XUDV Institutional Ownership
Franklin US Dividend Booster Index ETF
1W: -2.1%
1M: -6.8%
3M: -1.0%
YTD: +17.5%
1Y: +18.4%
$31.45
-0.07 (-0.21%)
Weekly Expected Move ±1.4%
$31
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XUDV
12
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
66M
Total Invested
1
New Positions
7
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 933,457 | 29M | +131,545 | +16.4% | 5Q | SEC ↗ |
| 2 | FRANKLIN RESOURCES INC | 555,000 | 17M | -35,000 | -5.9% | 3Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 237,000 | 7M | +39,224 | +19.8% | 5Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 204,200 | 6M | +38,466 | +23.2% | 5Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 113,541 | 4M | +49,061 | +76.1% | 3Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 41,645 | 1M | -516 | -1.2% | 2Q | SEC ↗ |
| 7 | INVESTED ADVISORS | 24,422 | 768K | +3,498 | +16.7% | 3Q | SEC ↗ |
| 8 | Rossby Financial, LCC | 4,258 | 134K | +664 | +18.5% | 2Q | SEC ↗ |
| 9 | Meramec Financial Planners, LLC NEW | 734 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 293 | 9K | +87 | +42.2% | 3Q | SEC ↗ |
| 11 | CoreCap Advisors, LLC | 128 | 4K | — | +0.0% | 3Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 0 | 0K | -429 | -100.0% | 1Q | SEC ↗ |
| 13 | Ameritas Advisory Services, LLC | 0 | 0K | -11,076 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Meramec Financial Planners, LLC | 734 | 23K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 11,076 | 348K |
| WELLS FARGO & COMPANY/MN | 429 | 13K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +131,545 | +16.4% | 933,457 |
| RAYMOND JAMES FINANCIAL INC | +49,061 | +76.1% | 113,541 |
| ENVESTNET ASSET MANAGEMENT INC | +39,224 | +19.8% | 237,000 |
| Cetera Investment Advisers | +38,466 | +23.2% | 204,200 |
| INVESTED ADVISORS | +3,498 | +16.7% | 24,422 |
| Rossby Financial, LCC | +664 | +18.5% | 4,258 |
| ROYAL BANK OF CANADA | +87 | +42.2% | 293 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | -35,000 | -5.9% | 555,000 |
| CITADEL ADVISORS LLC | -516 | -1.2% | 41,645 |