UDIV · Insider trading · 13F holders · Congress trades
Franklin Templeton ETF Tr (UDIV)
Who is buying and selling UDIV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
UDIV at a glance
- No open-market insider purchases or sales of UDIV were filed in the last 90 days.
- 4 13F filers hold UDIV among their 50 largest positions, worth $43.9M combined. The biggest bets by portfolio weight are BAM Wealth Management, LLC (1.2%), Prepared Retirement Institute LLC (0.8%) and CreativeOne Wealth, LLC (0.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in UDIV.
UDIV insider trading
No open-market insider purchases or sales of UDIV were filed in the last 90 days.
Who owns UDIV? Hedge funds and superinvestors
4 13F filers hold UDIV among their 50 largest positions, worth $43.9M combined. The biggest bets by portfolio weight are BAM Wealth Management, LLC (1.2%), Prepared Retirement Institute LLC (0.8%) and CreativeOne Wealth, LLC (0.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLCWealth manager | 0.8% | $36.2M | 602,634 | +8.6% shares | Q2 2026 |
| Systelligence, LLCMutual fund manager | 0.6% | $3.4M | 57,394 | — | Q2 2026 |
| BAM Wealth Management, LLCWealth manager | 1.2% | $2.3M | 37,092 | +21.9% shares | Q3 2026 |
| Prepared Retirement Institute LLCWealth manager | 0.8% | $1.9M | 32,291 | +2.6% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 3). Screen UDIV in the grand portfolio →
UDIV stock trades by members of Congress
No member of Congress has disclosed a trade in UDIV.
UDIV questions and answers
Are insiders buying UDIV stock?
No open-market insider purchases or sales of UDIV were filed in the last 90 days.
Which hedge funds own UDIV?
4 13F filers hold UDIV among their 50 largest positions, worth $43.9M combined. The biggest bets by portfolio weight are BAM Wealth Management, LLC (1.2%), Prepared Retirement Institute LLC (0.8%) and CreativeOne Wealth, LLC (0.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded UDIV?
No member of Congress has disclosed a trade in UDIV.
Who is the largest holder of UDIV?
Among 13F filers, CreativeOne Wealth, LLC reports the largest UDIV position, $36.2M (602,634 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is BAM Wealth Management, LLC's: 1.2% of its portfolio.
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