Flexshares Iboxx 5-Year Targ (TDTF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Blue Trust, Inc.

INCREASED

Shares3,660,662 from 3,603,118

Change+57,544 (+2%)

Value$83.0M (-$2.6M)

Filed 2026-10-15

Wealth Architects, LLC

INCREASED

Shares3,551,149 from 3,248,687

Change+302,462 (+9%)

Value$80.5M (+$3.3M)

Filed 2026-11-03

Archvest Wealth Advisors, Inc.

DECREASED

Shares1,683,300 from 1,683,680

Change-380 (0%)

Value$38.2M (-$1.8M)

Filed 2026-10-29

Bank of New York Mellon Corp

INCREASED

Shares762,309 from 585,513

Change+176,796 (+30%)

Value$17.3M (+$3.4M)

Filed 2026-11-05

Courier Capital LLC

INCREASED

Shares306,672 from 279,173

Change+27,499 (+10%)

Value$7.0M (+$319.4K)

Filed 2026-10-19

Kendall Capital Management

INCREASED

Shares268,883 from 232,247

Change+36,636 (+16%)

Value$6.1M (+$577.8K)

Filed 2026-10-23

Staley Capital Advisers Inc

INCREASED

Shares244,400 from 149,005

Change+95,395 (+64%)

Value$5.5M (+$2.0M)

Filed 2026-11-06

Simon Quick Advisors, LLC

INCREASED

Shares155,498 from 148,136

Change+7,362 (+5%)

Value$3.5M (+$5.5K)

Filed 2026-10-26

LPL Financial LLC

DECREASED

Shares128,224 from 141,245

Change-13,021 (-9%)

Value$2.9M (-$449.3K)

Filed 2026-11-06

Bfsg, LLC

INCREASED

Shares101,407 from 88,538

Change+12,869 (+15%)

Value$2.3M (+$195.4K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares87,416 from 76,602

Change+10,814 (+14%)

Value$2.0M (+$162.0K)

Filed 2026-11-02

Urban Wealth Management, LLC

DECREASED

Shares75,675 from 95,106

Change-19,431 (-20%)

Value$1.7M (-$544.4K)

Filed 2026-10-21

Yoder Wealth Management, Inc.

DECREASED

Shares69,444 from 81,620

Change-12,176 (-15%)

Value$1.6M (-$365.1K)

Filed 2026-10-13

Thrivent Financial for Lutherans

INCREASED

Shares49,111 from 48,897

Change+214 (+0%)

Value$1.1M (-$48.0K)

Filed 2026-11-05

Valmark Advisers, Inc.

UNCHANGED

Shares38,040 from 38,040

Change0 (0%)

Value$862.7K (-$41.5K)

Filed 2026-11-06

Atala Financial Inc

NEW

Shares34,130

Change+34,130

Value$774.1K

Filed 2026-10-22

Lynx Investment Advisory

DECREASED

Shares25,826 from 33,058

Change-7,232 (-22%)

Value$585.7K (-$200.1K)

Filed 2026-10-27

CLG LLC

DECREASED

Shares14,138 from 18,548

Change-4,410 (-24%)

Value$320.7K (-$120.2K)

Filed 2026-10-13

Bell Investment Advisors, Inc

INCREASED

Shares11,969 from 11,757

Change+212 (+2%)

Value$271.5K (-$8.0K)

Filed 2026-10-29

Fifth Third Bancorp

INCREASED

Shares11,173 from 9,601

Change+1,572 (+16%)

Value$253.4K (+$25.2K)

Filed 2026-11-05

Alamar Capital Management, LLC

UNCHANGED

Shares10,544 from 10,544

Change0 (0%)

Value$239.1K (-$11.5K)

Filed 2026-11-02

Kestra Advisory Services, LLC

DECREASED

Shares8,947 from 10,539

Change-1,592 (-15%)

Value$202.9K (-$47.6K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

NEW

Shares8,480

Change+8,480

Value$192.3K

Filed 2026-11-04

Investors Research Corp

INCREASED

Shares8,399 from 8,069

Change+330 (+4%)

Value$190.5K (-$1.3K)

Filed 2026-10-07

Parkside Financial Bank & Trust

NEW

Shares3,370

Change+3,370

Value$76.4K

Filed 2026-10-27

Farther Finance Advisors, LLC

NEW

Shares2,685

Change+2,685

Value$60.9K

Filed 2026-10-08

Joseph Group Capital Management

DECREASED

Shares387 from 674

Change-287 (-43%)

Value$8.8K (-$7.2K)

Filed 2026-11-04

Mosley Wealth Management

INCREASED

Shares368 from 361

Change+7 (+2%)

Value$8.4K (-$161)

Filed 2026-10-16

Brown, Lisle Ings, Inc.

