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

$52.91 +0.44 (+0.84%)
Closing price 04:10 PM Eastern
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$52.89 -0.02 (-0.04%)
As of 04:10 PM Eastern
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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)
20
Total
Institutional Inflows
(last 12 months)
$28.96M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$28.86M
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UDIV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2025 Prepared Retirement Institute LLC31,287$1.64M0.9%+103.7%2.019%
9/4/2025Osaic Holdings Inc.4,000$193K0.0%-72.2%0.308%
8/15/2025Bank of America Corp DE9,573$462K0.0%+208.2%0.736%
8/14/2025Raymond James Financial Inc.52,433$2.53M0.0%N/A4.033%
8/12/2025CreativeOne Wealth LLC405,076$19.54M0.5%+14.4%31.160%
8/12/2025Franklin Resources Inc.15,711$758K0.0%-12.3%1.209%
8/12/2025JPMorgan Chase & Co.18,117$874K0.0%-6.9%1.394%
8/8/2025Cetera Investment Advisers26,645$1.29M0.0%+5.6%2.050%
8/4/2025Atria Investments Inc8,978$433K0.0%+24.7%0.691%
8/4/2025Arkadios Wealth Advisors52,732$2.54M0.1%-24.4%4.056%
7/28/2025Harbour Investments Inc.1,178$57K0.0%-95.1%0.091%
7/25/2025Total Clarity Wealth Management Inc.6,613$319K0.1%+8.2%0.509%
7/18/2025Truist 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%
5/2/2025Prepared 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%
4/17/2025Janney 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%
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, 28 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 ($19.54M), LPL Financial LLC ($5.55M), Arkadios Wealth Advisors ($2.54M), Raymond James Financial Inc. ($2.53M), Susquehanna International Group LLP ($2.24M), Sanctuary Advisors LLC ($1.76M), and Prepared Retirement Institute LLC ($1.64M).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 22 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 ($372.26K), Arkadios Wealth Advisors ($69.78K), Raymond James Financial Inc. ($52.43K), LPL Financial LLC ($42.69K), Prepared Retirement Institute LLC ($31.29K), and Cetera Advisors LLC ($26.66K).

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

Institutional investors have bought a total of 635,391 shares in the last 24 months. This purchase volume represents approximately $28.96M in transactions.

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

Of the 13 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. ($584.96K), Harbour Investments Inc. ($23.08K), Arkadios Wealth Advisors ($17.05K), Osaic Holdings Inc. ($10.41K), Bank of New York Mellon Corp ($2.17K), JPMorgan Chase & Co. ($1.34K), and Cambridge Investment Research Advisors Inc. ($871.00).

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

Institutional investors have sold a total of 642,348 shares in the last 24 months. This volume of shares sold represents approximately $28.86M in transactions.


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This page (NYSEARCA:UDIV) was last updated on 10/24/2025 by MarketBeat.com Staff
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