# FRANKLIN TEMPLETON ETF TR (UDIV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UDIV/

- Reporting holders: 45
- Reported value: $116.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $36.2M | 602,634 | 0.8% | 10 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $26.5M | 441,685 | 0.0% | 21 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $17.2M | 285,976 | 0.0% | 1 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $6.0M | 100,143 | 0.0% | 5 |
| [Arkadios Wealth Advisors](https://holderbook.com/funds/1800798-arkadios-wealth-advisors/) | $3.6M | 60,242 | 0.1% | 7 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $3.6M | 59,734 | 0.0% | 18 |
| [Systelligence, LLC](https://holderbook.com/funds/1882691-systelligence-llc/) | $3.4M | 57,394 | 0.6% | 1 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $3.0M | 50,474 | 0.0% | 9 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $2.3M | 37,572 | 0.0% | 14 |
| [Prepared Retirement Institute LLC](https://holderbook.com/funds/2056037-prepared-retirement-institute-llc/) | $1.9M | 32,291 | 0.8% | 6 |
| [BAM Wealth Management, LLC](https://holderbook.com/funds/2093649-bam-wealth-management-llc/) | $1.8M | 30,418 | 1.1% | 4 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $1.3M | 21,185 | 0.0% | 13 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $1.1M | 18,210 | 0.0% | 13 |
| [FRANKLIN RESOURCES INC](https://holderbook.com/funds/38777-franklin-resources-inc/) | $887.8K | 14,772 | 0.0% | 29 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $850.5K | 14,152 | 0.0% | 24 |
| [Triad Wealth Partners, LLC](https://holderbook.com/funds/2012717-triad-wealth-partners-llc/) | $648.4K | 10,657 | 0.0% | 1 |
| [Atria Investments, Inc](https://holderbook.com/funds/1535865-atria-investments-inc/) | $629.3K | 10,472 | 0.0% | 6 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $629.2K | 10,470 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $557.3K | 9,273 | 0.0% | 26 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $552.0K | 9,194 | 0.0% | 11 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $508.2K | 8,456 | 0.0% | 30 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $439.6K | 7,315 | 0.0% | 3 |
| [Total Clarity Wealth Management, Inc.](https://holderbook.com/funds/1804909-total-clarity-wealth-management-inc/) | $438.7K | 7,300 | 0.1% | 10 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $388.7K | 6,468 | 0.0% | 1 |
| [MCF Advisors LLC](https://holderbook.com/funds/1602905-mcf-advisors-llc/) | $307.1K | 5,091 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 45 | $116.4M |
| Q1 2026 | 37 | $86.8M |
| Q4 2025 | 37 | $89.1M |
| Q3 2025 | 36 | $57.6M |
| Q2 2025 | 36 | $46.0M |
| Q1 2025 | 33 | $35.1M |
| Q4 2024 | 31 | $31.9M |
| Q3 2024 | 29 | $23.0M |
| Q2 2024 | 29 | $41.0M |
| Q1 2024 | 24 | $48.5M |
| Q4 2023 | 22 | $48.6M |
| Q3 2023 | 19 | $9.2M |