Who Owns FLEXSHARES TR (TDTF)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $227.6M of FLEXSHARES TR (TDTF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blue Trust, Inc. ($85.6M), Wealth Architects, LLC ($77.2M), Archvest Wealth Advisors, Inc. ($40.0M), COURIER CAPITAL LLC ($6.6M), Cambridge Investment Research Advisors, Inc. ($3.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Blue Trust, Inc. | $85.6M | 3.6M | Trimmed |
| 2 | Wealth Architects, LLC | $77.2M | 3.2M | Added |
| 3 | Archvest Wealth Advisors, Inc. | $40.0M | 1.7M | Added |
| 4 | COURIER CAPITAL LLC | $6.6M | 279,173 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.6M | 153,204 | Added |
| 6 | SIMON QUICK ADVISORS, LLC | $3.5M | 148,136 | Hold |
| 7 | Urban Wealth Management, LLC | $2.3M | 95,106 | Added |
| 8 | BFSG, LLC | $2.1M | 88,538 | Added |
| 9 | Yoder Wealth Management, Inc. | $1.9M | 81,620 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 65,189 | Added |
| 11 | Lynx Investment Advisory | $785,798 | 33,058 | Added |
| 12 | Atria Investments, Inc | $477,302 | 20,080 | New |
| 13 | CLG LLC | $440,886 | 18,548 | Trimmed |
| 14 | Capital Investment Advisory Services, LLC | $328,264 | 13,810 | New |
| 15 | Kestra Advisory Services, LLC | $250,501 | 10,539 | Added |
| 16 | RFG Advisory, LLC | $245,438 | 10,326 | Trimmed |
| 17 | Shared Vision Wealth Group LLC | $230,830 | 9,711 | Hold |
| 18 | Investors Research Corp | $191,800 | 8,069 | Added |
| 19 | AE Wealth Management LLC | $67,165 | 2,826 | Added |
| 20 | Mosley Wealth Management | $8,589 | 361 | Added |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $6,822 | 287 | Hold |
| 22 | Torren Management, LLC | $4,065 | 171 | Hold |
| 23 | Corsicana & Co. | $2,686 | 113 | New |
| 24 | ASSETMARK, INC | $2,472 | 104 | Trimmed |
| 25 | Gleason Group, Inc. | $1,117 | 47 | New |
Source: SEC Form 13F filings · as of 2026-06-30