TDTF Institutional Ownership & Shareholders
FLEXSHARES IBOXX 5-YEAR TARG (TDTF) is currently held by 82 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $903.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Northern Trust Corp is currently the largest disclosed institutional shareholder of TDTF tracked by InsiderSet, reporting ownership valued at approximately $412.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $400.63M, representing an estimated loss of -2.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed TDTF value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, Blue Trust, Inc., Wealth Architects, Llc, and several other long-term asset managers with concentrated positions in FLEXSHARES IBOXX 5-YEAR TARG (TDTF).
This page ranks the largest institutional TDTF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
82
Total Reported Value
$903.82M
Largest Holder
Northern Trust Corp
Largest Position
$412.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.05% | 17,343,286 | $412,249,908 | $400,629,907 | -$11,620,001 | -2.82% | |
| Blue Trust, Inc. | 0.87% | 3,660,662 | $83,023,818 | $84,561,292 | +$1,537,474 | +1.85% | |
| Wealth Architects, Llc | 6.34% | 3,551,149 | $80,540,066 | $82,031,542 | +$1,491,476 | +1.85% | |
| Capital Analysts, Llc | 1.67% | 3,047,739 | $72,445,000 | $70,402,771 | -$2,042,229 | -2.82% | |
| Archvest Wealth Advisors, Inc. | 19.14% | 1,683,300 | $38,177,244 | $38,884,230 | +$706,986 | +1.85% | |
| Cheviot Value Management, Llc | 3.32% | 1,372,859 | $32,632,857 | $31,713,043 | -$919,814 | -2.82% | |
| Chandler Asset Management, Inc. | 4.11% | 1,227,715 | $29,182,786 | $28,360,217 | -$822,570 | -2.82% | |
| Farmers National Bank | 5.81% | 1,171,182 | $27,838,996 | $27,054,304 | -$784,692 | -2.82% | |
| Ameriprise Financial Inc | 0.00% | 815,998 | $19,395,826 | $18,849,554 | -$546,272 | -2.82% | |
| Bank Of New York Mellon Corp | 0.00% | 585,513 | $13,917,654 | $13,525,350 | -$392,304 | -2.82% | |
| Ubs Group Ag | 0.00% | 437,902 | $10,408,931 | $10,115,536 | -$293,395 | -2.82% | |
| Cetera Investment Advisers | 0.01% | 300,749 | $7,148,815 | $6,947,302 | -$201,513 | -2.82% | |
| Courier Capital Llc | 0.34% | 306,672 | $6,955,331 | $7,084,123 | +$128,792 | +1.85% | |
| Kendall Capital Management | 1.01% | 268,883 | $6,098,266 | $6,211,197 | +$112,931 | +1.85% | |
| Vident Advisory, Llc | 0.04% | 241,780 | $5,747,119 | $5,585,118 | -$162,001 | -2.82% | |
| Wells Fargo & Company/Mn | 0.00% | 211,777 | $5,033,931 | $4,892,049 | -$141,882 | -2.82% | |
| Morgan Stanley | 0.00% | 193,267 | $4,593,959 | $4,464,468 | -$129,491 | -2.82% | |
| Staley Capital Advisers Inc | 0.14% | 149,005 | $3,541,849 | $3,442,016 | -$99,834 | -2.82% | |
| Ifg Advisory, Llc | 0.12% | 148,853 | $3,538,245 | $3,438,504 | -$99,741 | -2.82% | |
| Simon Quick Advisors, Llc | 0.13% | 155,498 | $3,526,695 | $3,592,004 | +$65,309 | +1.85% | |
| Lpl Financial Llc | 0.00% | 141,245 | $3,357,403 | $3,262,760 | -$94,644 | -2.82% | |
| Bank Of America Corp | 0.00% | 114,888 | $2,730,887 | $2,653,913 | -$76,974 | -2.82% | |
| Bfsg, Llc | 0.20% | 101,407 | $2,299,914 | $2,342,502 | +$42,588 | +1.85% | |
| Rockefeller Capital Management L.P. | 0.00% | 94,034 | $2,235,210 | $2,172,185 | -$63,025 | -2.82% | |
| Veridan Wealth Llc | 0.75% | 90,051 | $2,140,506 | $2,080,178 | -$60,328 | -2.82% | |
| Chesapeake Wealth Management | 0.56% | 83,297 | $1,979,969 | $1,924,161 | -$55,808 | -2.82% | |
| Urban Wealth Management, Llc | 1.54% | 75,675 | $1,716,309 | $1,748,093 | +$31,784 | +1.85% | |
