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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
579
shares
|
$11,973
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
528
shares
|
$10,919
0.0% of portfolio
|
Q1 2024
Reduced 15.92%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
108
shares
|
$2,233
0.0% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|