Franklin U.S. Core Dividend (UDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares508,689 from 441,685

Change+67,004 (+15%)

Value$31.1M (+$4.6M)

Filed 2026-11-06

Systelligence, LLC

INCREASED

Shares161,060 from 57,394

Change+103,666 (+181%)

Value$5.2M (+$1.7M)

Filed 2026-11-05

BAM Wealth Management, LLC

INCREASED

Shares37,092 from 30,418

Change+6,674 (+22%)

Value$2.3M (+$442.3K)

Filed 2026-10-15

IFP Advisors, Inc

NEW

Shares33,969

Change+33,969

Value$2.1M

Filed 2026-10-16

Bank of New York Mellon Corp

DECREASED

Shares20,755 from 21,185

Change-430 (-2%)

Value$1.3M (-$2.8K)

Filed 2026-11-05

Total Clarity Wealth Management, Inc.

INCREASED

Shares7,632 from 7,300

Change+332 (+5%)

Value$467.2K (+$28.4K)

Filed 2026-10-26

Commonwealth Equity Services, LLC

NEW

Shares7,279

Change+7,279

Value$445.5K

Filed 2026-11-02

Atria Investments, Inc

DECREASED

Shares7,224 from 10,472

Change-3,248 (-31%)

Value$442.2K (-$187.2K)

Filed 2026-10-15

MCF Advisors LLC

UNCHANGED

Shares5,091 from 5,091

Change0 (0%)

Value$311.6K (+$4.5K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares4,830 from 4,597

Change+233 (+5%)

Value$296.0K (+$20.0K)

Filed 2026-11-02

Koshinski Asset Management, Inc.

UNCHANGED

Shares4,225 from 4,225

Change0 (0%)

Value$258.6K (+$4.7K)

Filed 2026-10-29

Truist Financial Corp

UNCHANGED

Shares4,170 from 4,170

Change0 (0%)

Value$255.2K (+$4.6K)

Filed 2026-10-30

UNCHANGED

Shares1,454 from 1,454

Change0 (0%)

Value$89.0K (+$1.6K)

Filed 2026-10-23

Private Trust Co NA

UNCHANGED

Shares1,018 from 1,018

Change0 (0%)

Value$62.3K (+$1.1K)

Filed 2026-10-20

Allworth Financial LP

UNCHANGED

Shares511 from 511

Change0 (0%)

Value$30.7K ($0)

Filed 2026-11-06

Assetmark, Inc

NEW

Shares357

Change+357

Value$21.9K

Filed 2026-10-21

First Command Advisory Services, Inc.

DECREASED

Shares182 from 218

Change-36 (-17%)

Value$11.1K (-$2.0K)

Filed 2026-11-05

Triad Wealth Partners, LLC

CLOSED

Shares0 from 10,657

Change-10,657 (-100%)

Value$0 (-$648.4K)

Filed 2026-10-26

International Assets Investment Management, LLC

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$20.9K)

Filed 2026-11-02

CreativeOne Wealth, LLC

N/A

Shares— from 602,634

Change-602,634 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 285,976

Change-285,976 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 100,143

Change-100,143 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 60,242

Change-60,242 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 59,734

Change-59,734 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 50,474

Change-50,474 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 37,572

Change-37,572 (-100%)

Value—

Prepared Retirement Institute LLC

N/A

Shares— from 32,291

Change-32,291 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 18,210

Change-18,210 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 14,772

Change-14,772 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,273

Change-9,273 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 8,456

Change-8,456 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 7,315

Change-7,315 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,076

Change-7,076 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 6,468

Change-6,468 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 5,235

Change-5,235 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,423

Change-4,423 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 4,368

Change-4,368 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 942

Change-942 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 800

Change-800 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 600

Change-600 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 491

Change-491 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 400

Change-400 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 173

Change-173 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 168

Change-168 (-100%)

Value—

FMR LLC

N/A

Shares— from 164

Change-164 (-100%)

