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Flexshares Iboxx 3-Year Targ (TDTT)

CUSIP: 33939L506 | NYSE | 425 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Bell Investment Advisors, Inc2,133,368
7.2% of portfolio›$49.5M
West Paces Advisors Inc.1,379,099
5.5% of portfolio›$32.0M
Boltwood Capital Management894,308
4.7% of portfolio›$20.8M
5th Street Advisors, LLC796,500
7.5% of portfolio›$18.5M
Strategic Investment Management, LLC322,230
1.7% of portfolio›$7.5M
Klingman & Associates, LLC258,952
0.3% of portfolio›$6.0M
Herold Advisors, Inc.256,544
1.2% of portfolio›$6.0M
Lake Street Private Wealth, LLC229,670
0.6% of portfolio›$5.3M
Moneco Advisors, LLC115,946
0.2% of portfolio›$2.7M
Creative Planning106,475
0.0% of portfolio›$2.5M
Rossby Financial, LCC78,102
0.3% of portfolio›$1.8M
Lynx Investment Advisory75,167
0.6% of portfolio›$1.7M
Park National Corp70,052
0.0% of portfolio›$1.6M
CoreCap Advisors, LLC39,449
0.0% of portfolio›$916.2K
US Bancorp \de\39,004
0.0% of portfolio›$905.9K
Atria Investments, Inc37,486
0.0% of portfolio›$870.6K
First Heartland Consultants, Inc.36,540
0.1% of portfolio›$848.6K
Courier Capital LLC32,873
0.0% of portfolio›$763.5K
Cambridge Investment Research Advisors, Inc.30,698
0.0% of portfolio›$713.0K
Cornerstone National Bank & Trust Co28,121
0.2% of portfolio›$654.9K
Simon Quick Advisors, LLC27,545
0.0% of portfolio›$639.7K
M.E. Allison & Co., Inc.19,387
0.3% of portfolio›$450.3K
Holcombe Financial, Inc.18,548
0.2% of portfolio›$430.8K
SeaCrest Wealth Management, LLC17,474
0.0% of portfolio›$405.8K
Wedbush Securities Inc16,835
0.0% of portfolio›$391.0K
Alamar Capital Management, LLC13,752
0.2% of portfolio›$319.4K
IFP Advisors, Inc13,054
0.0% of portfolio›$303.2K
Archer Investment Corp12,950
0.1% of portfolio›$300.8K
Certuity, LLC12,600
0.0% of portfolio›$292.6K
Endowment Wealth Management, Inc.12,579
0.1% of portfolio›$292.1K
Cherry Tree Wealth Management, LLC12,479
0.1% of portfolio›$289.8K
Highline Wealth Partners LLC12,157
0.1% of portfolio›$282.3K
Wilmington Savings Fund Society, FSB11,500
0.0% of portfolio›$267.1K
Citizens Financial Group Inc10,274
0.0% of portfolio›$238.6K
Clifford Swan Investment Counsel LLC10,251
0.0% of portfolio›$238.1K
Lantern Wealth Advisors, LLC10,166
0.1% of portfolio›$236.1K
WealthPlan Investment Management, LLC9,668
0.0% of portfolio›$224.5K
Patriot Financial Group Insurance Agency, LLC9,480
0.0% of portfolio›$220.2K
Fifth Third Bancorp9,180
0.0% of portfolio›$213.2K
Bank of New York Mellon Corp8,890
0.0% of portfolio›$206.5K
Caldwell Trust Co6,807
0.0% of portfolio›$158.1K
Provenance Wealth Advisors, LLC6,449
0.0% of portfolio›$149.8K
Larson Financial Group LLC3,294
0.0% of portfolio›$76.5K
CX Institutional2,388
0.0% of portfolio›$55
Creative Financial Designs Inc2,025
0.0% of portfolio›$47.0K
Capital Investment Advisory Services, LLC1,462
0.0% of portfolio›$33.9K
Armstrong Advisory Group, Inc577
0.0% of portfolio›$13.4K
Gables Capital Management Inc.540
0.0% of portfolio›$12.5K
Key FInancial Inc481
0.0% of portfolio›$11.2K
Bank of New Hampshire435
0.0% of portfolio›$10.1K
Birchwood Financial Partners, Inc.375
0.0% of portfolio›$8.7K
Activest Wealth Management344
0.0% of portfolio›$8.0K
Farther Finance Advisors, LLC218
0.0% of portfolio›$5.1K
Union Savings Bank81
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Bell Investment Advisors, Inc
2,133,368$49.5M7.2%ETFVery LowOrinda, CA2026-10-29
West Paces Advisors Inc.
1,379,099$32.0M5.5%ETFLowAtlanta, GA2026-10-13
Boltwood Capital Management
894,308$20.8M4.7%ETFVery LowWalnut Creek, CA2026-10-02
5th Street Advisors, LLC
796,500$18.5M7.5%ETFLowSouthport, CT2026-11-04
Strategic Investment Management, LLC
322,230$7.5M1.7%ETFVery LowArlington, VA2026-10-20
Klingman & Associates, LLC
258,952$6.0M0.3%ETFVery LowNew York, NY2026-10-20
Herold Advisors, Inc.
