TDTF Institutional Ownership
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
1W: -0.3%
1M: -2.3%
3M: -3.7%
YTD: -5.1%
1Y: -5.3%
3Y: +9.4%
5Y: -0.6%
$22.70
-0.07 (-0.31%)
Weekly Expected Move ±0.6%
$22
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TDTF
98
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
906M
Total Invested
16
New Positions
41
Increased
28
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (105 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 17,343,286 | 394M | -41,618 | -0.2% | 59Q | SEC ↗ |
| 2 | Blue Trust, Inc. | 3,603,118 | 82M | -65,699 | -1.8% | 17Q | SEC ↗ |
| 3 | Wealth Architects, LLC | 3,248,687 | 74M | +133,293 | +4.3% | 20Q | SEC ↗ |
| 4 | Capital Analysts, LLC | 3,047,739 | 69M | +77,588 | +2.6% | 12Q | SEC ↗ |
| 5 | Archvest Wealth Advisors, Inc. | 1,683,680 | 38M | +68,383 | +4.2% | 3Q | SEC ↗ |
| 6 | Cheviot Value Management, LLC | 1,372,859 | 31M | +10,285 | +0.8% | 6Q | SEC ↗ |
| 7 | Chandler Asset Management, Inc. | 1,227,715 | 28M | +136,065 | +12.5% | 2Q | SEC ↗ |
| 8 | Farmers National Bank | 1,171,182 | 27M | +219,327 | +23.0% | 7Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 815,998 | 19M | +21,941 | +2.8% | 16Q | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 585,513 | 13M | +121,586 | +26.2% | 7Q | SEC ↗ |
| 11 | UBS Group AG | 437,902 | 10M | +35,424 | +8.8% | 47Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 300,749 | 7M | +28,454 | +10.4% | 10Q | SEC ↗ |
| 13 | COURIER CAPITAL LLC | 279,173 | 6M | +25,863 | +10.2% | 9Q | SEC ↗ |
| 14 | Vident Advisory, LLC | 241,780 | 5M | +26,700 | +12.4% | 7Q | SEC ↗ |
| 15 | Kendall Capital Management | 232,247 | 5M | +38,519 | +19.9% | 29Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 211,777 | 5M | +41,023 | +24.0% | 55Q | SEC ↗ |
| 17 | MORGAN STANLEY | 193,267 | 4M | -20,495 | -9.6% | 51Q | SEC ↗ |
| 18 | STALEY CAPITAL ADVISERS INC NEW | 149,005 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 19 | IFG Advisory, LLC NEW | 148,853 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 20 | SIMON QUICK ADVISORS, LLC | 148,136 | 3M | — | +0.0% | 4Q | SEC ↗ |
| 21 | LPL Financial LLC | 141,245 | 3M | +10,086 | +7.7% | 27Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 114,888 | 3M | +2,911 | +2.6% | 15Q | SEC ↗ |
| 23 | Urban Wealth Management, LLC | 95,106 | 2M | +15,882 | +20.0% | 3Q | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 94,034 | 2M | +272 | +0.3% | 22Q | SEC ↗ |
| 25 | Veridan Wealth LLC NEW | 90,051 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | BFSG, LLC | 88,538 | 2M | +4,338 | +5.2% | 15Q | SEC ↗ |
| 27 | Chesapeake Wealth Management | 83,297 | 2M | +16,010 | +23.8% | 21Q | SEC ↗ |
| 28 | Yoder Wealth Management, Inc. | 81,620 | 2M | -2,380 | -2.8% | 14Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 76,602 | 2M | +25,282 | +49.3% | 7Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 70,018 | 2M | -6,591 | -8.6% | 4Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 65,189 | 1M | +38,229 | +141.8% | 4Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 57,255 | 1M | +37,605 | +191.4% | 4Q | SEC ↗ |
| 33 | Thrivent Financial for Lutherans | 48,897 | 1M | +64 | +0.1% | 16Q | SEC ↗ |
| 34 | Stratos Investment Management, LLC | 46,452 | 1M | +76 | +0.2% | 7Q | SEC ↗ |
| 35 | OneDigital Investment Advisors LLC | 44,813 | 1M | +3,452 | +8.3% | 6Q | SEC ↗ |
| 36 | TIEMANN INVESTMENT ADVISORS, LLC | 41,456 | 941K | — | +0.0% | 34Q | SEC ↗ |
| 37 | Valmark Advisers, Inc. | 38,040 | 864K | — | +0.0% | 4Q | SEC ↗ |
| 38 | Empirical Asset Management, LLC | 35,369 | 803K | +4,215 | +13.5% | 4Q | SEC ↗ |
| 39 | Lynx Investment Advisory | 33,058 | 750K | +73 | +0.2% | 2Q | SEC ↗ |
| 40 | OSAIC HOLDINGS, INC. | 32,419 | 736K | +5,838 | +22.0% | 26Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 30,859 | 700K | -2,092 | -6.3% | 15Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 25,804 | 586K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Atria Investments, Inc NEW | 20,080 | 456K | — | +0.0% | 1Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 18,797 | 427K | +1,120 | +6.3% | 7Q | SEC ↗ |
