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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
4,877
shares
|
$198,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,328
shares
|
$176,366
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,440
shares
|
$140,180
0.0% of portfolio
|
Q2 2025
Reduced 42.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,205
shares
|
$130,603
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,012
shares
|
$122,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,271
shares
|
$92,543
0.0% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,221
shares
|
$90,505
0.01% of portfolio
|
Q2 2025
Reduced 66.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,191
shares
|
$89,283
0.0% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,967
shares
|
$80,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,514
shares
|
$61,695
0.0% of portfolio
|
Q2 2025
Reduced 35.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,352
shares
|
$55,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
1,231
shares
|
$50,163
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,035
shares
|
$42,176
0.0% of portfolio
|
Q2 2025
Added 40.82%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
730
shares
|
$29,747
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
569
shares
|
$23,186
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
375
shares
|
$15,281
0.01% of portfolio
|
Q1 2025
Reduced 93.72%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
252
shares
|
$10,269
0.01% of portfolio
|
Q2 2025
Reduced 47.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
121
shares
|
$4,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
88
shares
|
$3,586
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
83
shares
|
$3,382
0.0% of portfolio
|
Q2 2025
Reduced 95.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
40
shares
|
$1,630
0.0% of portfolio
|
Q2 2025
Reduced 62.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
27
shares
|
$1,100
0.0% of portfolio
|
Q1 2025
Reduced 64.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
20
shares
|
$815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8
shares
|
$326
0.0% of portfolio
|
Q2 2025
Reduced 82.98%
|