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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 2026-03-31, 1,680,384 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
3
Added
14
Reduced
10
Sold out
3
Shares held by filers
1,680,384

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC554,831$28.6M0.67%+44,26613F-HRTimelineGroup
LPL Financial LLC402,446$20.8M0.01%+150,81013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources250,122$12.9M<0.01%-200,85013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,006$4.59M<0.01%+5,60713F-HRTimelineGroup
Arkadios Wealth Advisors59,522$3.07M0.05%+2,02613F-HRTimeline
Cetera Investment Advisers54,361$2.81M<0.01%+1,96113F-HRTimeline
Sanctuary Advisors, LLC52,487$2.71M0.01%+6,46613F-HRTimeline
Prepared Retirement Institute LLC31,466$1.62M0.81%-17913F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,884$1.34M<0.01%-7,01413F-HRTimelineGroup
BAM Wealth Management, LLC23,031$1.19M0.89%+2,71413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,956$1.13M<0.01%+7,56213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,380$973K<0.01%+1,06013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,915$770K<0.01%-1,19313F-HRTimelineGroup
Atria Investments, Inc11,478$592K0.01%-95113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,702$449K<0.01%-4,69013F-HRTimelineGroup
Integrated Wealth Concepts LLC8,300$428K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,536$389K<0.01%+22113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,231$373K<0.01%-97113F-HRTimelineGroup
Total Clarity Wealth Management, Inc.6,953$359K0.08%+17213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,873$303K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,063$261K<0.01%+40313F-HRTimelineGroup
Koshinski Asset Management, Inc.4,225$218K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,170$215K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,163$215K<0.01%-8813F-HRTimeline
Medallion Wealth Advisors, LLC1,700$87.7K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,518$78.4K<0.01%-2,49113F-HRTimelineGroup
PRIVATE TRUST CO NA1,018$52.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG950$49K<0.01%new13F-HRTimelineGroup
Allworth Financial LP561$29K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.491$25.3K<0.01%-213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$20.6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.253$13.1K<0.01%+18513F-HRTimeline
Tidemark, LLC173$8.93K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC164$8.47K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.55$2.84K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$23<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.