Skip to content

TDTT FLEXSHARES TR

Follow

IBOXX 3R TARGT (fund)

103 managers (103 13F filers) reported a position in TDTT shares at 2025-03-31, 94,788,617 shares in all. 16 filers opened a position and 15 filers sold out during the quarter.

Managers
103
13F filers
103
New
16
Added
42
Reduced
26
Sold out
15
Shares held by filers
94,788,617

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 CORP83,413,688$2.03B0.3%+14,904,85213F-HRTimelineGroup
Bell Investment Advisors, Inc1,780,929$43.4M8.02%+13,05713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,455,019$35.5M0.01%+462,24713F-HRTimelineGroup
WEST PACES ADVISORS INC.1,153,169$28.1M6.4%+25,46913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY745,595$18.2M<0.01%-4,24013F-HRTimelineGroup
Boltwood Capital Management643,334$15.7M4.77%+77,70513F-HRTimeline
MML INVESTORS SERVICES, LLC513,804$12.5M0.04%+186,05813F-HRTimeline
Valmark Advisers, Inc.508,840$12.4M0.19%+2,49013F-HRTimeline
5th Street Advisors, LLC487,702$11.9M5.73%+53,89713F-HRTimeline
VeraBank, N.A.376,187$9.17M2.56%+14,69613F-HRTimeline
HORIZON BANCORP INC /IN/330,043$8.05M4.55%-29,23513F-HRTimeline
Klingman & Associates, LLC304,329$7.42M0.45%-1,68113F-HRTimeline
Cornerstone National Bank & Trust Co288,288$7.03M3.14%-52,13413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN225,066$5.49M<0.01%-154,81913F-HRTimelineGroup
Delos Wealth Advisors, LLC192,248$4.69M3.71%-2,41013F-HRTimeline
LPL Financial LLC177,772$4.33M<0.01%+21,60913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC164,162$4M<0.01%+26,30813F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC154,869$3.78M0.61%+8,25413F-HRTimeline
Burt Wealth Advisors128,602$3.14M0.79%-8,11013F-HRTimeline
PARK NATIONAL CORP /OH/111,340$2.71M0.1%+31,09913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,723$2.6M<0.01%+12,03813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA97,497$2.38M<0.01%+58,64513F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,285$2.25M<0.01%+51,18413F-HR/ATimelineGroup
IFG Advisory, LLC90,198$2.2M0.12%+17213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/88,308$2.15M<0.01%+1,49013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,809$1.9M<0.01%+59,85813F-HRTimelineGroup
VestGen Investment Management68,202$1.66M1.25%+10,45813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC42,383$1.03M<0.01%-13,09313F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC40,916$998K0.45%+6,92513F-HRTimeline
Mutual Advisors, LLC38,117$926K0.03%new13F-HRTimeline
Cetera Investment Advisers36,118$881K<0.01%+15,55613F-HRTimeline
Granite Harbor Advisors, Inc.34,931$852K0.45%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,862$826K<0.01%+21813F-HRTimeline
Cambridge Investment Research Advisors,…33,820$825K<0.01%-3,79513F-HRTimeline
Lynx Investment Advisory32,812$800K0.53%+3,73613F-HRTimeline
F/m Investments LLC31,528$769K0.03%013F-HRTimeline
MONECO ADVISORS, LLC31,135$759K0.08%+513F-HR/ATimeline
Empirical Asset Management, LLC30,636$747K0.25%+3,29613F-HRTimeline
Trace Wealth Advisors, LLC29,726$725K0.65%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.27,436$669K0.35%-13113F-HRTimeline
Freedom Investment Management, Inc.26,536$647K0.05%+12,08013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,603$600K<0.01%-2,45313F-HRTimelineGroup
HRT FINANCIAL LP23,923$583K<0.01%new13F-HRTimeline
FFT WEALTH MANAGEMENT LLC23,337$569K0.12%+12,61813F-HRTimeline
Dynamic Advisor Solutions LLC22,139$540K0.02%-1,90513F-HRTimeline
Dorsey & Whitney Trust CO LLC21,653$528K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,105$490K<0.01%+17,30213F-HRTimelineGroup
OLD MISSION CAPITAL LLC19,317$471K0.01%new13F-HRTimeline
Clearstead Advisors, LLC17,929$437K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC17,452$425K0.1%013F-HRTimeline
WEDBUSH SECURITIES INC16,822$410K0.02%-1,15913F-HRTimeline
Advisory Services Network, LLC16,371$399K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,046$391K<0.01%013F-HRTimelineGroup
M.E. ALLISON & CO., INC.15,972$389K0.38%+1313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC15,765$384K0.22%+5,55313F-HRTimeline
CHOREO, LLC15,000$366K0.01%013F-HRTimeline
Caldwell Trust Co14,774$360K0.04%+10,33713F-HRTimeline
Archer Investment Corp14,348$350K0.09%013F-HRTimeline
Virtue Capital Management, LLC14,047$342K0.04%new13F-HRTimeline
Kovack Advisors, Inc.14,000$341K0.04%-1,00013F-HRTimeline
Forza Wealth Management, LLC14,000$341K0.15%013F-HRTimeline
CoreCap Advisors, LLC13,635$332K0.01%+2,45413F-HRTimeline
Holcombe Financial, Inc.13,274$324K0.27%+16113F-HRTimeline
AWM CAPITAL, LLC12,844$313K0.04%+2713F-HRTimeline
CERTUITY, LLC12,600$307K0.03%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,912$290K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.11,082$270K0.01%-37513F-HRTimeline
UBS Group AGin group UBS Group AG10,617$259K<0.01%-5,74013F-HRTimelineGroup
GREENLEAF TRUST10,151$247K<0.01%-7,99513F-HRTimeline
Sequoia Financial Advisors, LLC10,100$246K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,899$241K<0.01%new13F-HR/ATimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …9,683$236K0.1%-74413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…9,095$222K0.01%+413F-HRTimeline
CENTAURUS FINANCIAL, INC.6,030$147K0.01%-24513F-HRTimeline
BOKF, NAin group BOKF, NA5,981$146K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,726$138K<0.01%+5,25113F-HRTimelineGroup
MAI Capital Management4,737$115K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,575$87.2K<0.01%-10,00013F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,358$81.9K<0.01%-1,00013F-HRTimeline
COMERICA BANK3,000$73.1K<0.01%-54613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,657$64.7K<0.01%+2,01513F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,430$59.2K<0.01%+84113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,005$48.9K<0.01%-1,68913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,682$41K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,543$37.4K<0.01%+1,24713F-HRTimeline
MARQUETTE ASSOCIATES, INC.1,525$37.2K0.04%+34513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$23.6K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC851$21K<0.01%-20213F-HRTimelineGroup
Versant Capital Management, Inc584$14.2K<0.01%013F-HRTimeline
ORG Partners LLC518$12.5K<0.01%013F-HRTimeline
Key Financial Inc481$11.7K<0.01%013F-HRTimeline
Bank of New Hampshire435$10.6K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS393$9.58K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.349$8.51K<0.01%-67413F-HRTimeline
FMR LLCin group FMR LLC337$8.22K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB336$8.19K<0.01%013F-HRTimeline
Activest Wealth Management318$7.74K<0.01%+113F-HRTimeline
PSI Advisors, LLC171$4.17K<0.01%-8313F-HRTimeline
UNION SAVINGS BANK81$1.97K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24$585<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC16$382<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15$366<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.