Skip to content
Disclosery

DIVI FRANKLIN TEMPLETON ETF TR

Follow

INTL COR DIV TIL (fund)

133 managers (134 13F filers) reported a position in DIVI shares at 2025-03-31, 23,002,835 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
133
13F filers
134
New
14
Added
65
Reduced
32
Sold out
10
Shares held by filers
23,002,835

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Retirement Planning Group, LLC4,259,032$139M6.51%+2,521,12313F-HRTimeline
LPL Financial LLC3,766,397$123M0.05%+94,13713F-HRTimeline
Cambridge Investment Research Advisors,…880,394$28.7M0.1%+29,95713F-HRTimeline
Legacy Financial Advisors, Inc.859,866$28M4.69%+186,43313F-HRTimeline
Sanctuary Advisors, LLC727,720$23.7M0.17%+273,07713F-HRTimeline
CWM, LLCin group CWM, LLC709,810$23.1M0.09%-3,11213F-HRTimelineGroup
NewEdge Advisors, LLC658,540$21.5M0.13%-186,18213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/637,539$20.8M<0.01%+288,56113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC617,457$20.1M0.75%+578,81113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding605,960$19.7M+201,266Timeline
Cetera Investment Advisers581,434$18.9M0.04%+77,88313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…564,672$18.4M0.02%+52,87613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC556,996$18.2M0.01%+100,73613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC513,429$16.7M0.03%-216,33213F-HRTimelineGroup
TriaGen Wealth Management LLC413,081$13.5M4.75%+22,49913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC405,910$13.2M0.7%+73,05713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC376,725$12.3M0.02%-90,19513F-HR/ATimelineGroup
Baron Wealth Management LLC350,267$11.4M5.02%new13F-HRTimeline
Vickerman Investment Advisors, Inc.331,544$10.8M2.45%+36,32413F-HRTimeline
Koshinski Asset Management, Inc.310,327$10.1M0.86%+87,82413F-HRTimeline
Integrated Capital Management, LLC287,556$9.37M5.16%+5,41613F-HRTimeline
LMG Wealth Partners, LLC244,037$7.95M1.77%+5,88513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC215,687$7.03M0.44%-7,13213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP203,922$6.65M0.01%+45,91113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC197,653$6.44M0.01%+76,75013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp178,575$5.82M<0.01%+168,42813F-HRTimelineGroup
Janney Montgomery Scott LLC165,813$5.4M0.02%-114,43813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding149,435$4.87M-94,900Timeline
Private Advisor Group, LLC148,838$4.85M0.03%+15,04413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…140,173$4.57M0.14%-98113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.125,666$4.1M0.04%+64,13113F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC124,552$4.06M1.59%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC121,021$3.94M2.65%+61313F-HRTimeline
Prepared Retirement Institute LLC112,819$3.68M2.35%+6,44213F-HRTimeline
Mutual Advisors, LLC105,460$3.53M0.1%+6,21913F-HRTimeline
Owen LaRue, LLC107,968$3.52M1.75%-5,00913F-HRTimeline
HARBOUR INVESTMENTS, INC.107,126$3.49M0.1%+10,83613F-HRTimeline
BCGM Wealth Management, LLC105,891$3.45M1.06%-132,87413F-HRTimeline
Ridgeline Wealth Planning, LLC103,581$3.38M3.32%+10,57713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,217$3.3M0.01%+11,91313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…99,127$3.23M0.01%+87,55013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK98,730$3.22M0.47%+65,46413F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC96,308$3.14M0.13%+6,37313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP76,155$2.5M<0.01%+37,71413F-HR/ATimelineGroup
&PARTNERS71,115$2.34M0.02%-2,93913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC65,637$2.14M0.06%-62313F-HRTimelineGroup
Henderson Brothers Financial Partners, …53,076$2.06M1.03%13F-HRTimeline
NOVEM GROUP60,104$1.96M0.28%-12,61813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,617$1.94M0.03%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,034$1.66M<0.01%+7,87313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC47,786$1.56M0.01%-89,01213F-HRTimeline
OxenFree Capital LLC47,579$1.53M1.16%-26613F-HRTimeline
Orion Porfolio Solutions, LLC45,886$1.5M0.01%+62613F-HRTimeline
Orion Portfolio Solutions, LLC45,886$1.5M0.01%+62613F-HR/ATimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC45,000$1.47M0.85%new13F-HRTimeline
Atria Wealth Solutions, Inc.44,026$1.43M0.02%-3,03513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources41,696$1.36M<0.01%+32413F-HRTimelineGroup
Prospera Financial Services Inc38,316$1.25M0.03%+46613F-HRTimeline
Southland Equity Partners LLC37,974$1.24M0.29%+1,91213F-HRTimeline
