Who Owns FLEXSHARES IBOXX 5-YEAR (TDTF)? -- Institutional Holders (2026-06-30)
96 institutions reported holding $907.2M of FLEXSHARES IBOXX 5-YEAR (TDTF) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHERN TRUST CORP ($412.2M), Blue Trust, Inc. ($85.6M), Wealth Architects, LLC ($77.2M), Capital Analysts, LLC ($72.4M), Archvest Wealth Advisors, Inc. ($40.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NORTHERN TRUST CORP | $412.2M | 17.3M | Trimmed |
| 2 | Blue Trust, Inc. | $85.6M | 3.6M | Trimmed |
| 3 | Wealth Architects, LLC | $77.2M | 3.2M | Added |
| 4 | Capital Analysts, LLC | $72.4M | 3.0M | Added |
| 5 | Archvest Wealth Advisors, Inc. | $40.0M | 1.7M | Added |
| 6 | Cheviot Value Management, LLC | $32.6M | 1.4M | Added |
| 7 | Chandler Asset Management, Inc. | $29.2M | 1.2M | Added |
| 8 | Farmers National Bank | $27.8M | 1.2M | Added |
| 9 | AMERIPRISE FINANCIAL INC | $19.4M | 815,998 | Added |
| 10 | Bank of New York Mellon Corp | $13.9M | 585,513 | Added |
| 11 | UBS Group AG | $10.4M | 437,902 | Added |
| 12 | Cetera Investment Advisers | $7.1M | 300,749 | Added |
| 13 | COURIER CAPITAL LLC | $6.6M | 279,173 | Added |
| 14 | Vident Advisory, LLC | $5.7M | 241,780 | Added |
| 15 | Kendall Capital Management | $5.5M | 232,247 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $5.0M | 211,777 | Added |
| 17 | MORGAN STANLEY | $4.6M | 193,267 | Trimmed |
| 18 | STALEY CAPITAL ADVISERS INC | $3.5M | 149,005 | New |
| 19 | IFG Advisory, LLC | $3.5M | 148,853 | New |
| 20 | SIMON QUICK ADVISORS, LLC | $3.5M | 148,136 | Hold |
| 21 | LPL Financial LLC | $3.4M | 141,245 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $2.7M | 114,888 | Added |
| 23 | Urban Wealth Management, LLC | $2.3M | 95,106 | Added |
| 24 | Rockefeller Capital Management L.P. | $2.2M | 94,034 | Added |
| 25 | Veridan Wealth LLC | $2.1M | 90,051 | New |
Source: SEC Form 13F filings · as of 2026-06-30