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Disclosery

UDIV FRANKLIN TEMPLETON ETF TR

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US CORE DIV TILT (fund)

37 managers (37 13F filers) reported a position in UDIV shares at 2025-06-30, 953,744 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
37
13F filers
37
New
4
Added
21
Reduced
5
Sold out
2
Shares held by filers
953,744

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC405,076$19.5M0.51%+51,04913F-HRTimelineGroup
LPL Financial LLC142,675$6.88M<0.01%+15,69113F-HRTimeline
Arkadios Wealth Advisors52,732$2.54M0.08%-17,04913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,433$2.53M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC42,692$2.06M0.01%+1,01813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC27,099$1.31M0.07%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,825$1.29M<0.01%+17,13513F-HRTimelineGroup
Cetera Investment Advisers26,645$1.28M<0.01%+1,41213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,372$1.13M<0.01%+9,41313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.18,557$895K<0.01%+8,61213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,117$874K<0.01%-1,34413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources15,711$758K<0.01%-2,19513F-HRTimelineGroup
Prepared Retirement Institute LLC15,360$741K0.44%+8,89813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,317$739K<0.01%+58413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,573$462K<0.01%+6,46713F-HRTimelineGroup
Atria Investments, Inc8,978$433K0.01%+1,77713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,050$388K<0.01%+8213F-HRTimelineGroup
Total Clarity Wealth Management, Inc.6,613$319K0.09%+50213F-HRTimeline
Integrated Wealth Concepts LLC6,456$311K<0.01%+1,02013F-HRTimeline
Cambridge Investment Research Advisors,…5,338$257K<0.01%+61813F-HRTimeline
Koshinski Asset Management, Inc.5,140$248K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,810$232K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,170$201K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,000$193K<0.01%-10,40713F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC1,700$82K0.03%+24013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,226$59.1K<0.01%+92513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,178$56.8K<0.01%-23,08013F-HRTimeline
UBS Group AGin group UBS Group AG1,084$52.3K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC942$45.4K<0.01%13F-HRTimeline
Allworth Financial LP554$26.7K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.498$24K<0.01%+513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/483$23.2K<0.01%013F-HR/ATimelineGroup
Tidemark, LLC173$8.34K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC164$7.91K<0.01%+16313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$77<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$76<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.