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Franklin U.S. Core Dividend Tilt Index ETF (UDIV) Institutional Ownership

$46.98 -0.62 (-1.30%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Franklin U.S. Core Dividend Tilt Index ETF (NYSEARCA:UDIV)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$18.90M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$27.02M
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UDIV Institutional Buying and Selling by Quarter

Franklin U.S. Core Dividend Tilt Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Citadel Advisors LLC25,889$1.18M0.0%N/A1.726%
2/14/2025 Susquehanna International Group LLP49,379$2.24M0.0%+56.8%3.292%
2/13/2025 CreativeOne Wealth LLC276,422$12.55M0.4%+38.2%18.428%
2/13/2025 Envestnet Asset Management Inc.7,919$360K0.0%-3.4%0.528%
2/12/2025 Franklin Resources Inc.16,906$768K0.0%+6.7%1.127%
2/12/2025 JPMorgan Chase & Co.16,463$747K0.0%+14.1%1.098%
2/11/2025 LPL Financial LLC85,368$3.88M0.0%+1.3%5.691%
2/10/2025 Harbour Investments Inc.9,695$440K0.0%+20.7%0.646%
2/7/2025 Independent Advisor Alliance18,498$840K0.0%N/A1.233%
2/4/2025 Bank of New York Mellon Corp14,267$648K0.0%-13.2%0.951%
1/31/2025 Sanctuary Advisors LLC37,532$1.76M0.0%-1.7%2.502%
1/27/2025 Stratos Wealth Partners LTD.4,810$218K0.0%-4.5%0.321%
1/24/2025 Total Clarity Wealth Management Inc.6,111$277K0.1%+12.2%0.407%
1/16/2025 Koshinski Asset Management Inc.5,140$233K0.0%-7.3%0.343%
1/15/2025 Arkadios Wealth Advisors69,019$3.13M0.2%N/A4.601%
12/26/2024 JPMorgan Chase & Co.14,425$644K0.0%+13.7%0.962%
11/27/2024 Franklin Resources Inc.15,844$722K0.0%-97.4%1.056%
11/25/2024 Sanctuary Advisors LLC38,197$1.77M0.0%+22.5%2.546%
11/15/2024 Jane Street Group LLC5,089$227K0.0%-8.3%0.339%
11/14/2024 CreativeOne Wealth LLC200,075$8.93M0.3%+122.3%13.338%
11/5/2024 Harbour Investments Inc.8,033$359K0.0%+58.1%0.536%
10/10/2024 Koshinski Asset Management Inc.5,545$247K0.0%-6.7%0.370%
8/22/2024 Cetera Investment Advisers26,877$1.13M0.0%-40.7%1.792%
7/26/2024 Harbour Investments Inc.5,080$214K0.0%+181.0%0.339%
7/26/2024 Bank of New York Mellon Corp13,996$590K0.0%-4.5%0.933%
5/24/2024Cetera Advisors LLC26,656$1.08M0.0%N/A1.777%
5/24/2024 Cetera Investment Advisers45,345$1.83M0.0%+13.3%3.023%
5/14/2024 CreativeOne Wealth LLC57,198$2.31M0.1%N/A3.813%
2/9/2024 Franklin Resources Inc.1,023,540$37.80M0.0%+4,444.0%157.468%
1/29/2024 Koshinski Asset Management Inc.9,010$333K0.1%+47.8%1.386%
1/24/2024 Stratos Wealth Partners LTD.5,785$214K0.0%-4.9%0.890%
10/24/2023 Bank of New York Mellon Corp12,872$426K0.0%-24.6%1.980%
10/24/2023 Stratos Wealth Partners LTD.6,085$201K0.0%-8.3%0.936%
10/18/2023 Koshinski Asset Management Inc.6,095$202K0.0%-8.8%0.938%
8/4/2023 Envestnet Asset Management Inc.40,934$1.41M0.0%+4.0%6.298%
7/31/2023 LPL Financial LLC43,893$1.51M0.0%+28.4%5.852%
7/28/2023 Koshinski Asset Management Inc.6,686$230K0.0%-24.9%0.891%
7/18/2023 Stratos Wealth Partners LTD.6,635$229K0.0%+5.6%0.885%
4/27/2023 Stratos Wealth Partners LTD.6,285$203K0.0%N/A0.838%
4/12/2023 Koshinski Asset Management Inc.8,901$287K0.0%N/A1.047%
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3/6/2023 OLD Mission Capital LLC3,640$110K0.0%N/A0.428%
2/10/2023 Franklin Resources Inc.27,732$835K0.0%N/A3.263%
2/10/2023 Advisor Group Holdings Inc.68,859$2.07M0.0%N/A8.101%
(Data available from 1/1/2016 forward)

UDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDIV shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Franklin U.S. Core Dividend Tilt Index ETF. The most heavily invested institutionals were CreativeOne Wealth LLC ($12.55M), LPL Financial LLC ($3.88M), Arkadios Wealth Advisors ($3.13M), Susquehanna International Group LLP ($2.24M), Sanctuary Advisors LLC ($1.76M), Citadel Advisors LLC ($1.18M), and Cetera Investment Advisers ($1.13M).Learn more on UDIV's institutional investors.

Which institutional investors have been buying Franklin U.S. Core Dividend Tilt Index ETF stock?

Of the 17 institutional investors that purchased Franklin U.S. Core Dividend Tilt Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Franklin Resources Inc. ($1.00M), CreativeOne Wealth LLC ($243.61K), Arkadios Wealth Advisors ($69.02K), Cetera Advisors LLC ($26.66K), Citadel Advisors LLC ($25.89K), Independent Advisor Alliance ($18.50K), and Susquehanna International Group LLP ($17.89K).

How much institutional buying is happening at Franklin U.S. Core Dividend Tilt Index ETF?

Institutional investors have bought a total of 1,462,731 shares in the last 24 months. This purchase volume represents approximately $56.97M in transactions.

Which Franklin U.S. Core Dividend Tilt Index ETF major shareholders have been selling company stock?

The following institutional investors have sold Franklin U.S. Core Dividend Tilt Index ETF stock in the last 24 months: Franklin Resources Inc. ($582.77K), Cetera Investment Advisers ($18.47K), Bank of New York Mellon Corp ($7.03K), Koshinski Asset Management Inc. ($3.61K), Stratos Wealth Partners LTD. ($1.08K), Sanctuary Advisors LLC ($665.00), and Jane Street Group LLC ($463.00).

How much institutional selling is happening at Franklin U.S. Core Dividend Tilt Index ETF?

Institutional investors have sold a total of 614,360 shares in the last 24 months. This volume of shares sold represents approximately $27.29M in transactions.



This page (NYSEARCA:UDIV) was last updated on 2/22/2025 by MarketBeat.com Staff
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