DaveManuel.com · Institutional Ownership · Who Owns It
FRANKLIN TEMPLETON ETF TR (DIVI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
195
Reporting holders
$1.6B
Reported value
0.0%
Calls
0.0%
Puts
+11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Retirement Planning Group, LLC | $260.6M | 6,100,216 | 6.62% | 15q | +7.8%+$18.8M |
| LPL Financial LLC | $229.4M | 5,368,764 | 0.05% | 17q | -2.2%-$5.1M |
| BANK OF AMERICA CORP /DE/ | $116.4M | 2,725,704 | 0.01% | 31q | +26.4%+$24.3M |
| Capital Analysts, LLC | $69.2M | 1,619,997 | 1.59% | 10q | +1.2%+$831.1K |
| RAYMOND JAMES FINANCIAL INC | $68.8M | 1,609,833 | 0.02% | 7q | +31.9%+$16.6M |
| Sanctuary Advisors, LLC | $40.9M | 957,291 | 0.19% | 9q | -1.7%-$714.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.4M | 944,961 | 0.02% | 11q | +29.4%+$9.2M |
| NewEdge Advisors, LLC | $37.4M | 876,397 | 0.11% | 13q | +12.6%+$4.2M |
| Legacy Financial Advisors, Inc. | $36.8M | 860,443 | 4.48% | 8q | +0.9%+$331.9K |
| MCF Advisors LLC | $35.1M | 808,938 | 1.25% | 2q | HELD |
| Cetera Investment Advisers | $34.7M | 812,033 | 0.03% | 14q | +9.5%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $32.3M | 756,101 | 0.01% | 15q | +102.2%+$16.3M |
| Baron Wealth Management LLC | $32.0M | 748,975 | 8.30% | 6q | +1.3%+$398.4K |
| Koshinski Asset Management, Inc. | $27.4M | 641,960 | 1.46% | 10q | +4.9%+$1.3M |
| TriaGen Wealth Management LLC | $26.1M | 610,254 | 6.52% | 16q | +3.4%+$858.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $25.5M | 596,243 | 0.97% | 11q | +5.0%+$1.2M |
| Cambridge Investment Research Advisors, Inc. | $25.0M | 585,710 | 0.03% | 14q | +97.8%+$12.4M |
| Bank of New York Mellon Corp | $21.7M | 508,257 | 0.00% | 13q | +12.4%+$2.4M |
| HARBOUR INVESTMENTS, INC. | $21.0M | 491,712 | 0.28% | 15q | +4.3%+$860.0K |
| FRANKLIN RESOURCES INC | $18.6M | 435,715 | 0.00% | 28q | HELD |
| AllGen Financial Advisors, Inc. | $17.7M | 414,857 | 3.87% | 5q | +2.1%+$369.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $16.6M | 389,743 | 0.18% | 12q | -8.4%-$1.5M |
| STIFEL FINANCIAL CORP | $16.2M | 378,323 | 0.01% | 13q | +0.9%+$136.2K |
| Vickerman Investment Advisors, Inc. | $15.3M | 357,350 | 2.96% | 15q | -0.8%-$118.1K |
| JONES FINANCIAL COMPANIES LLLP | $13.5M | 318,793 | 0.01% | 9q | +14.7%+$1.7M |
| Equitable Holdings, Inc. | $12.4M | 290,417 | 0.07% | 17q | +25.4%+$2.5M |
| Janney Montgomery Scott LLC | $12.1M | 284,038 | 0.02% | new | NEW |
| Mariner, LLC | $11.7M | 273,180 | 0.01% | 12q | -17.2%-$2.4M |
