Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Templeton ETF Tr (UDIV)

44 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — UDIV

Based on 45 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
45 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.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

24 buying17 selling
Last quarter: 24 funds bought or added vs 17 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new UDIV position: 4 → 6 → 5 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 29% medium ■ 24% new
21 out of 45 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.
💰

Value +37% but shares only +18% — price-driven

Value
+36%
Shares
+17%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +18%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

5 → 4 → 6 → 5 → 13 new funds/Q
New funds entering each quarter: 4 → 6 → 5 → 13. A growing number of institutions are discovering UDIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 29% newcomers

■ 51% veterans ■ 20% 1-2yr ■ 29% new
Entry-cohort mix of 45 holders: 23 (51%) are 2+ year veterans, 9 entered 1–2 years ago, and 13 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
11 of 44 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 24 hedge funds were net buyers of UDIV (13 opened a new position, 11 added to an existing one), while 17 reduced or exited (13 trimmed, 4 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 27% of total institutional value in UDIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 45.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: UDIV
2026 Q3 Stats Unlock in 47 days 44 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 44 36 22.22%
13F Shares 2M 2M 17.73%
Total Value $115M $84M 36.8%
New Positions 13 5 +8
Increased Positions 11 13 -2
Closed Positions 4 5 -1
Reduced Positions 13 10 +3
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 Q2)

44 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BAM Wealth Management, LLC 1.14% 30,418 $1.8M
2 Prepared Retirement Institute LLC 0.83% 32,291 $1.9M
3 CreativeOne Wealth, LLC 0.78% 602,634 $36.2M
4 Systelligence, LLC 0.58% 57,394 $3.4M
5 Total Clarity Wealth Management, Inc. 0.09% 7,300 $439K
6 Arkadios Wealth Advisors 0.05% 60,242 $3.6M
7 Triad Wealth Partners, LLC 0.04% 10,657 $648K
8 Mml Investors Services, LLC 0.04% 285,976 $17.2M
9 Register Financial Advisors LLC 0.03% 1,454 $87K
10 Sanctuary Advisors, LLC 0.01% 50,474 $3.0M
11 Koshinski Asset Management, Inc. 0.01% 4,225 $254K
12 Medallion Wealth Advisors, LLC 0.01% 600 $36K
13 MCF Advisors LLC 0.01% 5,091 $307K
14 Atria Investments, Inc 0.01% 10,472 $629K
15 LPL Financial LLC 0.01% 441,685 $26.5M
16 Private Trust Co NA 0.00% 1,018 $61K
17 Principal Securities, INC. 0.00% 6,468 $389K
18 Cetera Investment Advisers 0.00% 59,734 $3.6M
19 Stratos Wealth Partners, LTD. 0.00% 4,423 $266K
20 Tidemark, LLC 0.00% 173 $10K
21 Raymond James Financial Inc 0.00% 100,143 $6.0M
22 Integrated Wealth Concepts LLC 0.00% 5,235 $315K
23 International Assets Investment Management, LLC 0.00% 350 $21K
24 Global Retirement Partners, LLC 0.00% 942 $57K
25 Osaic Holdings, INC. 0.00% 9,273 $557K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 59% buying: Last quarter: 24 funds bought or added vs 17 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?

Strong quality — 27% AUM from major funds: 11 of 44 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UDIV?

47% of holders stayed for 2+ years: 21 out of 45 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.

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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