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Of the 5 tracked institutions holding TDIV, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +4.7pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 5 tracked institutional investors we monitor, TDIV (FIRST TR EXCHANGE TRADED FD) is held with a combined value of $5.16M across 44,916 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $2.07M. 2 funds opened new positions in the most recent quarter. 2 funds increased their holdings.
Total Institutional Value
$5.16M
Total Shares Held
44,916
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
None this quarter.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $2.07M | 0.00% | New |
| 2 | FMR LLC | $1.86M | 0.00% | +7.0% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $932.43K | 0.00% | +2.6% |
| 4 | BlackRock, Inc. | $296.16K | 0.00% | - |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.00K | 0.00% | New |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of TDIV with a position worth $2.07M, representing 0.00% of their portfolio. In total, 5 institutional investors hold TDIV with a combined value of $5.16M.
In the most recent quarter, 2 funds opened a new position in TDIV. Additionally, 2 increased their holdings.
Institutional investors hold $5.16M worth of TDIV stock across 5 positions. The largest institutional holder is CITADEL ADVISORS LLC with $2.07M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For TDIV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their TDIV positions.
Last Close
$114.38
2026-10-21
YTD
+18.9%
65% of 52-week range
