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Disclosery

TDTF FLEXSHARES TR

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IBOXX 5YR TRGT (fund)

78 managers (78 13F filers) reported a position in TDTF shares at 2025-12-31, 34,959,988 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
78
13F filers
78
New
10
Added
33
Reduced
18
Sold out
8
Shares held by filers
34,959,988

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CORP17,336,825$415M0.05%-67,36213F-HRTimelineGroup
Blue Trust, Inc.3,721,664$89.2M1.01%-11,12713F-HRTimeline
Wealth Architects, LLC2,991,112$71.7M6.46%+204,95413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,733,805$65.5M1.81%+16,79413F-HR/ATimelineGroup
Archvest Wealth Advisors, Inc.1,639,598$39.3M25.07%new13F-HR/ATimeline
Cheviot Value Management, LLC1,290,146$31M3.05%+72,24513F-HRTimeline
Farmers National Bank847,396$20.3M4.53%+128,79513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC775,439$18.6M<0.01%+32,88513F-HRTimelineGroup
UBS Group AGin group UBS Group AG355,234$8.51M<0.01%+61,91213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp324,290$7.77M<0.01%+60,59313F-HRTimelineGroup
Cetera Investment Advisers245,593$5.89M0.01%+10,26613F-HRTimeline
COURIER CAPITAL LLC238,784$5.72M0.32%+15,22813F-HRTimeline
IFG Advisory, LLC226,386$5.43M0.24%+12,48513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY189,368$4.54M<0.01%+20,49113F-HR/ATimelineGroup
Kendall Capital Management184,396$4.42M0.92%+23,56613F-HRTimeline
LPL Financial LLC152,826$3.66M<0.01%+15,36213F-HRTimeline
SIMON QUICK ADVISORS, LLC148,136$3.55M0.15%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN128,570$3.08M<0.01%+93,08613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,845$2.66M<0.01%-23,63213F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC109,405$2.62M0.02%-75,01913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…94,834$2.27M<0.01%-6,63713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC86,299$2.07M<0.01%013F-HR/ATimelineGroup
Yoder Wealth Management, Inc.85,200$2.04M0.93%-32013F-HRTimeline
Urban Wealth Management, LLC83,018$1.99M1.85%13F-HRTimeline
BFSG, LLC80,061$1.92M0.19%+9,11413F-HRTimeline
Chesapeake Wealth Management61,742$1.48M0.44%-3,42513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,847$1.12M<0.01%+59013F-HRTimelineGroup
OneDigital Investment Advisors LLC45,446$1.09M0.01%+56913F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.44,466$1.07M0.04%+19713F-HRTimelineGroup
Cambridge Investment Research Advisors,…40,433$969K<0.01%+12,03213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC39,806$954K0.37%+45013F-HRTimeline
Valmark Advisers, Inc.36,655$878K0.01%013F-HRTimeline
Bell Investment Advisors, Inc36,552$876K0.14%+52213F-HRTimeline
FLOW TRADERS U.S. LLC34,142$818K0.03%-24,15513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,429$801K<0.01%+26,41313F-HRTimelineGroup
Empirical Asset Management, LLC30,132$722K0.2%+7,83713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,595$685K<0.01%+29913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,339$511K<0.01%-1,60513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,970$503K<0.01%+7,77513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,589$493K<0.01%+1,77913F-HRTimelineGroup
Regal Investment Advisors LLC20,338$487K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,400$465K<0.01%+7,70113F-HRTimelineGroup
CLG LLC18,403$441K0.11%-3,03213F-HRTimeline
VeraBank, N.A.16,970$407K0.07%-82913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,611$398K<0.01%+713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,816$355K<0.01%-27,99813F-HRTimelineGroup
Clearstead Advisors, LLC13,810$331K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,521$324K<0.01%+3,71713F-HRTimeline
KMT WEALTH MANAGEMENT, LLC13,214$317K0.17%013F-HRTimeline
Alamar Capital Management, LLC10,544$253K0.14%new13F-HRTimeline
Betterment LLC10,304$247K<0.01%+90013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,069$241K<0.01%+6,42513F-HRTimelineGroup
Shared Vision Wealth Group LLC9,711$233K0.09%013F-HRTimeline
COMERICA BANK9,601$230K<0.01%-61113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,306$199K<0.01%new13F-HRTimelineGroup
Investors Research Corp7,472$179K0.03%+13113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC5,179$124K0.02%13F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC4,110$98.5K0.01%-1,64513F-HRTimelineGroup
Glassman Wealth Services3,349$80.3K0.01%new13F-HRTimeline
AE Wealth Management LLC2,910$69.7K<0.01%+1,01213F-HRTimeline
MAI Capital Management1,880$45.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,427$34.2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,336$32K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,025$24.6K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC938$22.5K<0.01%-4313F-HRTimeline
Greenline Wealth Management LLC868$20.8K0.02%13F-HRTimeline
FMR LLCin group FMR LLC694$16.6K<0.01%013F-HRTimelineGroup
Torren Management, LLC420$10.1K0.01%13F-HRTimeline
Kentucky Trust Co400$9.59K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors399$9.56K<0.01%-2513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC308$7.38K<0.01%-1913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC292$7K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV287$6.88K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…280$6.71K<0.01%013F-HRTimeline
Joseph Group Capital Management225$5.39K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC100$2.4K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84$2.01K<0.01%-59413F-HRTimelineGroup
Garner Asset Management Corp14$336<0.01%new13F-HRTimeline