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On this page, we present all of the funds holding UDIV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding UDIV, with a link to that fund's top holdings. The next columns
indicate the amount of UDIV stock held by each of the funds holding UDIV, followed by the UDIV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 24 funds holding UDIV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Franklin Resources Inc.. For more details on the positions held by Franklin Resources Inc.
(or by any of the other funds holding UDIV), click the fund name in the "Holder" column of the funds-holding-UDIV table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Franklin Resources Inc. | 1,023,540 | $37,802 | 12/31/2023 | | UDIV | 1,023,540 | $37,802 | 12/31/2023 | | LPL Financial LLC | 53,217 | $1,965 | 12/31/2023 | | UDIV | 53,217 | $1,965 | 12/31/2023 | | Cetera Investment Advisers | 40,022 | $1,478 | 12/31/2023 | | UDIV | 40,022 | $1,478 | 12/31/2023 | | Advisor Group Holdings Inc. | 39,558 | $1,461 | 12/31/2023 | | UDIV | 39,558 | $1,461 | 12/31/2023 | | Envestnet Asset Management Inc. | 34,068 | $1,258 | 12/31/2023 | | UDIV | 34,068 | $1,258 | 12/31/2023 | | Susquehanna International Group LLP | 32,541 | $1,202 | 12/31/2023 | | UDIV | 32,541 | $1,202 | 12/31/2023 | | Jane Street Group LLC | 23,181 | $856 | 12/31/2023 | | UDIV | 23,181 | $856 | 12/31/2023 | | Bank of New York Mellon Corp | 14,663 | $592 | 03/31/2024 | | UDIV | 14,663 | $592 | 03/31/2024 | | OLD Mission Capital LLC | 11,193 | $413 | 12/31/2023 | | UDIV | 11,193 | $413 | 12/31/2023 | | Koshinski Asset Management Inc. | 9,010 | $333 | 12/31/2023 | | UDIV | 9,010 | $333 | 12/31/2023 | | JPMorgan Chase & Co. | 8,110 | $300 | 12/31/2023 | | UDIV | 8,110 | $300 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 6,444 | $260 | 03/31/2024 | | UDIV | 6,444 | $260 | 03/31/2024 | | Stratos Wealth Partners LTD. | 5,785 | $234 | 03/31/2024 | | UDIV | 5,785 | $234 | 03/31/2024 | | Total Clarity Wealth Management Inc. | 5,095 | $206 | 03/31/2024 | | UDIV | 5,095 | $206 | 03/31/2024 | | Bank of America Corp DE | 3,797 | $140 | 12/31/2023 | | UDIV | 3,797 | $140 | 12/31/2023 | | Bank of Montreal Can | 3,555 | $132 | 12/31/2023 | | UDIV | 3,555 | $132 | 12/31/2023 | | UBS Group AG | 1,221 | $45 | 12/31/2023 | | UDIV | 1,221 | $45 | 12/31/2023 | | Global Retirement Partners LLC | 942 | $38 | 03/31/2024 | | UDIV | 942 | $38 | 03/31/2024 | | Allworth Financial LP | 553 | $22 | 03/31/2024 | | UDIV | 553 | $22 | 03/31/2024 | | Geneos Wealth Management Inc. | 585 | $22 | 12/31/2023 | | UDIV | 585 | $22 | 12/31/2023 | | Harbour Investments Inc. | 220 | $8 | 12/31/2023 | | UDIV | 220 | $8 | 12/31/2023 | | Tidemark LLC | 173 | $6 | 12/31/2023 | | UDIV | 173 | $6 | 12/31/2023 | | Archer Investment Corp | 18 | $1 | 12/31/2023 | | UDIV | 18 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | UDIV | 0 | $0 | 03/31/2024 | | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | | UDIV | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UDIV
See Details: Top 10 Hedge Funds Holding UDIV
Also See: UDIV Holdings Changes
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