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 | Added to | 554,831 | 28,638 | 0.67% | 0.66% | 1 | +44,266 | 8.67% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 402,446 | 20,773 | 0.01% | 0.0% | 2 | +150,810 | 59.93% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 250,122 | 12,910 | 0.0% | 0.01% | 3 | -200,850 | -44.54% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 89,006 | 4,594 | 0.0% | 0.0% | 4 | +5,607 | 6.72% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 59,522 | 3,072 | 0.05% | 0.06% | 5 | +2,026 | 3.52% | Q1 2026 | May 18, 2026 |
| Cetera Investment Advisers | History | Added to | 54,361 | 2,805 | 0.0% | 0.0% | 6 | +1,961 | 3.74% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 52,487 | 2,709 | 0.01% | 0.01% | 7 | +6,466 | 14.05% | Q1 2026 | May 05, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 31,466 | 1,624 | 0.81% | 0.85% | 8 | -179 | -0.57% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,884 | 1,336 | 0.0% | 0.0% | 9 | -7,014 | -21.32% | Q1 2026 | May 15, 2026 |
| BAM Wealth Management, LLC | History | Added to | 23,031 | 1,188 | 0.89% | 0.78% | 10 | +2,714 | 13.36% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 21,956 | 1,133 | 0.0% | 0.0% | 11 | +7,562 | 52.54% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,380 | 972 | 0.0% | 0.0% | 12 | +1,060 | 5.79% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,915 | 769 | 0.0% | 0.0% | 13 | -1,193 | -7.41% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 11,478 | 592 | 0.01% | 0.01% | 14 | -951 | -7.65% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,702 | 449 | 0.0% | 0.0% | 15 | -4,690 | -35.02% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,300 | 428 | 0.0% | — | 16 | +8,300 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,536 | 388 | 0.0% | 0.0% | 17 | +221 | 3.02% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,231 | 373 | 0.0% | 0.0% | 18 | -971 | -11.84% | Q1 2026 | May 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 6,953 | 358 | 0.08% | 0.09% | 19 | +172 | 2.54% | Q1 2026 | Apr 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,873 | 303 | 0.0% | — | 20 | +5,873 | New | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,063 | 261 | 0.0% | 0.0% | 21 | +403 | 8.65% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,225 | 218 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,163 | 215 | 0.0% | 0.0% | 24 | -88 | -2.07% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,170 | 215 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,700 | 87 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,518 | 78 | 0.0% | 0.0% | 26 | -2,491 | -62.14% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,018 | 52 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 942 | 50 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 950 | 49 | 0.0% | — | 29 | +950 | New | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 561 | 28 | 0.0% | 0.0% | 30 | +2 | 0.36% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 491 | 25 | 0.0% | 0.0% | 31 | -2 | -0.41% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 400 | 20 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 253 | 13 | 0.0% | 0.0% | 33 | +185 | 272.06% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | No change | 164 | 8 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 173 | 8 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 55 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -13,268 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -927 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q1 2026 | May 13, 2026 |