Vault-13

FRANKLIN UNVL TR FT

SH BEN INT · Closed-End Fund · CUSIP 355145103

59 institutional holders +5 vs Q1 2026
4,599,1164.6m shares reported held*
$37.1mreported value*
8 new 15 added 16 reduced 2 sold out net bought ≈ $189.1k (+23.5k 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 ≈ $8.07.

Trends to Q2 2026

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: 50Q4 25: 55Q1 26: 54Q2 26: 5959Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 202555
Q1 202654
Q2 202659

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 26 bought or addedQ3 24: 12 cut or sold outQ4 24: 20 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 31 cut or sold outQ2 25: 26 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 20 bought or addedQ3 25: 26 cut or sold outQ4 25: 29 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 22 cut or sold outQ2 26: 23 bought or addedQ2 26: 18 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242612
Q4 20242020
Q1 20251731
Q2 20252612
Q3 20252026
Q4 20252923
Q1 20262122
Q2 20262318

Biggest buyers

Pathstone Holdings, LLC New +84,666+84.7k
MORGAN STANLEY Added +32,695+32.7k
Equitable Holdings, Inc. New +20,000+20.0k
OSAIC HOLDINGS, INC. Added +15,140+15.1k
UHLMANN PRICE SECURITIES, LLC New +12,349+12.3k
KMT WEALTH MANAGEMENT, LLC New +10,734+10.7k
XTX Topco Ltd New +10,327+10.3k
Clear Street Group Inc. New +7,252+7.3k
Janney Montgomery Scott LLC Added +5,892+5.9k
Focus Partners Wealth Added +5,597+5.6k

Biggest sellers

LPL Financial LLC Reduced -70,503-70.5k
Hennion & Walsh Asset Management, Inc. Reduced -48,067-48.1k
Shaker Financial Services, LLC Reduced -23,064-23.1k
INDEPENDENT FINANCIAL GROUP, LLC Sold out -13,362-13.4k
EVOLVE PRIVATE WEALTH, LLC Reduced -7,648-7.6k
Advisors Asset Management, Inc. Reduced -7,141-7.1k
WELLS FARGO & COMPANY/MN Reduced -6,402-6.4k
CITADEL ADVISORS LLC Reduced -5,623-5.6k
GOLDMAN SACHS GROUP INC Reduced -4,935-4.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -3,815-3.8k

