FLEXSHARES IBOXX 5-YEAR TARG TDTF
$23.52
+0.1% 52w: $22.88 – $24.03
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data22.8823.4524.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
+4 QoQ
13F value
$891.4M
+6.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TDTF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | Index provider | 17.4M | $419.2M | 0.1% | +0.3% |
| Blue Trust, Inc. | Wealth advisor | 3.7M | $88.5M | 1.0% | -1.4% |
| Wealth Architects, LLC | Wealth advisor | 3.1M | $75.1M | 6.7% | +4.2% |
| Capital Analysts, LLC | Wealth advisor | 3.0M | $71.6M | 1.9% | +8.6% |
| Archvest Wealth Advisors, Inc. | Wealth advisor | 1.6M | $38.9M | 25.1% | -1.5% |
| Cheviot Value Management, LLC | Other | 1.4M | $32.9M | 3.3% | +5.6% |
| Chandler Asset Management, Inc. | Wealth advisor | 1.1M | $26.3M | 4.0% | New |
| Farmers National Bank ★2 | Fundamental diversified | 951.9K | $22.9M | 5.1% | +12.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 794.1K | $19.1M | 0.0% | +2.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 463.9K | $11.2M | 0.0% | +43.1% |
| UBS Group AG | Bank broker | 402.5K | $9.7M | 0.0% | +13.3% |
| Cetera Investment Advisers | Wealth advisor | 272.3K | $6.6M | 0.0% | +10.9% |
| COURIER CAPITAL LLC | Wealth advisor | 253.3K | $6.1M | 0.3% | +6.1% |
| Vident Advisory, LLC | Diversified mechanical | 215.1K | $5.2M | 0.0% | +96.6% |
| MORGAN STANLEY | Bank broker | 213.8K | $5.2M | 0.0% | +12.9% |
| Kendall Capital Management | Other | 193.7K | $4.7M | 1.0% | +5.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 170.8K | $4.1M | 0.0% | +32.8% |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 148.1K | $3.6M | 0.2% | Held |
| LPL Financial LLC | Bank broker | 131.2K | $3.2M | 0.0% | -14.2% |
| Tower Research Capital LLC (TRC) | Market maker | 116.1K | $2.8M | 0.1% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 112.0K | $2.7M | 0.0% | +1.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 93.8K | $2.3M | 0.0% | -1.1% |
| BFSG, LLC | Other | 84.2K | $2.0M | 0.2% | +5.2% |
| Yoder Wealth Management, Inc. | Wealth advisor | 84.0K | $2.0M | 0.9% | -1.4% |
| Urban Wealth Management, LLC | Other | 79.2K | $1.9M | 2.0% | -4.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 76.6K | $1.8M | 0.0% | -11.2% |
| Chesapeake Wealth Management | Wealth advisor | 67.3K | $1.6M | 0.5% | +9.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 51.3K | $1.2M | 0.0% | +26.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 48.8K | $1.2M | 0.0% | +4.2% |
| Stratos Investment Management, LLC | Wealth advisor | 46.4K | $1.1M | 0.0% | +4.3% |
| FLOW TRADERS U.S. LLC | Market maker | 45.1K | $1.1M | 0.0% | +32.2% |
| TIEMANN INVESTMENT ADVISORS, LLC | Other | 41.5K | $1000K | 0.4% | +4.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 41.4K | $997K | 0.0% | -9.0% |
| Valmark Advisers, Inc. | Wealth advisor | 38.0K | $917K | 0.0% | +3.8% |
| Bell Investment Advisors, Inc | Wealth advisor | 36.2K | $872K | 0.1% | -1.1% |
| Lynx Investment Advisory | Wealth advisor | 33.0K | $795K | 0.4% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 33.0K | $794K | 0.0% | +122.4% |
| Empirical Asset Management, LLC | Wealth advisor | 31.2K | $751K | 0.2% | +3.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 27.0K | $650K | 0.0% | +30.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 26.6K | $641K | 0.0% | -7.0% |
| JANE STREET GROUP, LLC | Market maker | 26.3K | $635K | 0.0% | +35.7% |
| JPMORGAN CHASE & CO | Bank broker | 24.8K | $597K | 0.0% | +29419.0% |
| Equitable Holdings, Inc. | Wealth advisor | 21.3K | $510K | 0.0% | +1.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 19.6K | $474K | 0.0% | +45.3% |
| Regal Investment Advisors LLC | Wealth advisor | 19.6K | $472K | 0.0% | -3.7% |
| CLG LLC | Wealth advisor | 18.6K | $448K | 0.1% | +0.9% |
| RFG Advisory, LLC | Wealth advisor | 17.9K | $432K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 17.7K | $426K | 0.0% | -17.2% |
| VeraBank, N.A. | Wealth advisor | 16.9K | $408K | 0.1% | -0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 15.8K | $381K | 0.0% | -4.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.