Slagle Financial, LLC31,880$1.04M0.46%+5,02613F-HRTimeline
Sowell Financial Services LLC29,930$975K0.04%+5,52413F-HRTimeline
Fortitude Financial, LLC29,225$952K0.91%013F-HRTimeline
Steward Partners Investment Advisory, L…28,215$920K0.01%+6,42813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,473$863K0.01%+16,90013F-HRTimelineGroup
Clark Capital Management Group, Inc.26,113$851K0.01%-4,01313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC25,984$847K0.1%-151,68713F-HRTimeline
RFG Advisory, LLC25,545$833K0.02%-27,17213F-HRTimeline
Cornerstone Wealth Management, LLC25,240$823K0.06%+1,66113F-HRTimeline
CX Institutional24,775$807K0.03%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,654$706K<0.01%+3,46113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,289$661K<0.01%+49113F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.20,119$656K0.18%+1,49713F-HRTimeline
Powers Advisory Group, LLC19,494$635K0.3%+12,40013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC19,357$631K0.24%+4,09313F-HRTimeline
J.W. COLE ADVISORS, INC.19,282$628K0.02%+1,04613F-HRTimeline
CAP Partners, LLC18,289$596K0.43%+1,33613F-HRTimeline
Midwest Financial Group LLC17,765$579K0.34%+5,36313F-HRTimeline
Goldstein Advisors, LLC16,889$550K0.08%-89013F-HRTimeline
Royal Fund Management, LLC16,256$530K0.06%-44813F-HRTimeline
HBW ADVISORY SERVICES LLC13,680$446K0.06%-37113F-HRTimeline
Savvy Advisors, Inc.13,526$441K0.04%+2,00613F-HRTimeline
Blackston Financial Advisory Group, LLC11,847$386K0.26%-58013F-HR/ATimeline
Crossmark Global Holdings, Inc.11,949$386K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,669$380K<0.01%-66713F-HRTimelineGroup
Empower Advisory Group, LLC11,489$374K<0.01%013F-HRTimeline
Meridian Financial Advisors, LLC10,743$350K0.25%+43113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,517$343K0.01%new13F-HRTimelineGroup
Betterment LLC9,777$319K<0.01%+1,14613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,630$314K<0.01%-21,81113F-HRTimelineGroup
Burns Matteson Capital Management, LLC8,417$274K0.15%-25813F-HRTimeline
Redhawk Wealth Advisors, Inc.8,098$264K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA7,974$260K0.03%+1,86513F-HRTimeline
Barnes Wealth Management Group, Inc7,935$259K0.17%+83713F-HRTimeline
Cornerstone Financial Group, LLC /NE/7,408$255K0.23%+313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,232$237K0.02%-20913F-HR/ATimeline
IFP Advisors, Inc7,259$237K0.01%-13513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,111$232K<0.01%-2,05813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,757$220K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,335$206K<0.01%+5,52813F-HRTimelineGroup
Avior Wealth Management, LLC6,157$201K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,268$172K<0.01%+4,83813F-HRTimelineGroup
WealthShield Partners, LLC5,224$170K0.02%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,145$168K<0.01%-5,17513F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,729$112K<0.01%013F-HRTimelineGroup
COMERICA BANK3,267$106K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,010$98.1K0.01%013F-HRTimeline
Tidemark, LLC2,852$93K0.03%+1,87113F-HRTimeline
FMR LLCin group FMR LLC2,503$81.6K<0.01%-1,14813F-HRTimelineGroup
Hartford Financial Management Inc.2,418$78.8K0.02%-15613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,016$65.7K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC1,770$57.7K0.02%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,525$49K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.1,316$42.9K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,166$38.1K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC959$31.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…715$23.3K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC379$12.4K<0.01%013F-HRTimeline
Allworth Financial LP347$11.6K<0.01%+2113F-HRTimeline
GODSEY & GIBB, INC285$9.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.250$8.15K<0.01%013F-HRTimeline
Blue Trust, Inc.250$8.15K<0.01%013F-HRTimeline
Winch Advisory Services, LLC246$8.02K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC200$6.52K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC144$4.69K<0.01%new13F-HRTimeline
Parallel Advisors, LLC119$3.86K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.85$2.77K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…70$2.28K<0.01%new13F-HRTimeline
AE Wealth Management LLC70$2.28K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC58$1.89K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20$652<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%013F-HRTimelineGroup
Evolution Advisers, Inc.2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.