Who owns Franklin U.S. Core Dividend Tilt Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UDIV from SEC Form 13F filings across 45 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 45 institutions disclosed 1.9M shares of Franklin U.S. Core Dividend Tilt Index ETF worth $114.8M — about 80% of shares outstanding; the largest disclosed holder is CreativeOne Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
45
13F holders
$114.8M
value, 2026 filers
80%
of shares outstanding (1.9M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UDIV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | 602,634 | $36.2M | 0.8% | 25.1% | +8.6% |
| 2 | LPL Financial LLC | 441,685 | $26.5M | 0.0% | 18.4% | +9.8% |
| 3 | MML INVESTORS SERVICES, LLCNEW | 285,976 | $17.2M | 0.0% | 11.9% | new |
| 4 | RAYMOND JAMES FINANCIAL INC | 100,143 | $6.0M | 0.0% | 4.2% | +12.5% |
| 5 | Arkadios Wealth Advisors | 60,242 | $3.6M | 0.1% | 2.5% | +1.2% |
| 6 | Cetera Investment Advisers | 59,734 | $3.6M | 0.0% | 2.5% | +9.9% |
| 7 | Systelligence, LLCNEW | 57,394 | $3.4M | 0.6% | 2.4% | new |
| 8 | Sanctuary Advisors, LLC | 50,474 | $3.0M | 0.0% | 2.1% | -3.8% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,572 | $2.3M | 0.0% | 1.6% | +45.2% |
| 10 | Prepared Retirement Institute LLC | 32,291 | $1.9M | 0.8% | 1.3% | — |
| 11 | BAM Wealth Management, LLC | 30,418 | $1.8M | 1.1% | 1.3% | +32.1% |
| 12 | Bank of New York Mellon Corp | 21,185 | $1.3M | 0.0% | 0.9% | -3.5% |
| 13 | JPMORGAN CHASE & CONEW | 18,210 | $1.1M | 0.0% | 0.8% | new |
| 14 | FRANKLIN RESOURCES INC | 14,772 | $887,765 | 0.0% | 0.6% | -94.1% |
| 15 | Triad Wealth Partners, LLCNEW | 10,657 | $648,408 | 0.0% | 0.4% | new |
| 16 | Atria Investments, Inc | 10,472 | $629,344 | 0.0% | 0.4% | -8.8% |
| 17 | OSAIC HOLDINGS, INC. | 9,273 | $557,314 | 0.0% | 0.4% | +510.9% |
| 18 | BANK OF AMERICA CORP /DE/ | 8,456 | $508,189 | 0.0% | 0.4% | -2.8% |
| 19 | GOLDMAN SACHS GROUP INC | 7,315 | $439,615 | 0.0% | 0.3% | -2.9% |
| 20 | Total Clarity Wealth Management, Inc. | 7,300 | $438,725 | 0.1% | 0.3% | +5.0% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 7,076 | $425,259 | 0.0% | 0.3% | -2.1% |
| 22 | PRINCIPAL SECURITIES, INC.NEW | 6,468 | $388,720 | 0.0% | 0.3% | new |
| 23 | Integrated Wealth Concepts LLC | 5,235 | $314,615 | 0.0% | 0.2% | -36.9% |
| 24 | MCF Advisors LLCNEW | 5,091 | $307,112 | 0.0% | 0.2% | new |
| 25 | Cambridge Investment Research Advisors, Inc. | 4,597 | $276 | 0.0% | 0.2% | +10.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.