FRANKLIN TEMPLETON ETF TR (UDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
43
Reporting holders
$114.8M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLC | $36.2M | 602,634 | 0.78% | 10q | +8.6%+$2.9M |
| LPL Financial LLC | $26.5M | 441,685 | 0.01% | 21q | +9.8%+$2.4M |
| MML INVESTORS SERVICES, LLC | $17.2M | 285,976 | 0.04% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $6.0M | 100,143 | 0.00% | 5q | +12.5%+$669.3K |
| Arkadios Wealth Advisors | $3.6M | 60,242 | 0.05% | 7q | +1.2%+$43.3K |
| Cetera Investment Advisers | $3.6M | 59,734 | 0.00% | 18q | +9.9%+$322.9K |
| Systelligence, LLC | $3.4M | 57,394 | 0.58% | new | NEW |
| Sanctuary Advisors, LLC | $3.0M | 50,474 | 0.01% | 9q | -3.8%-$121.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 37,572 | 0.00% | 14q | +45.2%+$702.4K |
| Prepared Retirement Institute LLC | $1.9M | 32,291 | 0.83% | 6q | +2.6%+$49.6K |
| BAM Wealth Management, LLC | $1.8M | 30,418 | 1.14% | 4q | +32.1%+$443.9K |
| Bank of New York Mellon Corp | $1.3M | 21,185 | 0.00% | 13q | -3.5%-$46.3K |
| JPMORGAN CHASE & CO | $1.1M | 18,210 | 0.00% | 13q | -6.0%-$69.7K |
| FRANKLIN RESOURCES INC | $887.8K | 14,772 | 0.00% | 29q | -94.1%-$14.1M |
| Triad Wealth Partners, LLC | $648.4K | 10,657 | 0.04% | new | NEW |
| Atria Investments, Inc | $629.3K | 10,472 | 0.01% | 6q | -8.8%-$60.5K |
| OSAIC HOLDINGS, INC. | $557.3K | 9,273 | 0.00% | 26q | +510.9%+$466.1K |
| BANK OF AMERICA CORP /DE/ | $508.2K | 8,456 | 0.00% | 30q | -2.8%-$14.8K |
| GOLDMAN SACHS GROUP INC | $439.6K | 7,315 | 0.00% | 3q | -2.9%-$13.3K |
| Total Clarity Wealth Management, Inc. | $438.7K | 7,300 | 0.09% | 10q | +5.0%+$20.9K |
| ENVESTNET ASSET MANAGEMENT INC | $425.3K | 7,076 | 0.00% | 24q | -2.1%-$9.3K |
| PRINCIPAL SECURITIES, INC. | $388.7K | 6,468 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $314.6K | 5,235 | 0.00% | 2q | -36.9%-$184.2K |
| MCF Advisors LLC | $307.1K | 5,091 | 0.01% | new | NEW |
| Stratos Wealth Partners, LTD. | $265.8K | 4,423 | 0.00% | 31q | -12.6%-$38.5K |
| Koshinski Asset Management, Inc. | $253.9K | 4,225 | 0.01% | 9q | HELD |
| TRUIST FINANCIAL CORP | $250.6K | 4,170 | 0.00% | 5q | HELD |
| Register Financial Advisors LLC | $87.4K | 1,454 | 0.03% | new | NEW |
| PRIVATE TRUST CO NA | $61.2K | 1,018 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $56.6K | 942 | 0.00% | 16q | HELD |
| MORGAN STANLEY | $48.1K | 800 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $36.4K | 605 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $36.1K | 600 | 0.01% | 7q | -64.7%-$66.1K |
