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Disclosery

UDIV FRANKLIN TEMPLETON ETF TR

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US CORE DIV TILT (fund)

34 managers (34 13F filers) reported a position in UDIV shares at 2025-03-31, 801,506 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
34
13F filers
34
New
5
Added
12
Reduced
6
Sold out
2
Shares held by filers
801,506

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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC354,027$15.5M0.46%+77,60513F-HRTimelineGroup
LPL Financial LLC126,984$5.55M<0.01%+41,61613F-HRTimeline
Arkadios Wealth Advisors69,781$3.05M0.12%+76213F-HRTimeline
Sanctuary Advisors, LLC41,674$1.82M0.01%+4,14213F-HRTimeline
Cetera Investment Advisers25,233$1.1M<0.01%+5613F-HRTimeline
HARBOUR INVESTMENTS, INC.24,258$1.06M0.03%+14,56313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,461$851K<0.01%+2,99813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources17,906$783K<0.01%+1,00013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,733$644K<0.01%+46613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,407$630K<0.01%+97613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,959$610K<0.01%-35,42013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,945$435K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,690$424K<0.01%-16,19913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,968$348K<0.01%+4913F-HRTimelineGroup
Atria Investments, Inc7,201$315K<0.01%new13F-HRTimeline
Prepared Retirement Institute LLC6,462$283K0.18%new13F-HRTimeline
Total Clarity Wealth Management, Inc.6,111$277K0.09%013F-HRTimeline
Integrated Wealth Concepts LLC5,436$238K<0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.5,140$225K0.02%013F-HRTimeline
Janney Montgomery Scott LLC5,011$219K<0.01%-43013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,810$210K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,720$206K<0.01%-87113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,106$136K<0.01%+10013F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,460$63.9K0.03%013F-HRTimeline
Allworth Financial LP552$23.4K<0.01%-813F-HRTimeline
Geneos Wealth Management Inc.493$21.6K<0.01%-11513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/483$21.1K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC301$13.7K<0.01%013F-HRTimelineGroup
Tidemark, LLC173$7.57K<0.01%013F-HRTimeline
Archer Investment Corp18$802<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$83<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$63<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$44<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.