TDTT
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -12.9% ·
share flow +0.8% ·
net new positions -14.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 88.85M | +0.8% | $2.12B | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 1.35M | +1.9% | $32.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 993.76K | +10.3% | $23.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 818.60K | +30.2% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Mml Investors Services, Llc | 563.30K | +21.6% | $13.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 204.71K | -14.4% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 195.05K | -23.2% | $4.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | LPL Financial LLC | 173.90K | +6.0% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 123.64K | +4.9% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Creative Planning | 119.64K | -3.1% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 92.47K | -6.1% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 67.22K | -2.6% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 33.01K | -20.4% | $789,294 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 27.94K | +26.9% | $668,060 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 18.97K | -16.5% | $453,563 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 18.76K | +1.7% | $448,575 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 17.49K | +23218.7% | $418,511 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Susquehanna International Group, Llp | 13.33K | -51.7% | $318,816 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 12.37K | +347.8% | $295,741 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 11.78K | -8.0% | $281,612 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 11.00K | -4.0% | $263,034 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Pnc Financial Services Group, Inc. | 8.04K | 0.0% | $192,332 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 7.50K | -91.1% | $179,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | Fidelity (FMR) ✦ | 4.02K | +2038.3% | $96,107 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 1.69K | -82.3% | $40,504 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 807 | 0.0% | $19,295 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 48 | -38.5% | $1,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $2.54M | was 0.0% |
| Hrt Financial Lp | $576,000 | was 0.0% |
| Commonwealth Equity Services… | $334,460 | was 0.0% |
| Qube Research & Technologies… | $69,375 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 107 holders, 101.33M shares, $2.44B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.