Franklin International Core Dividend Tilt Index

DIVI • ARCA

Franklin International Core Dividend Tilt Index is an exchange-traded fund on ARCA. As of Q3 2025, 144 institutional investors hold shares in this ETF, with total holdings valued at $1.1B. Retirement Planning Group is the largest holder with a position valued at $178.5M.

Overview

Overview of institutional ownership in DIVI as of Q3 2025

All Institutions

Institutions: 144
Value Held: $1.1B
Shares Held: 28.4M
Avg Position: $7.3M
Median Position: $892.0K

Hedge Funds

Hedge Funds: 1
Value Held: $6.0M
Shares Held: 160.0K
Avg Position: $6.0M
Median Position: $6.0M

Biggest Investors

Institutions with the largest positions in DIVI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Retirement Planning Group RIA/Wealth	Kevin Morris Conard CEO	$178.5M 6.20% of portfolio	4.8M shares	Q4 2022 Held for 2y 11m	$2.9B
L LPL Financial LLC Institution	-	$164.9M 0.05% of portfolio	4.4M shares	Q2 2022 Held for 3y 5m	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$60.8M 0.00% of portfolio	1.6M shares	Q4 2018 Held for 6y 11m	$1.33T
Capital Analysts, Inc. RIA/Wealth	Susan Mary Oberlies President	$52.7M 1.62% of portfolio	1.4M shares	Q3 2023 Held for 2y 2m	$3.3B
CWM, LLC RIA/Wealth	George Burton White CEO	$40.7M 0.13% of portfolio	1.1M shares	Q1 2023 Held for 2y 8m	$31.5B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$32.9M 0.04% of portfolio	880.5K shares	Q1 2023 Held for 2y 8m	$85.4B
Legacy Financial Advisors, Inc. RIA/Wealth	Michael Joseph Maisel CEO	$32.3M 4.45% of portfolio	864.9K shares	Q3 2024 Held for 1y 2m	$725.9M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$32.1M 0.01% of portfolio	859.0K shares	Q4 2024 Held for 11 months	$310.43B
B Baron Wealth Management LLC RIA/Wealth	Beth Anne Zilka CCO	$26.4M 9.63% of portfolio	707.0K shares	Q1 2025 Held for 8 months	$274.0M
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	$26.1M 0.12% of portfolio	699.6K shares	Q2 2023 Held for 2y 5m	$21.8B

Net Capital Flow

Institutional buying and selling activity for DIVI in Q3 2025

Traded: +$120.6M
Buyers: 97
Sellers: 36
Total Bought: +$147.8M
Total Sold: −$27.2M
Avg Position: $6.8M

Biggest Buyers

Institution	Net Bought	Current Position
FRANKLIN RESOURCES INC Institution	+$19.4M +521.1K shares	$21.0M 562.1K shares
L LPL Financial LLC Institution	+$19.1M +513.1K shares	$164.9M 4.4M shares
Retirement Planning Group RIA/Wealth	+$11.5M +308.9K shares	$178.5M 4.8M shares
CWM, LLC RIA/Wealth	+$9.7M +259.7K shares	$40.7M 1.1M shares
Cetera Investment Advisers RIA/Wealth	+$9.1M +243.8K shares	$32.9M 880.5K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$7.3M +194.4K shares	$7.3M 194.4K shares
JPMORGAN CHASE & CO Institution	+$7.2M +193.0K shares	$7.7M 207.4K shares
Koshinski Asset Management, Inc. RIA/Wealth	+$6.1M +162.4K shares	$19.3M 516.2K shares
T TriaGen Wealth Management LLC RIA/Wealth	+$4.2M +111.4K shares	$21.6M 579.5K shares
Sequent Planning LLC RIA/Wealth	+$4.2M +111.2K shares	$4.2M 111.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
Integrated Capital Management, LLC RIA/Wealth	−$10.8M −303.4K shares	Sold Off 0 shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$4.3M −114.6K shares	$23.1M 619.9K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$3.1M −87.6K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$2.3M −65.5K shares	Sold Off 0 shares
Mariner Wealth Advisors, LLC RIA/Wealth	−$1.8M −49.0K shares	$14.3M 383.8K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$1.1M −28.5K shares	$5.5M 146.1K shares
R ROYAL BANK OF CANADA Institution	−$825.3K −23.2K shares	Sold Off 0 shares
Royal Fund Management, LLC RIA/Wealth	−$573.2K −16.1K shares	Sold Off 0 shares
Legacy Financial Advisors, Inc. RIA/Wealth	−$457.9K −12.3K shares	$32.3M 864.9K shares
Redhawk Wealth Advisors, Inc. RIA/Wealth	−$293.8K −8.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DIVI in Q3 2025

