Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (TDTF)

72 + Investors. Track Smart Money conviction in TDTF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — TDTF

Based on 72 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TDTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
72 hedge funds hold TDTF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

43 buying23 selling
Last quarter: 43 funds were net buyers (10 opened a brand new position + 33 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 6 → 16 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 19% new
39 out of 72 hedge funds have held TDTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~10 new funds/quarter

15 → 9 → 6 → 16 → 10 new funds/Q
New funds entering each quarter: 9 → 6 → 16 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 7% 1-2yr ■ 32% new
Of 72 current holders: 44 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
16 of 72 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in TDTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TDTF

In 2025 Q4, 43 hedge funds were net buyers of TDTF (10 opened a new position, 33 added to an existing one), while 23 reduced or exited (15 trimmed, 8 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 66% of total institutional value in TDTF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 72.

Hedge Fund Ownership: TDTF

How many hedge funds hold TDTF — quarterly history vs. share price
Quarterly hedge fund ownership of TDTF vs. share price

Market Analysis: TDTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDTF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: TDTF
2026 Q1 Stats Unlock in 7 days 72 + Investors

Track Smart Money conviction in TDTF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 72 70 2.86%
13F Shares 29M 29M 2.15%
Total Value $707M $700M 0.93%
New Positions 10 16 -6
Increased Positions 33 28 +5
Closed Positions 8 6 +2
Reduced Positions 15 18 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDTF

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Institutional Holders (2026 Q1)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TDTF. Verified SEC 13F-HR filings.

Top 25 institutional holders of TDTF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cheviot Value Management, LLC 3.30% 1,362,574 $32.9M
2 Urban Wealth Management, LLC 1.96% 79,224 $1.9M
3 Blue Trust, Inc. 1.01% 3,668,817 $88.5M
4 Kendall Capital Management 0.96% 193,728 $4.7M
5 Yoder Wealth Management, Inc. 0.92% 84,000 $2.0M
6 Lynx Investment Advisory 0.38% 32,985 $795K
7 COURIER CAPITAL LLC 0.34% 253,310 $6.1M
8 Empirical Asset Management, LLC 0.20% 31,154 $751K
9 BFSG, LLC 0.19% 84,200 $2.0M
10 SIMON QUICK ADVISORS, LLC 0.16% 148,136 $3.6M
11 Bell Investment Advisors, Inc 0.14% 36,160 $872K
12 Shared Vision Wealth Group LLC 0.10% 9,711 $234K
13 VeraBank, N.A. 0.07% 16,917 $408K
14 Stratos Investment Management, LLC 0.04% 46,376 $1.1M
15 Investors Research Corp 0.04% 7,708 $186K
16 CAMBIENT FAMILY OFFICE, LLC 0.03% 9,544 $230K
17 Valmark Advisers, Inc. 0.01% 38,040 $917K
18 Rock Creek Group LLC 0.01% 4,110 $99K
19 OneDigital Investment Advisors LLC 0.01% 41,361 $997K
20 RFG Advisory, LLC 0.01% 17,938 $432K
21 Mosley Wealth Management 0.00% 355 $9K
22 Joseph Group Capital Management 0.00% 585 $14K
23 Cambridge Investment Research Advisors, Inc. 0.00% 51,320 $1K
24 Clearstead Advisors, LLC 0.00% 13,810 $333K
25 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 48,833 $1K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FLEXSHARES TR (TDTF)

What does the Smart Money Trend signal show for TDTF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TDTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TDTF?

More buyers than sellers — 65% buying: Last quarter: 43 funds were net buyers (10 opened a brand new position + 33 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDTF holders?

Elite ownership — 66% AUM from top-100 funds: 16 of 72 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in TDTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TDTF?

54% of holders stayed for 2+ years: 39 out of 72 hedge funds have held TDTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.