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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 2025-12-31, 1,675,584 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
5
Added
18
Reduced
6
Sold out
4
Shares held by filers
1,675,584

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC510,565$27.1M0.66%+49,86413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources450,972$24M0.01%+434,95613F-HRTimelineGroup
LPL Financial LLC251,636$13.4M<0.01%+81,13313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,399$4.43M<0.01%+9,86913F-HRTimelineGroup
Arkadios Wealth Advisors57,496$3.06M0.06%+5,02813F-HRTimeline
Cetera Investment Advisers52,400$2.79M<0.01%+3,69213F-HRTimeline
Sanctuary Advisors, LLC46,021$2.45M0.01%+3,57513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,898$1.75M<0.01%+14,99613F-HRTimelineGroup
Prepared Retirement Institute LLC31,645$1.68M0.85%+35813F-HRTimeline
BAM Wealth Management, LLC20,317$1.08M0.78%+5,80513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,320$974K<0.01%+30613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,108$856K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,394$765K<0.01%-22013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,392$712K<0.01%+4,33913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV13,268$705K<0.01%+6213F-HRTimeline
Atria Investments, Inc12,429$661K0.01%+3,58113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,202$436K<0.01%+26113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,315$389K<0.01%new13F-HR/ATimelineGroup
Total Clarity Wealth Management, Inc.6,781$360K0.09%+6513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,660$248K<0.01%-15013F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,251$226K<0.01%-31213F-HRTimeline
Koshinski Asset Management, Inc.4,225$225K0.01%-70013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,170$222K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,009$213K<0.01%+8713F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,700$90.4K0.03%013F-HRTimeline
PRIVATE TRUST CO NA1,018$54.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC942$50.1K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC927$49.3K<0.01%new13F-HRTimelineGroup
Allworth Financial LP559$29.7K<0.01%+313F-HRTimeline
Geneos Wealth Management Inc.493$26.2K<0.01%-513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$21.2K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.212$11.2K<0.01%new13F-HRTimeline
Tidemark, LLC173$9.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC164$8.72K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.68$3.61K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.55$2.92K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.