256,544$6.0M1.2%CoreLowNew York, NY2026-10-19
Lake Street Private Wealth, LLC
229,670$5.3M0.6%GrowthLowChicago, IL2026-10-22
Moneco Advisors, LLC
115,946$2.7M0.2%ETFLowFairfield, CT2026-11-05
Creative Planning
106,475$2.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Rossby Financial, LCC
78,102$1.8M0.3%ETFMediumMelbourne, FL2026-11-05
Lynx Investment Advisory
75,167$1.7M0.6%ETFLowWashington, Dc, DC2026-10-27
Park National Corp
70,052$1.6M0.0%CoreLowNewark, OH2026-10-05
CoreCap Advisors, LLC
39,449$916.2K0.0%ETFMediumSouthfield, MI2026-10-08
US Bancorp \de\
39,004$905.9K0.0%IndexLowMinneapolis, MN2026-11-05
Atria Investments, Inc
37,486$870.6K0.0%CoreMediumCharlotte, NC2026-10-15
First Heartland Consultants, Inc.
36,540$848.6K0.1%ETFMediumLake St. Louis, MO2026-10-08
Courier Capital LLC
32,873$763.5K0.0%ETFLowBuffalo, NY2026-10-19
Cambridge Investment Research Advisors, Inc.
30,698$713.0K0.0%ETFLowFairfield, IA2026-11-02
Cornerstone National Bank & Trust Co
28,121$654.9K0.2%ETFMediumPalatine, IL2026-10-20
Simon Quick Advisors, LLC
27,545$639.7K0.0%ETFLowMorristown, NJ2026-10-26
M.E. Allison & Co., Inc.
19,387$450.3K0.3%CoreLowSan Antonio, TX2026-10-09
Holcombe Financial, Inc.
18,548$430.8K0.2%ETFLowAtlanta, GA2026-10-16
SeaCrest Wealth Management, LLC
17,474$405.8K0.0%GrowthLowPurchase, NY2026-10-21
Wedbush Securities Inc
16,835$391.0K0.0%CoreLowPasadena, CA2026-10-22
Alamar Capital Management, LLC
13,752$319.4K0.2%GrowthMediumSanta Barbara, CA2026-11-02
IFP Advisors, Inc
13,054$303.2K0.0%GrowthLowTampa, FL2026-10-16
Archer Investment Corp
12,950$300.8K0.1%CoreMediumCarmel, IN2026-11-05
Certuity, LLC
12,600$292.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Endowment Wealth Management, Inc.
12,579$292.1K0.1%ETFMediumAppleton, WI2026-11-03
Cherry Tree Wealth Management, LLC
12,479$289.8K0.1%ETFVery LowMinnetonka, MN2026-10-15
Highline Wealth Partners LLC
12,157$282.3K0.1%ETFMediumSherman Oaks, CA2026-10-19
Wilmington Savings Fund Society, FSB
11,500$267.1K0.0%CoreLowWilmington, DE2026-10-23
Citizens Financial Group Inc
10,274$238.6K0.0%GrowthLowProvidence, RI2026-10-23
Clifford Swan Investment Counsel LLC
10,251$238.1K0.0%CoreVery LowPasadena, CA2026-11-05
Lantern Wealth Advisors, LLC
10,166$236.1K0.1%GrowthLowMelville, NY2026-10-22
WealthPlan Investment Management, LLC
9,668$224.5K0.0%GrowthMediumOmaha, NE2026-10-15
Patriot Financial Group Insurance Agency, LLC
9,480$220.2K0.0%GrowthLowWalpole, MA2026-10-14
Fifth Third Bancorp
9,180$213.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Bank of New York Mellon Corp
8,890$206.5K0.0%CoreLowNew York, NY2026-11-05
Caldwell Trust Co
6,807$158.1K0.0%GrowthLowVenice, FL2026-10-30
Provenance Wealth Advisors, LLC
6,449$149.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Larson Financial Group LLC
3,294$76.5K0.0%GrowthLowSt Louis, MO2026-11-05
CX Institutional
2,388$550.0%CoreMediumAuburn, IN2026-10-02
Creative Financial Designs Inc
2,025$47.0K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
1,462$33.9K0.0%CoreMediumRaleigh, NC2026-10-30
Armstrong Advisory Group, Inc
577$13.4K0.0%ETFHighNeedham, MA2026-10-09
Gables Capital Management Inc.
540$12.5K0.0%GrowthVery LowMiami, FL2026-11-04
Key FInancial Inc
481$11.2K0.0%ETFLowWest Chester, PA2026-11-02
Bank of New Hampshire
435$10.1K0.0%CoreLowLaconia, NH2026-10-06
Birchwood Financial Partners, Inc.
375$8.7K0.0%ETFVery LowBloomington, MN2026-11-02
Activest Wealth Management
344$8.0K0.0%ETFLowAventura, FL2026-10-15
Farther Finance Advisors, LLC
218$5.1K0.0%IndexLowSan Francisco, CA2026-10-08
Union Savings Bank
81$1.9K0.0%CoreLowLitchfield, CT2026-10-14