Institutional Ownership Flexshares Tr Disciplined Dura (MBSD)
This table provides information about the institutional ownership of Flexshares Tr Disciplined Dura (MBSD). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $60 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
833,529
shares
|
$17.2 Million
0.0% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
358,160
shares
|
$7.41 Million
2.13% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
349,116
shares
|
$7.22 Million
5.26% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
298,885
shares
|
$6.18 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
272,123
shares
|
$5.63 Million
0.0% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
233,106
shares
|
$4.82 Million
0.16% of portfolio
|
Q2 2025
Added 53.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
93,333
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 306.79%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
75,063
shares
|
$1.55 Million
0.15% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
71,923
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
47,453
shares
|
$981,328
0.0% of portfolio
|
Q2 2025
Added 31.46%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
36,008
shares
|
$744,645
0.03% of portfolio
|
Q2 2025
Added 103.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
32,461
shares
|
$671,293
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
29,810
shares
|
$616,470
0.01% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
28,600
shares
|
$591,448
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,881
shares
|
$555,899
0.0% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
26,483
shares
|
$547,668
0.0% of portfolio
|
Q2 2025
Added 94.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
25,613
shares
|
$529,676
0.02% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
22,716
shares
|
$469,766
0.0% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,840
shares
|
$306,891
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
8,114
shares
|
$167,797
0.03% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
5,055
shares
|
$104,537
0.01% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,652
shares
|
$75,523
0.0% of portfolio
|
Q2 2025
Reduced 67.65%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,230
shares
|
$66,796
0.0% of portfolio
|
Q2 2025
Added 162.6%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,069
shares
|
$22,106
0.0% of portfolio
|
Q2 2025
Reduced 31.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
670
shares
|
$13,855
0.0% of portfolio
|
Q3 2022
New holding
|