Value—

UBS Group AG

N/A

Shares— from 87

Change-87 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
LPL Financial LLC	INCREASED	508,689	441,685	+67,004	+15%	$26.5M	$31.1M	+$4.6M	2026-11-06
Systelligence, LLC	INCREASED	161,060	57,394	+103,666	+181%	$3.4M	$5.2M	+$1.7M	2026-11-05
BAM Wealth Management, LLC	INCREASED	37,092	30,418	+6,674	+22%	$1.8M	$2.3M	+$442.3K	2026-10-15
IFP Advisors, Inc	NEW	33,969	—	+33,969	—	—	$2.1M	—	2026-10-16
Bank of New York Mellon Corp	DECREASED	20,755	21,185	-430	-2%	$1.3M	$1.3M	-$2.8K	2026-11-05
Total Clarity Wealth Management, Inc.	INCREASED	7,632	7,300	+332	+5%	$438.7K	$467.2K	+$28.4K	2026-10-26
Commonwealth Equity Services, LLC	NEW	7,279	—	+7,279	—	—	$445.5K	—	2026-11-02
Atria Investments, Inc	DECREASED	7,224	10,472	-3,248	-31%	$629.3K	$442.2K	-$187.2K	2026-10-15
MCF Advisors LLC	UNCHANGED	5,091	5,091	0	0%	$307.1K	$311.6K	+$4.5K	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	4,830	4,597	+233	+5%	$276.0K	$296.0K	+$20.0K	2026-11-02
Koshinski Asset Management, Inc.	UNCHANGED	4,225	4,225	0	0%	$253.9K	$258.6K	+$4.7K	2026-10-29
Truist Financial Corp	UNCHANGED	4,170	4,170	0	0%	$250.6K	$255.2K	+$4.6K	2026-10-30
Register Financial Advisors LLC	UNCHANGED	1,454	1,454	0	0%	$87.4K	$89.0K	+$1.6K	2026-10-23
Private Trust Co NA	UNCHANGED	1,018	1,018	0	0%	$61.2K	$62.3K	+$1.1K	2026-10-20
Allworth Financial LP	UNCHANGED	511	511	0	0%	$30.7K	$30.7K	$0	2026-11-06
Assetmark, Inc	NEW	357	—	+357	—	—	$21.9K	—	2026-10-21
First Command Advisory Services, Inc.	DECREASED	182	218	-36	-17%	$13.2K	$11.1K	-$2.0K	2026-11-05
Triad Wealth Partners, LLC	CLOSED	0	10,657	-10,657	-100%	$648.4K	$0	-$648.4K	2026-10-26
International Assets Investment Management, LLC	CLOSED	0	350	-350	-100%	$20.9K	$0	-$20.9K	2026-11-02
CreativeOne Wealth, LLC	N/A	—	602,634	-602,634	-100%	$36.2M	—	—	—
MML Investors Services, LLC	N/A	—	285,976	-285,976	-100%	$17.2M	—	—	—
Raymond James Financial Inc	N/A	—	100,143	-100,143	-100%	$6.0M	—	—	—
Arkadios Wealth Advisors	N/A	—	60,242	-60,242	-100%	$3.6M	—	—	—
Cetera Investment Advisers	N/A	—	59,734	-59,734	-100%	$3.6M	—	—	—
Sanctuary Advisors, LLC	N/A	—	50,474	-50,474	-100%	$3.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	37,572	-37,572	-100%	$2.3M	—	—	—
Prepared Retirement Institute LLC	N/A	—	32,291	-32,291	-100%	$1.9M	—	—	—
JPMorgan Chase & Co	N/A	—	18,210	-18,210	-100%	$1.1M	—	—	—
Franklin Resources Inc	N/A	—	14,772	-14,772	-100%	$887.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,273	-9,273	-100%	$557.3K	—	—	—
Bank of America Corp	N/A	—	8,456	-8,456	-100%	$508.2K	—	—	—
Goldman Sachs Group Inc	N/A	—	7,315	-7,315	-100%	$439.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,076	-7,076	-100%	$425.3K	—	—	—
Principal Securities, Inc.	N/A	—	6,468	-6,468	-100%	$388.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	5,235	-5,235	-100%	$314.6K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,423	-4,423	-100%	$265.8K	—	—	—
Virtu Financial LLC	N/A	—	4,368	-4,368	-100%	$262.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	942	-942	-100%	$56.6K	—	—	—
Morgan Stanley	N/A	—	800	-800	-100%	$48.1K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	600	-600	-100%	$36.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	491	-491	-100%	$29.5K	—	—	—
National Bank of Canada	N/A	—	400	-400	-100%	$24.0K	—	—	—
Tidemark, LLC	N/A	—	173	-173	-100%	$10.4K	—	—	—
Harbour Investments, Inc.	N/A	—	168	-168	-100%	$10.1K	—	—	—
FMR LLC	N/A	—	164	-164	-100%	$9.9K	—	—	—
UBS Group AG	N/A	—	87	-87	-100%	$5.2K	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$28	—	—	—

Showing 47 of 47 institutions