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Disclosery

UDIV FRANKLIN TEMPLETON ETF TR

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US CORE DIV TILT (fund)

36 managers (36 13F filers) reported a position in UDIV shares at 2025-09-30, 1,047,238 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
3
Added
10
Reduced
15
Sold out
3
Shares held by filers
1,047,238

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC460,701$24.1M0.59%+55,62513F-HRTimelineGroup
LPL Financial LLC170,503$8.93M<0.01%+27,82813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,530$3.85M<0.01%+21,09713F-HRTimelineGroup
Arkadios Wealth Advisors52,468$2.75M0.07%-26413F-HRTimeline
Cetera Investment Advisers48,708$2.55M<0.01%+22,06313F-HRTimeline
Sanctuary Advisors, LLC42,446$2.22M0.01%-24613F-HR/ATimeline
Prepared Retirement Institute LLC31,287$1.64M0.85%+15,92713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,014$944K<0.01%-10313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,902$938K<0.01%-5,47013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources16,016$839K<0.01%+30513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,614$766K<0.01%-70313F-HRTimelineGroup
BAM Wealth Management, LLC14,512$760K0.59%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,206$692K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,053$474K<0.01%-52013F-HR/ATimelineGroup
Atria Investments, Inc8,848$464K0.01%-13013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,941$416K<0.01%-10913F-HRTimelineGroup
Integrated Wealth Concepts LLC6,880$360K<0.01%+42413F-HRTimeline
Total Clarity Wealth Management, Inc.6,716$352K0.09%+10313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,393$283K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.4,925$258K0.02%-21513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,810$252K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,563$239K<0.01%-77513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,170$218K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,922$199K<0.01%-7813F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,700$89.1K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,260$66K<0.01%+3413F-HRTimelineGroup
Global Retirement Partners, LLC942$49.3K<0.01%013F-HRTimeline
Allworth Financial LP556$29.1K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.498$26.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$20.9K<0.01%-8313F-HRTimelineGroup
UBS Group AGin group UBS Group AG293$15.3K<0.01%-79113F-HRTimelineGroup
Tidemark, LLC173$9.06K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC164$8.6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.68$3.56K<0.01%-1,11013F-HRTimeline
Sunbelt Securities, Inc.55$2.88K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$51<0.01%-113F-HRTimelineGroup