| Allworth Financial LP | $30.7K | 511 | 0.00% | 10q | -8.9%-$3.0K |
| Geneos Wealth Management Inc. | $29.5K | 491 | 0.00% | 12q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $24.0K | 400 | 0.00% | 6q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $20.9K | 350 | 0.00% | new | NEW |
| First Command Advisory Services, Inc. | $13.2K | 218 | 0.00% | new | NEW |
| Tidemark, LLC | $10.4K | 173 | 0.00% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $10.1K | 168 | 0.00% | 15q | -33.6%-$5.1K |
| FMR LLC | $9.9K | 164 | 0.00% | 8q | HELD |
| UBS Group AG | $5.2K | 87 | 0.00% | 2q | -90.8%-$51.9K |
| Cambridge Investment Research Advisors, Inc. | $552 | 9,194 | 0.00% | 11q | +120.9% |
| Virtu Financial LLC | $262 | 4,368 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $28 | 0 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $114.8M | 1,910,872 | 10 | 10 | 14 | 0.0% |
| Q1 2026 | 36 | $86.6M | 1,677,655 | 4 | 13 | 8 | 0.0% |
| Q4 2025 | 36 | $88.8M | 1,671,333 | 5 | 15 | 7 | 0.0% |
| Q3 2025 | 35 | $57.4M | 1,102,363 | 3 | 11 | 12 | 0.0% |
| Q2 2025 | 34 | $44.4M | 921,307 | 3 | 18 | 6 | 0.0% |
| Q1 2025 | 31 | $34.7M | 792,268 | 5 | 12 | 3 | 0.0% |
| Q4 2024 | 29 | $31.4M | 690,302 | 4 | 9 | 10 | 0.0% |
| Q3 2024 | 27 | $22.5M | 501,349 | 2 | 10 | 10 | 0.0% |
| Q2 2024 | 25 | $36.3M | 863,090 | 2 | 4 | 10 | 0.0% |
| Q1 2024 | 22 | $45.9M | 1,136,266 | 3 | 9 | 5 | 0.0% |
| Q4 2023 | 21 | $48.4M | 1,310,944 | 1 | 7 | 8 | 0.0% |
| Q3 2023 | 19 | $9.2M | 279,310 | 1 | 4 | 10 | 0.0% |
| Q2 2023 | 19 | $10.7M | 311,395 | 2 | 6 | 4 | 0.0% |
| Q1 2023 | 18 | $10.0M | 310,800 | 2 | 2 | 10 | 0.0% |
| Q4 2022 | 17 | $14.0M | 466,131 | 2 | 8 | 5 | 0.0% |
| Q3 2022 | 18 | $26.6M | 934,576 | 2 | 5 | 7 | 0.0% |
| Q2 2022 | 18 | $20.6M | 647,604 | 2 | 5 | 8 | 0.0% |
| Q1 2022 | 18 | $12.3M | 340,662 | 3 | 7 | 6 | 0.0% |
| Q4 2021 | 15 | $16.0M | 437,030 | 1 | 6 | 6 | 0.0% |
| Q3 2021 | 16 | $11.5M | 336,540 | 1 | 6 | 6 | 0.0% |
| Q2 2021 | 16 | $15.0M | 431,764 | 2 | 2 | 9 | 0.0% |
| Q1 2021 | 15 | $15.2M | 457,732 | 0 | 4 | 7 | 0.0% |
| Q4 2020 | 14 | $20.5M | 650,375 | 0 | 5 | 7 | 0.0% |
| Q3 2020 | 15 | $12.2M | 436,036 | 4 | 2 | 6 | 0.0% |
| Q2 2020 | 13 | $10.9M | 410,332 | 2 | 4 | 4 | 0.0% |
| Q1 2020 | 14 | $9.9M | 423,683 | 1 | 5 | 4 | 0.0% |
| Q4 2019 | 17 | $14.7M | 478,925 | 3 | 8 | 2 | 0.0% |
| Q3 2019 | 16 | $8.5M | 290,813 | 2 | 6 | 4 | 0.0% |
| Q2 2019 | 15 | $11.6M | 397,960 | 3 | 4 | 6 | 0.0% |
| Q1 2019 | 13 | $8.6M | 304,206 | 1 | 6 | 3 | 0.0% |
| Q4 2018 | 14 | $7.5M | 292,594 | 1 | 0 | 1 | 0.0% |