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TDTT Institutional Ownership

Northern Trust iBoxx 3-Year Target Duration TIPS ETF
1W: +0.0% 1M: -1.1% 3M: -2.0% YTD: -3.3% 1Y: -3.2% 3Y: +10.7% 5Y: +7.9%
$23.26
-0.03 (-0.13%)
 
Weekly Expected Move ±0.3%
$23 $23 $23 $23 $23
ETF AMEX · AUM $2.5B

Institutional Ownership — TDTT

128
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
20
New Positions
43
Increased
42
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (138 total)

# Holder Shares Value Change Change % Holding Period Filing
1 NORTHERN TRUST CORP 88,847,861 2.1B +663,386 +0.8% 59Q SEC ↗
2 Bell Investment Advisors, Inc 2,056,091 $48M +57,009 +2.9% 17Q SEC ↗
3 WEST PACES ADVISORS INC. 1,407,121 $33M +74,534 +5.6% 39Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 1,349,435 $31M +24,634 +1.9% 32Q SEC ↗
5 Boltwood Capital Management 995,568 $23M +90,280 +10.0% 17Q SEC ↗
6 MORGAN STANLEY 993,765 $23M +92,687 +10.3% 55Q SEC ↗
7 WELLS FARGO & COMPANY/MN 818,600 $19M +189,869 +30.2% 55Q SEC ↗
8 5th Street Advisors, LLC 751,610 $17M +212,928 +39.5% 7Q SEC ↗
9 MML INVESTORS SERVICES, LLC 563,305 $13M +99,890 +21.6% 21Q SEC ↗
10 Valmark Advisers, Inc. 484,847 $11M +5,495 +1.1% 58Q SEC ↗
11 VeraBank, N.A. 466,494 $11M +20,809 +4.7% 31Q SEC ↗
12 HORIZON BANCORP INC /IN 361,931 $8M -4,654 -1.3% 10Q SEC ↗
13 Klingman & Associates, LLC 264,386 $6M -1,633 -0.6% 15Q SEC ↗
14 Delos Wealth Advisors, LLC 245,969 $6M +45,887 +22.9% 18Q SEC ↗
15 STRATEGIC INVESTMENT MANAGEMENT, LLC 238,360 $6M — +0.0% 4Q SEC ↗
16 BANK OF AMERICA CORP /DE 204,706 $5M -34,538 -14.4% 15Q SEC ↗
17 LAKE STREET PRIVATE WEALTH, LLC 200,569 $5M -8,053 -3.9% 14Q SEC ↗
18 GOLDMAN SACHS GROUP INC 195,047 $5M -59,022 -23.2% 6Q SEC ↗
19 LPL Financial LLC 173,896 $4M +9,927 +6.1% 49Q SEC ↗
20 RAYMOND JAMES FINANCIAL INC 123,638 $3M +5,744 +4.9% 7Q SEC ↗
21 Creative Planning 119,642 $3M -3,888 -3.1% 4Q SEC ↗
22 MONECO ADVISORS, LLC 115,348 $3M +81,701 +242.8% 22Q SEC ↗
23 BANK OF MONTREAL /CAN 92,474 $2M -5,982 -6.1% 7Q SEC ↗
24 IFG Advisory, LLC NEW 86,553 $2M — +0.0% 1Q SEC ↗
25 Emerald Investment Advisers, LLC 76,280 $2M +1,723 +2.3% 2Q SEC ↗
26 Lynx Investment Advisory 69,588 $2M -17,611 -20.2% 9Q SEC ↗
27 Cetera Investment Advisers 67,223 $2M -1,819 -2.6% 12Q SEC ↗
28 VestGen Advisors, LLC 67,089 $2M -2,959 -4.2% 2Q SEC ↗
29 VestGen Investment Management 63,640 $1M -4,191 -6.2% 18Q SEC ↗
30 PARK NATIONAL CORP /OH 62,576 $1M +1 +0.0% 15Q SEC ↗
31 TIEMANN INVESTMENT ADVISORS, LLC 47,836 $1M — +0.0% 38Q SEC ↗
32 Rossby Financial, LCC 46,399 $1M -13,632 -22.7% 3Q SEC ↗
33 Dorsey & Whitney Trust CO LLC 45,653 $1M +4,000 +9.6% 6Q SEC ↗
34 TRB Wealth Management, LLC 45,525 $1M +6,391 +16.3% 2Q SEC ↗
35 Mutual Advisors, LLC 39,814 $926K +1,515 +4.0% 6Q SEC ↗
36 Virtue Capital Management, LLC NEW 39,421 $917K — +0.0% 1Q SEC ↗
37 MARQUETTE ASSOCIATES, INC. NEW 39,141 $910K — +0.0% 1Q SEC ↗