| 45 | CLG LLC | 18,548 | 421K | -13 | -0.1% | 5Q | SEC ↗ |
| 46 | Regal Investment Advisors LLC | 16,698 | 379K | -2,887 | -14.7% | 3Q | SEC ↗ |
| 47 | Equitable Holdings, Inc. | 14,395 | 327K | -6,878 | -32.3% | 4Q | SEC ↗ |
| 48 | Aptus Capital Advisors, LLC NEW | 13,810 | 313K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Capital Investment Advisory Services, NEW | 13,810 | 313K | — | +0.0% | 1Q | SEC ↗ |
| 50 | JONES FINANCIAL COMPANIES LLLP | 13,547 | 308K | +665 | +5.2% | 7Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| STALEY CAPITAL ADVISERS INC | 149,005 | 3M |
| IFG Advisory, LLC | 148,853 | 3M |
| Veridan Wealth LLC | 90,051 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 25,804 | 586K |
| Atria Investments, Inc | 20,080 | 456K |
| Capital Investment Advisory Service | 13,810 | 313K |
| Aptus Capital Advisors, LLC | 13,810 | 313K |
| HRT FINANCIAL LP | 10,749 | 244K |
| OLD MISSION CAPITAL LLC | 9,959 | 226K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,481 | 34K |
| Arax Advisory Partners | 824 | 19K |
| BROWN, LISLE/CUMMINGS, INC. | 347 | 8K |
| Integrated Wealth Concepts LLC | 290 | 7K |
| IMA Advisory Services, Inc. | 131 | 3K |
| Corsicana & Co. | 113 | 3K |
| Gleason Group, Inc. | 47 | 1K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 26,327 | 598K |
| VeraBank, N.A. | 16,917 | 384K |
| COMMONWEALTH EQUITY SERVICES, LLC | 15,807 | 359K |
| HighTower Advisors, LLC | 14,003 | 318K |
| Clearstead Advisors, LLC | 13,810 | 313K |
| KMT WEALTH MANAGEMENT, LLC | 13,214 | 300K |
| Rock Creek Group LLC | 4,110 | 93K |
| Glassman Wealth Services | 3,349 | 76K |
| MAI Capital Management | 1,880 | 43K |
| BANK OF MONTREAL /CAN | 1,000 | 23K |
| Greenline Wealth Management LLC | 868 | 20K |
| Kentucky Trust Co | 400 | 9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 394 | 9K |
| BESSEMER GROUP INC | 292 | 7K |
| Wellington Grp LLC | 103 | 2K |
| TUCKER ASSET MANAGEMENT LLC | 100 | 2K |
| Garner Asset Management Corp | 14 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Farmers National Bank | +219,327 | +23.0% | 1,171,182 |
| Chandler Asset Management, Inc. | +136,065 | +12.5% | 1,227,715 |
| Wealth Architects, LLC | +133,293 | +4.3% | 3,248,687 |
| Bank of New York Mellon Corp | +121,586 | +26.2% | 585,513 |
| Capital Analysts, LLC | +77,588 | +2.6% | 3,047,739 |
| Archvest Wealth Advisors, Inc. | +68,383 | +4.2% | 1,683,680 |
| WELLS FARGO & COMPANY/MN | +41,023 | +24.0% | 211,777 |
| Kendall Capital Management | +38,519 | +19.9% | 232,247 |
| ENVESTNET ASSET MANAGEMENT INC | +38,229 | +141.8% | 65,189 |
| MML INVESTORS SERVICES, LLC | +37,605 | +191.4% | 57,255 |
| UBS Group AG | +35,424 | +8.8% | 437,902 |
| Cetera Investment Advisers | +28,454 | +10.4% | 300,749 |
| Vident Advisory, LLC | +26,700 | +12.4% | 241,780 |
| COURIER CAPITAL LLC | +25,863 | +10.2% | 279,173 |
| Cambridge Investment Research Advis | +25,282 | +49.3% | 76,602 |
| AMERIPRISE FINANCIAL INC | +21,941 | +2.8% | 815,998 |
| Chesapeake Wealth Management | +16,010 | +23.8% | 83,297 |
| Urban Wealth Management, LLC | +15,882 | +20.0% | 95,106 |
| Cheviot Value Management, LLC | +10,285 | +0.8% | 1,372,859 |
| LPL Financial LLC | +10,086 | +7.7% | 141,245 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | -111,192 | -95.8% | 4,889 |
| Blue Trust, Inc. | -65,699 | -1.8% | 3,603,118 |
| NORTHERN TRUST CORP | -41,618 | -0.2% | 17,343,286 |
| FLOW TRADERS U.S. LLC | -31,672 | -70.2% | 13,459 |
| Bell Investment Advisors, Inc | -24,403 | -67.5% | 11,757 |
| JPMORGAN CHASE & CO | -23,972 | -96.7% | 824 |
| MORGAN STANLEY | -20,495 | -9.6% | 193,267 |
| RFG Advisory, LLC | -7,612 | -42.4% | 10,326 |
| Equitable Holdings, Inc. | -6,878 | -32.3% | 14,395 |
| GOLDMAN SACHS GROUP INC | -6,591 | -8.6% | 70,018 |
| ROYAL BANK OF CANADA | -3,420 | -33.2% | 6,881 |
| Regal Investment Advisors LLC | -2,887 | -14.7% | 16,698 |
| Yoder Wealth Management, Inc. | -2,380 | -2.8% | 81,620 |
| CITADEL ADVISORS LLC | -2,092 | -6.3% | 30,859 |
| FIFTH THIRD BANCORP | -2,056 | -17.6% | 9,601 |
| ASSETMARK, INC | -54 | -34.2% | 104 |
| Colonial Trust Co / SC | -20 | -5.5% | 343 |
| CLG LLC | -13 | -0.1% | 18,548 |