Franklin U.S. Core Dividend Tilt Index
UDIV • ARCA
Franklin U.S. Core Dividend Tilt Index is an exchange-traded fund on ARCA. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $52.5M. Change Path, LLC is the largest holder with a position valued at $24.1M.
Overview
Overview of institutional ownership in UDIV as of Q3 2025
All Institutions
- Institutions
- 34
- Value Held
- $52.5M
- Shares Held
- 1.0M
- Avg Position
- $1.5M
- Median Position
- $317.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in UDIV as of Q3 2025
| Institution | Position Value |
|---|---|
 Change Path, LLC RIA/Wealth | $24.1M 0.62% of portfolio |
L LPL Financial LLC Institution | $8.9M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.9M 0.00% of portfolio |
 Arkadios Wealth Advisors RIA/Wealth | $2.7M 0.07% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $2.6M 0.00% of portfolio |
P Prepared Retirement Institute LLC RIA/Wealth | $1.6M 0.85% of portfolio |
 JPMORGAN CHASE & CO Institution | $943.7K 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $937.8K 0.00% of portfolio |
 FRANKLIN RESOURCES INC Institution | $839.0K 0.00% of portfolio |
 Bank of New York Mellon Corp Institution | $765.6K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UDIV in Q3 2025
- Traded
- +$6.2M
- Buyers
- 15
- Sellers
- 16
- Total Bought
- +$9.3M
- Total Sold
- −$3.1M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Change Path, LLC RIA/Wealth | +$2.9M +55.6K shares |
L LPL Financial LLC Institution | +$1.5M +27.8K shares |
Cetera Investment Advisers RIA/Wealth | +$1.2M +22.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.1M +21.1K shares |
P Prepared Retirement Institute LLC RIA/Wealth | +$834.3K +15.9K shares |
 BAM Wealth Management, LLC RIA/Wealth | +$760.2K +14.5K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$691.8K +13.2K shares |
J JANE STREET GROUP, LLC Institution | +$282.5K +5.4K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | +$22.2K +424.0 shares |
FRANKLIN RESOURCES INC Institution | +$16.0K +305.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
V Virtu Financial LLC Institution | −$1.3M −27.1K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.3M −26.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$286.5K −5.5K shares |
 UBS Group AG Institution | −$41.4K −791.0 shares |
−$40.6K −775.0 shares | |
Bank of New York Mellon Corp Institution | −$36.8K −703.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$27.2K −520.0 shares |
Arkadios Wealth Advisors RIA/Wealth | −$13.8K −264.0 shares |
 Koshinski Asset Management, Inc. RIA/Wealth | −$11.3K −215.0 shares |
A ATRIA INVESTMENTS LLC Institution | −$6.8K −130.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UDIV in Q3 2025
- New Positions
- 3
- New Value
- $1.5M
- Exited Positions
- 3
- Exited Value
- $2.6M
New Positions
| Institution | Position Value |
|---|---|
BAM Wealth Management, LLC RIA/Wealth | $760.2K 14.5K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $691.8K 13.2K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $2.9K 55.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
V Virtu Financial LLC Institution | $1.3M 27.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.3M 26.8K shares |
 MORGAN STANLEY RIA/Wealth | $77.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in UDIV 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 UDIV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P Prepared Retirement Institute LLC RIA/Wealth | 0.85% $1.6M |
Change Path, LLC RIA/Wealth | 0.62% $24.1M |
BAM Wealth Management, LLC RIA/Wealth | 0.60% $760.2K |
 Total Clarity Wealth Management, Inc. RIA/Wealth | 0.09% $351.8K |
Arkadios Wealth Advisors RIA/Wealth | 0.07% $2.7M |
Koshinski Asset Management, Inc. RIA/Wealth | 0.02% $258.0K |
A ATRIA INVESTMENTS LLC Institution | 0.01% $463.5K |
Integrated Wealth Concepts LLC RIA/Wealth | 0.00% $360.4K |
 Stratos Wealth Partners, LTD. RIA/Wealth | 0.00% $252.0K |
Cetera Investment Advisers RIA/Wealth | 0.00% $2.6M |