Who Owns UDIV?
Franklin U.S. Core Dividend Tilt Index ETF — Institutional Ownership & 13F Holdings
$56.68
-0.27 (-0.48%)
Market Cap
$74.7M
Shares Outstanding
1,395,013
Institutional Holders
31
Total Inst. Value
$27.6M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
8
Closed Positions
5
Increased
11
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $15.5M | 354,027 |
| 2 | Arkadios Wealth Advisors | $3.1M | 69,781 |
| 3 | Cetera Investment Advisers | $1.1M | 25,233 |
| 4 | HARBOUR INVESTMENTS, INC. | $1.1M | 24,258 |
| 5 | JPMORGAN CHASE & CO | $850K | 19,461 |
| 6 | FRANKLIN RESOURCES INC | $783K | 17,906 |
| 7 | Bank of New York Mellon Corp | $644K | 14,733 |
| 8 | OSAIC HOLDINGS, INC. | $630K | 14,407 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $610K | 13,959 |
| 10 | AVANTAX ADVISORY SERVICES, INC.New | $435K | 9,945 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CreativeOne Wealth, LLC | +78K | $15.5M |
| Arkadios Wealth Advisors | +762 | $3.1M |
| Cetera Investment Advisers | +56 | $1.1M |
| HARBOUR INVESTMENTS, INC. | +15K | $1.1M |
| JPMORGAN CHASE & CO | +3K | $850K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -35K | $610K |
| CITADEL ADVISORS LLC | -16K | $424K |
| Cambridge Investment Research Advisors, Inc. | -871 | $206K |
| Geneos Wealth Management Inc. | -115 | $22K |
| Allworth Financial LP | -8 | $23K |
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Frequently Asked Questions
How many institutional investors hold UDIV?
As of Q1 2025, 31 institutional investors report holding UDIV (Franklin U.S. Core Dividend Tilt Index ETF) in their 13F filings.
Which hedge fund owns the most UDIV?
The largest institutional holder of UDIV is CreativeOne Wealth, LLC with $15.5M in shares.
Are institutions buying or selling UDIV?
This quarter, 8 institutions opened new positions in UDIV and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.