LPL Financial
UDIV icon

LPL Financial’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

LPL Financial’s Portfolio UDIV Stock Details UDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8M Buy
402,446
+150,810
+60% +$8.08M 0.01% 1449
2025
Q4 		$13.4M Buy
251,636
+81,133
+48% +$4.28M ﹤0.01% 1687
2025
Q3 		$8.93M Buy
170,503
+27,828
+20% +$1.4M ﹤0.01% 1974
2025
Q2 		$6.88M Buy
142,675
+15,691
+12% +$697K ﹤0.01% 2045
2025
Q1 		$5.55M Buy
126,984
+41,616
+49% +$1.91M ﹤0.01% 2063
2024
Q4 		$3.88M Buy
85,368
+1,070
+1% +$49K ﹤0.01% 2279
2024
Q3 		$3.76M Buy
84,298
+1,023
+1% +$44K ﹤0.01% 2208
2024
Q2 		$3.51M Buy
83,275
+3,095
+4% +$125K ﹤0.01% 2134
2024
Q1 		$3.24M Buy
80,180
+26,963
+51% +$1.04M ﹤0.01% 2126
2023
Q4 		$1.97M Buy
53,217
+4,390
+9% +$151K ﹤0.01% 2421
2023
Q3 		$1.61M Buy
48,827
+4,934
+11% +$170K ﹤0.01% 2484
2023
Q2 		$1.51M Buy
43,893
+9,710
+28% +$318K ﹤0.01% 2503
2023
Q1 		$1.1M Sell
34,183
-42,763
-56% -$1.35M ﹤0.01% 2678
2022
Q4 		$2.32M Buy
76,946
+14,261
+23% +$435K ﹤0.01% 1960
2022
Q3 		$1.79M Buy
62,685
+2,896
+5% +$92.8K ﹤0.01% 2073
2022
Q2 		$1.9M Buy
59,789
+24,558
+70% +$844K ﹤0.01% 2073
2022
Q1 		$1.28M Buy
35,231
+19,196
+120% +$692K ﹤0.01% 2416
2021
Q4 		$586K Buy
16,035
+4,097
+34% +$146K ﹤0.01% 3142
2021
Q3 		$410K Buy
11,938
+4,561
+62% +$160K ﹤0.01% 3402
2021
Q2 		$256K Buy
+7,377
New +$255K ﹤0.01% 3716
2020
Q1 		– Sell
-8,321
Closed -$256K – 3424
2019
Q4 		$256K Buy
8,321
+372
+5% +$11.1K ﹤0.01% 2900
2019
Q3 		$231K Buy
7,949
+512
+7% +$14.8K ﹤0.01% 2884
2019
Q2 		$217K Sell
7,437
-528
-7% -$15.1K ﹤0.01% 2962
2019
Q1 		$224K Sell
7,965
-1,550
-16% -$42.5K ﹤0.01% 2860
2018
Q4 		$244K Hold
9,515
– – ﹤0.01% 2639
2018
Q3 		$267K Sell
9,515
-875
-8% -$24.6K ﹤0.01% 2786
2018
Q2 		$283K Hold
10,390
– – ﹤0.01% 2703
2018
Q1 		$295K Buy
10,390
+2,813
+37% +$81.8K ﹤0.01% 2623
2017
Q4 		$220K Buy
+7,577
New +$216K ﹤0.01% 2751

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial's UDIV Position: Q1 2026 in Review

LPL Financial increased its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 60% in Q1 2026, buying an estimated $8.08M and bringing the position to 402,446 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #1449.

LPL Financial first reported a position in UDIV in Q4 2017 and has held it in 29 quarters since. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • LPL Financial held 402,446 shares of Franklin US Core Dividend Tilt Index ETF worth $20.8M as of Q1 2026.
  • LPL Financial bought 150,810 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $8.08M.
  • Franklin US Core Dividend Tilt Index ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1449 holding.
  • LPL Financial first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2017 and has held it in 29 quarters since.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.