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Flexshares Iboxx 5-Year Targ (TDTF)

CUSIP: 33939L605 | NYSE | 302 institutional holders

Quarters

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

Blue Trust, Inc.3,660,662
0.9% of portfolio›$83.0M
Wealth Architects, LLC3,551,149
6.3% of portfolio›$80.5M
Archvest Wealth Advisors, Inc.1,683,300
19.1% of portfolio›$38.2M
Bank of New York Mellon Corp762,309
0.0% of portfolio›$17.3M
Courier Capital LLC306,672
0.3% of portfolio›$7.0M
Kendall Capital Management268,883
1.0% of portfolio›$6.1M
Simon Quick Advisors, LLC155,498
0.1% of portfolio›$3.5M
Bfsg, LLC101,407
0.2% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.87,416
0.0% of portfolio›$2.0M
Urban Wealth Management, LLC75,675
1.5% of portfolio›$1.7M
Yoder Wealth Management, Inc.69,444
0.6% of portfolio›$1.6M
Thrivent Financial for Lutherans49,111
0.0% of portfolio›$1.1M
Atala Financial Inc34,130
0.4% of portfolio›$774.1K
Lynx Investment Advisory25,826
0.2% of portfolio›$585.7K
CLG LLC14,138
0.1% of portfolio›$320.7K
Bell Investment Advisors, Inc11,969
0.0% of portfolio›$271.5K
Fifth Third Bancorp11,173
0.0% of portfolio›$253.4K
Alamar Capital Management, LLC10,544
0.1% of portfolio›$239.1K
Kestra Advisory Services, LLC8,947
0.0% of portfolio›$202.9K
EverSource Wealth Advisors, LLC8,480
0.0% of portfolio›$192.3K
Investors Research Corp8,399
0.0% of portfolio›$190.5K
Parkside Financial Bank & Trust3,370
0.0% of portfolio›$76.4K
Farther Finance Advisors, LLC2,685
0.0% of portfolio›$60.9K
Joseph Group Capital Management387
0.0% of portfolio›$8.8K
Mosley Wealth Management368
0.0% of portfolio›$8.4K
Brown, Lisle Ings, Inc.347
0.0% of portfolio›$7.9K
Creative Financial Designs Inc287
0.0% of portfolio›$6.5K
Torren Management, LLC171
0.0% of portfolio›$3.9K
Larson Financial Group LLC168
0.0% of portfolio›$3.8K
StyleTurnoverLocationFiled
Blue Trust, Inc.
3,660,662$83.0M0.9%ETFLowBrentwood, TN2026-10-15
Wealth Architects, LLC
3,551,149$80.5M6.3%ETFVery LowMountain View, CA2026-11-03
Archvest Wealth Advisors, Inc.
1,683,300$38.2M19.1%ETFLowConcord, CA2026-10-29
Bank of New York Mellon Corp
762,309$17.3M0.0%CoreLowNew York, NY2026-11-05
Courier Capital LLC
306,672$7.0M0.3%ETFLowBuffalo, NY2026-10-19
Kendall Capital Management
268,883$6.1M1.0%GARPLowRockville, MD2026-10-23
Simon Quick Advisors, LLC
155,498$3.5M0.1%ETFLowMorristown, NJ2026-10-26
Bfsg, LLC
101,407$2.3M0.2%CoreLowIrvine, CA2026-10-30
Cambridge Investment Research Advisors, Inc.
87,416$2.0M0.0%ETFLowFairfield, IA2026-11-02
Urban Wealth Management, LLC
75,675$1.7M1.5%GrowthMediumLakewood, CA2026-10-21
Yoder Wealth Management, Inc.
69,444$1.6M0.6%ETFLowWalnut Creek, CA2026-10-13
Thrivent Financial for Lutherans
49,111$1.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Atala Financial Inc
34,130$774.1K0.4%CoreLowCalabasas, CA2026-10-22
Lynx Investment Advisory
25,826$585.7K0.2%ETFLowWashington, Dc, DC2026-10-27
CLG LLC
14,138$320.7K0.1%ETFMediumLong Beach, CA2026-10-13
Bell Investment Advisors, Inc
11,969$271.5K0.0%ETFVery LowOrinda, CA2026-10-29
Fifth Third Bancorp
11,173$253.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Alamar Capital Management, LLC
10,544$239.1K0.1%GrowthMediumSanta Barbara, CA2026-11-02
Kestra Advisory Services, LLC
8,947$202.9K0.0%CoreLowAustin, TX2026-11-02
EverSource Wealth Advisors, LLC
8,480$192.3K0.0%CoreMediumBirmingham, AL2026-11-04
Investors Research Corp
8,399$190.5K0.0%ETFLowAtlanta, GA2026-10-07
Parkside Financial Bank & Trust
3,370$76.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Farther Finance Advisors, LLC
2,685$60.9K0.0%IndexLowSan Francisco, CA2026-10-08
Joseph Group Capital Management
387$8.8K0.0%ETFLowColumbus, OH2026-11-04
Mosley Wealth Management
368$8.4K0.0%ETFHighAnaheim, CA2026-10-16
Brown, Lisle Ings, Inc.
347$7.9K0.0%CoreVery LowProvidence, RI2026-10-16
Creative Financial Designs Inc
287$6.5K0.0%ETFMediumKokomo, IN2026-11-04
Torren Management, LLC
171$3.9K0.0%ETFMediumSan Diego, CA2026-10-29
Larson Financial Group LLC
168$3.8K0.0%GrowthLowSt Louis, MO2026-11-05