Franklin Templeton ETF Trust - XUDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Added to | 809,452 | 21,437 | 0.04% | 0.05% | 1 | +1,510 | 0.19% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | New | 590,000 | 15,625 | 0.0% | — | 2 | +590,000 | New | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 205,734 | 5,448 | 0.0% | 0.0% | 3 | +409 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 173,032 | 4,582 | 0.01% | 0.01% | 4 | +1,769 | 1.03% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 39,584 | 1,048 | 0.0% | — | 5 | +39,584 | New | Q4 2025 | Feb 18, 2026 |
| INVESTED ADVISORS | History | New | 20,980 | 555 | 0.57% | — | 6 | +20,980 | New | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | New | 11,109 | 294 | 0.01% | — | 7 | +11,109 | New | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 429 | 11 | 0.0% | — | 8 | +429 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 338 | 9 | 0.0% | — | 9 | +338 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | New | 128 | 3 | 0.0% | — | 10 | +128 | New | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -92,539 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q4 2025 | May 27, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q4 2025 | Jan 29, 2026 |