12 institutions reported holding $8.4M of FRANKLIN TEMPLETON ETF TR (UDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Systelligence, LLC ($3.4M), BAM Wealth Management, LLC ($1.8M), Atria Investments, Inc ($629,344), Cambridge Investment Research Advisors, Inc. ($552,000), Total Clarity Wealth Management, Inc. ($438,725). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Systelligence, LLC | $3.4M | 57,394 | New |
| 2 | BAM Wealth Management, LLC | $1.8M | 30,418 | Added |
| 3 | Atria Investments, Inc | $629,344 | 10,472 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $552,000 | 9,194 | Added |
| 5 | Total Clarity Wealth Management, Inc. | $438,725 | 7,300 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $425,259 | 7,076 | Trimmed |
| 7 | PRINCIPAL SECURITIES, INC. | $388,720 | 6,468 | New |
| 8 | Koshinski Asset Management, Inc. | $253,913 | 4,225 | Hold |
| 9 | TRUIST FINANCIAL CORP | $250,608 | 4,170 | Hold |
| 10 | Register Financial Advisors LLC | $87,382 | 1,454 | New |
| 11 | PRIVATE TRUST CO NA | $61,180 | 1,018 | Hold |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $20,946 | 350 | New |
Source: SEC Form 13F filings · as of 2026-06-30