Skip to content

UDIV FRANKLIN TEMPLETON ETF TR

Follow

US CORE DIV TILT (fund)

32 managers (32 13F filers) reported a position in UDIV shares at 2024-12-31, 701,334 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
32
13F filers
32
New
4
Added
11
Reduced
9
Sold out
3
Shares held by filers
701,334

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC276,422$12.6M0.38%+76,34713F-HRTimelineGroup
LPL Financial LLC85,368$3.88M<0.01%+1,07013F-HRTimeline
Arkadios Wealth Advisors69,019$3.13M0.17%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,379$2.24M<0.01%+17,88913F-HRTimelineGroup
Sanctuary Advisors, LLC37,532$1.76M0.01%-66513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,889$1.18M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers25,177$1.14M<0.01%-19513F-HRTimeline
Independent Advisor Alliance18,498$840K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,906$768K<0.01%+1,06213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,463$747K<0.01%+2,03813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,267$648K<0.01%-2,16713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,431$610K<0.01%+7,62913F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.9,695$440K0.01%+1,66213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,919$360K<0.01%-28113F-HRTimelineGroup
Total Clarity Wealth Management, Inc.6,111$277K0.09%+66613F-HRTimeline
Cambridge Investment Research Advisors,…5,591$254K<0.01%+2013F-HRTimeline
Janney Montgomery Scott LLC5,441$247K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.5,140$233K0.02%-40513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,810$218K<0.01%-22513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,006$136K<0.01%-19913F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,460$64.4K0.03%13F-HRTimeline
UBS Group AGin group UBS Group AG1,205$54.7K<0.01%-60413F-HRTimelineGroup
Global Retirement Partners, LLC942$42.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.608$27.6K<0.01%-4813F-HRTimeline
Allworth Financial LP560$26.4K<0.01%+313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC301$13.7K<0.01%+24513F-HRTimelineGroup
Tidemark, LLC173$7.86K<0.01%013F-HRTimeline
Archer Investment Corp18$830<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$51<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$45<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.