Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Unvl Tr (FT)

53 + Investors. Track Smart Money conviction in FT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — FT

Based on 53 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
53 hedge funds hold FT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

23 buying20 selling
Last quarter: 23 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 9 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 13% medium 30% new
30 out of 53 hedge funds have held FT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -7%, value -46%

Value
-46%
Shares
-7%
Last quarter: funds added -7% more shares while total portfolio value only changed -46%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

7 → 4 → 9 → 11 → 8 new funds/Q
New funds entering each quarter: 4 → 9 → 11 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 13% 1-2yr 28% new
Of 53 current holders: 31 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
12 of 53 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FT

In 2026 Q1, 23 hedge funds were net buyers of FT (8 opened a new position, 15 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in FT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: FT

How many hedge funds hold FT — quarterly history vs. share price
Quarterly hedge fund ownership of FT vs. share price

Market Analysis: FT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Franklin Unvl Tr (FT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
FT
+-0.0%
XLF
+9.5%

FT outperformed XLF by -9.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FT
+1.2%
XLF
+5.8%

Since the filing became public, FT outperformed XLF by -4.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FT
53 + Investors

Track Smart Money conviction in FT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 53 52 1.92%
13F Shares 5M 5M -7.21%
Total Value $34M $63M -45.99%
New Positions 8 11 -3
Increased Positions 15 17 -2
Closed Positions 7 8 -1
Reduced Positions 13 15 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FT

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Uncommon Cents Investing LLC 0.35% 188,218 $1.5M
2 Koshinski Asset Management, Inc. 0.16% 325,347 $2.6M
3 Shaker Financial Services, LLC 0.13% 47,934 $384K
4 PMG Family Office LLC 0.10% 11,552 $93K
5 Advisors Asset Management, Inc. 0.10% 721,942 $5.8M
6 Evolve Private Wealth, LLC 0.05% 111,438 $893K
7 Manske Wealth Management 0.04% 17,932 $144K
8 Westchester Capital Management, LLC 0.04% 102,032 $817K
9 Mb, Levis & Associates, LLC 0.03% 10,269 $82K
10 Hennion & Walsh Asset Management, Inc. 0.03% 123,970 $993K
11 Bridgewealth Advisory Group, LLC 0.02% 11,173 $89K
12 Clear Creek Financial Management, LLC 0.02% 29,455 $236K
13 Noble Wealth Management PBC 0.02% 3,875 $31K
14 Gill Capital Partners, LLC 0.01% 5,051 $40K
15 Angeles Wealth Management, LLC 0.01% 22,088 $177K
16 Integrated Wealth Concepts LLC 0.01% 108,105 $866K
17 Harbour Investments, INC. 0.01% 51,496 $412K
18 CoreCap Advisors, LLC 0.01% 22,414 $180K
19 Blue Bell Private Wealth Management, LLC 0.01% 4,940 $40K
20 PFG Investments, LLC 0.00% 12,120 $97K
21 Colonial Trust Co / SC 0.00% 3,163 $25K
22 Independent Financial Group, LLC 0.00% 12,362 $99K
23 Stifel Financial Corp 0.00% 383,120 $3.1M
24 Commonwealth Equity Services, LLC 0.00% 244,198 $2.0M
25 Geneos Wealth Management Inc. 0.00% 10,340 $83K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Unvl Tr (FT)

What does the Smart Money Trend signal show for FT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FT?

Slight buying edge — 53% buying: Last quarter: 23 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FT holders?

Strong quality — 32% AUM from major funds: 12 of 53 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FT?

57% of holders stayed for 2+ years: 30 out of 53 hedge funds have held FT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Franklin Unvl Tr (FT) following the 2026 Q1 hedge fund 13F filings?

As of today, FT has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -4.6%. Since the quarter end (March 31, 2026), FT has gained +-0.0% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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