Who Owns FRANKLIN TEMPLETON (UDIV)? -- Institutional Holders (2026-06-30)

Name: FRANKLIN TEMPLETON (UDIV) Institutional Holders (2026-06-30)
Creator: ko.io

45 institutions reported holding $115.3M of FRANKLIN TEMPLETON (UDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: CreativeOne Wealth, LLC ($36.2M), LPL Financial LLC ($26.5M), MML INVESTORS SERVICES, LLC ($17.2M), RAYMOND JAMES FINANCIAL INC ($6.0M), Arkadios Wealth Advisors ($3.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CreativeOne Wealth, LLC	$36.2M	602,634	Added
2	LPL Financial LLC	$26.5M	441,685	Added
3	MML INVESTORS SERVICES, LLC	$17.2M	285,976	New
4	RAYMOND JAMES FINANCIAL INC	$6.0M	100,143	Added
5	Arkadios Wealth Advisors	$3.6M	60,242	Added
6	Cetera Investment Advisers	$3.6M	59,734	Added
7	Systelligence, LLC	$3.4M	57,394	New
8	Sanctuary Advisors, LLC	$3.0M	50,474	Trimmed
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.3M	37,572	Added
10	Prepared Retirement Institute LLC	$1.9M	32,291	Added
11	BAM Wealth Management, LLC	$1.8M	30,418	Added
12	Bank of New York Mellon Corp	$1.3M	21,185	Trimmed
13	JPMORGAN CHASE & CO	$1.1M	18,210	Trimmed
14	FRANKLIN RESOURCES INC	$887,765	14,772	Trimmed
15	Triad Wealth Partners, LLC	$648,408	10,657	New
16	Atria Investments, Inc	$629,344	10,472	Trimmed
17	OSAIC HOLDINGS, INC.	$557,314	9,273	Added
18	BANK OF AMERICA CORP /DE/	$508,189	8,456	Trimmed
19	GOLDMAN SACHS GROUP INC	$439,615	7,315	Trimmed
20	Total Clarity Wealth Management, Inc.	$438,725	7,300	Added
21	ENVESTNET ASSET MANAGEMENT INC	$425,259	7,076	Trimmed
22	PRINCIPAL SECURITIES, INC.	$388,720	6,468	New
23	Integrated Wealth Concepts LLC	$314,617	5,235	Trimmed
24	MCF Advisors LLC	$307,112	5,091	New
25	Cambridge Investment Research Advisors, Inc.	$276,000	4,597	Added

Source: SEC Form 13F filings · as of 2026-06-30