FLEXSHARES IBOXX 5-YEAR TARG (TDTF) Institutional Shareholders
FLEXSHARES IBOXX 5-YEAR TARG (TDTF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $905.03M in TDTF holdings during the latest filing period.
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 $396.47M, representing an estimated loss of -3.83% 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
83
Total Reported Value
$905.03M
Largest Holder
Northern Trust Corp
Largest Position
$412.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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 | $396,467,518 | -$15,782,390 | -3.83% | |
| Blue Trust, Inc. | 0.90% | 3,603,118 | $85,646,119 | $82,367,277 | -$3,278,842 | -3.83% | |
| Wealth Architects, Llc | 6.10% | 3,248,687 | $77,221,304 | $74,264,985 | -$2,956,319 | -3.83% | |
| Capital Analysts, Llc | 1.67% | 3,047,739 | $72,445,000 | $69,671,314 | -$2,773,686 | -3.83% | |
| Archvest Wealth Advisors, Inc. | 23.16% | 1,683,680 | $40,021,077 | $38,488,925 | -$1,532,152 | -3.83% | |
| Cheviot Value Management, Llc | 3.32% | 1,372,859 | $32,632,857 | $31,383,557 | -$1,249,300 | -3.83% | |
| Chandler Asset Management, Inc. | 4.11% | 1,227,715 | $29,182,786 | $28,065,565 | -$1,117,221 | -3.83% | |
| Farmers National Bank | 5.81% | 1,171,182 | $27,838,996 | $26,773,221 | -$1,065,775 | -3.83% | |
| Ameriprise Financial Inc | 0.00% | 815,998 | $19,395,826 | $18,653,714 | -$742,112 | -3.83% | |
| Bank Of New York Mellon Corp | 0.00% | 585,513 | $13,917,654 | $13,384,827 | -$532,827 | -3.83% | |
| Ubs Group Ag | 0.00% | 437,902 | $10,408,931 | $10,010,440 | -$398,491 | -3.83% | |
| Cetera Investment Advisers | 0.01% | 300,749 | $7,148,815 | $6,875,122 | -$273,693 | -3.83% | |
| Courier Capital Llc | 0.33% | 279,173 | $6,635,933 | $6,381,895 | -$254,038 | -3.83% | |
| Vident Advisory, Llc | 0.04% | 241,780 | $5,747,119 | $5,527,091 | -$220,028 | -3.83% | |
| Kendall Capital Management | 0.92% | 232,247 | $5,520,511 | $5,309,166 | -$211,345 | -3.83% | |
| Wells Fargo & Company/Mn | 0.00% | 211,777 | $5,033,931 | $4,841,222 | -$192,709 | -3.83% | |
| Morgan Stanley | 0.00% | 193,267 | $4,593,959 | $4,418,084 | -$175,875 | -3.83% | |
| Staley Capital Advisers Inc | 0.14% | 149,005 | $3,541,849 | $3,406,254 | -$135,595 | -3.83% | |
| Ifg Advisory, Llc | 0.12% | 148,853 | $3,538,245 | $3,402,780 | -$135,465 | -3.83% | |
| Simon Quick Advisors, Llc | 0.14% | 148,136 | $3,521,193 | $3,386,389 | -$134,804 | -3.83% | |
| Lpl Financial Llc | 0.00% | 141,245 | $3,357,403 | $3,228,861 | -$128,542 | -3.83% | |
| Bank Of America Corp | 0.00% | 114,888 | $2,730,887 | $2,626,340 | -$104,547 | -3.83% | |
| Urban Wealth Management, Llc | 1.97% | 95,106 | $2,260,670 | $2,174,123 | -$86,547 | -3.83% | |
| Rockefeller Capital Management L.P. | 0.00% | 94,034 | $2,235,210 | $2,149,617 | -$85,593 | -3.83% | |
| Veridan Wealth Llc | 0.75% | 90,051 | $2,140,506 | $2,058,566 | -$81,940 | -3.83% | |
| Bfsg, Llc | 0.19% | 88,538 | $2,104,549 | $2,023,979 | -$80,570 | -3.83% | |
| Chesapeake Wealth Management | 0.56% | 83,297 | $1,979,969 | $1,904,169 | -$75,800 | -3.83% | |
| Yoder Wealth Management, Inc. | 0.76% | 81,620 | $1,940,107 | $1,865,833 | -$74,274 | -3.83% | |
| Goldman Sachs Group Inc | 0.00% | 70,018 | $1,664,328 | $1,600,611 | -$63,717 | -3.83% | |
| Envestnet Asset Management Inc | 0.00% | 65,189 | $1,549,536 | $1,490,221 | -$59,315 | -3.83% | |
| Mml Investors Services, Llc | 0.00% | 57,255 | $1,360,944 | $1,308,849 | -$52,095 | -3.83% | |
| Thrivent Financial For Lutherans | 0.00% | 48,897 | $1,162,000 | $1,117,785 | -$44,215 | -3.81% | |
| Stratos Investment Management, Llc | 0.04% | 46,452 | $1,104,178 | $1,061,893 | -$42,285 | -3.83% | |
| Onedigital Investment Advisors Llc | 0.01% | 44,813 | $1,065,207 | $1,024,425 | -$40,782 | -3.83% | |
| Tiemann Investment Advisors, Llc | 0.36% | 41,456 | $985,412 | $947,684 | -$37,728 | -3.83% | |
| Valmark Advisers, Inc. | 0.01% | 38,040 | $904,211 | $869,594 | -$34,617 | -3.83% | |
| Empirical Asset Management, Llc | 0.19% | 35,369 | $840,712 | $808,535 | -$32,177 | -3.83% | |
| Lynx Investment Advisory | 0.26% | 33,058 | $785,798 | $755,706 | -$30,092 | -3.83% | |
| Osaic Holdings, Inc. | 0.00% | 32,419 | $770,505 | $741,098 | -$29,407 | -3.82% | |
| Citadel Advisors Llc | 0.00% | 30,859 | $733,518 | $705,437 | -$28,081 | -3.83% | |
| Susquehanna International Group, Llp | 0.00% | 25,804 | $613,361 | $589,879 | -$23,482 | -3.83% | |
| Atria Investments, Inc | 0.00% | 20,080 | $477,302 | $459,029 | -$18,273 | -3.83% | |
| Raymond James Financial Inc | 0.00% | 18,797 | $446,797 | $429,699 | -$17,098 | -3.83% | |
| Clg Llc | 0.10% | 18,548 | $440,886 | $424,007 | -$16,879 | -3.83% | |
| Regal Investment Advisors Llc | 0.02% | 16,698 | $396,912 | $381,716 | -$15,196 | -3.83% | |
| Equitable Holdings, Inc. | 0.00% | 14,395 | $342,163 | $329,070 | -$13,093 | -3.83% | |
| Aptus Capital Advisors, Llc | 0.00% | 13,810 | $328,264 | $315,697 | -$12,567 | -3.83% | |
| Capital Investment Advisory Services, Llc | 0.02% | 13,810 | $328,264 | $315,697 | -$12,567 | -3.83% | |
| Jones Financial Companies Lllp | 0.00% | 13,547 | $322,419 | $309,684 | -$12,735 | -3.95% | |
| Flow Traders U.S. Llc | 0.01% | 13,459 | $320,000 | $307,673 | -$12,327 | -3.85% |
Frequently asked questions about TDTF
Who owns the most TDTF stock?
The largest holders of TDTF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FLEXSHARES IBOXX 5-YEAR TARG (TDTF).
Is TDTF widely held by superinvestors?
Many widely followed stocks like TDTF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TDTF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.