12 institutions reported holding $66.3M of FRANKLIN TEMPLETON ETF TR (XUDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($29.2M), FRANKLIN RESOURCES INC ($17.4M), ENVESTNET ASSET MANAGEMENT INC ($7.4M), Cetera Investment Advisers ($6.4M), RAYMOND JAMES FINANCIAL INC ($3.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ASSETMARK, INC | $29.2M | 933,457 | Added |
| 2 | FRANKLIN RESOURCES INC | $17.4M | 555,000 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 237,000 | Added |
| 4 | Cetera Investment Advisers | $6.4M | 204,200 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $3.6M | 113,541 | Added |
| 6 | CITADEL ADVISORS LLC | $1.3M | 41,645 | Trimmed |
| 7 | INVESTED ADVISORS | $765,153 | 24,422 | Added |
| 8 | Rossby Financial, LCC | $133,403 | 4,258 | Added |
| 9 | Meramec Financial Planners, LLC | $23,985 | 734 | New |
| 10 | Royal Bank of Canada | $9,000 | 293 | Added |
| 11 | CoreCap Advisors, LLC | $4,010 | 128 | Hold |
| 12 | Ameritas Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30