UNCHANGED

Shares347 from 347

Change0 (0%)

Value$7.9K (-$378)

Filed 2026-10-16

Creative Financial Designs Inc

UNCHANGED

Shares287 from 287

Change0 (0%)

Value$6.5K (-$313)

Filed 2026-11-04

Torren Management, LLC

UNCHANGED

Shares171 from 171

Change0 (0%)

Value$3.9K (-$187)

Filed 2026-10-29

Larson Financial Group LLC

NEW

Shares168

Change+168

Value$3.8K

Filed 2026-11-05

Atria Investments, Inc

CLOSED

Shares0 from 20,080

Change-20,080 (-100%)

Value$0 (-$477.3K)

Filed 2026-10-15

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 13,810

Change-13,810 (-100%)

Value$0 (-$328.3K)

Filed 2026-10-30

RFG Advisory, LLC

CLOSED

Shares0 from 10,326

Change-10,326 (-100%)

Value$0 (-$245.4K)

Filed 2026-11-03

Assetmark, Inc

CLOSED

Shares0 from 104

Change-104 (-100%)

Value$0 (-$2.5K)

Filed 2026-10-21

Gleason Group, Inc.

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-15

Northern Trust Corp

N/A

Shares— from 17,343,286

Change-17,343,286 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 3,047,739

Change-3,047,739 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 1,372,859

Change-1,372,859 (-100%)

Value—

Chandler Asset Management, Inc.

N/A

Shares— from 1,227,715

Change-1,227,715 (-100%)

Value—

Farmers National Bank

N/A

Shares— from 1,171,182

Change-1,171,182 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 815,998

Change-815,998 (-100%)

Value—

UBS Group AG

N/A

Shares— from 437,902

Change-437,902 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 300,749

Change-300,749 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 241,780

Change-241,780 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 211,777

Change-211,777 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 193,267

Change-193,267 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 148,853

Change-148,853 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 114,888

Change-114,888 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 94,034

Change-94,034 (-100%)

Value—

Veridan Wealth LLC

N/A

Shares— from 90,051

Change-90,051 (-100%)

Value—

Chesapeake Wealth Management

N/A

Shares— from 83,297

Change-83,297 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 70,018

Change-70,018 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 65,189

Change-65,189 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 57,255

Change-57,255 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 46,452

Change-46,452 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 44,813

Change-44,813 (-100%)

Value—

Tiemann Investment Advisors, LLC

N/A

Shares— from 41,456

Change-41,456 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 35,369

Change-35,369 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 32,419

Change-32,419 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 30,859

Change-30,859 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 25,804

Change-25,804 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 18,797

Change-18,797 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 16,698

Change-16,698 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 14,395

Change-14,395 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 13,810

Change-13,810 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 13,547

Change-13,547 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 13,459

Change-13,459 (-100%)

Value—

Cambient Family Office, LLC

N/A

Shares— from 10,839

Change-10,839 (-100%)

Value—

Betterment LLC

N/A

Shares— from 10,766

Change-10,766 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 10,749

Change-10,749 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 9,959

Change-9,959 (-100%)

Value—

Shared Vision Wealth Group LLC

N/A

Shares— from 9,711

Change-9,711 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 8,770

Change-8,770 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,881

Change-6,881 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,889

Change-4,889 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 2,826

Change-2,826 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,025

Change-1,025 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,016

Change-1,016 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 992

Change-992 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 938

Change-938 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 824

Change-824 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 824

Change-824 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 343

Change-343 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 280

Change-280 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 131

Change-131 (-100%)

Value—

Corsicana & Co.

N/A

Shares— from 113

Change-113 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 40

Change-40 (-100%)

