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Disclosery

TDTF FLEXSHARES TR

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IBOXX 5YR TRGT (fund)

68 managers (68 13F filers) reported a position in TDTF shares at 2025-03-31, 31,448,028 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
68
13F filers
68
New
8
Added
24
Reduced
21
Sold out
8
Shares held by filers
31,448,028

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,246,961$370M0.05%+1,296,81513F-HRTimelineGroup
Blue Trust, Inc.6,953,859$169M2.16%+520,44713F-HRTimeline
Wealth Architects, LLC2,557,934$62M6.84%+42,27913F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,485,292$60.3M2.25%+290,07513F-HRTimelineGroup
Cheviot Value Management, LLC874,449$20.8M2.56%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC499,576$12.1M0.18%+363,40513F-HRTimelineGroup
Farmers National Bank272,701$6.61M1.87%+3,06213F-HRTimeline
UBS Group AGin group UBS Group AG244,327$5.92M<0.01%-98,24913F-HRTimelineGroup
COURIER CAPITAL LLC204,207$4.95M0.32%+8,27513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.186,650$4.53M0.03%new13F-HRTimeline
IFG Advisory, LLC181,651$4.41M0.24%+7,36113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…163,346$3.96M0.01%-96813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC163,172$3.96M<0.01%-7,35713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY160,189$3.88M<0.01%-37,02913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/151,757$3.68M<0.01%-6,67213F-HRTimelineGroup
Kendall Capital Management149,700$3.63M1.07%+20,41913F-HRTimeline
Yoder Wealth Management, Inc.93,096$2.26M1.27%-65013F-HRTimeline
FLOW TRADERS U.S. LLC86,895$2.11M0.09%+55,42713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp82,738$2.01M<0.01%+57,66313F-HRTimelineGroup
BFSG, LLC66,463$1.61M0.2%+97013F-HRTimeline
Chesapeake Wealth Management59,027$1.43M0.51%-1,89013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.44,828$1.09M0.06%-96213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,325$1.03M<0.01%-65,16413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,876$1.01M<0.01%+2,47613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,698$987K<0.01%new13F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC33,456$811K0.37%+7,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,017$704K<0.01%-1,22213F-HRTimelineGroup
VeraBank, N.A.28,978$703K0.2%-3,17513F-HRTimeline
L.M. KOHN & COMPANY22,965$557K0.15%-5313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,823$529K<0.01%-15,93613F-HR/ATimelineGroup
Clearstead Advisors, LLC19,970$484K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,898$434K<0.01%-6,17213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,485$424K<0.01%-83,28713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,613$379K<0.01%-713F-HRTimeline
OneDigital Investment Advisors LLC15,119$367K<0.01%new13F-HRTimeline
Cetera Investment Advisers15,024$364K<0.01%+57513F-HRTimeline
Cambridge Investment Research Advisors,…13,343$324K<0.01%-1,79913F-HRTimeline
KMT WEALTH MANAGEMENT, LLC13,214$320K0.22%013F-HRTimeline
LPL Financial LLC11,343$275K<0.01%-17,49013F-HRTimeline
Atria Wealth Solutions, Inc.11,164$271K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC10,860$263K0.04%+97713F-HRTimeline
GREENLEAF TRUST10,223$248K<0.01%013F-HRTimeline
COMERICA BANK10,202$247K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,012$243K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,810$238K<0.01%+2,03113F-HRTimelineGroup
Shared Vision Wealth Group LLC9,711$235K0.13%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,690$235K<0.01%new13F-HRTimelineGroup
Betterment LLC9,552$232K<0.01%+44113F-HRTimeline
Investors Research Corp6,712$163K0.04%+2813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,450$132K<0.01%-40713F-HRTimelineGroup
MAI Capital Management3,429$83.2K<0.01%+1,46413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,617$63.2K<0.01%+2,36113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,090$50.7K<0.01%+713F-HRTimelineGroup
AE Wealth Management LLC1,922$46.6K<0.01%-46113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,336$32.4K<0.01%+26413F-HRTimeline
ZynergyRetirementPlanningLLC967$22.5K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors841$20.4K<0.01%-11713F-HRTimelineGroup
FMR LLCin group FMR LLC626$15.2K<0.01%+55813F-HRTimelineGroup
Kentucky Trust Co581$14.1K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…280$6.79K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.277$6.6K<0.01%013F-HRTimelineGroup
Promus Capital, LLC206$5K<0.01%013F-HR/ATimeline
Key Financial Inc141$3.42K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV117$2.84K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC113$2.74K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.68$1.65K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\66$1.6K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.