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Franklin U.S. Core Dividend (UDIV)

CUSIP: 35473P306 | NYSE | 78 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC508,689
0.0% of portfolio›$31.1M
Systelligence, LLC161,060
0.9% of portfolio›$5.2M
BAM Wealth Management, LLC37,092
1.2% of portfolio›$2.3M
IFP Advisors, Inc33,969
0.0% of portfolio›$2.1M
Bank of New York Mellon Corp20,755
0.0% of portfolio›$1.3M
Total Clarity Wealth Management, Inc.7,632
0.1% of portfolio›$467.2K
Commonwealth Equity Services, LLC7,279
0.0% of portfolio›$445.5K
Atria Investments, Inc7,224
0.0% of portfolio›$442.2K
MCF Advisors LLC5,091
0.0% of portfolio›$311.6K
Cambridge Investment Research Advisors, Inc.4,830
0.0% of portfolio›$296.0K
Koshinski Asset Management, Inc.4,225
0.0% of portfolio›$258.6K
Truist Financial Corp4,170
0.0% of portfolio›$255.2K
Register Financial Advisors LLC1,454
0.0% of portfolio›$89.0K
Private Trust Co NA1,018
0.0% of portfolio›$62.3K
Allworth Financial LP511
0.0% of portfolio›$30.7K
Assetmark, Inc357
0.0% of portfolio›$21.9K
First Command Advisory Services, Inc.182
0.0% of portfolio›$11.1K
StyleTurnoverLocationFiled
LPL Financial LLC
508,689$31.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Systelligence, LLC
161,060$5.2M0.9%ETFHighBloomington, MN2026-11-05
BAM Wealth Management, LLC
37,092$2.3M1.2%ETFHighLakewood, CO2026-10-15
IFP Advisors, Inc
33,969$2.1M0.0%GrowthLowTampa, FL2026-10-16
Bank of New York Mellon Corp
20,755$1.3M0.0%CoreLowNew York, NY2026-11-05
Total Clarity Wealth Management, Inc.
7,632$467.2K0.1%ETFMediumSt. Charles, IL2026-10-26
Commonwealth Equity Services, LLC
7,279$445.5K0.0%ETFLowWaltham, MA2026-11-02
Atria Investments, Inc
7,224$442.2K0.0%CoreMediumCharlotte, NC2026-10-15
MCF Advisors LLC
5,091$311.6K0.0%ETFLowLexington, KY2026-10-28
Cambridge Investment Research Advisors, Inc.
4,830$296.0K0.0%ETFLowFairfield, IA2026-11-02
Koshinski Asset Management, Inc.
4,225$258.6K0.0%ETFLowDecatur, IL2026-10-29
Truist Financial Corp
4,170$255.2K0.0%CoreLowCharlotte, NC2026-10-30
Register Financial Advisors LLC
1,454$89.0K0.0%GARPLowAtlanta, GA2026-10-23
Private Trust Co NA
1,018$62.3K0.0%CoreLowCleveland, OH2026-10-20
Allworth Financial LP
511$30.7K0.0%IndexLowFolsom, CA2026-11-06
Assetmark, Inc
357$21.9K0.0%ETFLowConcord, CA2026-10-21
First Command Advisory Services, Inc.
182$11.1K0.0%IndexLowFort Worth, TX2026-11-05