Vault-13

FRANKLIN TEMPLETON ETF TR UDIV

US CORE DIV TILT · ETP · CUSIP 35473P306

44 institutional holders +8 vs Q1 2026
1,923,8291.9m shares reported held*
$115.6mreported value*
10 new 11 added 14 reduced 2 sold out net bought ≈ $14.6m (+242.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $60.10.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 19Q4 22: 18Q1 23: 19Q2 23: 20Q3 23: 20Q4 23: 23Q1 24: 25Q2 24: 30Q3 24: 30Q4 24: 32Q1 25: 34Q2 25: 37Q3 25: 36Q4 25: 37Q1 26: 36Q2 26: 4444Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202219
Q4 202218
Q1 202319
Q2 202320
Q3 202320
Q4 202323
Q1 202425
Q2 202430
Q3 202430
Q4 202432
Q1 202534
Q2 202537
Q3 202536
Q4 202537
Q1 202636
Q2 202644

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 13 bought or addedQ3 24: 13 cut or sold outQ4 24: 14 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 7 cut or sold outQ2 25: 24 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 16 cut or sold outQ4 25: 21 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 17 bought or addedQ1 26: 13 cut or sold outQ2 26: 21 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241313
Q4 20241413
Q1 2025187
Q2 2025248
Q3 20251516
Q4 20252112
Q1 20261713
Q2 20262116

Biggest buyers

MML INVESTORS SERVICES, LLC New +285,976+286.0k
Systelligence, LLC New +57,394+57.4k
CreativeOne Wealth, LLC Added +47,803+47.8k
LPL Financial LLC Added +39,239+39.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +11,688+11.7k
RAYMOND JAMES FINANCIAL INC Added +11,137+11.1k
Triad Wealth Partners, LLC New +10,657+10.7k
OSAIC HOLDINGS, INC. Added +7,755+7.8k
BAM Wealth Management, LLC Added +7,387+7.4k
PRINCIPAL SECURITIES, INC. New +6,468+6.5k

Biggest sellers

FRANKLIN RESOURCES INC Reduced -235,350-235.3k
CITADEL ADVISORS LLC Sold out -14,915-14.9k
JANE STREET GROUP, LLC Sold out -5,873-5.9k
Integrated Wealth Concepts LLC Reduced -3,065-3.1k
Sanctuary Advisors, LLC Reduced -2,013-2.0k
JPMORGAN CHASE & CO Reduced -1,170-1.2k
Medallion Wealth Advisors, LLC Reduced -1,100-1.1k
Atria Investments, Inc Reduced -1,006-1.0k
UBS Group AG Reduced -863-863
Bank of New York Mellon Corp Reduced -771-771

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CreativeOne Wealth, LLC 0.78% of their portfolio OVERLAND PARK, KS 602,634602.6k $36.2m $36.2m 0.78% Added +47.8k +47,803
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 441,685441.7k $26.5m $26.5m 0.01% Added +39.2k +39,239
3 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 285,976286.0k $17.2m $17.2m 0.04% New
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 100,143100.1k $6.0m $6.0m 0.00% Added +11.1k +11,137
5 Arkadios Wealth Advisors 0.06% of their portfolio ATLANTA, GA 60,24260.2k $3.6m $3.6m 0.06% Added +720 +720
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 59,73459.7k $3.6m $3.6m 0.00% Added +5.4k +5,373
7 Systelligence, LLC 0.58% of their portfolio BLOOMINGTON, MN 57,39457.4k $3.4m $3.4m 0.58% New
8 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 50,47450.5k $3.0m $3.0m 0.01% Reduced -2.0k -2,013
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,57237.6k $2.3m $2.3m 0.00% Added +11.7k +11,688
10 Prepared Retirement Institute LLC 0.83% of their portfolio LANSDALE, PA 32,29132.3k $1.9m $1.9m 0.83% Added +825 +825
11 BAM Wealth Management, LLC 1.14% of their portfolio LAKEWOOD, CO 30,41830.4k $1.8m $1.8m 1.14% Added +7.4k +7,387
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 21,18521.2k $1.3m $1.3m 0.00% Reduced -771 -771
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,21018.2k $1.1m $1.1m 0.00% Reduced -1.2k -1,170
14 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 14,77214.8k $887.8k $887.8k 0.00% Reduced -235.3k -235,350
15 Triad Wealth Partners, LLC 0.04% of their portfolio LAWRENCE, KS 10,65710.7k $648.4k $648.4k 0.04% New
16 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,47210.5k $629.3k $629.3k 0.01% Reduced -1.0k -1,006
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,2739.3k $557.3k $557.3k 0.00% Added +7.8k +7,755
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,1949.2k $552.0k $552.0k 0.00% Added +5.0k +5,031
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 8,4568.5k $508.2k $508.2k 0.00% Reduced -246 -246
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,3157.3k $439.6k $439.6k 0.00% Reduced -221 -221
21 Total Clarity Wealth Management, Inc. 0.09% of their portfolio ST. CHARLES, IL 7,3007.3k $438.7k $438.7k 0.09% Added +347 +347
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,0767.1k $425.3k $425.3k 0.00% Reduced -155 -155
23 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 6,4686.5k $388.7k $388.7k 0.00% New
24 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,2355.2k $314.6k $314.6k 0.00% Reduced -3.1k -3,065
25 MCF Advisors LLC 0.01% of their portfolio LEXINGTON, KY 5,0915.1k $307.1k $307.1k 0.01% New
26 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 4,4234.4k $265.8k $265.8k 0.00% Reduced -640 -640
27 Virtu Financial LLC 0.01% of their portfolio New York, NY 4,3684.4k $262.0k $262.0k 0.01% New
28 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 4,2254.2k $253.9k $253.9k 0.01% Unchanged
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 4,1704.2k $250.6k $250.6k 0.00% Unchanged
30 Register Financial Advisors LLC 0.03% of their portfolio ATLANTA, GA 1,4541.5k $87.4k $87.4k 0.03% New
31 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,0181.0k $61.2k $61.2k 0.00% Unchanged
32 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 942942 $56.6k $56.6k 0.00% First filing
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 800800 $48.1k $48.1k 0.00% New
34 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 600600 $36.1k $36.1k 0.01% Reduced -1.1k -1,100
35 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 511511 $30.7k $30.7k 0.00% Reduced -50 -50
36 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 491491 $29.5k $29.5k 0.00% Unchanged
37 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 400400 $24.0k $24.0k 0.00% Unchanged
38 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 350350 $20.9k $20.9k 0.00% New
39 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 218218 $13.2k $13.2k 0.00% New
40 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 173173 $10.4k $10.4k 0.00% Unchanged
41 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 168168 $10.1k $10.1k 0.00% Reduced -85 -85
42 FMR LLC 0.00% of their portfolio BOSTON, MA 164164 $9.9k $9.9k 0.00% Unchanged
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 8787 $5.2k $5.2k 0.00% Reduced -863 -863
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $28 $28 0.00% Unchanged