Explore more topics
Public ownership evidence

Franklin U.S. Core Dividend Tilt Index ETF (UDIV) Ownership Disclosures

Read UDIV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 24 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

OSAIC HOLDINGS, INC.2026-06-302026-08-15200$12,020None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,073$545,294None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,774$1,248,472None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1516,798$1,009,523None
Medallion Wealth Advisors, LLC2026-06-302026-08-15600$36,059None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,315$439,615None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15100,143$6,018,374None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$28None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,456$508,189None
Sanctuary Advisors, LLC2026-06-302026-08-1450,474$3,033,403None
CreativeOne Wealth, LLC2026-06-302026-08-14528,170$31,741,837None
CreativeOne Wealth, LLC2026-06-302026-08-1474,464$4,475,140None
UBS Group AG2026-06-302026-08-1487$5,229None
Virtu Financial LLC2026-06-302026-08-144,368$262,000None
MORGAN STANLEY2026-06-302026-08-14800$48,078None
FMR LLC2026-06-302026-08-14164$9,861None
FRANKLIN RESOURCES INC2026-06-302026-08-1411,572$695,452None
FRANKLIN RESOURCES INC2026-06-302026-08-143,200$192,313None
Integrated Wealth Concepts LLC2026-06-302026-08-135,235$314,615None
Cetera Investment Advisers2026-06-302026-08-1359,734$3,589,917None
MCF Advisors LLC2026-06-302026-08-135,091$307,112None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13168$10,096None
JPMORGAN CHASE & CO2026-06-302026-08-13158$9,418None
JPMORGAN CHASE & CO2026-06-302026-08-1318,052$1,076,036None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Medallion Wealth Advisors, LLC ↗GOLDMAN SACHS GROUP INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗Sanctuary Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.