Value—

	Status
Blue Trust, Inc.	INCREASED	3,660,662	3,603,118	+57,544	+2%	$85.6M	$83.0M	-$2.6M	2026-10-15
Wealth Architects, LLC	INCREASED	3,551,149	3,248,687	+302,462	+9%	$77.2M	$80.5M	+$3.3M	2026-11-03
Archvest Wealth Advisors, Inc.	DECREASED	1,683,300	1,683,680	-380	0%	$40.0M	$38.2M	-$1.8M	2026-10-29
Bank of New York Mellon Corp	INCREASED	762,309	585,513	+176,796	+30%	$13.9M	$17.3M	+$3.4M	2026-11-05
Courier Capital LLC	INCREASED	306,672	279,173	+27,499	+10%	$6.6M	$7.0M	+$319.4K	2026-10-19
Kendall Capital Management	INCREASED	268,883	232,247	+36,636	+16%	$5.5M	$6.1M	+$577.8K	2026-10-23
Staley Capital Advisers Inc	INCREASED	244,400	149,005	+95,395	+64%	$3.5M	$5.5M	+$2.0M	2026-11-06
Simon Quick Advisors, LLC	INCREASED	155,498	148,136	+7,362	+5%	$3.5M	$3.5M	+$5.5K	2026-10-26
LPL Financial LLC	DECREASED	128,224	141,245	-13,021	-9%	$3.4M	$2.9M	-$449.3K	2026-11-06
Bfsg, LLC	INCREASED	101,407	88,538	+12,869	+15%	$2.1M	$2.3M	+$195.4K	2026-10-30
Cambridge Investment Research Advisors, Inc.	INCREASED	87,416	76,602	+10,814	+14%	$1.8M	$2.0M	+$162.0K	2026-11-02
Urban Wealth Management, LLC	DECREASED	75,675	95,106	-19,431	-20%	$2.3M	$1.7M	-$544.4K	2026-10-21
Yoder Wealth Management, Inc.	DECREASED	69,444	81,620	-12,176	-15%	$1.9M	$1.6M	-$365.1K	2026-10-13
Thrivent Financial for Lutherans	INCREASED	49,111	48,897	+214	+0%	$1.2M	$1.1M	-$48.0K	2026-11-05
Valmark Advisers, Inc.	UNCHANGED	38,040	38,040	0	0%	$904.2K	$862.7K	-$41.5K	2026-11-06
Atala Financial Inc	NEW	34,130	—	+34,130	—	—	$774.1K	—	2026-10-22
Lynx Investment Advisory	DECREASED	25,826	33,058	-7,232	-22%	$785.8K	$585.7K	-$200.1K	2026-10-27
CLG LLC	DECREASED	14,138	18,548	-4,410	-24%	$440.9K	$320.7K	-$120.2K	2026-10-13
Bell Investment Advisors, Inc	INCREASED	11,969	11,757	+212	+2%	$279.5K	$271.5K	-$8.0K	2026-10-29
Fifth Third Bancorp	INCREASED	11,173	9,601	+1,572	+16%	$228.2K	$253.4K	+$25.2K	2026-11-05
Alamar Capital Management, LLC	UNCHANGED	10,544	10,544	0	0%	$250.6K	$239.1K	-$11.5K	2026-11-02
Kestra Advisory Services, LLC	DECREASED	8,947	10,539	-1,592	-15%	$250.5K	$202.9K	-$47.6K	2026-11-02
EverSource Wealth Advisors, LLC	NEW	8,480	—	+8,480	—	—	$192.3K	—	2026-11-04
Investors Research Corp	INCREASED	8,399	8,069	+330	+4%	$191.8K	$190.5K	-$1.3K	2026-10-07
Parkside Financial Bank & Trust	NEW	3,370	—	+3,370	—	—	$76.4K	—	2026-10-27
Farther Finance Advisors, LLC	NEW	2,685	—	+2,685	—	—	$60.9K	—	2026-10-08
Joseph Group Capital Management	DECREASED	387	674	-287	-43%	$16.0K	$8.8K	-$7.2K	2026-11-04
Mosley Wealth Management	INCREASED	368	361	+7	+2%	$8.6K	$8.4K	-$161	2026-10-16
Brown, Lisle Ings, Inc.	UNCHANGED	347	347	0	0%	$8.2K	$7.9K	-$378	2026-10-16
Creative Financial Designs Inc	UNCHANGED	287	287	0	0%	$6.8K	$6.5K	-$313	2026-11-04
Torren Management, LLC	UNCHANGED	171	171	0	0%	$4.1K	$3.9K	-$187	2026-10-29
Larson Financial Group LLC	NEW	168	—	+168	—	—	$3.8K	—	2026-11-05
Atria Investments, Inc	CLOSED	0	20,080	-20,080	-100%	$477.3K	$0	-$477.3K	2026-10-15
Capital Investment Advisory Services, LLC	CLOSED	0	13,810	-13,810	-100%	$328.3K	$0	-$328.3K	2026-10-30
RFG Advisory, LLC	CLOSED	0	10,326	-10,326	-100%	$245.4K	$0	-$245.4K	2026-11-03
Assetmark, Inc	CLOSED	0	104	-104	-100%	$2.5K	$0	-$2.5K	2026-10-21
Gleason Group, Inc.	CLOSED	0	47	-47	-100%	$1.1K	$0	-$1.1K	2026-10-15
Northern Trust Corp	N/A	—	17,343,286	-17,343,286	-100%	$412.2M	—	—	—
Capital Analysts, LLC	N/A	—	3,047,739	-3,047,739	-100%	$72.4M	—	—	—
Cheviot Value Management, LLC	N/A	—	1,372,859	-1,372,859	-100%	$32.6M	—	—	—
