Who Owns Franklin US Dividend Booster Index ETF (XUDV)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$2.14371500050004e+24T
% of Float Held
—
QoQ Change in Holders
+8 / -3
Price History
XUDV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| FRANKLIN RESOURCES INC | New Position | +590K | +$15.0M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +206K | +$5.0M |
| RAYMOND JAMES FINANCIAL INC | New Position | +40K | +$1.0M |
| INVESTED ADVISORS | New Position | +21K | +$555K |
| Ameritas Advisory Services, LLC | New Position | +11K | +$294K |
| CoreCap Advisors, LLC | New Position | +128 | +$3K |
| ROYAL BANK OF CANADA | New Position | +338 | +$0 |
| WELLS FARGO & COMPANY/MN | New Position | +429 | +$0 |
| COZAD ASSET MANAGEMENT INC | Increased | +1K | +$-359.3M |
| Cetera Investment Advisers | Increased | +2K | +$-4.6B |
| ASSETMARK, INC | Increased | +2K | +$-21.6B |
XUDV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Closed Position | -93K | -$2.5B |
| MORGAN STANLEY | Closed Position | -170 | -$4.5M |
| UBS Group AG | Closed Position | -105 | -$2.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 809,452 | $21.4M | 0.04% | Share |
| 2 | FRANKLIN RESOURCES INC | 590,000 | $15.0M | 0.00% | Share |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 205,734 | $5.0M | 0.00% | Share |
| 4 | Cetera Investment Advisers | 173,032 | $4.0M | 0.00% | Share |
| 5 | RAYMOND JAMES FINANCIAL INC | 39,136 | $1.0M | 0.00% | Share |
| 6 | INVESTED ADVISORS | 20,980 | $555K | 0.57% | Share |
| 7 | Ameritas Advisory Services, LLC | 11,109 | $294K | 0.01% | Share |
| 8 | CoreCap Advisors, LLC | 128 | $3K | 0.00% | Share |
| 9 | WELLS FARGO & COMPANY/MN | 429 | $0 | 0.00% | Share |
| 10 | RAYMOND JAMES FINANCIAL INC | 448 | $0 | 0.00% | Share |
| 11 | Ancora Advisors LLC | 1,656 | $0 | 0.00% | Share |
| 12 | COZAD ASSET MANAGEMENT INC | 7,621 | $0 | 0.00% | Share |
| 13 | ROYAL BANK OF CANADA | 338 | $0 | 0.00% | Share |
XUDV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $47.3M | +5 |
| Q3 2025 | 7 | $29.1B | -2 |
| Q2 2025 | 9 | $30.8B | +6 |
| Q1 2025 | 3 | $1.1B | +2 |
| Q4 2024 | 1 | $91.3M | +0 |
| Q3 2024 | 1 | $58.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold XUDV (Franklin US Dividend Booster Index ETF). The largest holder is ASSETMARK, INC with $21.4M in shares. This quarter, 8 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own XUDV?
As of Q4 2025, 13 institutional investors report holding XUDV (Franklin US Dividend Booster Index ETF) in their 13F filings.
Who is the largest institutional holder of XUDV?
The largest institutional holder of XUDV is ASSETMARK, INC with $21.4M in shares.
Is institutional ownership of XUDV increasing or decreasing?
This quarter, 8 institutions opened new positions in XUDV and 3 closed their positions.