| LMG Wealth Partners, LLC | $11.6M | 271,790 | 1.86% | 14q | HELD |
| Kestra Advisory Services, LLC | $10.3M | 241,190 | 0.03% | 22q | -8.2%-$923.3K |
| AMERIPRISE FINANCIAL INC | $9.7M | 227,460 | 0.00% | 9q | +32.3%+$2.4M |
| JPMORGAN CHASE & CO | $9.1M | 213,232 | 0.00% | 13q | +5.2%+$451.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 208,293 | 0.01% | 13q | +3.3%+$282.2K |
| Integrated Wealth Concepts LLC | $8.6M | 202,440 | 0.06% | 2q | +3.4%+$286.2K |
| JANE STREET GROUP, LLC | $8.5M | 200,000 | 0.00% | 16q | -43.0%-$6.4M |
| Prepared Retirement Institute LLC | $8.4M | 196,385 | 3.57% | 9q | +11.5%+$863.2K |
| FIRST HAWAIIAN BANK | $8.0M | 186,865 | 1.01% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $7.7M | 181,281 | 0.01% | 26q | +2.9%+$220.1K |
| &PARTNERS | $7.5M | 175,627 | 0.03% | 8q | HELD |
| Joseph Group Capital Management | $7.4M | 173,555 | 1.56% | 3q | +1.1%+$83.7K |
| FLOW TRADERS U.S. LLC | $7.3M | 170,042 | 0.30% | 2q | +69.4%+$3.0M |
| RFG Advisory, LLC | $6.7M | 157,947 | 0.11% | 8q | +323.8%+$5.2M |
| Mirador Capital Partners LP | $6.7M | 156,800 | 0.82% | 2q | +826.1%+$6.0M |
| Ridgeline Wealth Planning, LLC | $5.8M | 136,735 | 3.70% | 7q | -1.5%-$91.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $5.8M | 136,030 | 0.13% | 7q | -1.0%-$60.6K |
| Steward Partners Investment Advisory, LLC | $5.7M | 134,473 | 0.03% | 11q | +5.1%+$279.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.6M | 132,173 | 0.09% | 6q | +11.3%+$572.7K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $5.6M | 130,864 | 0.27% | 15q | -0.7%-$40.6K |
| Sequent Planning LLC | $5.2M | 122,443 | 1.12% | 4q | +2.2%+$113.0K |
| CASTLE WEALTH MANAGEMENT LLC | $5.1M | 119,398 | 1.51% | 6q | -2.3%-$121.1K |
| MML INVESTORS SERVICES, LLC | $5.1M | 118,852 | 0.01% | 13q | +28.2%+$1.1M |
| Vise Technologies, Inc. | $5.1M | 118,704 | 0.06% | 3q | +1292.7%+$4.7M |
| Prostatis Group LLC | $5.0M | 117,400 | 1.17% | 3q | +165.6%+$3.1M |
| DEFINED WEALTH MANAGEMENT, LLC | $5.0M | 116,835 | 2.57% | 14q | -2.1%-$105.4K |
| Owen LaRue, LLC | $4.8M | 112,613 | 1.67% | 13q | +2.6%+$123.9K |
| Midwest Financial Group LLC | $4.7M | 109,924 | 1.65% | 7q | +30.8%+$1.1M |
| Private Advisor Group, LLC | $4.7M | 109,897 | 0.02% | 16q | +2.4%+$112.0K |
| Powers Advisory Group, LLC | $4.3M | 99,984 | 1.34% | 7q | +27.4%+$919.5K |
| Smartleaf Asset Management LLC | $4.1M | 95,223 | 0.13% | 4q | HELD |
| HBW ADVISORY SERVICES LLC | $4.0M | 94,753 | 0.37% | 8q | +8.3%+$311.4K |
