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 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	$7.57K	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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

Tidemark's UDIV Position: Q2 2026 in Review

Tidemark held its Franklin US Core Dividend Tilt Index ETF (UDIV) position steady in Q2 2026 at 173 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Tidemark first reported a position in UDIV in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold UDIV as of Q2 2026.

Tidemark held 173 shares of Franklin US Core Dividend Tilt Index ETF worth $10.4K as of Q2 2026.
Tidemark left its Franklin US Core Dividend Tilt Index ETF share count unchanged in Q2 2026.
Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #502 holding.
Tidemark first reported a position in Franklin US Core Dividend Tilt Index ETF in Q4 2023 and has held it in 11 quarters since.
43 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.