# FRANKLIN UNVL TR SH BEN INT

FRANKLIN UNVL TR SH BEN INT is a security (CUSIP 355145103) tracked across SEC portfolio filings. 55 institutional managers reported $39.8M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $352K via N-PORT as of 2026-03-31.

## Summary

- Issuer: FRANKLIN UNVL TR
- Class: SH BEN INT
- CUSIP: 355145103
- Asset category: EC
- 13F holders: 55
- 13F value: $39.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $352K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 55 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Advisors Asset Management, Inc.](https://search.stillhousedata.com/firm/46727) | Monument, CO | $5.8M | 721,942 |
| [Moloney Securities Asset Management, LLC](https://search.stillhousedata.com/firm/282448) | MANCHESTER, MO | $5.6M | 691,160 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $4.7M | 584,359 |
| MORGAN STANLEY | NEW YORK, NY | $3.2M | 395,060 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $3.1M | 383,120 |
| [Koshinski Asset Management, Inc.](https://search.stillhousedata.com/firm/111872) | DECATUR, IL | $2.6M | 325,960 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $2.0M | 247,480 |
| [Uncommon Cents Investing LLC](https://search.stillhousedata.com/firm/290105) | JANESVILLE, WI | $1.5M | 191,967 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $1.0M | 128,340 |
| UBS Group AG | Zurich, V8 | $972K | 121,324 |
| EVOLVE PRIVATE WEALTH, LLC | LOS ANGELES, CA | $893K | 111,438 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $866K | 108,105 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $863K | 107,706 |
| [Westchester Capital Management, LLC](https://search.stillhousedata.com/firm/155686) | VALHALLA, NY | $817K | 102,032 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $789K | 98,496 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Virtus Westchester Event-Driven Fund](https://search.stillhousedata.com/fund/S000040968) | Virtus Event Opportunities Trust | $352K | 27.26% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/355145103.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.