Who Owns Franklin U.S. Core Dividend Tilt Index ETF (UDIV)?Hedge Fund & Institutional Holders
Institutional Holders
47
as of Q4 2025
Total Institutional Value
$2.300023000130004e+94T
% of Float Held
—
QoQ Change in Holders
+15 / -4
Price History
UDIV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sanctuary Advisors, LLC | New Position | +172K | +$8.1M |
| Arkadios Wealth Advisors | New Position | +57K | +$2.0M |
| Prepared Retirement Institute LLC | New Position | +32K | +$1.7M |
| BAM Wealth Management, LLC | New Position | +20K | +$1.1M |
| TRUIST FINANCIAL CORP | New Position | +4K | +$221K |
| PRIVATE TRUST CO NA | New Position | +1K | +$54K |
| Geneos Wealth Management Inc. | New Position | +493 | +$26K |
| Lloyd Advisory Services, LLC. | New Position | +212 | +$11K |
| Tidemark, LLC | New Position | +173 | +$9K |
| Bank of New York Mellon Corp | New Position | +14K | +$0 |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +8K | +$0 |
| CITADEL ADVISORS LLC | New Position | +16K | +$0 |
| Global Retirement Partners, LLC | New Position | +942 | +$0 |
| Kestra Advisory Services, LLC | New Position | +927 | +$0 |
| GOLDMAN SACHS GROUP INC | New Position | +7K | +$0 |
UDIV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Integrated Wealth Concepts LLC | Closed Position | -7K | -$360.4M |
| JANE STREET GROUP, LLC | Closed Position | -5K | -$282.5M |
| Koshinski Asset Management, Inc. | Decreased | -700 | -$257.8M |
| Stratos Wealth Partners, LTD. | Decreased | -150 | -$251.7M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -1K | -$66.0M |
| UBS Group AG | Closed Position | -293 | -$15.3M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -312 | -$239K |
| WELLS FARGO & COMPANY/MN | Decreased | -1 | -$51K |
Top Institutional Holders(Q4 2025)
UDIV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 36 | $83.1M | +11 |
| Q3 2025 | 25 | $45.7B | -8 |
| Q2 2025 | 33 | $42.1B | +2 |
| Q1 2025 | 31 | $32.7B | +3 |
| Q4 2024 | 28 | $3.7T | +5 |
| Q3 2024 | 23 | $18.3T | +0 |
| Q2 2024 | 23 | $32.9T | +3 |
| Q1 2024 | 20 | $40.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 47 institutional investors hold UDIV (Franklin U.S. Core Dividend Tilt Index ETF). The largest holder is CreativeOne Wealth, LLC with $23.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own UDIV?
As of Q4 2025, 47 institutional investors report holding UDIV (Franklin U.S. Core Dividend Tilt Index ETF) in their 13F filings.
Who is the largest institutional holder of UDIV?
The largest institutional holder of UDIV is CreativeOne Wealth, LLC with $23.0M in shares.
Is institutional ownership of UDIV increasing or decreasing?
This quarter, 15 institutions opened new positions in UDIV and 4 closed their positions.