FRANKLIN U.S. CORE DIVIDEND (UDIV) Institutional Shareholders
FRANKLIN U.S. CORE DIVIDEND (UDIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $114.12M in UDIV holdings during the latest filing period.
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 $36.89M, representing an estimated gain of +1.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
43
Total Reported Value
$114.12M
Largest Holder
Creativeone Wealth, Llc
Largest Position
$36.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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 | $36,893,253 | +$676,276 | +1.87% | |
| Lpl Financial Llc | 0.01% | 441,685 | $26,544,289 | $27,039,956 | +$495,667 | +1.87% | |
| Mml Investors Services, Llc | 0.04% | 285,976 | $17,186,528 | $17,507,451 | +$320,923 | +1.87% | |
| Raymond James Financial Inc | 0.00% | 100,143 | $6,018,374 | $6,130,754 | +$112,380 | +1.87% | |
| Arkadios Wealth Advisors | 0.06% | 60,242 | $3,620,437 | $3,688,015 | +$67,578 | +1.87% | |
| Cetera Investment Advisers | 0.00% | 59,734 | $3,589,917 | $3,656,915 | +$66,998 | +1.87% | |
| Systelligence, Llc | 0.58% | 57,394 | $3,449,253 | $3,513,661 | +$64,408 | +1.87% | |
| Sanctuary Advisors, Llc | 0.01% | 50,474 | $3,033,403 | $3,090,018 | +$56,615 | +1.87% | |
| Susquehanna International Group, Llp | 0.00% | 37,572 | $2,257,995 | $2,300,158 | +$42,163 | +1.87% | |
| Prepared Retirement Institute Llc | 0.83% | 32,291 | $1,940,632 | $1,976,855 | +$36,223 | +1.87% | |
| Bam Wealth Management, Llc | 1.14% | 30,418 | $1,828,055 | $1,862,190 | +$34,135 | +1.87% | |
| Bank Of New York Mellon Corp | 0.00% | 21,185 | $1,273,215 | $1,296,946 | +$23,731 | +1.86% | |
| Jpmorgan Chase & Co | 0.00% | 18,210 | $1,085,454 | $1,114,816 | +$29,362 | +2.71% | |
| Triad Wealth Partners, Llc | 0.04% | 10,657 | $648,408 | $652,422 | +$4,014 | +0.62% | |
| Atria Investments, Inc | 0.01% | 10,472 | $629,344 | $641,096 | +$11,752 | +1.87% | |
| Osaic Holdings, Inc. | 0.00% | 9,273 | $557,314 | $567,693 | +$10,379 | +1.86% | |
| Bank Of America Corp | 0.00% | 8,456 | $508,189 | $517,676 | +$9,487 | +1.87% | |
| Goldman Sachs Group Inc | 0.00% | 7,315 | $439,615 | $447,824 | +$8,209 | +1.87% | |
| Total Clarity Wealth Management, Inc. | 0.09% | 7,300 | $438,725 | $446,906 | +$8,181 | +1.86% | |
| Envestnet Asset Management Inc | 0.00% | 7,076 | $425,259 | $433,193 | +$7,934 | +1.87% | |
| Principal Securities, Inc. | 0.00% | 6,468 | $388,720 | $395,971 | +$7,251 | +1.87% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,235 | $314,617 | $320,487 | +$5,870 | +1.87% | |
| Mcf Advisors Llc | 0.01% | 5,091 | $307,112 | $311,671 | +$4,559 | +1.48% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 4,423 | $265,813 | $270,776 | +$4,963 | +1.87% | |
| Virtu Financial Llc | 0.01% | 4,368 | $262,000 | $267,409 | +$5,409 | +2.06% | |
| Koshinski Asset Management, Inc. | 0.01% | 4,225 | $253,913 | $258,655 | +$4,742 | +1.87% | |
| Truist Financial Corp | 0.00% | 4,170 | $250,608 | $255,287 | +$4,679 | +1.87% | |
| Register Financial Advisors Llc | 0.03% | 1,454 | $87,382 | $89,014 | +$1,632 | +1.87% | |
| Private Trust Co Na | 0.00% | 1,018 | $61,180 | $62,322 | +$1,142 | +1.87% | |
| Morgan Stanley | 0.00% | 800 | $48,078 | $48,976 | +$898 | +1.87% | |
| Medallion Wealth Advisors, Llc | 0.01% | 600 | $36,059 | $36,732 | +$673 | +1.87% | |
| Allworth Financial Lp | 0.00% | 511 | $30,726 | $31,283 | +$557 | +1.81% | |
| Geneos Wealth Management Inc. | 0.00% | 491 | $29,509 | $30,059 | +$550 | +1.86% | |
| National Bank Of Canada | 0.00% | 400 | $23,992 | $24,488 | +$496 | +2.07% | |
| International Assets Investment Management, Llc | 0.00% | 350 | $20,946 | $21,427 | +$481 | +2.30% | |
| First Command Advisory Services, Inc. | 0.00% | 218 | $13,151 | $13,346 | +$195 | +1.48% | |
| Tidemark, Llc | 0.00% | 173 | $10,397 | $10,591 | +$194 | +1.87% | |
| Harbour Investments, Inc. | 0.00% | 168 | $10,096 | $10,285 | +$189 | +1.87% | |
| Fmr Llc | 0.00% | 164 | $9,861 | $10,040 | +$179 | +1.82% | |
| Ubs Group Ag | 0.00% | 87 | $5,229 | $5,326 | +$97 | +1.86% | |
| Sunbelt Securities, Inc. | 0.00% | 55 | $2,839 | $3,367 | +$528 | +18.60% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 4,597 | $276 | $281,428 | +$281,152 | +101866.79% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $28 | — | — | — |
Frequently asked questions about UDIV
Who owns the most UDIV stock?
The largest holders of UDIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FRANKLIN U.S. CORE DIVIDEND (UDIV).
Is UDIV widely held by superinvestors?
Many widely followed stocks like UDIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UDIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.