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 $794.79M 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 $419.15M in its March 31, 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 $405.24M, representing an estimated loss of -3.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% 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
80
Total Reported Value
$794.79M
Largest Holder
Northern Trust Corp
Largest Position
$419.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.06% | 17,384,904 | $419,150,036 | $405,242,112 | -$13,907,924 | -3.32% | |
| Blue Trust, Inc. | 0.90% | 3,603,118 | $85,646,119 | $83,988,681 | -$1,657,438 | -1.94% | |
| Wealth Architects, Llc | 6.10% | 3,248,687 | $77,221,304 | $75,726,894 | -$1,494,410 | -1.94% | |
| Archvest Wealth Advisors, Inc. | 23.16% | 1,683,680 | $40,021,077 | $39,246,581 | -$774,496 | -1.94% | |
| Cheviot Value Management, Llc | 3.30% | 1,362,574 | $32,851,659 | $31,761,600 | -$1,090,059 | -3.32% | |
| Chandler Asset Management, Inc. | 3.99% | 1,091,650 | $26,319,682 | $25,446,362 | -$873,321 | -3.32% | |
| Ameriprise Financial Inc | 0.00% | 794,057 | $19,144,954 | $18,509,469 | -$635,485 | -3.32% | |
| Bank Of New York Mellon Corp | 0.00% | 463,927 | $11,185,290 | $10,814,138 | -$371,152 | -3.32% | |
| Ubs Group Ag | 0.00% | 402,478 | $9,703,745 | $9,381,762 | -$321,983 | -3.32% | |
| Courier Capital Llc | 0.33% | 279,173 | $6,635,933 | $6,507,523 | -$128,410 | -1.94% | |
| Cetera Investment Advisers | 0.01% | 272,295 | $6,565,043 | $6,347,196 | -$217,847 | -3.32% | |
| Vident Advisory, Llc | 0.04% | 215,080 | $5,185,579 | $5,013,515 | -$172,064 | -3.32% | |
| Morgan Stanley | 0.00% | 213,762 | $5,153,818 | $4,982,792 | -$171,026 | -3.32% | |
| Kendall Capital Management | 0.96% | 193,728 | $4,670,782 | $4,515,800 | -$154,982 | -3.32% | |
| Wells Fargo & Company/Mn | 0.00% | 170,754 | $4,116,872 | $3,980,276 | -$136,596 | -3.32% | |
| Simon Quick Advisors, Llc | 0.14% | 148,136 | $3,521,193 | $3,453,050 | -$68,143 | -1.94% | |
| Lpl Financial Llc | 0.00% | 131,159 | $3,162,246 | $3,057,316 | -$104,930 | -3.32% | |
| Tower Research Capital Llc (Trc) | 0.07% | 116,081 | $2,798,713 | $2,705,848 | -$92,865 | -3.32% | |
| Bank Of America Corp | 0.00% | 111,977 | $2,699,766 | $2,610,184 | -$89,582 | -3.32% | |
| Urban Wealth Management, Llc | 1.97% | 95,106 | $2,260,670 | $2,216,921 | -$43,749 | -1.94% | |
| Rockefeller Capital Management L.P. | 0.00% | 93,762 | $2,260,605 | $2,185,592 | -$75,013 | -3.32% | |
| Bfsg, Llc | 0.19% | 88,538 | $2,104,549 | $2,063,821 | -$40,728 | -1.94% | |
| Yoder Wealth Management, Inc. | 0.76% | 81,620 | $1,940,107 | $1,902,562 | -$37,545 | -1.94% | |
| Goldman Sachs Group Inc | 0.00% | 76,609 | $1,847,043 | $1,785,756 | -$61,287 | -3.32% | |
| Chesapeake Wealth Management | 0.50% | 67,287 | $1,622,289 | $1,568,460 | -$53,829 | -3.32% | |
| Envestnet Asset Management Inc | 0.00% | 65,189 | $1,549,536 | $1,519,556 | -$29,980 | -1.93% | |
| Stratos Investment Management, Llc | 0.04% | 46,376 | $1,118,147 | $1,081,025 | -$37,122 | -3.32% | |
| Tiemann Investment Advisors, Llc | 0.39% | 41,456 | $999,508 | $966,339 | -$33,169 | -3.32% | |
| Onedigital Investment Advisors Llc | 0.01% | 41,361 | $997,204 | $964,125 | -$33,079 | -3.32% | |
| Valmark Advisers, Inc. | 0.01% | 38,040 | $917,144 | $886,712 | -$30,432 | -3.32% | |
| Bell Investment Advisors, Inc | 0.14% | 36,160 | $871,823 | $842,890 | -$28,933 | -3.32% | |
| Citadel Advisors Llc | 0.00% | 32,951 | $794,449 | $768,088 | -$26,361 | -3.32% | |
| Lynx Investment Advisory | 0.26% | 33,058 | $785,798 | $770,582 | -$15,216 | -1.94% | |
| Empirical Asset Management, Llc | 0.20% | 31,154 | $751,135 | $726,200 | -$24,935 | -3.32% | |
| Osaic Holdings, Inc. | 0.00% | 26,581 | $640,749 | $619,603 | -$21,146 | -3.30% | |
| Jane Street Group, Llc | 0.00% | 26,327 | $634,744 | $613,682 | -$21,062 | -3.32% | |
| Equitable Holdings, Inc. | 0.00% | 21,273 | $509,807 | $495,874 | -$13,933 | -2.73% | |
| Atria Investments, Inc | 0.00% | 20,080 | $477,302 | $468,065 | -$9,237 | -1.94% | |
| Mml Investors Services, Llc | 0.00% | 19,650 | $473,754 | $458,042 | -$15,713 | -3.32% | |
| Regal Investment Advisors Llc | 0.03% | 19,585 | $472,195 | $456,526 | -$15,669 | -3.32% | |
| Clg Llc | 0.10% | 18,548 | $440,886 | $432,354 | -$8,532 | -1.94% | |
| Raymond James Financial Inc | 0.00% | 17,677 | $426,185 | $412,051 | -$14,134 | -3.32% | |
| Verabank, N.A. | 0.07% | 16,917 | $407,869 | $394,335 | -$13,534 | -3.32% | |
| Hightower Advisors, Llc | 0.00% | 14,003 | $337,614 | $326,410 | -$11,204 | -3.32% | |
| Clearstead Advisors, Llc | 0.00% | 13,810 | $332,959 | $321,911 | -$11,048 | -3.32% | |
| Capital Investment Advisory Services, Llc | 0.02% | 13,810 | $328,264 | $321,911 | -$6,353 | -1.94% | |
| Jones Financial Companies Lllp | 0.00% | 12,882 | $308,782 | $300,279 | -$8,503 | -2.75% | |
| Fifth Third Bancorp | 0.00% | 11,657 | $281,050 | $271,725 | -$9,325 | -3.32% | |
| Alamar Capital Management, Llc | 0.14% | 10,544 | $252,687 | $245,781 | -$6,906 | -2.73% | |
| Kestra Advisory Services, Llc | 0.00% | 10,539 | $250,501 | $245,664 | -$4,837 | -1.93% |
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.