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

$46.42 +0.18 (+0.39%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$45.86M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$855.66K
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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
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%
1/24/2024Stratos 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%
10/24/2023Stratos 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%
7/18/2023Stratos Wealth Partners LTD.6,635$229K0.0%+5.6%0.885%
4/27/2023Stratos Wealth Partners LTD.6,285$203K0.0%N/A0.838%
4/12/2023 Koshinski Asset Management Inc.8,901$287K0.0%N/A1.047%
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, 13 institutional investors and hedge funds held shares of Franklin U.S. Core Dividend Tilt Index ETF. The most heavily invested institutionals were Franklin Resources Inc. ($37.80M), CreativeOne Wealth LLC ($8.93M), Advisor Group Holdings Inc. ($2.07M), LPL Financial LLC ($1.51M), Envestnet Asset Management Inc. ($1.41M), Cetera Investment Advisers ($1.13M), and Cetera Advisors LLC ($1.08M).Learn more on UDIV's institutional investors.

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

Of the 11 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. ($1.03M), CreativeOne Wealth LLC ($167.26K), Advisor Group Holdings Inc. ($68.86K), Cetera Advisors LLC ($26.66K), Koshinski Asset Management Inc. ($11.82K), LPL Financial LLC ($9.71K), and Stratos Wealth Partners LTD. ($6.64K).

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

Institutional investors have bought a total of 1,336,434 shares in the last 24 months. This purchase volume represents approximately $49.77M 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: Cetera Investment Advisers ($18.47K), Bank of New York Mellon Corp ($4.86K), Koshinski Asset Management Inc. ($3.21K), Stratos Wealth Partners LTD. ($850.00), 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 27,851 shares in the last 24 months. This volume of shares sold represents approximately $1.11M in transactions.



This page (NYSEARCA:UDIV) was last updated on 11/24/2024 by MarketBeat.com Staff
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