UDIV Institutional Ownership & Shareholders
FRANKLIN U.S. CORE DIVIDEND (UDIV) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $116.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creativeone Wealth, Llc is currently the largest disclosed institutional shareholder of UDIV tracked by InsiderSet, reporting ownership valued at approximately $36.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $36.56M, representing an estimated gain of +0.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed UDIV value among the investors covered in this analysis. Major shareholders include Creativeone Wealth, Llc, Lpl Financial Llc, Mml Investors Services, Llc, and several other long-term asset managers with concentrated positions in FRANKLIN U.S. CORE DIVIDEND (UDIV).
This page ranks the largest institutional UDIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$116.30M
Largest Holder
Creativeone Wealth, Llc
Largest Position
$36.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creativeone Wealth, Llc | 0.78% | 602,634 | $36,216,977 | $36,560,117 | +$343,140 | +0.95% | |
| Lpl Financial Llc | 0.01% | 441,685 | $26,544,289 | $26,795,792 | +$251,503 | +0.95% | |
| Mml Investors Services, Llc | 0.04% | 285,976 | $17,186,528 | $17,349,363 | +$162,835 | +0.95% | |
| Raymond James Financial Inc | 0.00% | 100,143 | $6,018,374 | $6,075,395 | +$57,021 | +0.95% | |
| Arkadios Wealth Advisors | 0.06% | 60,242 | $3,620,437 | $3,654,713 | +$34,276 | +0.95% | |
| Cetera Investment Advisers | 0.00% | 59,734 | $3,589,917 | $3,623,895 | +$33,978 | +0.95% | |
| Systelligence, Llc | 0.58% | 57,394 | $3,449,253 | $3,481,933 | +$32,680 | +0.95% | |
| Sanctuary Advisors, Llc | 0.01% | 50,474 | $3,033,403 | $3,062,116 | +$28,713 | +0.95% | |
| Bam Wealth Management, Llc | 1.23% | 37,092 | $2,270,401 | $2,250,268 | -$20,133 | -0.89% | |
| Susquehanna International Group, Llp | 0.00% | 37,572 | $2,257,995 | $2,279,388 | +$21,393 | +0.95% | |
| Ifp Advisors, Inc | 0.04% | 33,969 | $2,079,242 | $2,060,804 | -$18,438 | -0.89% | |
| Prepared Retirement Institute Llc | 0.83% | 32,291 | $1,940,632 | $1,959,005 | +$18,373 | +0.95% | |
| Bank Of New York Mellon Corp | 0.00% | 21,185 | $1,273,215 | $1,285,235 | +$12,020 | +0.94% | |
| Jpmorgan Chase & Co | 0.00% | 18,210 | $1,085,454 | $1,104,750 | +$19,296 | +1.78% | |
| Osaic Holdings, Inc. | 0.00% | 9,273 | $557,314 | $562,567 | +$5,253 | +0.94% | |
| Bank Of America Corp | 0.00% | 8,456 | $508,189 | $513,002 | +$4,813 | +0.95% | |
| Total Clarity Wealth Management, Inc. | 0.09% | 7,632 | $467,161 | $463,012 | -$4,149 | -0.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,279 | $445,530 | $441,597 | -$3,933 | -0.88% | |
| Atria Investments, Inc | 0.00% | 7,224 | $442,181 | $438,260 | -$3,921 | -0.89% | |
| Goldman Sachs Group Inc | 0.00% | 7,315 | $439,615 | $443,781 | +$4,166 | +0.95% | |
| Envestnet Asset Management Inc | 0.00% | 7,076 | $425,259 | $429,281 | +$4,022 | +0.95% | |
| Principal Securities, Inc. | 0.00% | 6,468 | $388,720 | $392,395 | +$3,675 | +0.95% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,235 | $314,617 | $317,593 | +$2,976 | +0.95% | |
| Mcf Advisors Llc | 0.01% | 5,091 | $311,621 | $308,857 | -$2,764 | -0.89% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,423 | $265,813 | $268,331 | +$2,518 | +0.95% | |
| Virtu Financial Llc | 0.01% | 4,368 | $262,000 | $264,994 | +$2,994 | +1.14% | |
| Koshinski Asset Management, Inc. | 0.01% | 4,225 | $258,612 | $256,319 | -$2,293 | -0.89% | |
| Truist Financial Corp | 0.00% | 4,170 | $255,246 | $252,982 | -$2,264 | -0.89% | |
| Register Financial Advisors Llc | 0.03% | 1,454 | $88,999 | $88,210 | -$789 | -0.89% | |
| Private Trust Co Na | 0.00% | 1,018 | $62,312 | $61,759 | -$553 | -0.89% | |
| Morgan Stanley | 0.00% | 800 | $48,078 | $48,534 | +$456 | +0.95% | |
| Medallion Wealth Advisors, Llc | 0.01% | 600 | $36,059 | $36,400 | +$341 | +0.95% | |
| Allworth Financial Lp | 0.00% | 511 | $30,726 | $31,001 | +$275 | +0.89% | |
| Geneos Wealth Management Inc. | 0.00% | 491 | $29,509 | $29,788 | +$279 | +0.94% | |
| National Bank Of Canada | 0.00% | 400 | $23,992 | $24,267 | +$275 | +1.15% | |
| Assetmark, Inc | 0.00% | 357 | $21,852 | $21,658 | -$194 | -0.89% | |
| First Command Advisory Services, Inc. | 0.00% | 218 | $13,151 | $13,225 | +$74 | +0.57% | |
| Tidemark, Llc | 0.00% | 173 | $10,397 | $10,495 | +$98 | +0.95% | |
| Harbour Investments, Inc. | 0.00% | 168 | $10,096 | $10,192 | +$96 | +0.95% | |
| Fmr Llc | 0.00% | 164 | $9,861 | $9,949 | +$88 | +0.90% | |
| Ubs Group Ag | 0.00% | 87 | $5,229 | $5,278 | +$49 | +0.94% | |
| Sunbelt Securities, Inc. | 0.00% | 55 | $2,839 | $3,337 | +$498 | +17.53% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 4,830 | $296 | $293,023 | +$292,727 | +98894.11% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $28 | — | — | — |
Frequently asked questions about UDIV
Who are the largest institutional holders of UDIV?
The largest institutional holders of UDIV reported in the latest SEC Form 13F filings include Creativeone Wealth, Llc, Lpl Financial Llc, Mml Investors Services, Llc, Raymond James Financial Inc, and Arkadios Wealth Advisors. InsiderSet ranks institutional holders by their latest reported UDIV position.
What is UDIV institutional ownership?
This page tracks UDIV positions reported by institutional investment managers through SEC Form 13F. FRANKLIN U.S. CORE DIVIDEND (UDIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UDIV?
InsiderSet currently tracks 44 institutional managers reporting UDIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UDIV shareholders.
How much UDIV stock do institutions own?
Institutional investment managers disclosed approximately $116.30M in UDIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UDIV institutional ownership last updated?
The latest UDIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UDIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UDIV position after the reporting date.
Are institutions buying or selling UDIV?
Institutional buying and selling can be analyzed by comparing UDIV positions across consecutive 13F reporting periods. InsiderSet's UDIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UDIV ownership changes.
How has UDIV institutional ownership changed over time?
InsiderSet tracks UDIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.