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 33 institutions that hold shares in the stock, with a total of 3.07 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,230
shares
|
$25,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
850
shares
|
$17,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
670
shares
|
$13,641
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
583
shares
|
$11,869
0.0% of portfolio
|
Q1 2025
Reduced 51.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
528
shares
|
$10,750
0.0% of portfolio
|
Q1 2024
Reduced 15.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
156
shares
|
$3,176
0.0% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|