38 GTS SECURITIES LLC NEW 37,273 $867K — +0.0% 1Q SEC ↗
39 Cornerstone National Bank & Trust Co 36,938 $859K -37,692 -50.5% 15Q SEC ↗
40 Atria Investments, Inc 36,664 $853K +5,784 +18.7% 4Q SEC ↗
41 First Heartland Consultants, Inc. 35,718 $831K +5,784 +19.3% 4Q SEC ↗
42 CoreCap Advisors, LLC 33,820 $787K +4,219 +14.3% 10Q SEC ↗
43 Focus Partners Wealth 33,011 $768K -8,474 -20.4% 5Q SEC ↗
44 Cambridge Investment Research Advisors 30,592 $712K -1,356 -4.2% 22Q SEC ↗
45 SIMON QUICK ADVISORS, LLC 29,734 $692K +51 +0.2% 4Q SEC ↗
46 OSAIC HOLDINGS, INC. 27,937 $650K +5,920 +26.9% 26Q SEC ↗
47 Granite Harbor Advisors, Inc. 26,934 $626K -2,650 -9.0% 6Q SEC ↗
48 BOK Financial Private Wealth, Inc. NEW 24,190 $563K — +0.0% 1Q SEC ↗
49 Trace Wealth Advisors, LLC 22,456 $522K -2,151 -8.7% 7Q SEC ↗
50 IFP Advisors, Inc 22,450 $522K +5,864 +35.4% 4Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
NORTHERN TRUST CORP +663,386 +0.8% 88,847,861
5th Street Advisors, LLC +212,928 +39.5% 751,610
WELLS FARGO & COMPANY/MN +189,869 +30.2% 818,600
MML INVESTORS SERVICES, LLC +99,890 +21.6% 563,305
MORGAN STANLEY +92,687 +10.3% 993,765
Boltwood Capital Management +90,280 +10.0% 995,568
MONECO ADVISORS, LLC +81,701 +242.8% 115,348
WEST PACES ADVISORS INC. +74,534 +5.6% 1,407,121
Bell Investment Advisors, Inc +57,009 +2.9% 2,056,091
Delos Wealth Advisors, LLC +45,887 +22.9% 245,969
ENVESTNET ASSET MANAGEMENT INC +24,634 +1.9% 1,349,435
VeraBank, N.A. +20,809 +4.7% 466,494
JPMORGAN CHASE & CO +17,414 +23218.7% 17,489
MAI Capital Management +16,427 +346.8% 21,164
LPL Financial LLC +9,927 +6.1% 173,896
JONES FINANCIAL COMPANIES LLLP +9,607 +347.8% 12,369
TRB Wealth Management, LLC +6,391 +16.3% 45,525
OSAIC HOLDINGS, INC. +5,920 +26.9% 27,937
IFP Advisors, Inc +5,864 +35.4% 22,450
First Heartland Consultants, Inc. +5,784 +19.3% 35,718
Biggest Decreases (20)
HolderReducedChange %Total Shares
ROYAL BANK OF CANADA -77,093 -91.1% 7,496
GOLDMAN SACHS GROUP INC -59,022 -23.2% 195,047
Cornerstone National Bank & Trust C -37,692 -50.5% 36,938
BANK OF AMERICA CORP /DE -34,538 -14.4% 204,706
Tower Research Capital LLC (TRC) -22,562 -63.9% 12,721
Lynx Investment Advisory -17,611 -20.2% 69,588
SUSQUEHANNA INTERNATIONAL GROUP, LL -14,282 -51.7% 13,334
Rossby Financial, LCC -13,632 -22.7% 46,399
Focus Partners Wealth -8,474 -20.4% 33,011
FFT WEALTH MANAGEMENT LLC -8,083 -27.5% 21,278
LAKE STREET PRIVATE WEALTH, LLC -8,053 -3.9% 200,569
NORTHWESTERN MUTUAL WEALTH MANAGEME -7,880 -82.3% 1,694
Horizon Investments, LLC -7,060 -50.6% 6,898
BANK OF MONTREAL /CAN -5,982 -6.1% 92,474
HORIZON BANCORP INC /IN -4,654 -1.3% 361,931
HIGHLINE WEALTH PARTNERS LLC -4,228 -20.5% 16,421
VestGen Investment Management -4,191 -6.2% 63,640
Creative Planning -3,888 -3.1% 119,642
Cerity Partners LLC -3,749 -16.5% 18,970
VestGen Advisors, LLC -2,959 -4.2% 67,089

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms