UDIV Institutional Ownership
Franklin U.S. Core Dividend Tilt Index ETF
1W: -0.3%
1M: +0.4%
3M: +2.4%
YTD: +15.9%
1Y: +18.0%
3Y: +97.6%
5Y: +97.4%
$61.70
+0.42 (+0.69%)
Weekly Expected Move ±1.5%
$60
$61
$62
$63
$64
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — UDIV
48
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
115M
Total Invested
12
New Positions
11
Increased
17
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (51 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | 602,634 | 37M | +47,803 | +8.6% | 10Q | SEC ↗ |
| 2 | LPL Financial LLC | 441,685 | 27M | +39,239 | +9.8% | 21Q | SEC ↗ |
| 3 | MML INVESTORS SERVICES, LLC NEW | 285,976 | 18M | — | +0.0% | 1Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 100,143 | 6M | +11,137 | +12.5% | 5Q | SEC ↗ |
| 5 | Arkadios Wealth Advisors | 60,242 | 4M | +720 | +1.2% | 7Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 59,734 | 4M | +5,373 | +9.9% | 18Q | SEC ↗ |
| 7 | Systelligence, LLC NEW | 57,394 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Sanctuary Advisors, LLC | 50,474 | 3M | -2,013 | -3.8% | 9Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,572 | 2M | +11,688 | +45.2% | 14Q | SEC ↗ |
| 10 | Prepared Retirement Institute LLC | 32,291 | 2M | +825 | +2.6% | 6Q | SEC ↗ |
| 11 | BAM Wealth Management, LLC | 30,418 | 2M | +7,387 | +32.1% | 4Q | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 21,185 | 1M | -771 | -3.5% | 13Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 18,210 | 1M | -1,170 | -6.0% | 13Q | SEC ↗ |
| 14 | FRANKLIN RESOURCES INC | 14,772 | 911K | -235,350 | -94.1% | 22Q | SEC ↗ |
| 15 | Triad Wealth Partners, LLC NEW | 10,657 | 658K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Atria Investments, Inc | 10,472 | 646K | -1,006 | -8.8% | 6Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 9,273 | 572K | +7,755 | +510.9% | 26Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 8,456 | 522K | -246 | -2.8% | 15Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 7,315 | 451K | -221 | -2.9% | 3Q | SEC ↗ |
| 20 | Total Clarity Wealth Management, Inc. | 7,300 | 450K | +347 | +5.0% | 10Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 7,076 | 437K | -155 | -2.1% | 24Q | SEC ↗ |
| 22 | PRINCIPAL SECURITIES, INC. NEW | 6,468 | 399K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Integrated Wealth Concepts LLC | 5,235 | 323K | -3,065 | -36.9% | 2Q | SEC ↗ |
| 24 | MCF Advisors LLC NEW | 5,091 | 314K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 4,597 | 284K | +434 | +10.4% | 11Q | SEC ↗ |
| 26 | Stratos Wealth Partners, LTD. | 4,423 | 273K | -640 | -12.6% | 37Q | SEC ↗ |
| 27 | Virtu Financial LLC NEW | 4,368 | 270K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Koshinski Asset Management, Inc. | 4,225 | 261K | — | +0.0% | 9Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 4,170 | 257K | — | +0.0% | 5Q | SEC ↗ |
| 30 | Register Financial Advisors LLC NEW | 1,454 | 90K | — | +0.0% | 1Q | SEC ↗ |
| 31 | PRIVATE TRUST CO NA | 1,018 | 63K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Global Retirement Partners, LLC NEW | 942 | 58K | — | +0.0% | 1Q | SEC ↗ |
| 33 | MORGAN STANLEY NEW | 800 | 49K | — | +0.0% | 1Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV NEW | 605 | 37K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Medallion Wealth Advisors, LLC | 600 | 37K | -1,100 | -64.7% | 7Q | SEC ↗ |
