Franklin U.S. Core DividendUDIVETF
13F holders, Q1 2025 (March 31)33holders +2
5new positions
2sold out
1famous investor
$43.74avg. 13F price*
At the end of Q1 2025, 33 institutions reported holding Franklin U.S. Core Dividend (UDIV) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 2 sold out. The largest holders were CreativeOne Wealth, LLC ($15.5M), LPL Financial LLC ($5.6M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 2 | $895K |
All 13F filers, Q4 2024 → Q1 2025: 173,860 shares bought and 72,746 shares sold, net +101,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| CreativeOne Wealth, LLC | 0.46% | Add +28.1% | 354,027 | $15.5M |
| LPL Financial LLC | 0.00% | Add +48.8% | 126,984 | $5.6M |
| Arkadios Wealth Advisors | 0.12% | Add +1.1% | 69,781 | $3.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.0% | 41,674 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 25,233 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +150.2% | 24,258 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 19,461 | $851K |
| Franklin Resources Inc. | 0.00% | Add +5.9% | 17,906 | $783K |
| Bank of New York Mellon Corp | 0.00% | Add +3.3% | 14,733 | $644K |
| Osaic Holdings, Inc. | 0.00% | Add +7.3% | 14,407 | $630K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.7% | 13,959 | $610K |
| Avantax Advisory Services, Inc. | 0.00% | New | 9,945 | $435K |
| Citadel Advisors | 0.00% | Reduce -62.6% | 9,690 | $424K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 7,968 | $348K |
| Atria Investments, Inc | 0.00% | New | 7,201 | $315K |
| Prepared Retirement Institute LLC | 0.18% | New | 6,462 | $283K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 6,111 | $277K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,436 | $238K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 5,140 | $225K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.9% | 5,011 | $219K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 4,810 | $210K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.6% | 4,720 | $206K |
| Bank of America Corp. | 0.00% | Add +3.3% | 3,106 | $136K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,460 | $64K |
| Allworth Financial LP | 0.00% | Reduce -1.4% | 552 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -18.9% | 493 | $22K |
| National Bank of Canada | 0.00% | New | 483 | $21K |
| Principal Securities, Inc. | 0.00% | No change | 301 | $14K |
| Tidemark, LLC | 0.00% | No change | 173 | $8K |
| Archer Investment Corp | 0.00% | No change | 18 | $802 |
| Morgan Stanley | 0.00% | No change | 1 | $83 |
| Wells Fargo & Company | 0.00% | No change | 1 | $63 |
| FMR LLC | 0.00% | No change | 1 | $44 |
"% 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.