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Franklin US Core Dividend Tilt Index ETF

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: 3636 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$27.1M +$2.63M +49,864 +11%
Franklin Resources
2
Franklin Resources
California
$24M +$23M +434,956 +2,716%
LPL Financial
3
LPL Financial
California
$13.4M +$4.28M +81,133 +48%
Raymond James Financial
4
Raymond James Financial
Florida
$4.43M +$521K +9,869 +13%
AWA
5
Arkadios Wealth Advisors
Georgia
$3.06M +$266K +5,028 +10%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.79M +$195K +3,692 +8%
SA
7
Sanctuary Advisors
Indiana
$2.45M +$189K +3,575 +8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.75M +$792K +14,996 +84%
PRI
9
Prepared Retirement Institute
Pennsylvania
$1.68M +$18.9K +358 +1%
BWM
10
BAM Wealth Management
Colorado
$1.08M +$307K +5,805 +40%
JP Morgan Chase
11
JP Morgan Chase
New York
$974K +$16.2K +306 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$856K +$851K +16,108 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$765K -$11.6K -220 -2%
Bank of America
14
Bank of America
North Carolina
$712K +$229K +4,339 +48%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$705K +$3.27K +62 +0.5%
AI
16
Atria Investments
North Carolina
$661K +$189K +3,581 +40%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$436K +$13.8K +261 +3%
Goldman Sachs
18
Goldman Sachs
New York
$389K +$386K +7,315 New
TCWM
19
Total Clarity Wealth Management
Illinois
$360K +$3.43K +65 +1%
SWP
20
Stratos Wealth Partners
Ohio
$248K -$7.92K -150 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$226K -$16.5K -312 -7%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$225K -$37K -700 -14%
Truist Financial
23
Truist Financial
North Carolina
$222K
Osaic Holdings
24
Osaic Holdings
Arizona
$213K +$4.59K +87 +2%
MWA
25
Medallion Wealth Advisors
Connecticut
$90.4K

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.