Who Owns FLEXSHARES IBOXX (TDTF)? -- Institutional Holders (2026-06-30)

96 institutions reported holding $907.2M of FLEXSHARES IBOXX (TDTF) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHERN TRUST CORP ($412.2M), Blue Trust, Inc. ($85.6M), Wealth Architects, LLC ($77.2M), Capital Analysts, LLC ($72.4M), Archvest Wealth Advisors, Inc. ($40.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NORTHERN TRUST CORP$412.2M17.3MTrimmed
2Blue Trust, Inc.$85.6M3.6MTrimmed
3Wealth Architects, LLC$77.2M3.2MAdded
4Capital Analysts, LLC$72.4M3.0MAdded
5Archvest Wealth Advisors, Inc.$40.0M1.7MAdded
6Cheviot Value Management, LLC$32.6M1.4MAdded
7Chandler Asset Management, Inc.$29.2M1.2MAdded
8Farmers National Bank$27.8M1.2MAdded
9AMERIPRISE FINANCIAL INC$19.4M815,998Added
10Bank of New York Mellon Corp$13.9M585,513Added
11UBS Group AG$10.4M437,902Added
12Cetera Investment Advisers$7.1M300,749Added
13COURIER CAPITAL LLC$6.6M279,173Added
14Vident Advisory, LLC$5.7M241,780Added
15Kendall Capital Management$5.5M232,247Added
16WELLS FARGO & COMPANY/MN$5.0M211,777Added
17MORGAN STANLEY$4.6M193,267Trimmed
18STALEY CAPITAL ADVISERS INC$3.5M149,005New
19IFG Advisory, LLC$3.5M148,853New
20SIMON QUICK ADVISORS, LLC$3.5M148,136Hold
21LPL Financial LLC$3.4M141,245Added
22BANK OF AMERICA CORP /DE/$2.7M114,888Added
23Urban Wealth Management, LLC$2.3M95,106Added
24Rockefeller Capital Management L.P.$2.2M94,034Added
25Veridan Wealth LLC$2.1M90,051New

Source: SEC Form 13F filings · as of 2026-06-30