Franklin Templeton ETF Trust - UDIV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 510,565 | 27,136 | 0.66% | 0.59% | 1 | +49,864 | 10.82% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 450,972 | 23,968 | 0.01% | 0.0% | 2 | +434,956 | 2715.76% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 251,636 | 13,374 | 0.0% | 0.0% | 3 | +81,133 | 47.58% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 83,399 | 4,432 | 0.0% | 0.0% | 4 | +9,869 | 13.42% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 57,496 | 3,055 | 0.06% | 0.07% | 5 | +5,028 | 9.58% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 52,400 | 2,785 | 0.0% | 0.0% | 6 | +3,692 | 7.58% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 46,021 | 2,445 | 0.01% | 0.01% | 7 | +4,347 | 10.43% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 32,898 | 1,748 | 0.0% | 0.0% | 8 | +14,996 | 83.77% | Q4 2025 | Feb 17, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 31,645 | 1,681 | 0.85% | 0.85% | 9 | +358 | 1.14% | Q4 2025 | Jan 29, 2026 |
| BAM Wealth Management, LLC | History | Added to | 20,317 | 1,079 | 0.78% | 0.59% | 10 | +5,805 | 40.0% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,320 | 973 | 0.0% | 0.0% | 11 | +306 | 1.7% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,108 | 856 | 0.0% | — | 12 | +16,108 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 14,394 | 765 | 0.0% | 0.0% | 13 | -220 | -1.51% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,392 | 711 | 0.0% | 0.0% | 14 | +4,339 | 47.93% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,268 | 705 | 0.0% | 0.0% | 15 | +62 | 0.47% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Added to | 12,429 | 660 | 0.01% | 0.01% | 16 | +3,581 | 40.47% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,202 | 435 | 0.0% | 0.0% | 17 | +261 | 3.29% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,315 | 388 | 0.0% | — | 18 | +7,315 | New | Q4 2025 | Mar 25, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 6,781 | 360 | 0.09% | 0.09% | 19 | +65 | 0.97% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,660 | 247 | 0.0% | 0.0% | 20 | -150 | -3.12% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,251 | 226 | 0.0% | 0.0% | 21 | -312 | -6.84% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,225 | 224 | 0.01% | 0.02% | 22 | -700 | -14.21% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,170 | 221 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,009 | 213 | 0.0% | 0.0% | 24 | +87 | 2.22% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,018 | 54 | 0.0% | — | 25 | +1,018 | New | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 942 | 50 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 927 | 49 | 0.0% | — | 27 | +927 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 559 | 29 | 0.0% | — | 28 | +559 | New | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 493 | 26 | 0.0% | 0.0% | 29 | -5 | -1.0% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 400 | 21 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 212 | 11 | 0.0% | — | 31 | +212 | New | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | No change | 173 | 9 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | No change | 164 | 8 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 68 | 3 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 55 | 2 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,880 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,260 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |