SEC 13F Intelligence

TDTFFLEXSHARES TR

CUSIP 33939L605 · Yahoo Finance ↗ · Google Finance ↗

Flexshares Tr (TDTF) has 81 institutional holders in Filings Flow’s 13F database, together reporting 36.61M shares worth $882M as of Q1 2026. The largest reported holders are Northern Trust Corp, Blue Trust, Inc., and Wealth Architects, LLC.

Institutional Holders
81
Q1 2026
Reported Value
$882M
Ticker
TDTF
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 25Q2 ’19Q3 ’19: 22Q4 ’19: 25Q1 ’20: 29Q2 ’20: 24Q2 ’20Q3 ’20: 25Q4 ’20: 28Q1 ’21: 30Q2 ’21: 36Q2 ’21Q3 ’21: 48Q4 ’21: 53Q1 ’22: 54Q2 ’22: 53Q2 ’22Q3 ’22: 52Q4 ’22: 50Q1 ’23: 56Q2 ’23: 54Q2 ’23Q3 ’23: 55Q4 ’23: 62Q1 ’24: 55Q2 ’24: 53Q2 ’24Q3 ’24: 51Q4 ’24: 62Q1 ’25: 62Q2 ’25: 66Q2 ’25Q3 ’25: 72Q4 ’25: 77Q1 ’26: 81filingsflow.com
Total reported value
Q2 ’19: $86MQ2 ’19Q3 ’19: $66MQ4 ’19: $67MQ1 ’20: $73MQ2 ’20: $45MQ2 ’20Q3 ’20: $50MQ4 ’20: $75MQ1 ’21: $97MQ2 ’21: $117MQ2 ’21Q3 ’21: $259MQ4 ’21: $296MQ1 ’22: $341MQ2 ’22: $174MQ2 ’22Q3 ’22: $128MQ4 ’22: $239MQ1 ’23: $250MQ2 ’23: $250MQ2 ’23Q3 ’23: $309MQ4 ’23: $305MQ1 ’24: $285MQ2 ’24: $286MQ2 ’24Q3 ’24: $292MQ4 ’24: $637MQ1 ’25: $754MQ2 ’25: $775MQ2 ’25Q3 ’25: $776MQ4 ’25: $835MQ1 ’26: $882Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Archvest Wealth Advisors, Inc.$155M AUM25.13%$39M1.62MQ1 2026
Wealth Architects, LLC$1.1B AUM6.70%$75M3.12MQ1 2026
Farmers National Bank$453M AUM4.53%$20M847.4KQ1 2026
Chandler Asset Management, Inc.$659M AUM3.99%$26M1.09MQ1 2026
Cheviot Value Management, LLC$996M AUM3.30%$33M1.36MQ1 2026
Capital Analysts, LLC$3.6B AUM1.81%$66M2.73MQ1 2026
Blue Trust, Inc.$8.7B AUM1.01%$88M3.67MQ1 2026
Kendall Capital Management$488M AUM0.96%$5M193.7KQ1 2026
Yoder Wealth Management, Inc.$219M AUM0.92%$2M84.0KQ1 2026
Chesapeake Wealth Management$326M AUM0.50%$2M67.3KQ1 2026
TIEMANN INVESTMENT ADVISORS, LLC$255M AUM0.39%$999,50841.5KQ1 2026
Lynx Investment Advisory$209M AUM0.38%$795,26933.0KQ1 2026
COURIER CAPITAL LLC$1.8B AUM0.34%$6M253.3KQ1 2026
Empirical Asset Management, LLC$379M AUM0.20%$751,13531.2KQ1 2026
BFSG, LLC$1.1B AUM0.19%$2M84.2KQ1 2026
KMT WEALTH MANAGEMENT, LLC$184M AUM0.17%$316,67413.2KQ4 2025OLDER
TBH Global Asset Management, LLC$497M AUM0.17%$773,89932.1KQ2 2025OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.16%$4M148.1KQ1 2026
Alamar Capital Management, LLC$181M AUM0.14%$252,68710.5KQ1 2026
Bell Investment Advisors, Inc$639M AUM0.14%$871,82336.2KQ1 2026
CLG LLC$403M AUM0.11%$447,50618.6KQ1 2026
Shared Vision Wealth Group LLC$245M AUM0.10%$234,1329.7KQ1 2026
VeraBank, N.A.$546M AUM0.07%$407,86916.9KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.07%$3M116.1KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.06%$419M17.38MQ1 2026
Stratos Investment Management, LLC$2.5B AUM0.04%$1M46.4KQ1 2026
Vident Advisory, LLC$11.7B AUM0.04%$5M215.1KQ1 2026
Investors Research Corp$523M AUM0.04%$185,8407.7KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.03%$1M45.1KQ1 2026
CAMBIENT FAMILY OFFICE, LLC$716M AUM0.03%$230,1059.5KQ1 2026
Advisors Preferred, LLC$679M AUM0.03%$167,3397.0KQ2 2025OLDER
Regal Investment Advisors LLC$1.7B AUM0.03%$472,19519.6KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.02%$4M183.8KQ2 2025OLDER
Valmark Advisers, Inc.$8.4B AUM0.01%$917,14438.0KQ1 2026
Glassman Wealth Services$736M AUM0.01%$80,2593.3KQ4 2025OLDER
Rock Creek Group LLC$988M AUM0.01%$99,0924.1KQ1 2026
OneDigital Investment Advisors LLC$10.2B AUM0.01%$997,20441.4KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.01%$216,8288.9KQ3 2025OLDER
RFG Advisory, LLC$5.4B AUM0.01%$432,48517.9KQ1 2026
Cetera Investment Advisers$94.0B AUM0.01%$7M272.3KQ1 2026
