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Disclosery

UDIV FRANKLIN TEMPLETON ETF TR

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US CORE DIV TILT (fund)

44 managers (44 13F filers) reported a position in UDIV shares at 2026-06-30, 1,919,232 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
44
13F filers
44
New
10
Added
11
Reduced
14
Sold out
2
Shares held by filers
1,919,232

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC602,634$36.2M0.78%+47,80313F-HRTimelineGroup
LPL Financial LLC441,685$26.5M0.01%+39,23913F-HRTimeline
MML INVESTORS SERVICES, LLC285,976$17.2M0.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC100,143$6.02M<0.01%+11,13713F-HRTimelineGroup
Arkadios Wealth Advisors60,242$3.62M0.06%+72013F-HRTimeline
Cetera Investment Advisers59,734$3.59M<0.01%+5,37313F-HRTimeline
Systelligence, LLC57,394$3.45M0.58%new13F-HRTimeline
Sanctuary Advisors, LLC50,474$3.03M0.01%-2,01313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,572$2.26M<0.01%+11,68813F-HRTimelineGroup
Prepared Retirement Institute LLC32,291$1.94M0.83%+82513F-HRTimeline
BAM Wealth Management, LLC30,418$1.83M1.14%+7,38713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,185$1.27M<0.01%-77113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,210$1.09M<0.01%-1,17013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources14,772$888K<0.01%-235,35013F-HRTimelineGroup
Triad Wealth Partners, LLC10,657$648K0.04%new13F-HRTimeline
Atria Investments, Inc10,472$629K0.01%-1,00613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,273$557K<0.01%+7,75513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,456$508K<0.01%-24613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,315$440K<0.01%-22113F-HRTimelineGroup
Total Clarity Wealth Management, Inc.7,300$439K0.09%+34713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,076$425K<0.01%-15513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,468$389K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC5,235$315K<0.01%-3,06513F-HRTimeline
MCF Advisors LLC5,091$307K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,597$276K<0.01%+43413F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,423$266K<0.01%-64013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC4,368$262K0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.4,225$254K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,170$251K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC1,454$87.4K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA1,018$61.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC942$56.6K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY800$48.1K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC600$36.1K0.01%-1,10013F-HRTimeline
Allworth Financial LP511$30.7K<0.01%-5013F-HRTimeline
Geneos Wealth Management Inc.491$29.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$24K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…350$20.9K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.218$13.2K<0.01%new13F-HRTimeline
Tidemark, LLC173$10.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.168$10.1K<0.01%-8513F-HRTimeline
FMR LLCin group FMR LLC164$9.86K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG87$5.23K<0.01%-86313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$28<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.