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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)
20
Total
Institutional Inflows
(last 12 months)
$28.13M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$29.16M
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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
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%
8/12/2025 CreativeOne Wealth LLC405,076$19.54M0.5%+14.4%31.160%
8/12/2025 Franklin Resources Inc.15,711$758K0.0%-12.3%1.209%
8/12/2025 JPMorgan Chase & Co.18,117$874K0.0%-6.9%1.394%
8/8/2025 Cetera Investment Advisers26,645$1.29M0.0%+5.6%2.050%
8/4/2025 Atria Investments Inc8,978$433K0.0%+24.7%0.691%
8/4/2025 Arkadios Wealth Advisors52,732$2.54M0.1%-24.4%4.056%
7/28/2025 Harbour Investments Inc.1,178$57K0.0%-95.1%0.091%
7/25/2025 Total Clarity Wealth Management Inc.6,613$319K0.1%+8.2%0.509%
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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%
5/14/2025 CreativeOne Wealth LLC354,027$15.48M0.5%+28.1%28.322%
5/8/2025 Harbour Investments Inc.24,258$1.06M0.0%+150.2%2.109%
5/8/2025 Arkadios Wealth Advisors69,781$3.05M0.1%+1.1%6.068%
5/7/2025 LPL Financial LLC126,984$5.55M0.0%+48.7%11.042%
5/6/2025 Avantax Advisory Services Inc.9,945$435K0.0%N/A0.865%
5/2/2025 Prepared Retirement Institute LLC6,462$283K0.2%N/A0.562%
4/29/2025 Bank of New York Mellon Corp14,733$644K0.0%+3.3%1.281%
4/22/2025 Cambridge 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%
2/13/2025 CreativeOne Wealth LLC276,422$12.55M0.4%+38.2%18.428%
2/13/2025 Envestnet Asset Management Inc.7,919$360K0.0%-3.4%0.528%
2/12/2025 Franklin Resources Inc.16,906$768K0.0%+6.7%1.127%
2/12/2025 JPMorgan Chase & Co.16,463$747K0.0%+14.1%1.098%
2/11/2025 LPL Financial LLC85,368$3.88M0.0%+1.3%5.691%
2/10/2025 Harbour Investments Inc.9,695$440K0.0%+20.7%0.646%
2/7/2025 Independent Advisor Alliance18,498$840K0.0%N/A1.233%
2/4/2025 Bank 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%
1/27/2025 Stratos Wealth Partners LTD.4,810$218K0.0%-4.5%0.321%
1/24/2025 Total Clarity Wealth Management Inc.6,111$277K0.1%+12.2%0.407%
1/16/2025 Koshinski Asset Management Inc.5,140$233K0.0%-7.3%0.343%
1/15/2025 Arkadios Wealth Advisors69,019$3.13M0.2%N/A4.601%
12/26/2024 JPMorgan Chase & Co.14,425$644K0.0%+13.7%0.962%
11/27/2024 Franklin Resources Inc.15,844$722K0.0%-97.4%1.056%
11/25/2024Sanctuary Advisors LLC38,197$1.77M0.0%+22.5%2.546%
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11/15/2024Jane Street Group LLC5,089$227K0.0%-8.3%0.339%
11/14/2024 CreativeOne Wealth LLC200,075$8.93M0.3%+122.3%13.338%
11/5/2024 Harbour Investments Inc.8,033$359K0.0%+58.1%0.536%
10/10/2024 Koshinski Asset Management Inc.5,545$247K0.0%-6.7%0.370%
8/22/2024 Cetera Investment Advisers26,877$1.13M0.0%-40.7%1.792%
7/26/2024 Harbour Investments Inc.5,080$214K0.0%+181.0%0.339%
7/26/2024 Bank of New York Mellon Corp13,996$590K0.0%-4.5%0.933%
5/24/2024Cetera Advisors LLC26,656$1.08M0.0%N/A1.777%
5/24/2024 Cetera Investment Advisers45,345$1.83M0.0%+13.3%3.023%
5/14/2024 CreativeOne Wealth LLC57,198$2.31M0.1%N/A3.813%
2/9/2024 Franklin Resources Inc.1,023,540$37.80M0.0%+4,444.0%157.468%
1/29/2024 Koshinski Asset Management Inc.9,010$333K0.1%+47.8%1.386%
1/24/2024 Stratos Wealth Partners LTD.5,785$214K0.0%-4.9%0.890%
10/24/2023 Bank of New York Mellon Corp12,872$426K0.0%-24.6%1.980%
10/24/2023 Stratos Wealth Partners LTD.6,085$201K0.0%-8.3%0.936%
10/18/2023 Koshinski Asset Management Inc.6,095$202K0.0%-8.8%0.938%
8/4/2023 Envestnet Asset Management Inc.40,934$1.41M0.0%+4.0%6.298%
7/31/2023 LPL Financial LLC43,893$1.51M0.0%+28.4%5.852%
7/28/2023 Koshinski Asset Management Inc.6,686$230K0.0%-24.9%0.891%
7/18/2023 Stratos Wealth Partners LTD.6,635$229K0.0%+5.6%0.885%
4/27/2023 Stratos Wealth Partners LTD.6,285$203K0.0%N/A0.838%
4/12/2023 Koshinski Asset Management Inc.8,901$287K0.0%N/A1.047%
3/6/2023OLD Mission Capital LLC3,640$110K0.0%N/A0.428%
2/10/2023 Franklin Resources Inc.27,732$835K0.0%N/A3.263%
2/10/2023 Advisor 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, 27 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 Cetera Investment Advisers ($1.29M).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), Cetera Advisors LLC ($26.66K), and Citadel Advisors LLC ($25.89K).

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

Institutional investors have bought a total of 619,464 shares in the last 24 months. This purchase volume represents approximately $28.13M 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), Cetera Investment Advisers ($18.47K), Arkadios Wealth Advisors ($17.05K), 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 650,809 shares in the last 24 months. This volume of shares sold represents approximately $29.16M in transactions.



This page (NYSEARCA:UDIV) was last updated on 8/15/2025 by MarketBeat.com Staff
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