Who owns UDIV?
Franklin U.S. Core Dividend Tilt Index ETF · Franklin
44 institutions reported holding UDIV, worth $115.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UDIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| CreativeOne Wealth, LLC | Overland Park, KS | $36.2M | 602,634 | +47,803 shares |
| LPL Financial LLC | Fort Mill, SC | $26.5M | 441,685 | +39,239 shares |
| MML Investors Services, LLC | Springfield, MA | $17.2M | 285,976 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.0M | 100,143 | +11,137 shares |
| Arkadios Wealth Advisors | Atlanta, GA | $3.6M | 60,242 | +720 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.6M | 59,734 | +5,373 shares |
| Systelligence, LLC | Bloomington, MN | $3.4M | 57,394 | New position |
| Sanctuary Advisors, LLC | Indianapolis, IN | $3.0M | 50,474 | −2,013 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.3M | 37,572 | +11,688 shares |
| Prepared Retirement Institute LLC | Lansdale, PA | $1.9M | 32,291 | +825 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UDIV?
44 institutional managers reported holding UDIV in Form 13F filings for June 30, 2026, worth $115.6M in total. The largest reported position was held by CreativeOne Wealth, LLC, at $36.2M.
Did institutions buy or sell UDIV last quarter?
Reported 13F value rose 33.2% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UDIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.