| 36 | Allworth Financial LP | 511 | 32K | -50 | -8.9% | 10Q | SEC ↗ |
| 37 | Geneos Wealth Management Inc. | 491 | 30K | — | +0.0% | 12Q | SEC ↗ |
| 38 | NATIONAL BANK OF CANADA /FI | 400 | 25K | — | +0.0% | 6Q | SEC ↗ |
| 39 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 350 | 22K | — | +0.0% | 1Q | SEC ↗ |
| 40 | First Command Advisory Services, Inc. NEW | 218 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Tidemark, LLC | 173 | 11K | — | +0.0% | 11Q | SEC ↗ |
| 42 | HARBOUR INVESTMENTS, INC. | 168 | 10K | -85 | -33.6% | 15Q | SEC ↗ |
| 43 | FMR LLC | 164 | 10K | — | +0.0% | 8Q | SEC ↗ |
| 44 | UBS Group AG | 87 | 5K | -863 | -90.8% | 2Q | SEC ↗ |
| 45 | Sunbelt Securities, Inc. | 55 | 3K | — | +0.0% | 3Q | SEC ↗ |
| 46 | JANE STREET GROUP, LLC | 0 | 0K | -5,873 | -100.0% | 1Q | SEC ↗ |
| 47 | Lloyd Advisory Services, LLC. | 0 | 0K | -212 | -100.0% | 1Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 0 | 0K | -14,915 | -100.0% | 2Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 0 | 0K | — | — | 15Q | SEC ↗ |
| 50 | Kestra Advisory Services, LLC | 0 | 0K | -927 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 285,976 | 18M |
| Systelligence, LLC | 57,394 | 4M |
| Triad Wealth Partners, LLC | 10,657 | 658K |
| PRINCIPAL SECURITIES, INC. | 6,468 | 399K |
| MCF Advisors LLC | 5,091 | 314K |
| Virtu Financial LLC | 4,368 | 270K |
| Register Financial Advisors LLC | 1,454 | 90K |
| Global Retirement Partners, LLC | 942 | 58K |
| MORGAN STANLEY | 800 | 49K |
| MERCER GLOBAL ADVISORS INC /ADV | 605 | 37K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 350 | 22K |
| First Command Advisory Services, In | 218 | 13K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 14,915 | 920K |
| JANE STREET GROUP, LLC | 5,873 | 362K |
| Western Wealth Management, LLC | 1,434 | 88K |
| Kestra Advisory Services, LLC | 927 | 57K |
| Lloyd Advisory Services, LLC. | 212 | 13K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CreativeOne Wealth, LLC | +47,803 | +8.6% | 602,634 |
| LPL Financial LLC | +39,239 | +9.8% | 441,685 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +11,688 | +45.2% | 37,572 |
| RAYMOND JAMES FINANCIAL INC | +11,137 | +12.5% | 100,143 |
| OSAIC HOLDINGS, INC. | +7,755 | +510.9% | 9,273 |
| BAM Wealth Management, LLC | +7,387 | +32.1% | 30,418 |
| Cetera Investment Advisers | +5,373 | +9.9% | 59,734 |
| Prepared Retirement Institute LLC | +825 | +2.6% | 32,291 |
| Arkadios Wealth Advisors | +720 | +1.2% | 60,242 |
| Cambridge Investment Research Advis | +434 | +10.4% | 4,597 |
| Total Clarity Wealth Management, In | +347 | +5.0% | 7,300 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | -235,350 | -94.1% | 14,772 |
| Integrated Wealth Concepts LLC | -3,065 | -36.9% | 5,235 |
| Sanctuary Advisors, LLC | -2,013 | -3.8% | 50,474 |
| JPMORGAN CHASE & CO | -1,170 | -6.0% | 18,210 |
| Medallion Wealth Advisors, LLC | -1,100 | -64.7% | 600 |
| Atria Investments, Inc | -1,006 | -8.8% | 10,472 |
| UBS Group AG | -863 | -90.8% | 87 |
| Bank of New York Mellon Corp | -771 | -3.5% | 21,185 |
| Stratos Wealth Partners, LTD. | -640 | -12.6% | 4,423 |
| BANK OF AMERICA CORP /DE | -246 | -2.8% | 8,456 |
| GOLDMAN SACHS GROUP INC | -221 | -2.9% | 7,315 |
| ENVESTNET ASSET MANAGEMENT INC | -155 | -2.1% | 7,076 |
| HARBOUR INVESTMENTS, INC. | -85 | -33.6% | 168 |
| Allworth Financial LP | -50 | -8.9% | 511 |