Public ownership evidence

Franklin Universal Trust Shares of Beneficial Interest (FT) Ownership Disclosures

Read FT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Franklin Universal Trust Shares of Beneficial Interest: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advisors Asset Management, Inc.
Report period
2021-12-31
Available
2026-08-28
Reported shares
37,856
Value (USD)
$320,262
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-018946
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Advisors Asset Management, Inc.2021-12-312026-08-2837,856$320,262None
Advisors Asset Management, Inc.2020-06-302026-08-281,229$8,185None
Advisors Asset Management, Inc.2020-06-302026-08-28209,294$1,393,898None
Advisors Asset Management, Inc.2021-09-302026-08-28149,657$1,214,000None
Advisors Asset Management, Inc.2025-03-312026-08-27214,496$1,615,155None
Advisors Asset Management, Inc.2020-12-312026-08-271,229$9,205,000None
Advisors Asset Management, Inc.2020-12-312026-08-27193,387$1,448,000None
Advisors Asset Management, Inc.2022-03-312026-08-2713,684$110,840None
Advisors Asset Management, Inc.2021-03-312026-08-27156,539$1,174,043None
Advisors Asset Management, Inc.2021-06-302026-08-27154,107$1,276,000None
Advisors Asset Management, Inc.2020-09-302026-08-271,229$8,382None
Advisors Asset Management, Inc.2020-09-302026-08-27204,734$1,396,286None
Advisors Asset Management, Inc.2025-09-302026-08-271,861$14,962None
Advisors Asset Management, Inc.2025-09-302026-08-27429,450$3,452,778None
Advisors Asset Management, Inc.2019-12-312026-08-261,319$10,262None
Advisors Asset Management, Inc.2019-12-312026-08-26170,071$1,323,152None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-2610,567$84,646None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-2610,734$86,573None
Advisors Asset Management, Inc.2025-06-302026-08-25211,670$1,612,925None
Advisors Asset Management, Inc.2024-12-312026-08-22177,358$1,296,487None
Advisors Asset Management, Inc.2025-12-312026-08-221,861$14,888None
Advisors Asset Management, Inc.2025-12-312026-08-22689,053$5,512,424None
Advisors Asset Management, Inc.2020-03-312026-08-221,229$9,205None
Advisors Asset Management, Inc.2020-03-312026-08-22192,478$1,176,041None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-215,051$40,736None
Advisors Asset Management, Inc.2019-03-312026-08-19121,150$854,108None
Advisors Asset Management, Inc.2019-09-302026-08-1996,314$726,208None
Advisors Asset Management, Inc.2019-06-302026-08-19116,617$853,636None
Equitable Holdings, Inc.2026-06-302026-08-1820,000$161,300None
Advisors Asset Management, Inc.2026-06-302026-08-15714,801$5,764,870None
XTX Topco Ltd2026-06-302026-08-1510,327$83,287None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,250$34,276None
OSAIC HOLDINGS, INC.2026-06-302026-08-15109,386$882,520None
Westchester Capital Management, LLC2026-06-302026-08-1512,136$97,877None
Westchester Capital Management, LLC2026-06-302026-08-1545,917$370,321None
Westchester Capital Management, LLC2026-06-302026-08-1543,979$354,691None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,816$103,361None
&PARTNERS2026-06-302026-08-1514,657$118,209None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15405$3,266None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1517,236$139,006None
ROYAL BANK OF CANADA2026-06-302026-08-1518,085$146,000None
CITADEL ADVISORS LLC2026-06-302026-08-1519,834$159,961None
Larson Financial Group LLC2026-06-302026-08-151,181$9,527None
Invesco Ltd.2026-06-302026-08-1523,803$191,971None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1515,126$121,991None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,493$44,301None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1546,236$372,890None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1593,640$755,205None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,664$61,809None
Pathstone Holdings, LLC2026-06-302026-08-14484$3,904None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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