12 institutions reported holding $53.6M of FRANKLIN U.S. DIVIDEND BOOSTER INDEX ETF (XUDV) in SEC 13F filings for 2026-03-31. Largest institutional holders: ASSETMARK, INC ($22.6M), FRANKLIN RESOURCES INC ($16.6M), ENVESTNET ASSET MANAGEMENT INC ($5.6M), Cetera Investment Advisers ($4.7M), RAYMOND JAMES FINANCIAL INC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ASSETMARK, INC | $22.6M | 801,912 | Trimmed |
| 2 | FRANKLIN RESOURCES INC | $16.6M | 590,000 | Hold |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.6M | 197,776 | Trimmed |
| 4 | Cetera Investment Advisers | $4.7M | 165,734 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.8M | 64,480 | Added |
| 6 | CITADEL ADVISORS LLC | $1.2M | 42,161 | New |
| 7 | INVESTED ADVISORS | $590,479 | 20,924 | Trimmed |
| 8 | Ameritas Advisory Services, LLC | $312,561 | 11,076 | Trimmed |
| 9 | Rossby Financial, LCC | $101,223 | 3,594 | New |
| 10 | Royal Bank of Canada | $6,000 | 206 | Trimmed |
| 11 | CoreCap Advisors, LLC | $3,612 | 128 | Hold |
| 12 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31