| Visionary Wealth Advisors | $4.0M | 93,058 | 0.16% | 5q | +1.6%+$60.8K |
| CreativeOne Wealth, LLC | $3.8M | 88,019 | 0.08% | 15q | +4.0%+$144.0K |
| Capital Investment Counsel, LLC | $3.5M | 81,816 | 0.43% | 2q | +2.6%+$88.2K |
| Keating Financial Advisory Services, Inc. | $2.8M | 65,615 | 0.37% | 3q | -19.5%-$679.8K |
| Dynamic Advisor Solutions LLC | $2.6M | 60,601 | 0.07% | 4q | +8.9%+$212.1K |
| Sowell Financial Services LLC | $2.4M | 55,752 | 0.08% | 13q | +9.5%+$207.1K |
| Prospera Financial Services Inc | $2.4M | 55,466 | 0.03% | 10q | +31.7%+$570.9K |
| Henderson Brothers Financial Partners, LLC | $2.3M | 53,747 | 1.09% | 3q | -48.5%-$2.2M |
| LANE BROTHERS & CO INC | $2.3M | 53,708 | 1.50% | 3q | -2.7%-$64.8K |
| WELLS FARGO & COMPANY/MN | $2.2M | 52,290 | 0.00% | 7q | +90.6%+$1.1M |
| AQR CAPITAL MANAGEMENT LLC | $2.2M | 50,621 | 0.00% | 3q | +6.4%+$131.0K |
| Entelevest, LLC | $1.9M | 45,172 | 1.65% | 3q | +8.6%+$152.6K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $1.9M | 45,000 | 0.48% | 6q | HELD |
| Kelly Financial Services LLC | $1.9M | 44,422 | 0.41% | 5q | -3.1%-$60.7K |
| D.A. DAVIDSON & CO. | $1.8M | 42,988 | 0.01% | 4q | +6.8%+$116.4K |
| OPPENHEIMER & CO INC | $1.8M | 42,632 | 0.02% | 7q | -44.3%-$1.4M |
| Slagle Financial, LLC | $1.8M | 41,467 | 0.53% | 13q | -14.1%-$290.0K |
| First Bank & Trust | $1.8M | 41,254 | 0.26% | 4q | +18.7%+$278.0K |
| Southland Equity Partners LLC | $1.7M | 39,565 | 0.30% | 12q | HELD |
| IHT Wealth Management, LLC | $1.7M | 39,410 | 0.04% | 3q | -3.5%-$61.7K |
| Orion Porfolio Solutions, LLC | $1.6M | 36,914 | 0.01% | 10q | -9.7%-$168.9K |
| Cornerstone Wealth Management, LLC | $1.5M | 35,683 | 0.07% | 14q | +13.6%+$182.9K |
| Prota Financial, LLC | $1.5M | 34,732 | 0.97% | 3q | -10.1%-$164.8K |
| OxenFree Capital LLC | $1.5M | 34,169 | 0.67% | 11q | -28.0%-$566.8K |
| Meridian Wealth Management, LLC | $1.4M | 33,131 | 0.04% | 2q | +3.1%+$42.7K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.4M | 31,853 | 0.26% | 13q | +8.8%+$110.3K |
| Western Wealth Management, LLC | $1.4M | 31,700 | 0.04% | 2q | +60.7%+$511.3K |
| BFC Planning, Inc. | $1.2M | 27,655 | 0.05% | 7q | +8.8%+$95.9K |
| BENJAMIN EDWARDS INC | $1.1M | 26,473 | 0.01% | 8q | HELD |
| NOVEM GROUP | $1.1M | 24,917 | 0.11% | 7q | -26.2%-$378.3K |
| Betterment LLC | $987.0K | 23,102 | 0.00% | 8q | +13.0%+$113.6K |
| Kingsview Wealth Management, LLC | $980.5K | 22,951 | 0.01% | 4q | -11.9%-$132.1K |
