FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 0.25% | 0.28% | #20 | $2.12B | 88.8M | $2.14B | 88.2M | +663,386+0.75% | Add | |
| Bell Investment Advisors, Inc | 7.22% | 7.58% | #1 | $49.2M | 2.1M | $48.5M | 2.0M | +57,009+2.85% | Add | |
| WEST PACES ADVISORS INC. | 5.64% | 6.26% | #3 | $33.6M | 1.4M | $32.3M | 1.3M | +74,534+5.59% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #60 | $32.3M | 1.3M | $32.1M | 1.3M | +24,634+1.86% | Add | |
| Boltwood Capital Management | 5.45% | 5.6% | #4 | $23.8M | 995,568 | $21.9M | 905,288 | +90,280+9.97% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #85 | $23.8M | 993,765 | $20.8M | 854,881 | +138,884+16.25% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #70 | $19.6M | 818,600 | $15.2M | 628,731 | +189,869+30.20% | Add | |
| 5th Street Advisors, LLC | 6.84% | 5.62% | #2 | $18.0M | 751,610 | $13.1M | 538,682 | +212,928+39.53% | Add | |
| MML INVESTORS SERVICES, LLC | 0.03% | 0.03% | #42 | $13.5M | 563,305 | $11.2M | 463,415 | +99,890+21.56% | Add | |
| Valmark Advisers, Inc. | 0.12% | 0.14% | #27 | $11.6M | 484,847 | $11.6M | 479,352 | +5,495+1.15% | Add | |
| VeraBank, N.A. | 1.85% | 1.98% | #8 | $11.2M | 466,494 | $10.8M | 445,685 | +20,809+4.67% | Add | |
| HORIZON BANCORP INC /IN/ | 4.06% | 4.27% | #5 | $8.7M | 361,931 | $8.9M | 366,585 | -4,654-1.27% | Reduce | |
| Klingman & Associates, LLC | 0.27% | 0.31% | #16 | $6.3M | 264,386 | $6.4M | 266,019 | -1,633-0.61% | Reduce | |
| Delos Wealth Advisors, LLC | 3.02% | 2.78% | #6 | $5.9M | 245,969 | $4.8M | 200,082 | +45,887+22.93% | Add | |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 1.96% | 2.41% | #7 | $5.7M | 238,360 | $5.8M | 238,360 | 00.00% | Unchanged | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #100 | $4.9M | 204,706 | $5.8M | 239,244 | -34,538-14.44% | Reduce | |
| LAKE STREET PRIVATE WEALTH, LLC | 0.55% | 0.64% | #11 | $4.8M | 200,569 | $5.1M | 208,622 | -8,053-3.86% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #99 | $4.7M | 195,047 | $6.2M | 254,069 | -59,022-23.23% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #88 | $4.2M | 173,896 | $4.0M | 163,969 | +9,927+6.05% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #91 | $3.0M | 123,638 | $2.9M | 117,894 | +5,744+4.87% | Add | |
| Creative Planning | <0.01% | <0.01% | #80 | $2.9M | 119,642 | $3.0M | 123,530 | -3,888-3.15% | Reduce | |
| MONECO ADVISORS, LLC | 0.17% | 0.06% | #23 | $2.8M | 115,348 | $815,597 | 33,647 | +81,701+242.82% | Add | |
| BANK OF MONTREAL /CAN/ | <0.01% | <0.01% | #94 | $2.2M | 92,474 | $2.4M | 98,456 | -5,982-6.08% | Reduce | |
| Emerald Investment Advisers, LLC | 0.12% | 0.16% | #28 | $1.8M | 76,280 | $1.8M | 74,557 | +1,723+2.31% | Add | |