| Goldman Sachs Group Inc | 0.00% | 70,018 | $1,664,328 | $1,617,416 | -$46,912 | -2.82% | |
| Yoder Wealth Management, Inc. | 0.59% | 69,444 | $1,574,990 | $1,604,156 | +$29,166 | +1.85% | |
| Envestnet Asset Management Inc | 0.00% | 65,189 | $1,549,536 | $1,505,866 | -$43,670 | -2.82% | |
| Mml Investors Services, Llc | 0.00% | 57,255 | $1,360,944 | $1,322,591 | -$38,354 | -2.82% | |
| Thrivent Financial For Lutherans | 0.00% | 48,897 | $1,162,000 | $1,129,521 | -$32,479 | -2.80% | |
| Stratos Investment Management, Llc | 0.04% | 46,452 | $1,104,178 | $1,073,041 | -$31,137 | -2.82% | |
| Onedigital Investment Advisors Llc | 0.01% | 44,813 | $1,065,207 | $1,035,180 | -$30,027 | -2.82% | |
| Tiemann Investment Advisors, Llc | 0.36% | 41,456 | $985,412 | $957,634 | -$27,778 | -2.82% | |
| Valmark Advisers, Inc. | 0.01% | 38,040 | $904,211 | $878,724 | -$25,487 | -2.82% | |
| Empirical Asset Management, Llc | 0.19% | 35,369 | $840,712 | $817,024 | -$23,688 | -2.82% | |
| Atala Financial Inc | 0.45% | 34,130 | $774,068 | $788,403 | +$14,335 | +1.85% | |
| Osaic Holdings, Inc. | 0.00% | 32,419 | $770,505 | $748,879 | -$21,626 | -2.81% | |
| Citadel Advisors Llc | 0.00% | 30,859 | $733,518 | $712,843 | -$20,675 | -2.82% | |
| Susquehanna International Group, Llp | 0.00% | 25,804 | $613,361 | $596,072 | -$17,289 | -2.82% | |
| Lynx Investment Advisory | 0.19% | 25,826 | $585,716 | $596,581 | +$10,865 | +1.85% | |
| Raymond James Financial Inc | 0.00% | 18,797 | $446,797 | $434,211 | -$12,586 | -2.82% | |
| Regal Investment Advisors Llc | 0.02% | 16,698 | $396,912 | $385,724 | -$11,188 | -2.82% | |
| Equitable Holdings, Inc. | 0.00% | 14,395 | $342,163 | $332,525 | -$9,639 | -2.82% | |
| Aptus Capital Advisors, Llc | 0.00% | 13,810 | $328,264 | $319,011 | -$9,253 | -2.82% | |
| Jones Financial Companies Lllp | 0.00% | 13,547 | $322,419 | $312,936 | -$9,483 | -2.94% | |
| Clg Llc | 0.07% | 14,138 | $320,650 | $326,588 | +$5,938 | +1.85% | |
| Flow Traders U.S. Llc | 0.01% | 13,459 | $320,000 | $310,903 | -$9,097 | -2.84% | |
| Bell Investment Advisors, Inc | 0.04% | 11,969 | $271,462 | $276,484 | +$5,022 | +1.85% |
Frequently asked questions about TDTF
Who are the largest institutional holders of TDTF?
The largest institutional holders of TDTF reported in the latest SEC Form 13F filings include Northern Trust Corp, Blue Trust, Inc., Wealth Architects, Llc, Capital Analysts, Llc, and Archvest Wealth Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported TDTF position.
What is TDTF institutional ownership?
This page tracks TDTF positions reported by institutional investment managers through SEC Form 13F. FLEXSHARES IBOXX 5-YEAR TARG (TDTF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TDTF?
InsiderSet currently tracks 82 institutional managers reporting TDTF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TDTF shareholders.
How much TDTF stock do institutions own?
Institutional investment managers disclosed approximately $903.82M in TDTF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TDTF institutional ownership last updated?
The latest TDTF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TDTF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TDTF position after the reporting date.
Are institutions buying or selling TDTF?
Institutional buying and selling can be analyzed by comparing TDTF positions across consecutive 13F reporting periods. InsiderSet's TDTF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TDTF ownership changes.
How has TDTF institutional ownership changed over time?
InsiderSet tracks TDTF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.