| Lido Advisors, LLC | $949.1K | 21,876 | 0.00% | 8q | -5.8%-$58.4K |
| Moors & Cabot, Inc. | $942.8K | 22,070 | 0.04% | 3q | +0.8%+$7.9K |
| NATIXIS ADVISORS, LLC | $920.0K | 21,539 | 0.00% | 3q | -8.6%-$86.2K |
| Sigma Planning Corp | $916.5K | 21,418 | 0.02% | 5q | +1.9%+$17.0K |
| Mutual Advisors, LLC | $910.8K | 21,321 | 0.02% | 12q | -1.9%-$18.1K |
| Envestnet Portfolio Solutions, Inc. | $895.0K | 20,950 | 0.00% | 3q | +92.8%+$430.7K |
| IRON Financial LLC | $883.5K | 20,681 | 0.36% | 2q | +7.1%+$58.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $862.1K | 20,180 | 0.06% | 14q | HELD |
Showing the largest 100 of 195 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 74 | $503.4M | 11,801,796 | 9 | 35 | 13 | 0.0% |
| Q2 2026 | 195 | $1.6B | 38,035,169 | 24 | 87 | 52 | 0.0% |
| Q1 2026 | 184 | $1.4B | 36,379,080 | 25 | 86 | 39 | 0.0% |
| Q4 2025 | 170 | $1.2B | 31,250,250 | 26 | 74 | 32 | 0.0% |
| Q3 2025 | 150 | $1.1B | 30,323,068 | 19 | 76 | 24 | 0.0% |
| Q2 2025 | 143 | $931.6M | 26,138,390 | 18 | 67 | 32 | 0.0% |
| Q1 2025 | 133 | $752.1M | 23,067,873 | 14 | 64 | 31 | 0.0% |
| Q4 2024 | 130 | $551.4M | 18,345,461 | 17 | 48 | 34 | 0.0% |
| Q3 2024 | 116 | $542.9M | 16,429,525 | 19 | 48 | 29 | 0.0% |
| Q2 2024 | 102 | $459.6M | 14,688,917 | 13 | 50 | 27 | 0.0% |
| Q1 2024 | 96 | $454.1M | 14,112,845 | 17 | 44 | 15 | 0.0% |
| Q4 2023 | 88 | $361.7M | 11,784,539 | 18 | 43 | 17 | 0.0% |
| Q3 2023 | 73 | $287.5M | 10,301,281 | 13 | 41 | 11 | 0.0% |
| Q2 2023 | 66 | $263.0M | 8,997,674 | 22 | 31 | 8 | 0.0% |
| Q1 2023 | 47 | $172.1M | 5,985,552 | 18 | 16 | 3 | 0.0% |
| Q4 2022 | 28 | $72.6M | 2,700,011 | 13 | 8 | 3 | 0.0% |
| Q3 2022 | 15 | $13.6M | 609,612 | 7 | 4 | 1 | 0.0% |
| Q2 2022 | 12 | $4.6M | 179,542 | 2 | 3 | 2 | 0.0% |
| Q1 2022 | 13 | $373.0M | 13,089,425 | 1 | 1 | 4 | 0.0% |
| Q4 2021 | 13 | $381.7M | 13,264,064 | 1 | 4 | 5 | 0.0% |
| Q3 2021 | 12 | $420.1M | 15,184,749 | 2 | 5 | 2 | 0.0% |
| Q2 2021 | 11 | $218.9M | 7,799,762 | 0 | 6 | 1 | 0.0% |
| Q1 2021 | 12 | $208.6M | 7,796,059 | 3 | 3 | 4 | 0.0% |
| Q4 2020 | 11 | $257.4M | 10,173,112 | 1 | 5 | 4 | 0.0% |
| Q3 2020 | 9 | $1.4M | 56,370 | 3 | 1 | 3 | 0.0% |
| Q2 2020 | 7 | $1.6M | 64,625 | 0 | 1 | 4 | 0.0% |
| Q1 2020 | 8 | $2.0M | 90,766 | 1 | 1 | 2 | 0.0% |
| Q4 2019 | 8 | $2.8M | 101,805 | 2 | 4 | 1 | 0.0% |
| Q3 2019 | 6 | $2.4M | 93,277 | 1 | 1 | 3 | 0.0% |
| Q2 2019 | 8 | $988.0K | 38,352 | 0 | 2 | 4 | 0.0% |
| Q1 2019 | 8 | $1.7M | 67,461 | 3 | 0 | 5 | 0.0% |
| Q4 2018 | 7 | $2.6M | 116,866 | 1 | 0 | 0 | 0.0% |