Franklin U.S. Core DividendUDIVETF
13F holders, Q4 2024 (December 31)31holders +2
4new positions
3sold out
1famous investor
$45.48avg. 13F price*
At the end of Q4 2024, 31 institutions reported holding Franklin U.S. Core Dividend (UDIV) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were CreativeOne Wealth, LLC ($12.6M), LPL Financial LLC ($3.9M) and Arkadios Wealth Advisors ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin U.S. Core Dividend
- CUSIP
- 35473P306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $5.1M |
| Exits | 3 | $683K |
All 13F filers, Q3 2024 → Q4 2024: 222,038 shares bought and 20,100 shares sold, net +201,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| CreativeOne Wealth, LLC | 0.38% | Add +38.2% | 276,422 | $12.6M |
| LPL Financial LLC | 0.00% | Add +1.3% | 85,368 | $3.9M |
| Arkadios Wealth Advisors | 0.17% | New | 69,019 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +56.8% | 49,379 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.7% | 37,532 | $1.8M |
| Citadel Advisors | 0.00% | New | 25,889 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 25,177 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 18,498 | $840K |
| Franklin Resources Inc. | 0.00% | Add +6.7% | 16,906 | $768K |
| JPMorgan Chase & Co. | 0.00% | Add +14.1% | 16,463 | $747K |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.2% | 14,267 | $648K |
| Osaic Holdings, Inc. | 0.00% | Add +131.5% | 13,431 | $610K |
| Harbour Investments, Inc. | 0.01% | Add +20.7% | 9,695 | $440K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 7,919 | $360K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +12.2% | 6,111 | $277K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 5,591 | $254K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,441 | $247K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -7.3% | 5,140 | $233K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.5% | 4,810 | $218K |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 3,006 | $136K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 1,460 | $64K |
| UBS Group AG | 0.00% | Reduce -33.4% | 1,205 | $55K |
| Global Retirement Partners, LLC | 0.00% | No change | 942 | $43K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.3% | 608 | $28K |
| Allworth Financial LP | 0.00% | Add +0.5% | 560 | $26K |
| Principal Securities, Inc. | 0.00% | Add +437.5% | 301 | $14K |
| Tidemark, LLC | 0.00% | No change | 173 | $8K |
| Archer Investment Corp | 0.00% | No change | 18 | $830 |
| Morgan Stanley | 0.00% | New | 1 | $51 |
| FMR LLC | 0.00% | No change | 1 | $45 |
| Wells Fargo & Company | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is UDIV's weight in each manager's 13F, not the share of Franklin U.S. Core Dividend the manager owns.