Skip to main content

CoreCap Advisors, LLC

SEC CIK
0001902501
Latest filing
Jul 6, 2026

FT holding history

Franklin Universal Trust in every 13F filed by CoreCap Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FT overviewAll 13F holders of FTFull Q2 2026 holdings

Shares (Q2 2026)
22,738
Value
$183.4K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of FT by CoreCap Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,738$183.4K<0.1%+324+1.4%AddedHolders
Q1 202622,414$179.5K<0.1%−1,828−7.5%ReducedHolders
Q4 202524,242$193.9K<0.1%−2,867−10.6%ReducedHolders
Q3 202527,109$218.0K<0.1%+22,844+535.6%AddedHolders
Q2 20254,265$32.5K<0.1%+464+12.2%AddedHolders
Q1 20253,801$28.6K<0.1%+2,225+141.2%AddedHolders
Q4 20241,576$11.5K<0.1%+1,576NewHolders