| Lynx Investment Advisory | 0.55% | 1.01% | #12 | $1.7M | 69,588 | $2.1M | 87,199 | -17,611-20.20% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #84 | $1.6M | 67,223 | $1.7M | 69,042 | -1,819-2.63% | Reduce | |
| VestGen Advisors, LLC | 0.05% | 0.05% | #37 | $1.6M | 67,089 | $1.7M | 70,048 | -2,959-4.22% | Reduce | |
| VestGen Investment Management | 0.81% | 0.91% | #9 | $1.5M | 63,640 | $1.6M | 67,831 | -4,191-6.18% | Reduce | |
| PARK NATIONAL CORP /OH/ | 0.05% | 0.05% | #34 | $1.5M | 62,575 | $1.5M | 62,575 | 00.00% | Unchanged | |
| TIEMANN INVESTMENT ADVISORS, LLC | 0.41% | 0.45% | #13 | $1.1M | 47,836 | $1.2M | 47,836 | 00.00% | Unchanged | |
| Rossby Financial, LCC | 0.2% | 0.3% | #21 | $1.1M | 46,399 | $1.5M | 60,031 | -13,632-22.71% | Reduce | |
| Dorsey & Whitney Trust CO LLC | 0.05% | 0.06% | #35 | $1.1M | 45,653 | $1.0M | 41,653 | +4,000+9.60% | Add | |
| TRB Wealth Management, LLC | 0.14% | 0.13% | #25 | $1.1M | 45,525 | $948,616 | 39,134 | +6,391+16.33% | Add | |
| Mutual Advisors, LLC | 0.02% | 0.02% | #48 | $951,953 | 39,814 | $928,374 | 38,299 | +1,515+3.96% | Add | |
| Virtue Capital Management, LLC | 0.13% | — | #26 | $942,556 | 39,421 | $0 | 0 | +39,421 | New Buy | |
| MARQUETTE ASSOCIATES, INC. | 0.68% | — | #10 | $935,861 | 39,141 | $0 | 0 | +39,141 | New Buy | |
| GTS SECURITIES LLC | 0.02% | — | #47 | $891,197 | 37,273 | $0 | 0 | +37,273 | New Buy | |
| Atria Investments, Inc | 0.01% | 0.01% | #59 | $876,636 | 36,664 | $748,531 | 30,880 | +5,784+18.73% | Add | |
| Cornerstone National Bank & Trust Co | 0.3% | 0.66% | #15 | $874,137 | 36,938 | $1.8M | 74,630 | -37,692-50.51% | Reduce | |
| First Heartland Consultants, Inc. | 0.06% | 0.06% | #33 | $854,017 | 35,718 | $725,600 | 29,934 | +5,784+19.32% | Add | |
| CoreCap Advisors, LLC | 0.02% | 0.02% | #43 | $808,636 | 33,820 | $717,528 | 29,601 | +4,219+14.25% | Add | |
| Focus Partners Wealth | <0.01% | <0.01% | #90 | $789,294 | 33,011 | $1.0M | 41,485 | -8,474-20.43% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #79 | $731,455 | 30,592 | $774,000 | 31,948 | -1,356-4.24% | Reduce | |
| SIMON QUICK ADVISORS, LLC | 0.03% | 0.03% | #41 | $710,940 | 29,734 | $719,516 | 29,683 | +51+0.17% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #92 | $668,060 | 27,937 | $533,772 | 22,017 | +5,920+26.89% | Add | |
| Granite Harbor Advisors, Inc. | 0.25% | 0.31% | #18 | $643,992 | 26,934 | $717,116 | 29,584 | -2,650-8.96% | Reduce | |
| BOK Financial Private Wealth, Inc. | 0.03% | — | #40 | $578,383 | 24,190 | $0 | 0 | +24,190 | New Buy | |
| Trace Wealth Advisors, LLC | 0.35% | 0.45% | #14 | $536,923 | 22,456 | $596,474 | 24,607 | -2,151-8.74% | Reduce | |
| IFP Advisors, Inc | 0.01% | 0.01% | #56 | $536,780 | 22,450 | $402,045 | 16,586 | +5,864+35.36% | Add | |
| FFT WEALTH MANAGEMENT LLC | 0.08% | 0.13% | #31 | $508,757 | 21,278 | $711,711 | 29,361 | -8,083-27.53% | Reduce |