SEC 13F Intelligence

XUDVFRANKLIN TEMPLETON ETF TR

CUSIP 35473P389 · Yahoo Finance ↗ · Google Finance ↗

Franklin Templeton Etf Tr (XUDV) has 11 institutional holders in Filings Flow’s 13F database, together reporting 1.90M shares worth $54M as of Q1 2026. The largest reported holders are Assetmark, Inc, Franklin Resources Inc, and Envestnet Asset Management Inc.

Institutional Holders
11
Q1 2026
Reported Value
$54M
Ticker
XUDV
Quarters Tracked
5

Ownership Trend

Institutional holders
Q1 ’25: 2Q1 ’25Q2 ’25: 8Q2 ’25Q3 ’25: 6Q3 ’25Q4 ’25: 10Q4 ’25Q1 ’26: 11Q1 ’26filingsflow.com
Total reported value
Q1 ’25: $1MQ1 ’25Q2 ’25: $31MQ2 ’25Q3 ’25: $34MQ3 ’25Q4 ’25: $49MQ4 ’25Q1 ’26: $54MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
ASSETMARK, INC$49.0B AUM0.05%$23M801.9KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$17M590.0KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M197.8KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$5M165.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M92.5KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M64.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M42.2KQ1 2026
INVESTED ADVISORS$99M AUM0.60%$590,47920.9KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.01%$312,56111.1KQ1 2026
Rossby Financial, LCC$489M AUM0.02%$101,2233.6KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$11,361429Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6,000206Q1 2026
MORGAN STANLEY$1.66T AUM0.00%$4,542170Q3 2025OLDER
Park Square Financial Group, LLC$13M AUM0.00%$4,135162Q2 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$3,612128Q1 2026
UBS Group AG$666.3B AUM0.00%$2,805105Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$261Q2 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.