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Franklin US Core Dividend Tilt Index ETF

36 hedge funds and large institutions have $54.9M invested in Franklin US Core Dividend Tilt Index ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $46M → $54.9M (+$8.86M)

1.44% more ownership

Funds ownership: 73.36%74.8% (+1.4%)

0% more funds holding

Funds holding: 3636 (0)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$24.1M +$2.79M +55,625 +14%
LPL Financial
2
LPL Financial
California
$8.93M +$1.4M +27,828 +20%
Raymond James Financial
3
Raymond James Financial
Florida
$3.85M +$1.06M +21,097 +40%
AWA
4
Arkadios Wealth Advisors
Georgia
$2.75M -$13.3K -264 -0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.55M +$1.11M +22,063 +83%
SA
6
Sanctuary Advisors
Indiana
$2.22M -$12.4K -246 -0.6%
PRI
7
Prepared Retirement Institute
Pennsylvania
$1.64M +$800K +15,927 +104%
JP Morgan Chase
8
JP Morgan Chase
New York
$944K -$5.17K -103 -0.6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$938K -$275K -5,470 -23%
Franklin Resources
10
Franklin Resources
California
$839K +$15.3K +305 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$766K -$35.3K -703 -5%
BWM
12
BAM Wealth Management
Colorado
$760K +$729K +14,512 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$692K +$663K +13,206 New
Bank of America
14
Bank of America
North Carolina
$474K -$26.1K -520 -5%
AI
15
Atria Investments
North Carolina
$464K -$6.53K -130 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$416K -$5.47K -109 -1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$360K +$21.3K +424 +7%
TCWM
18
Total Clarity Wealth Management
Illinois
$352K +$5.17K +103 +2%
Jane Street
19
Jane Street
New York
$283K +$271K +5,393 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$258K -$10.8K -215 -4%
SWP
21
Stratos Wealth Partners
Ohio
$252K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$239K -$38.9K -775 -15%
Truist Financial
23
Truist Financial
North Carolina
$218K
Osaic Holdings
24
Osaic Holdings
Arizona
$199K -$3.92K -78 -2%
MWA
25
Medallion Wealth Advisors
Connecticut
$89.1K

UDIV Hedge Fund Activity: Q3 2025 in Review

36 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q3 2025, worth a combined $54.9M — up 19% from $46M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UDIV positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 15 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $2.79M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.31M sold.

  • 36 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $54.9M of Franklin US Core Dividend Tilt Index ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 4 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q3 2025 and 3 closed out, a net change of +1 holder.
  • The largest Franklin US Core Dividend Tilt Index ETF buyer in Q3 2025 was CreativeOne Wealth, an estimated $2.79M added.
  • The largest Franklin US Core Dividend Tilt Index ETF seller in Q3 2025 was Virtu Financial, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2025.