Citadel Advisors
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Citadel Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Citadel Advisors’s Portfolio UDIV Stock Details UDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$770K Sell
14,915
-1,193
-7% -$64K ﹤0.01% 8290
2025
Q4 		$856K Buy
+16,108
New +$851K ﹤0.01% 7748
2025
Q3 		– Sell
-26,825
Closed -$1.29M – 14168
2025
Q2 		$1.29M Buy
26,825
+17,135
+177% +$761K ﹤0.01% 6546
2025
Q1 		$424K Sell
9,690
-16,199
-63% -$742K ﹤0.01% 8845
2024
Q4 		$1.18M Buy
+25,889
New +$1.19M ﹤0.01% 6688
2023
Q2 		– Sell
-40,419
Closed -$1.3M – 15264
2023
Q1 		$1.3M Buy
40,419
+11,812
+41% +$372K ﹤0.01% 6228
2022
Q4 		$861K Sell
28,607
-6,426
-18% -$196K ﹤0.01% 7097
2022
Q3 		$998K Buy
+35,033
New +$1.12M ﹤0.01% 6996
2021
Q2 		– Sell
-11,577
Closed -$385K – 14465
2021
Q1 		$385K Sell
11,577
-5,419
-32% -$175K ﹤0.01% 10278
2020
Q4 		$535K Buy
16,996
+6,395
+60% +$190K ﹤0.01% 8018
2020
Q3 		$295K Buy
+10,601
New +$295K ﹤0.01% 8158
2019
Q2 		– Sell
-17,012
Closed -$479K – 9878
2019
Q1 		$479K Sell
17,012
-12,512
-42% -$343K ﹤0.01% 6858
2018
Q4 		$756K Buy
29,524
+14,741
+100% +$397K ﹤0.01% 5742
2018
Q3 		$416K Buy
14,783
+5,524
+60% +$155K ﹤0.01% 6995
2018
Q2 		$253K Buy
+9,259
New +$259K ﹤0.01% 7506

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Citadel Advisors's UDIV Position: Q1 2026 in Review

Citadel Advisors reduced its Franklin US Core Dividend Tilt Index ETF (UDIV) stake by 7.4% in Q1 2026, selling an estimated $64K and leaving 14,915 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #8290.

Citadel Advisors first reported a position in UDIV in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.3M in Q1 2023. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • Citadel Advisors held 14,915 shares of Franklin US Core Dividend Tilt Index ETF worth $770K as of Q1 2026.
  • Citadel Advisors sold 1,193 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $64K.
  • Franklin US Core Dividend Tilt Index ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8290 holding.
  • Citadel Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q2 2018 and has held it in 15 quarters since.
  • Citadel Advisors's Franklin US Core Dividend Tilt Index ETF position peaked at $1.3M in Q1 2023.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.