FLEXSHARES IBOXX 3-YEAR TARG (TDTT) Institutional Shareholders

FLEXSHARES IBOXX 3-YEAR TARG (TDTT) 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 $2.46B in TDTT holdings during the latest filing period.

Northern Trust Corp is currently the largest disclosed institutional shareholder of TDTT tracked by InsiderSet, reporting ownership valued at approximately $2.14B 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 $2.07B, representing an estimated loss of -2.93% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed TDTT value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, Bell Investment Advisors, Inc, West Paces Advisors Inc., and several other long-term asset managers with concentrated positions in FLEXSHARES IBOXX 3-YEAR TARG (TDTT).

This page ranks the largest institutional TDTT 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

112

Total Reported Value

$2.46B

Largest Holder

Northern Trust Corp

Largest Position

$2.14B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

131

Funds Exiting Positions

0

Page 1 of 3
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Northern Trust Corp0.28%88,184,475$2,137,591,674$2,074,980,697-$62,610,977-2.93%
Bell Investment Advisors, Inc7.58%1,999,082$48,457,742$47,038,399-$1,419,343-2.93%
West Paces Advisors Inc.5.64%1,407,121$33,644,260$33,109,557-$534,703-1.59%
Envestnet Asset Management Inc0.01%1,349,435$32,264,998$31,752,206-$512,792-1.59%
Boltwood Capital Management5.45%995,568$23,804,031$23,425,715-$378,316-1.59%
Morgan Stanley0.00%901,078$21,842,144$21,202,365-$639,779-2.93%
5Th Street Advisors, Llc6.96%751,610$17,971,008$17,685,383-$285,625-1.59%
Wells Fargo & Company/Mn0.00%628,731$15,240,444$14,794,040-$446,404-2.93%
Valmark Advisers, Inc.0.12%484,847$11,592,692$11,408,450-$184,242-1.59%
Mml Investors Services, Llc0.03%463,415$11,233,184$10,904,155-$329,029-2.93%
Verabank, N.A.1.85%466,494$11,153,871$10,976,604-$177,267-1.59%
Horizon Bancorp Inc4.06%361,931$8,654,000$8,516,236-$137,764-1.59%
Klingman & Associates, Llc0.27%264,386$6,321,470$6,221,003-$100,467-1.59%
Goldman Sachs Group Inc0.00%254,069$6,158,633$5,978,244-$180,389-2.93%
Bank Of America Corp0.00%239,244$5,799,275$5,629,411-$169,864-2.93%
Strategic Investment Management, Llc1.96%238,360$5,699,188$5,608,611-$90,577-1.59%
Lake Street Private Wealth, Llc0.64%208,622$5,056,997$4,908,876-$148,121-2.93%
Delos Wealth Advisors, Llc2.78%200,082$4,849,988$4,707,929-$142,059-2.93%
Lpl Financial Llc0.00%163,969$3,974,599$3,858,191-$116,408-2.93%
Creative Planning0.00%123,530$2,994,367$2,906,661-$87,706-2.93%
Raymond James Financial Inc0.00%117,894$2,857,743$2,774,046-$83,697-2.93%
Citadel Advisors Llc0.00%104,930$2,543,503$2,469,003-$74,500-2.93%
Bank Of Montreal0.00%98,456$2,386,573$2,316,670-$69,903-2.93%
Royal Bank Of Canada0.00%84,589$2,050,000$1,990,379-$59,621-2.91%
Emerald Investment Advisers, Llc0.16%74,557$1,809,126$1,754,326-$54,800-3.03%
Vestgen Advisors, Llc0.05%70,048$1,703,567$1,648,229-$55,338-3.25%
Cetera Investment Advisers0.00%69,042$1,673,585$1,624,558-$49,027-2.93%
Lynx Investment Advisory0.55%69,588$1,663,856$1,637,406-$26,450-1.59%
Vestgen Investment Management0.81%63,640$1,521,632$1,497,449-$24,183-1.59%
Park National Corp0.04%62,576$1,496,192$1,472,413-$23,779-1.59%
Tiemann Investment Advisors, Llc0.45%47,836$1,159,565$1,125,581-$33,984-2.93%
Rossby Financial, Lcc0.20%46,399$1,109,400$1,091,768-$17,632-1.59%
Dorsey & Whitney Trust Co Llc0.06%41,653$1,009,669$980,095-$29,574-2.93%
Focus Partners Wealth0.00%41,485$1,005,597$976,142-$29,455-2.93%
Trb Wealth Management, Llc0.13%39,134$948,616$920,823-$27,793-2.93%
Virtue Capital Management, Llc0.13%39,421$942,556$927,576-$14,980-1.59%
Mutual Advisors, Llc0.02%38,299$928,374$901,175-$27,199-2.93%
Atria Investments, Inc0.01%36,664$876,636$862,704-$13,932-1.59%
Cornerstone National Bank & Trust Co0.30%36,938$874,137$869,151-$4,986-0.57%
Tower Research Capital Llc (Trc)0.02%35,283$855,260$830,209-$25,051-2.93%
First Heartland Consultants, Inc.0.06%35,718$854,017$840,445-$13,572-1.59%
Moneco Advisors, Llc0.06%33,647$815,597$791,714-$23,883-2.93%
Corecap Advisors, Llc0.02%33,820$808,636$795,785-$12,851-1.59%
Simon Quick Advisors, Llc0.03%29,734$710,940$699,641-$11,299-1.59%
Susquehanna International Group, Llp0.00%27,616$669,412$649,804-$19,608-2.93%
Granite Harbor Advisors, Inc.0.25%26,934$643,992$633,757-$10,235-1.59%
Cerity Partners Llc0.00%22,719$550,700$534,578-$16,122-2.93%
Trace Wealth Advisors, Llc0.35%22,456$536,923$528,390-$8,533-1.59%
Ifp Advisors, Inc0.01%22,450$536,780$528,249-$8,532-1.59%
Osaic Holdings, Inc.0.00%22,017$533,772$518,060-$15,712-2.94%

Frequently asked questions about TDTT

  • Who owns the most TDTT stock?

    The largest holders of TDTT 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 3-YEAR TARG (TDTT).

  • Is TDTT widely held by superinvestors?

    Many widely followed stocks like TDTT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TDTT 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.