Chandler Asset Management, Inc.	N/A	—	1,227,715	-1,227,715	-100%	$29.2M	—	—	—
Farmers National Bank	N/A	—	1,171,182	-1,171,182	-100%	$27.8M	—	—	—
Ameriprise Financial Inc	N/A	—	815,998	-815,998	-100%	$19.4M	—	—	—
UBS Group AG	N/A	—	437,902	-437,902	-100%	$10.4M	—	—	—
Cetera Investment Advisers	N/A	—	300,749	-300,749	-100%	$7.1M	—	—	—
Vident Advisory, LLC	N/A	—	241,780	-241,780	-100%	$5.7M	—	—	—
Wells Fargo & Company	N/A	—	211,777	-211,777	-100%	$5.0M	—	—	—
Morgan Stanley	N/A	—	193,267	-193,267	-100%	$4.6M	—	—	—
IFG Advisory, LLC	N/A	—	148,853	-148,853	-100%	$3.5M	—	—	—
Bank of America Corp	N/A	—	114,888	-114,888	-100%	$2.7M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	94,034	-94,034	-100%	$2.2M	—	—	—
Veridan Wealth LLC	N/A	—	90,051	-90,051	-100%	$2.1M	—	—	—
Chesapeake Wealth Management	N/A	—	83,297	-83,297	-100%	$2.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	70,018	-70,018	-100%	$1.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	65,189	-65,189	-100%	$1.5M	—	—	—
MML Investors Services, LLC	N/A	—	57,255	-57,255	-100%	$1.4M	—	—	—
Stratos Investment Management, LLC	N/A	—	46,452	-46,452	-100%	$1.1M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	44,813	-44,813	-100%	$1.1M	—	—	—
Tiemann Investment Advisors, LLC	N/A	—	41,456	-41,456	-100%	$985.4K	—	—	—
Empirical Asset Management, LLC	N/A	—	35,369	-35,369	-100%	$840.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	32,419	-32,419	-100%	$770.5K	—	—	—
Citadel Advisors LLC	N/A	—	30,859	-30,859	-100%	$733.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	25,804	-25,804	-100%	$613.4K	—	—	—
Raymond James Financial Inc	N/A	—	18,797	-18,797	-100%	$446.8K	—	—	—
Regal Investment Advisors LLC	N/A	—	16,698	-16,698	-100%	$396.9K	—	—	—
Equitable Holdings, Inc.	N/A	—	14,395	-14,395	-100%	$342.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	13,810	-13,810	-100%	$328.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	13,547	-13,547	-100%	$322.4K	—	—	—
Flow Traders U.S. LLC	N/A	—	13,459	-13,459	-100%	$320.0K	—	—	—
Cambient Family Office, LLC	N/A	—	10,839	-10,839	-100%	$257.6K	—	—	—
Betterment LLC	N/A	—	10,766	-10,766	-100%	$256.0K	—	—	—
HRT Financial LP	N/A	—	10,749	-10,749	-100%	$255.0K	—	—	—
Old Mission Capital LLC	N/A	—	9,959	-9,959	-100%	$236.7K	—	—	—
Shared Vision Wealth Group LLC	N/A	—	9,711	-9,711	-100%	$230.8K	—	—	—
Advisory Services Network, LLC	N/A	—	8,770	-8,770	-100%	$208.5K	—	—	—
Royal Bank of Canada	N/A	—	6,881	-6,881	-100%	$163.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,889	-4,889	-100%	$116.2K	—	—	—
AE Wealth Management LLC	N/A	—	2,826	-2,826	-100%	$67.2K	—	—	—
Franklin Resources Inc	N/A	—	1,025	-1,025	-100%	$24.4K	—	—	—
Harbour Investments, Inc.	N/A	—	1,016	-1,016	-100%	$24.2K	—	—	—
Rothschild Investment LLC	N/A	—	1,000	-1,000	-100%	$23.8K	—	—	—
FMR LLC	N/A	—	992	-992	-100%	$23.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	938	-938	-100%	$22.3K	—	—	—
JPMorgan Chase & Co	N/A	—	824	-824	-100%	$19.6K	—	—	—
Arax Advisory Partners	N/A	—	824	-824	-100%	$19.6K	—	—	—
Colonial Trust Co / SC	N/A	—	343	-343	-100%	$8.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	280	-280	-100%	$6.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	200	-200	-100%	$4.8K	—	—	—
IMA Advisory Services, Inc.	N/A	—	131	-131	-100%	$3.1K	—	—	—
Corsicana & Co.	N/A	—	113	-113	-100%	$2.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	40	-40	-100%	$951	—	—	—

Showing 91 of 91 institutions