Insider purchases and sales since 1 Apr 2026

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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Advisors Asset Management, Inc. 0.09% of their portfolio Monument, CO 714,801714.8k $5.8m $5.8m 0.09% Reduced -7.1k -7,141
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 513,856513.9k $4.1m $4.1m 0.00% Reduced -70.5k -70,503
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 427,755427.8k $3.4m $3.4m 0.00% Added +32.7k +32,695
4 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 380,210380.2k $3.1m $3.1m 0.00% Reduced -2.9k -2,910
5 Koshinski Asset Management, Inc. 0.14% of their portfolio DECATUR, IL 325,960326.0k $2.6m $2.6m 0.14% Added +613 +613
6 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 262,075262.1k $2.1m $2.1m 0.00% Added +5.9k +5,892
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 247,480247.5k $2.0m $2.0m 0.00% Added +3.3k +3,282
8 Uncommon Cents Investing LLC 0.34% of their portfolio JANESVILLE, WI 191,967192.0k $1.5m $1.5m 0.34% Added +3.7k +3,749
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 125,006125.0k $1.0m $1.0m 0.00% Added +3.7k +3,682
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 113,636113.6k $916.8k $916.8k 0.00% Added +15.1k +15,140
11 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 107,915107.9k $870.3k $870.3k 0.00% Reduced -190 -190
12 EVOLVE PRIVATE WEALTH, LLC 0.05% of their portfolio LOS ANGELES, CA 103,790103.8k $837.1k $837.1k 0.05% Reduced -7.6k -7,648
13 Westchester Capital Management, LLC 0.04% of their portfolio VALHALLA, NY 102,032102.0k $822.9k $822.9k 0.04% Unchanged
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 101,304101.3k $817.0k $817.0k 0.00% Reduced -6.4k -6,402
15 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 84,66684.7k $682.8k $682.8k 0.00% New
16 Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio Parsippany, NJ 75,90375.9k $612.2k $612.2k 0.02% Reduced -48.1k -48,067
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 72,47072.5k $584.5k $584.5k 0.00% Added +159 +159
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 51,72951.7k $417.2k $417.2k 0.00% Added +3.9k +3,886
19 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 51,49651.5k $415.3k $415.3k 0.01% Unchanged
20 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 42,63742.6k $343.9k $343.9k 0.00% Added +5.6k +5,597
21 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 29,45529.5k $237.6k $237.6k 0.02% Unchanged
22 X ADVISORS, LLC 0.55% of their portfolio SANTA MARIA, CA 25,49325.5k $206.7k $206.7k 0.55% First filing
23 Shaker Financial Services, LLC 0.06% of their portfolio Arlington, VA 24,87024.9k $200.6k $200.6k 0.06% Reduced -23.1k -23,064
24 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 23,80323.8k $192.0k $192.0k 0.00% Reduced -271 -271
25 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 22,73822.7k $183.4k $183.4k 0.01% Added +324 +324
26 ANGELES WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANTA MONICA, CA 22,08822.1k $178.1k $178.1k 0.01% Unchanged
27 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 22,02922.0k $177.0k $177.0k 0.01% Unchanged
28 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 20,00020.0k $161.3k $161.3k 0.00% New
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,96420.0k $161.0k $161.0k 0.00% Added +149 +149
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,83419.8k $160.0k $160.0k 0.00% Reduced -5.6k -5,623
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,08518.1k $146.0k $146.0k 0.00% Reduced -49 -49
32 Manske Wealth Management 0.04% of their portfolio HOUSTON, TX 17,93217.9k $144.6k $144.6k 0.04% Unchanged
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,64117.6k $142.3k $142.3k 0.00% Reduced -2.5k -2,454
34 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 16,70016.7k $134.7k $134.7k 0.00% Unchanged
35 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 16,56316.6k $133.6k $133.6k 0.00% Reduced -839 -839
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,12615.1k $122.0k $122.0k 0.00% Reduced -4.9k -4,935
37 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 14,65714.7k $118.2k $118.2k 0.00% Added +514 +514
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,81612.8k $103.4k $103.4k 0.00% Reduced -3.8k -3,815
39 UHLMANN PRICE SECURITIES, LLC 0.00% of their portfolio SKOKIE, IL 12,34912.3k $99.6k $99.6k 0.00% New
40 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 12,29112.3k $99.1k $99.1k 0.00% Added +171 +171
41 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 11,79511.8k $95.1k $95.1k 0.00% Unchanged
42 PMG Family Office LLC 0.09% of their portfolio PLANO, TX 11,55211.6k $93.2k $93.2k 0.09% Unchanged
43 Bridgewealth Advisory Group, LLC 0.02% of their portfolio Fresno, CA 11,17311.2k $90.1k $90.1k 0.02% Unchanged
44 Kingsbury Capital Investment Advisors LLC 0.07% of their portfolio Evanston, IL 10,73410.7k $86.6k $86.6k 0.07% Added +167 +167
45 KMT WEALTH MANAGEMENT, LLC 0.07% of their portfolio HERMOSA BEACH, CA 10,73410.7k $86.6k $86.6k 0.07% New
46 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 10,34010.3k $83.4k $83.4k 0.00% Unchanged
47 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 10,32710.3k $83.3k $83.3k 0.00% New
48 MB, LEVIS & ASSOCIATES, LLC 0.03% of their portfolio CENTER VALLEY, PA 10,26910.3k $82.8k $82.8k 0.03% Unchanged
49 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 7,2527.3k $58.5k $58.5k 0.00% New
50 GILL CAPITAL PARTNERS, LLC 0.01% of their portfolio DENVER, CO 5,0515.1k $40.7k $40.7k 0.01% Unchanged
51 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 4,9404.9k $39.8k $39.8k 0.00% Unchanged
52 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 3,8003.8k $30.6k $30.6k 0.01% Reduced -75 -75
53 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,2023.2k $25.8k $25.8k 0.00% Unchanged
54 Colonial Trust Co / SC 0.00% of their portfolio SPARTANBURG, SC 3,1633.2k $25.5k $25.5k 0.00% Unchanged
55 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,5341.5k $12.4k $12.4k 0.00% Unchanged
56 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,1811.2k $9.5k $9.5k 0.00% New
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 500500 $4.0k $4.0k 0.00% Unchanged
58 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 400400 $3.2k $3.2k 0.00% Unchanged
59 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 4747 $380 $380 0.00% New