FRANKLIN TEMPLETON ETF TR (XUDV)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
11
Reporting holders
$66.3M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| ASSETMARK, INC | $29.2M | 933,457 | 0.05% | 5q | +16.4%+$4.1M |
| FRANKLIN RESOURCES INC | $17.4M | 555,000 | 0.00% | 3q | -5.9%-$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $7.4M | 237,000 | 0.00% | 5q | +19.8%+$1.2M |
| Cetera Investment Advisers | $6.4M | 204,200 | 0.01% | 5q | +23.2%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $3.6M | 113,541 | 0.00% | 3q | +76.1%+$1.5M |
| CITADEL ADVISORS LLC | $1.3M | 41,645 | 0.00% | 2q | -1.2%-$16.2K |
| INVESTED ADVISORS | $765.2K | 24,422 | 0.68% | 3q | +16.7%+$109.6K |
| Rossby Financial, LCC | $133.4K | 4,258 | 0.02% | 2q | +18.5%+$20.8K |
| Meramec Financial Planners, LLC | $24.0K | 734 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $9.0K | 293 | 0.00% | 3q | +42.2%+$2.7K |
| CoreCap Advisors, LLC | $4.0K | 128 | 0.00% | 3q | 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 | 11 | $66.3M | 2,114,678 | 1 | 7 | 2 | 0.0% |
| Q1 2026 | 11 | $53.6M | 1,897,991 | 2 | 1 | 4 | 0.0% |
| Q4 2025 | 10 | $49.0M | 1,850,786 | 7 | 1 | 0 | 0.0% |
| Q3 2025 | 6 | $34.1M | 1,277,344 | 2 | 2 | 2 | 0.0% |
| Q2 2025 | 7 | $30.7M | 1,202,361 | 5 | 0 | 2 | 0.0% |
| Q1 2025 | 2 | $1.1M | 42,536 | 2 | 0 | 0 | 0.0% |