Franklin Templeton ETF Trust - UDIV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CreativeOne Wealth, LLC | History | No change | 602,634 | 36,216 | 0.78% | 0.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 508,689 | 31,136 | 0.01% | 0.01% | 2 | +67,004 | 15.17% | Q3 2026 | Nov 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 285,976 | 17,186 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 100,143 | 6,018 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Systelligence, LLC | History | Added to | 161,060 | 5,199 | 0.86% | 0.58% | 5 | +103,666 | 180.62% | Q3 2026 | Nov 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 60,242 | 3,620 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 59,734 | 3,589 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 50,474 | 3,033 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAM Wealth Management, LLC | History | Added to | 37,092 | 2,270 | 1.23% | 1.14% | 9 | +6,674 | 21.94% | Q3 2026 | Oct 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,572 | 2,257 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | New | 33,969 | 2,079 | 0.04% | — | 11 | +33,969 | New | Q3 2026 | Oct 16, 2026 |
| Prepared Retirement Institute LLC | History | No change | 32,291 | 1,940 | 0.83% | 0.83% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 20,755 | 1,270 | 0.0% | 0.0% | 13 | -430 | -2.03% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,210 | 1,085 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 14,772 | 887 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,273 | 557 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,456 | 508 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,632 | 467 | 0.09% | 0.09% | 18 | +332 | 4.55% | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,279 | 445 | 0.0% | — | 19 | +7,279 | New | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Reduced | 7,224 | 442 | 0.0% | 0.01% | 20 | -3,248 | -31.02% | Q3 2026 | Oct 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,315 | 439 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,076 | 425 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,468 | 388 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,235 | 314 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MCF Advisors LLC | History | No change | 5,091 | 311 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,830 | 296 | 0.0% | 0.0% | 26 | +233 | 5.07% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,423 | 265 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | No change | 4,368 | 262 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,225 | 258 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,170 | 255 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Register Financial Advisors LLC | History | No change | 1,454 | 88 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,018 | 62 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 942 | 57 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 800 | 48 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 600 | 36 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 511 | 30 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 431 | 26 | 0.0% | 0.0% | 37 | -60 | -12.22% | Q3 2026 | Nov 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 400 | 23 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | New | 357 | 21 | 0.0% | — | 39 | +357 | New | Q3 2026 | Oct 21, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 182 | 11 | 0.0% | 0.0% | 40 | -36 | -16.51% | Q3 2026 | Nov 05, 2026 |
| FMR LLC | History | No change | 164 | 10 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 168 | 10 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Tidemark, LLC | History | No change | 173 | 10 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,657 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2026 | Nov 10, 2026 |