Who owns XUDV?
Franklin U.S. Dividend Booster Index ETF · Franklin
11 institutions reported holding XUDV, worth $66.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XUDV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Assetmark, Inc. | Concord, CA | $29.2M | 933,457 | +131,545 shares |
| Franklin Resources Inc. | San Mateo, CA | $17.4M | 555,000 | −35,000 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $7.4M | 237,000 | +39,224 shares |
| Cetera Investment Advisers | Schaumburg, IL | $6.4M | 204,200 | +38,466 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.6M | 113,541 | +49,061 shares |
| Citadel Advisors LLC | Miami, FL | $1.3M | 41,645 | −516 shares |
| Invested Advisors | State College, PA | $765K | 24,422 | +3,498 shares |
| Rossby Financial, LCC | Melbourne, FL | $133K | 4,258 | +664 shares |
| Meramec Financial Planners, LLC | Saint Louis, MO | $24K | 734 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $9K | 293 | +87 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 XUDV?
11 institutional managers reported holding XUDV in Form 13F filings for June 30, 2026, worth $66.3M in total. The largest reported position was held by Assetmark, Inc., at $29.2M.
Did institutions buy or sell XUDV last quarter?
Reported 13F value rose 23.7% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 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 XUDV 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.