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Franklin US Core Dividend Tilt Index ETF
UDIV

36 hedge funds and large institutions have $89.1M invested in Franklin US Core Dividend Tilt Index ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

62% more capital invested

Capital invested by funds: $54.9M → $89.1M (+$34.2M)

6.93% more ownership

Funds ownership: 74.8% → 81.74% (+6.9%)

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$23M
2
LPL Financial
LPL Financial
California
+$4.28M
3
CW
CreativeOne Wealth
Kansas
+$2.63M
4
Citadel Advisors
Citadel Advisors
Florida
+$851K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$792K

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$360K
2
Jane Street
Jane Street
New York
-$283K
3
PS
Principal Securities
Iowa
-$66K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$37K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
26
Private Trust Company
Ohio
$54.1K +$53.8K +1,018 New
GRP
27
Global Retirement Partners
California
$50.1K – – –
KAS
28
Kestra Advisory Services
Texas
$49.3K +$49K +927 New
AF
29
Allworth Financial
California
$29.7K +$158 +3 +0.5%
GWM
30
Geneos Wealth Management
Colorado
$26.2K -$264 -5 -1%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$21.2K – – –
LAS
32
Lloyd Advisory Services
Georgia
$11.2K +$11.2K +212 New
T
33
Tidemark
California
$9.2K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$8.72K – – –
HI
35
Harbour Investments
Wisconsin
$3.61K – – –
SS
36
Sunbelt Securities
Texas
$2.92K – – –
Wells Fargo
37
Wells Fargo
California
$17 -$53 -1 Closed
IWC
38
Integrated Wealth Concepts
Massachusetts
– -$360K -6,880 Closed
Jane Street
39
Jane Street
New York
– -$283K -5,393 Closed
PS
40
Principal Securities
Iowa
– -$66K -1,260 Closed
UBS Group
41
UBS Group
Switzerland
– -$15.3K -293 Closed
1
2

UDIV Hedge Fund Activity: Q4 2025 in Review

36 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q4 2025, worth a combined $89.1M — up 62% from $54.9M a quarter earlier.

Fund positioning in UDIV was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 5 trimmed.

The largest buyer was Franklin Resources, adding an estimated $23M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $360K sold.

  • 36 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $89.1M of Franklin US Core Dividend Tilt Index ETF stock for Q4 2025, up 62% quarter-over-quarter.
  • 5 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest Franklin US Core Dividend Tilt Index ETF buyer in Q4 2025 was Franklin Resources, an estimated $23M added.
  • The largest Franklin US Core Dividend Tilt Index ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $360K sold.

Based on aggregated 13F filings for Q4 2025.