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

$59.72 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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)
$45.01M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.23M
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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
5/19/2026Western Wealth Management LLC1,434$74K0.0%N/A0.068%
5/19/2026Bank of America Corp DE8,702$449K0.0%-35.0%0.414%
5/19/2026Arkadios Wealth Advisors59,522$3.07M0.1%+3.5%2.834%
5/13/2026Cetera Investment Advisers54,361$2.81M0.0%+3.7%2.589%
5/5/2026Bank of New York Mellon Corp21,956$1.13M0.0%+52.5%1.046%
5/5/2026Sanctuary Advisors LLC52,487$2.71M0.0%+14.1%2.499%
2/17/2026Cetera Investment Advisers52,400$2.79M0.0%+7.6%2.329%
2/13/2026Kestra Advisory Services LLC927$49K0.0%N/A0.041%
2/13/2026CreativeOne Wealth LLC510,565$27.14M0.7%+10.8%22.692%
2/13/2026Arkadios Wealth Advisors57,496$3.06M0.1%+9.6%2.555%
2/11/2026LPL Financial LLC251,636$13.37M0.0%+47.6%11.184%
2/11/2026Franklin Resources Inc.450,972$23.97M0.0%+2,715.8%20.043%
2/10/2026Goldman Sachs Group Inc.7,315$389K0.0%N/A0.325%
2/3/2026Koshinski Asset Management Inc.4,225$225K0.0%-14.2%0.197%
1/29/2026Sanctuary Advisors LLC46,021$2.45M0.0%+8.4%2.141%
1/29/2026Prepared Retirement Institute LLC31,645$1.68M0.8%+1.1%1.472%
1/26/2026Private Trust Co. NA1,018$54K0.0%N/A0.047%
1/20/2026BAM Wealth Management LLC20,317$1.08M0.8%+40.0%0.945%
11/17/2025Susquehanna International Group LLP17,902$938K0.0%-23.4%0.895%
11/17/2025Mercer Global Advisors Inc. ADV13,206$692K0.0%N/A0.660%
11/17/2025Integrated Wealth Concepts LLC6,880$360K0.0%+6.6%0.344%
11/17/2025Bank of America Corp DE9,053$474K0.0%-5.4%0.453%
11/14/2025Raymond James Financial Inc.73,530$3.85M0.0%+40.2%3.677%
11/13/2025Franklin Resources Inc.16,016$839K0.0%+1.9%0.801%
11/13/2025CreativeOne Wealth LLC460,701$24.13M0.6%+13.7%23.035%
11/10/2025Koshinski Asset Management Inc.4,925$258K0.0%-4.2%0.246%
10/31/2025BAM Wealth Management LLC14,512$760K0.6%N/A0.726%
10/29/2025Arkadios Wealth Advisors52,468$2.75M0.1%-0.5%3.385%
10/21/2025Prepared 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%
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7/18/2025Truist Financial Corp4,170$201K0.0%N/A0.321%
7/17/2025Prepared 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%
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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%
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2/10/2023Advisor Group Holdings Inc.68,859$2.07M0.0%N/A8.101%


UDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 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 ($27.14M), Franklin Resources Inc. ($23.97M), LPL Financial LLC ($13.37M), Raymond James Financial Inc. ($3.85M), Arkadios Wealth Advisors ($3.07M), Cetera Investment Advisers ($2.81M), and Sanctuary Advisors LLC ($2.71M).Learn more on Franklin U.S. Core Dividend Tilt Index ETF's institutional investors.

Of the 26 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. ($436.32K), CreativeOne Wealth LLC ($420.55K), LPL Financial LLC ($123.82K), Arkadios Wealth Advisors ($76.84K), Raymond James Financial Inc. ($73.53K), Prepared Retirement Institute LLC ($31.65K), and Citadel Advisors LLC ($25.89K).

Institutional investors have bought a total of 860,924 shares in the last 24 months. This purchase volume represents approximately $45.01M in transactions.

The following institutional investors have sold Franklin U.S. Core Dividend Tilt Index ETF stock in the last 24 months: Harbour Investments Inc. ($23.08K), Arkadios Wealth Advisors ($17.31K), Osaic Holdings Inc. ($10.41K), Susquehanna International Group LLP ($5.47K), Bank of America Corp DE ($5.21K), Franklin Resources Inc. ($2.20K), and JPMorgan Chase & Co. ($1.34K).

Institutional investors have sold a total of 65,934 shares in the last 24 months. This volume of shares sold represents approximately $3.23M in transactions.


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This page (NYSEARCA:UDIV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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