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

Tidemark’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 Q3	$10.6K	Hold	173	–	–	﹤0.01%	521
2026 Q2	$10.4K	Hold	173	–	–	﹤0.01%	502
2026 Q1	$8.93K	Hold	173	–	–	﹤0.01%	476
2025 Q4	$9.2K	Hold	173	–	–	﹤0.01%	436
2025 Q3	$9.06K	Hold	173	–	–	﹤0.01%	469
2025 Q2	$8.34K	Hold	173	–	–	﹤0.01%	471
2025 Q1	$7.56K	Hold	173	–	–	﹤0.01%	468
2024 Q4	$7.86K	Hold	173	–	–	﹤0.01%	464
2024 Q3	$7.72K	Hold	173	–	–	﹤0.01%	453
2024 Q2	$7.29K	Hold	173	–	–	﹤0.01%	439
2024 Q1	$6.99K	Hold	173	–	–	﹤0.01%	482
2023 Q4	$6.39K	Buy	+173	New	+$5.97K	﹤0.01%	476

Other funds holding UDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tidemark's UDIV Position: Q3 2026 in Review

Tidemark held its Franklin US Core Dividend Tilt Index ETF (UDIV) position steady in Q3 2026 at 173 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Tidemark first reported a position in UDIV in Q4 2023 and has held it in 12 quarters since. 20 funds tracked by Wall St. Rank hold UDIV as of Q3 2026.

Tidemark held 173 shares of Franklin US Core Dividend Tilt Index ETF worth $10.6K as of Q3 2026.
Tidemark left its Franklin US Core Dividend Tilt Index ETF share count unchanged in Q3 2026.
Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Tidemark's portfolio in Q3 2026, its #521 holding.
Tidemark first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2023 and has held it in 12 quarters since.
20 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.