New Positions: 17
New Value: $19.2M
Exited Positions: 11
Exited Value: $18.3M

New Positions

Institution	Position Value
Integrated Wealth Concepts LLC RIA/Wealth	$7.3M 194.4K shares
Sequent Planning LLC RIA/Wealth	$4.2M 111.2K shares
Smartleaf Asset Management LLC Long Only Manager	$3.5M 94.6K shares
Kingsview Wealth Management, LLC RIA/Wealth	$840.2K 22.5K shares
F First Bank & Trust Institution	$812.1K 21.8K shares
W WCG Wealth Advisors LLC Institution	$554.2K 14.9K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	$488.9K 13.1K shares
D DAVIDSON D A & CO Institution	$463.8K 12.4K shares
G GTS SECURITIES LLC Institution	$221.8K 5.9K shares
Buckingham Strategic Partners RIA/Wealth	$211.4K 5.5K shares

Exited Positions

Institution	Previous Position
Integrated Capital Management, LLC RIA/Wealth	$10.8M 303.4K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$3.1M 87.6K shares
F FLOW TRADERS U.S. LLC Institution	$2.3M 65.5K shares
R ROYAL BANK OF CANADA Institution	$825.3K 23.2K shares
Royal Fund Management, LLC RIA/Wealth	$573.2K 16.1K shares
Redhawk Wealth Advisors, Inc. RIA/Wealth	$293.8K 8.2K shares
INTL FCSTONE INC. Institution	$237.5K 6.7K shares
SRS Capital Advisors, Inc. RIA/Wealth	$43.6K 1.2K shares
Farther Finance Advisors, LLC RIA/Wealth	$42.3K 1.2K shares
AE Wealth Management LLC RIA/Wealth	$2.5K 70.0 shares

Options Activity

Institutions with the largest Call and Put options positions in DIVI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DIVI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B Baron Wealth Management LLC RIA/Wealth	Beth Anne Zilka CCO	9.63% $26.4M	707.0K shares	Q1 2025 Held for 8 months	$274.0M
Retirement Planning Group RIA/Wealth	Kevin Morris Conard CEO	6.20% $178.5M	4.8M shares	Q4 2022 Held for 2y 11m	$2.9B
T TriaGen Wealth Management LLC RIA/Wealth	Bryan Nicholas Garris CCO	5.64% $21.6M	579.5K shares	Q3 2022 Held for 3y 2m	$383.3M
Legacy Financial Advisors, Inc. RIA/Wealth	Michael Joseph Maisel CEO	4.45% $32.3M	864.9K shares	Q3 2024 Held for 1y 2m	$725.9M
AllGen Financial Advisors, Inc. RIA/Wealth	Paul Roldan CEO	3.36% $13.7M	366.1K shares	Q2 2025 Held for 5 months	$407.0M
Ridgeline Wealth Planning, LLC RIA/Wealth	Scott W Simons Managing Partner	3.19% $4.2M	113.8K shares	Q4 2024 Held for 11 months	$133.1M
Vickerman Investment Advisors, Inc. RIA/Wealth	Michael James Vickerman President	2.69% $13.3M	356.4K shares	Q4 2022 Held for 2y 11m	$494.5M
P Prepared Retirement Institute LLC RIA/Wealth	Andrew John Dziedzic Managing Partner	2.60% $5.0M	133.5K shares	Q2 2024 Held for 1y 5m	$191.8M
D DEFINED WEALTH MANAGEMENT, LLC RIA/Wealth	Christopher A Hatfield Managing Partner	2.59% $4.5M	119.5K shares	Q1 2023 Held for 2y 8m	$172.2M
LMG Wealth Partners, LLC RIA/Wealth	Samuel Lees Partner	1.76% $9.4M	253.1K shares	Q1 2023 Held for 2y 8m	$537.8M

Hedge Fund Spotlight

Discover hedge funds investing in DIVI

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Franklin International Core Dividend Tilt Index

Market Value: $6.0M
Shares Held: 160.0K
Portfolio Weight: 0.00%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%