13F Insight
DOSSIER · 13F Holders · Q2 2026
UDIV

FRANKLIN TEMPLETON ETF TR

47 institutions still hold FRANKLIN TEMPLETON ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 35473P306·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$113M
visible holders
Holders
47
filers reporting
Concentration
32.16%
CreativeOne Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported UDIV in Q2 2026. CreativeOne Wealth, LLC leads at 32.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CreativeOne Wealth, LLC
CIK 0001739728
$36M603K0.78%Q2 202602
LPL Financial LLC
CIK 0001403438
$27M442K0.01%Q2 202603
MML INVESTORS SERVICES, LLC
CIK 0000701059
$17M286K0.04%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M100K0.00%Q2 202605
Arkadios Wealth Advisors
CIK 0001800798
$4M60K0.05%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$4M60K0.00%Q2 202607
Systelligence, LLC
CIK 0001882691
$3M57K0.58%Q2 202608
Sanctuary Advisors, LLC
CIK 0001777271
$3M50K0.01%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M38K0.00%Q2 202610
Prepared Retirement Institute LLC
CIK 0002056037
$2M32K0.83%Q2 202611
BAM Wealth Management, LLC
CIK 0002093649
$2M30K1.14%Q2 202612
Bank of New York Mellon Corp
CIK 0001390777
$1M21K0.00%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$1M18K0.00%Q2 202614
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$895K19K0.00%Q2 202515
FRANKLIN RESOURCES INC
CIK 0000038777
$888K15K0.00%Q2 202616
Triad Wealth Partners, LLC
CIK 0002012717
$648K11K0.04%Q2 202617
Atria Investments, Inc
CIK 0001535865
$629K10K0.01%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$557K9K0.00%Q2 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$508K8K0.00%Q2 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$440K7K0.00%Q2 2026
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