Franklin US Core Dividend Tilt Index ETF
UDIV
35 hedge funds and large institutions have $86.7M invested in Franklin US Core Dividend Tilt Index ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
0.23% more ownership
Funds ownership: 81.74% → 81.97% (+0.23%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less capital invested
Capital invested by funds: $89.1M → $86.7M (-$2.35M)
3% less funds holding
Funds holding: 36 → 35 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.08M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.37M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$445K |
| 4 |
Bank of New York Mellon
New York
|
+$405K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$10.8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$705K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$376K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$251K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Osaic Holdings
Scottsdale,
Arizona
| $78.4K | -$134K | -2,491 | -62% |
|
|
PTC
27
Private Trust Company
Cleveland,
Ohio
| $52.5K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $49K | +$50.9K | +950 | New |
|
|
AF
29
Allworth Financial
Folsom,
California
| $29K | +$107 | +2 | +0.4% |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $25.3K | -$107 | -2 | -0.4% |
|
31
National Bank of Canada
Montreal,
Quebec, Canada
| $20.6K | – | – | – |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $13.1K | +$9.92K | +185 | +272% |
|
|
T
33
Tidemark
San Diego,
California
| $8.93K | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $8.47K | – | – | – |
|
|
SS
35
Sunbelt Securities
Houston,
Texas
| $2.84K | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $23 | – | – | – |
|
|
37
Mercer Global Advisors
Denver,
Colorado
| – | -$705K | -13,268 | Closed |
|
|
KAS
38
Kestra Advisory Services
Austin,
Texas
| – | -$49.3K | -927 | Closed |
|
|
LAS
39
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$11.2K | -212 | Closed |
|
UDIV Hedge Fund Activity: Q1 2026 in Review
35 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q1 2026, worth a combined $86.7M — down 2.6% from $89.1M a quarter earlier.
Fund positioning in UDIV was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.08M. The largest seller was Franklin Resources, cutting an estimated $10.8M.
- 35 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q1 2026, down from 36 in Q4 2025.
- Funds reported $86.7M of Franklin US Core Dividend Tilt Index ETF stock for Q1 2026, down 2.6% quarter-over-quarter.
- 3 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q1 2026 and 3 closed out, a net change of 0 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q1 2026 was LPL Financial, an estimated $8.08M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q1 2026 was Franklin Resources, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2026.