Kentucky Trust Co$191M AUM0.01%$9,586400Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$19M794.1KQ1 2026
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$367,61815.1KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M93.8KQ1 2026
Mosley Wealth Management$221M AUM0.00%$8,616355Q1 2026
Joseph Group Capital Management$400M AUM0.00%$14,104585Q1 2026
Equitable Holdings, Inc.$15.5B AUM0.00%$509,80721.3KQ1 2026
Promus Capital, LLC$157M AUM0.00%$5,000206Q3 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$1M51.3KQ1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$332,95913.8KQ1 2026
GREENLEAF TRUST$10.2B AUM0.00%$288,91212.0KQ2 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$184,4907.7KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$1M48.8KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$11M463.9KQ1 2026
Torren Management, LLC$201M AUM0.00%$4,123171Q1 2026
UBS Group AG$666.3B AUM0.00%$10M402.5KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$473,75419.6KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$24,1101.0KQ1 2026
Colonial Trust Co / SC$735M AUM0.00%$8,752363Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$640,74926.6KQ1 2026
COMERICA BANK$25.1B AUM0.00%$230,0889.6KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$3M131.2KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$210,0918.7KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M170.8KQ1 2026
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$2,397100Q4 2025OLDER
Key FInancial Inc$562M AUM0.00%$3,421141Q3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$381,12015.8KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$281,05011.7KQ1 2026
Betterment LLC$52.8B AUM0.00%$230,0009.6KQ1 2026
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$6,771279Q3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$6,920287Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$24,4961.0KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$337,61414.0KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$213,9408.8KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$5M189.4KQ1 2026
MAI Capital Management$17.7B AUM0.00%$45,3271.9KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$47,0632.0KQ1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$40,6531.7KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M76.6KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M112.0KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,818200Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$650,00727.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$308,78212.9KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$972,03740.4KQ2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$426,18517.7KQ1 2026
Garner Asset Management Corp$255M AUM0.00%$33614Q4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$794,44933.0KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$634,74426.3KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$22,479938Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$39,6121.6KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$248,00010.3KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$597,33624.8KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$6,751280Q1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$7,000292Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$24,1101.0KQ1 2026
ASSETMARK, INC$49.0B AUM0.00%$3,809158Q1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$24,7131.0KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$9,499394Q1 2026
FMR LLC$1.90T AUM0.00%$23,372969Q1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$84435Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.