Institutional Ownership Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
51,209
shares
|
$2.09 Million
1.61% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
50,229
shares
|
$2.05 Million
0.06% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
46,126
shares
|
$1.88 Million
0.98% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
44,371
shares
|
$1.81 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
43,103
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
30,713
shares
|
$1.25 Million
0.45% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
29,554
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
28,875
shares
|
$1.18 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
23,959
shares
|
$976,808
0.44% of portfolio
|
Q1 2025
Reduced 46.01%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
22,228
shares
|
$906,235
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
21,676
shares
|
$883,730
0.38% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
21,275
shares
|
$867,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
20,969
shares
|
$854,906
0.19% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
20,394
shares
|
$831,463
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
19,260
shares
|
$785,230
0.39% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
18,781
shares
|
$765,701
0.0% of portfolio
|
Q1 2025
Reduced 40.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,479
shares
|
$753,388
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,438
shares
|
$751,717
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,790
shares
|
$725,298
0.0% of portfolio
|
Q1 2025
Added 42.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,468
shares
|
$671,400
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
16,005
shares
|
$652,523
0.58% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,722
shares
|
$640,985
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
15,655
shares
|
$638,254
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
15,077
shares
|
$614,689
0.0% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
14,855
shares
|
$605,638
0.51% of portfolio
|
Q1 2025
Added 11.56%
|