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 102 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
14,180
shares
|
$577,835
0.18% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,593
shares
|
$553,914
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
13,408
shares
|
$546,376
0.21% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,123
shares
|
$453,262
0.05% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
10,997
shares
|
$448,127
0.0% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
10,609
shares
|
$432,316
0.05% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,105
shares
|
$411,778
0.31% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
9,929
shares
|
$404,606
0.0% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
9,720
shares
|
$396,090
0.16% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
8,887
shares
|
$362,145
0.03% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,012
shares
|
$326,489
0.0% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
7,845
shares
|
$319,683
0.22% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
7,780
shares
|
$317,035
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
7,258
shares
|
$295,763
0.18% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,856
shares
|
$279,382
0.01% of portfolio
|
Q2 2025
Added 50.19%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
6,368
shares
|
$259,496
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
6,224
shares
|
$253,628
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,000
shares
|
$244,500
0.03% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
5,847
shares
|
$238,265
0.02% of portfolio
|
Q2 2025
Reduced 26.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,584
shares
|
$227,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,030
shares
|
$204,972
0.0% of portfolio
|
Q2 2025
Reduced 71.73%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$203,750
0.01% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
4,992
shares
|
$203,424
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,977
shares
|
$202,812
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
4,900
shares
|
$199,675
0.0% of portfolio
|
Q2 2025
New holding
|