232.2k $1.9m $1.9m 0.00% New
8 Hennion & Walsh Asset Management, Inc. 0.06% of their portfolio Parsippany, NJ 211,183211.2k $1.7m $1.7m 0.06% Reduced -2.2k -2,189
9 Uncommon Cents Investing LLC 0.37% of their portfolio JANESVILLE, WI 182,662182.7k $1.5m $1.5m 0.37% Added +1.6k +1,647
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 169,031169.0k $1.4m $1.4m 0.00% Added +5.2k +5,210
11 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 124,857124.9k $1.0m $1.0m 0.01% Reduced -1.8k -1,765
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 115,229115.2k $926.4k $926.4k 0.00% Reduced -36.9k -36,901
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 106,482106.5k $856.1k $856.1k 0.00% Reduced -1.1k -1,056
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 102,074102.1k $818.1k $818.1k 0.00% Reduced -8.2k -8,217
15 Westchester Capital Management, LLC 0.04% of their portfolio VALHALLA, NY 102,032102.0k $820.3k $820.3k 0.04% Reduced -16.4k -16,398
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 98,03998.0k $788.2k $788.2k 0.00% Added +23.9k +23,855
17 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 63,25563.3k $508.6k $508.6k 0.00% Reduced -2.1k -2,082
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 53,90153.9k $433.4k $433.4k 0.00% Reduced -9.9k -9,879
19 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 44,74644.7k $359.8k $359.8k 0.01% Added +43.1k +43,106
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,61642.6k $342.6k $342.6k 0.00% New
21 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 29,45329.5k $236.8k $236.8k 0.02% Unchanged
22 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 27,10927.1k $218.0k $218.0k 0.01% Added +22.8k +22,844
23 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 24,46324.5k $196.7k $196.7k 0.00% Added +2.4k +2,375
24 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio DENVER, CO 24,46324.5k $196.7k $196.7k 0.01% New
25 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 22,31522.3k $179.4k $179.4k 0.00% New
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,80521.8k $175.0k $175.0k 0.00% Added +395 +395
27 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 21,29921.3k $172.0k $172.0k 0.02% Added +323 +323
28 Manske Wealth Management 0.05% of their portfolio HOUSTON, TX 18,93218.9k $152.2k $152.2k 0.05% Reduced -1.2k -1,186
29 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 18,61718.6k $149.7k $149.7k 0.00% Reduced -709 -709
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,22518.2k $147.0k $147.0k 0.00% Reduced -17.6k -17,615
31 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,17117.2k $138.1k $138.1k 0.00% Reduced -1.1k -1,090
32 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 16,70016.7k $134.3k $134.3k 0.00% Unchanged
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 16,54616.5k $133.0k $133.0k 0.00% New
34 Shaker Financial Services, LLC 0.04% of their portfolio Arlington, VA 15,75615.8k $126.7k $126.7k 0.04% Reduced -55.1k -55,127
35 ASHTON THOMAS SECURITIES, LLC 0.02% of their portfolio ROCHESTER, NY 15,15015.2k $121.8k $121.8k 0.02% Unchanged
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,12615.1k $121.6k $121.6k 0.00% Reduced -361 -361
37 Bridgewealth Advisory Group, LLC 0.03% of their portfolio Fresno, CA 14,91014.9k $119.9k $119.9k 0.03% Unchanged
38 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 12,19012.2k $98.0k $98.0k 0.01% Added +342 +342
39 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 11,79511.8k $94.8k $94.8k 0.00% Unchanged
40 PMG Family Office LLC 0.10% of their portfolio PLANO, TX 11,55211.6k $92.9k $92.9k 0.10% First filing
41 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 10,34010.3k $83.1k $83.1k 0.00% Unchanged
42 MB, LEVIS & ASSOCIATES, LLC 0.04% of their portfolio CENTER VALLEY, PA 10,26910.3k $82.6k $82.6k 0.04% Unchanged
43 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 5,3005.3k $42.6k $42.6k 0.01% Reduced -2.2k -2,200
44 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,1745.2k $41.6k $41.6k 0.00% Added +2.0k +1,972
45 North Capital, Inc. 0.02% of their portfolio SALT LAKE CITY, UT 2,4142.4k $19.4k $19.4k 0.02% Added +1 +1
46 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 1,8411.8k $14.8k $14.8k 0.00% New
47 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,5341.5k $12.3k $12.3k 0.00% New
48 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 714714 $5.7k $5.7k 0.00% Unchanged
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 500500 $4.0k $4.0k 0.00% Unchanged
50 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 400400 $3.2k $3.2k 0.00% Reduced -200 -200