Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Templeton ETF Tr (UDIV)

36 + Investors. Track Smart Money conviction in UDIV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — UDIV

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UDIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
36 hedge funds hold UDIV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

18 buying14 selling
Last quarter: 18 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 25% medium ■ 17% new
21 out of 36 hedge funds have held UDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

5 → 4 → 4 → 6 → 5 new funds/Q
New funds entering each quarter: 4 → 4 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 33% newcomers

■ 50% veterans ■ 17% 1-2yr ■ 33% new
Entry-cohort mix of 36 holders: 18 (50%) are 2+ year veterans, 6 entered 1–2 years ago, and 12 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
11 of 34 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in UDIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UDIV

In 2026 Q1, 18 hedge funds were net buyers of UDIV (5 opened a new position, 13 added to an existing one), while 14 reduced or exited (10 trimmed, 4 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in UDIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: UDIV

How many hedge funds hold UDIV — quarterly history vs. share price
Quarterly hedge fund ownership of UDIV vs. share price

Market Analysis: UDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UDIV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Franklin Templeton ETF Tr (UDIV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UDIV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 88d ago
UDIV
nan%
SPY
+12.4%

UDIV outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
UDIV
nan%
SPY
-1.1%

Since the filing became public, UDIV outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: UDIV
36 + Investors

Track Smart Money conviction in UDIV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 35 2.86%
13F Shares 2M 2M -2.52%
Total Value $84M $89M -5.59%
New Positions 5 6 -1
Increased Positions 13 17 -4
Closed Positions 4 4 -
Reduced Positions 10 6 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UDIV

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Institutional Holders (2026 Q1)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UDIV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UDIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BAM Wealth Management, LLC 0.89% 23,031 $1.2M
2 Prepared Retirement Institute LLC 0.81% — $2K
3 CreativeOne Wealth, LLC 0.67% 554,831 $28.6M
4 Total Clarity Wealth Management, Inc. 0.08% 6,953 $359K
5 Arkadios Wealth Advisors 0.05% 59,522 $3.1M
6 Medallion Wealth Advisors, LLC 0.03% 1,460 $64K
7 Sanctuary Advisors, LLC 0.01% 52,487 $2.7M
8 Koshinski Asset Management, Inc. 0.01% 4,225 $218K
9 Atria Investments, Inc 0.01% 11,478 $592K
10 LPL Financial LLC 0.01% 402,446 $20.8M
11 Private Trust Co NA 0.00% 1,018 $53K
12 Integrated Wealth Concepts LLC 0.00% 8,300 $428K
13 Franklin Resources Inc 0.00% 250,122 $12.9M
14 Cetera Investment Advisers 0.00% 54,361 $2.8M
15 Stratos Wealth Partners, LTD. 0.00% 5,063 $261K
16 Western Wealth Management, LLC 0.00% 1,434 $74K
17 Tidemark, LLC 0.00% 173 $9K
18 Raymond James Financial Inc 0.00% 89,006 $4.6M
19 Geneos Wealth Management Inc. 0.00% 491 $25K
20 Truist Financial Corp 0.00% 4,170 $215K
21 Harbour Investments, INC. 0.00% 253 $13K
22 Sunbelt Securities, Inc. 0.00% 55 $3K
23 Susquehanna International Group, LLP 0.00% 25,884 $1.3M
24 Citadel Advisors LLC 0.00% 14,915 $770K
25 Allworth Financial LP 0.00% 561 $29K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Templeton ETF Tr (UDIV)

What does the Smart Money Trend signal show for UDIV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UDIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UDIV?

Slight buying edge — 56% buying: Last quarter: 18 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UDIV holders?

Elite ownership — 46% AUM from top-100 funds: 11 of 34 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in UDIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UDIV?

58% of holders stayed for 2+ years: 21 out of 36 hedge funds have held UDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Franklin Templeton ETF Tr (UDIV) following the 2026 Q1 hedge fund 13F filings?

As of today, UDIV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), UDIV has gained nan% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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