Who owns Northern Trust iBoxx 5-Year Target Duration TIPS ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TDTF from SEC Form 13F filings across 86 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 86 institutions disclosed 38.2M shares of Northern Trust iBoxx 5-Year Target Duration TIPS ETF worth $907.2M — about 86.2% of shares outstanding; the largest disclosed holder is NORTHERN TRUST CORP. Source: SEC Form 13F filings, parsed by EvidInvest.
86
13F holders
$907.2M
value, 2026 filers
86.2%
of shares outstanding (38.2M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TDTF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 17.3M | $412.2M | 0.0% | 39.2% | -0.2% |
| 2 | Blue Trust, Inc. | 3.6M | $85.6M | 0.9% | 8.1% | -1.8% |
| 3 | Wealth Architects, LLC | 3.2M | $77.2M | 6.1% | 7.3% | +4.3% |
| 4 | Capital Analysts, LLC | 3.0M | $72.4M | 1.7% | 6.9% | +2.6% |
| 5 | Archvest Wealth Advisors, Inc. | 1.7M | $40.0M | 23.2% | 3.8% | +4.2% |
| 6 | Cheviot Value Management, LLC | 1.4M | $32.6M | 3.3% | 3.1% | +0.8% |
| 7 | Chandler Asset Management, Inc. | 1.2M | $29.2M | 4.1% | 2.8% | +12.5% |
| 8 | Farmers National BankNEW | 1.2M | $27.8M | 5.8% | 2.6% | new |
| 9 | AMERIPRISE FINANCIAL INC | 815,998 | $19.4M | 0.0% | 1.8% | +2.8% |
| 10 | Bank of New York Mellon Corp | 585,513 | $13.9M | 0.0% | 1.3% | +26.2% |
| 11 | UBS Group AG | 437,902 | $10.4M | 0.0% | 1% | +8.8% |
| 12 | Cetera Investment Advisers | 300,749 | $7.1M | 0.0% | 0.7% | +10.4% |
| 13 | COURIER CAPITAL LLC | 279,173 | $6.6M | 0.3% | 0.6% | +10.2% |
| 14 | Vident Advisory, LLC | 241,780 | $5.7M | 0.0% | 0.5% | +12.4% |
| 15 | Kendall Capital Management | 232,247 | $5.5M | 0.9% | 0.5% | +19.9% |
| 16 | WELLS FARGO & COMPANY/MN | 211,777 | $5.0M | 0.0% | 0.5% | +24.0% |
| 17 | MORGAN STANLEY | 193,267 | $4.6M | 0.0% | 0.4% | -9.6% |
| 18 | STALEY CAPITAL ADVISERS INCNEW | 149,005 | $3.5M | 0.1% | 0.3% | new |
| 19 | IFG Advisory, LLCNEW | 148,853 | $3.5M | 0.1% | 0.3% | new |
| 20 | SIMON QUICK ADVISORS, LLC | 148,136 | $3.5M | 0.1% | 0.3% | 0.0% |
| 21 | LPL Financial LLC | 141,245 | $3.4M | 0.0% | 0.3% | +7.7% |
| 22 | BANK OF AMERICA CORP /DE/ | 114,888 | $2.7M | 0.0% | 0.3% | +2.6% |
| 23 | Urban Wealth Management, LLC | 95,106 | $2.3M | 2.0% | 0.2% | +20.0% |
| 24 | Rockefeller Capital Management L.P. | 94,034 | $2.2M | 0.0% | 0.2% | +0.3% |
| 25 | Veridan Wealth LLCNEW | 90,051 | $2.1M | 0.7% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.