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Disclosery

TDTF FLEXSHARES TR

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IBOXX 5YR TRGT (fund)

74 managers (74 13F filers) reported a position in TDTF shares at 2025-09-30, 32,644,763 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers
74
13F filers
74
New
17
Added
27
Reduced
21
Sold out
6
Shares held by filers
32,644,763

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CORP17,404,187$422M0.05%+226,20713F-HRTimelineGroup
Blue Trust, Inc.3,732,791$90.6M1.02%-703,78013F-HRTimeline
Wealth Architects, LLC2,786,158$67.6M6.39%+81,34513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,717,011$65.9M1.92%+200,58913F-HRTimelineGroup
Cheviot Value Management, LLC1,217,901$29.6M3.15%+282,18713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC742,554$18M<0.01%+52,40513F-HRTimelineGroup
Farmers National Bank718,601$17.4M4.14%+237,86413F-HRTimeline
UBS Group AGin group UBS Group AG293,322$7.12M<0.01%+45,80513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp263,697$6.4M<0.01%+113,26913F-HRTimelineGroup
Cetera Investment Advisers235,327$5.71M0.01%+220,93613F-HRTimeline
COURIER CAPITAL LLC223,556$5.43M0.31%+7,69013F-HRTimeline
IFG Advisory, LLC213,901$5.19M0.24%+10,93113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC184,424$4.48M0.04%-48,82313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY168,877$4.1M<0.01%+5,14713F-HR/ATimelineGroup
Kendall Capital Management160,830$3.9M0.88%+6813F-HRTimeline
SIMON QUICK ADVISORS, LLC148,136$3.6M0.16%new13F-HRTimeline
LPL Financial LLC137,464$3.34M<0.01%+90,67713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/134,477$3.26M<0.01%-96,20613F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,471$2.46M<0.01%-60,94213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC86,299$2.09M<0.01%new13F-HRTimelineGroup
Yoder Wealth Management, Inc.85,520$2.08M0.98%-7,15013F-HRTimeline
BFSG, LLC70,947$1.72M0.17%+4,67213F-HRTimeline
Chesapeake Wealth Management65,167$1.58M0.48%+2,35013F-HRTimeline
FLOW TRADERS U.S. LLC58,297$1.42M0.06%-79,30413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,257$1.12M<0.01%+2,86213F-HRTimelineGroup
OneDigital Investment Advisors LLC44,877$1.09M0.01%-8,40313F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.44,269$1.07M0.04%-26213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,814$1.04M<0.01%-2,14813F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC39,356$955K0.37%+40013F-HRTimeline
Valmark Advisers, Inc.36,655$890K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc36,030$874K0.14%+5,14013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,484$861K<0.01%+30,39413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,296$689K<0.01%-1,39213F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,401$689K<0.01%+1,12113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,944$557K<0.01%-2,98313F-HRTimelineGroup
Sanctuary Advisors, LLC22,364$543K<0.01%new13F-HR/ATimeline
Empirical Asset Management, LLC22,295$541K0.15%new13F-HRTimeline
CLG LLC21,435$520K0.14%-19013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,810$457K<0.01%new13F-HRTimelineGroup
VeraBank, N.A.17,799$432K0.08%-43813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,604$403K<0.01%+5313F-HRTimeline
SYNOVUS FINANCIAL CORP15,147$368K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC13,810$335K<0.01%+1,08813F-HRTimeline
KMT WEALTH MANAGEMENT, LLC13,214$321K0.17%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,195$320K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,699$284K<0.01%-68,45813F-HRTimelineGroup
COMERICA BANK10,212$248K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,804$238K<0.01%new13F-HRTimeline
Shared Vision Wealth Group LLC9,711$237K0.1%013F-HRTimeline
Betterment LLC9,404$228K<0.01%+17213F-HRTimeline
GTS SECURITIES LLC8,934$217K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,815$214K<0.01%-40213F-HRTimeline
Investors Research Corp7,341$178K0.03%+29713F-HRTimeline
Advisory Services Network, LLC7,279$177K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,016$170K<0.01%-25,03213F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC5,755$140K0.01%-41913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,644$88.4K<0.01%+74513F-HRTimelineGroup
AE Wealth Management LLC1,898$46.1K<0.01%-1213F-HRTimeline
MAI Capital Management1,880$45.6K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,675$40.7K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,427$34.6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,336$32.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,265$30.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC981$23.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC694$16.8K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO678$16.5K<0.01%-1,40713F-HR/ATimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors424$10.3K<0.01%-13113F-HRTimelineGroup
Kentucky Trust Co400$9.71K0.01%-18113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC327$7.94K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV287$6.96K<0.01%+17013F-HRTimeline
Federation des caisses Desjardins du Qu…280$6.8K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC279$6.77K<0.01%new13F-HRTimeline
Promus Capital, LLC206$5K<0.01%013F-HRTimeline
Key Financial Inc141$3.42K<0.01%013F-HRTimeline