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Franklin U.S. Core Dividend Tilt Index ETF (UDIV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Franklin U.S. Core Dividend Tilt Index ETF (NYSEARCA:UDIV)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$22.81M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$27.08M
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UDIV Institutional Buying and Selling by Quarter

Franklin U.S. Core Dividend Tilt Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Total Clarity Wealth Management Inc.6,613$319K0.1%+8.2%0.509%
7/18/2025 Truist Financial Corp4,170$201K0.0%N/A0.321%
7/17/2025 Prepared Retirement Institute LLC15,360$741K0.4%+137.7%1.182%
5/16/2025Integrated Wealth Concepts LLC5,436$238K0.0%N/A0.435%
5/14/2025CreativeOne Wealth LLC354,027$15.48M0.5%+28.1%28.322%
5/8/2025Harbour Investments Inc.24,258$1.06M0.0%+150.2%2.109%
5/8/2025Arkadios Wealth Advisors69,781$3.05M0.1%+1.1%6.068%
5/7/2025LPL Financial LLC126,984$5.55M0.0%+48.7%11.042%
5/6/2025Avantax Advisory Services Inc.9,945$435K0.0%N/A0.865%
5/2/2025 Prepared Retirement Institute LLC6,462$283K0.2%N/A0.562%
4/29/2025Bank of New York Mellon Corp14,733$644K0.0%+3.3%1.281%
4/22/2025Cambridge Investment Research Advisors Inc.4,720$206K0.0%-15.6%0.410%
4/17/2025 Janney Montgomery Scott LLC5,011$219K0.0%-7.9%0.436%
2/17/2025Citadel Advisors LLC25,889$1.18M0.0%N/A1.726%
2/14/2025Susquehanna International Group LLP49,379$2.24M0.0%+56.8%3.292%
2/13/2025CreativeOne Wealth LLC276,422$12.55M0.4%+38.2%18.428%
2/13/2025Envestnet Asset Management Inc.7,919$360K0.0%-3.4%0.528%
2/12/2025Franklin Resources Inc.16,906$768K0.0%+6.7%1.127%
2/12/2025JPMorgan Chase & Co.16,463$747K0.0%+14.1%1.098%
2/11/2025LPL Financial LLC85,368$3.88M0.0%+1.3%5.691%
2/10/2025Harbour Investments Inc.9,695$440K0.0%+20.7%0.646%
2/7/2025Independent Advisor Alliance18,498$840K0.0%N/A1.233%
2/4/2025Bank of New York Mellon Corp14,267$648K0.0%-13.2%0.951%
1/31/2025Sanctuary Advisors LLC37,532$1.76M0.0%-1.7%2.502%
1/27/2025Stratos Wealth Partners LTD.4,810$218K0.0%-4.5%0.321%
1/24/2025Total Clarity Wealth Management Inc.6,111$277K0.1%+12.2%0.407%
1/16/2025Koshinski Asset Management Inc.5,140$233K0.0%-7.3%0.343%
1/15/2025Arkadios Wealth Advisors69,019$3.13M0.2%N/A4.601%
12/26/2024JPMorgan Chase & Co.14,425$644K0.0%+13.7%0.962%
11/27/2024Franklin Resources Inc.15,844$722K0.0%-97.4%1.056%
11/25/2024Sanctuary Advisors LLC38,197$1.77M0.0%+22.5%2.546%
11/15/2024Jane Street Group LLC5,089$227K0.0%-8.3%0.339%
11/14/2024CreativeOne Wealth LLC200,075$8.93M0.3%+122.3%13.338%
11/5/2024Harbour Investments Inc.8,033$359K0.0%+58.1%0.536%
10/10/2024Koshinski Asset Management Inc.5,545$247K0.0%-6.7%0.370%
8/22/2024Cetera Investment Advisers26,877$1.13M0.0%-40.7%1.792%
7/26/2024Harbour Investments Inc.5,080$214K0.0%+181.0%0.339%
7/26/2024Bank of New York Mellon Corp13,996$590K0.0%-4.5%0.933%
5/24/2024Cetera Advisors LLC26,656$1.08M0.0%N/A1.777%
5/24/2024Cetera Investment Advisers45,345$1.83M0.0%+13.3%3.023%
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5/14/2024CreativeOne Wealth LLC57,198$2.31M0.1%N/A3.813%
2/9/2024Franklin Resources Inc.1,023,540$37.80M0.0%+4,444.0%157.468%
1/29/2024Koshinski Asset Management Inc.9,010$333K0.1%+47.8%1.386%
1/24/2024Stratos Wealth Partners LTD.5,785$214K0.0%-4.9%0.890%
10/24/2023Bank of New York Mellon Corp12,872$426K0.0%-24.6%1.980%
10/24/2023Stratos Wealth Partners LTD.6,085$201K0.0%-8.3%0.936%
10/18/2023Koshinski Asset Management Inc.6,095$202K0.0%-8.8%0.938%
8/4/2023Envestnet Asset Management Inc.40,934$1.41M0.0%+4.0%6.298%
7/31/2023LPL Financial LLC43,893$1.51M0.0%+28.4%5.852%
7/28/2023Koshinski Asset Management Inc.6,686$230K0.0%-24.9%0.891%
7/18/2023Stratos Wealth Partners LTD.6,635$229K0.0%+5.6%0.885%
4/27/2023Stratos Wealth Partners LTD.6,285$203K0.0%N/A0.838%
4/12/2023Koshinski Asset Management Inc.8,901$287K0.0%N/A1.047%
3/6/2023OLD Mission Capital LLC3,640$110K0.0%N/A0.428%
2/10/2023Franklin Resources Inc.27,732$835K0.0%N/A3.263%
2/10/2023Advisor Group Holdings Inc.68,859$2.07M0.0%N/A8.101%
(Data available from 1/1/2016 forward)

UDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDIV shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Franklin U.S. Core Dividend Tilt Index ETF. The most heavily invested institutionals were CreativeOne Wealth LLC ($15.48M), LPL Financial LLC ($5.55M), Arkadios Wealth Advisors ($3.05M), Susquehanna International Group LLP ($2.24M), Sanctuary Advisors LLC ($1.76M), Citadel Advisors LLC ($1.18M), and Cetera Investment Advisers ($1.13M).Learn more on Franklin U.S. Core Dividend Tilt Index ETF's institutional investors.

Which institutional investors have been buying Franklin U.S. Core Dividend Tilt Index ETF's stock?

Of the 20 institutional investors that purchased Franklin U.S. Core Dividend Tilt Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Franklin Resources Inc. ($1.00M), CreativeOne Wealth LLC ($321.21K), Arkadios Wealth Advisors ($69.78K), LPL Financial LLC ($52.40K), Cetera Advisors LLC ($26.66K), Citadel Advisors LLC ($25.89K), and Harbour Investments Inc. ($22.45K).

How much institutional buying is happening at Franklin U.S. Core Dividend Tilt Index ETF?

Institutional investors have bought a total of 509,598 shares in the last 24 months. This purchase volume represents approximately $22.81M in transactions.

Which of Franklin U.S. Core Dividend Tilt Index ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Franklin U.S. Core Dividend Tilt Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($582.77K), Cetera Investment Advisers ($18.47K), Bank of New York Mellon Corp ($2.83K), Cambridge Investment Research Advisors Inc. ($871.00), Koshinski Asset Management Inc. ($805.00), Sanctuary Advisors LLC ($665.00), and Jane Street Group LLC ($463.00).

How much institutional selling is happening at Franklin U.S. Core Dividend Tilt Index ETF?

Institutional investors have sold a total of 607,808 shares in the last 24 months. This volume of shares sold represents approximately $27.08M in transactions.



This page (NYSEARCA:UDIV) was last updated on 7/25/2025 by MarketBeat.com Staff
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