Institutional Ownership Flexshares Stoxx Global Broad (NFRA)
This table provides information about the institutional ownership of Flexshares Stoxx Global Broad (NFRA). We have compiled data on the 130 institutions that hold shares in the stock, with a total of 39.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
33,521
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
32,933
shares
|
$2.07 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
32,679
shares
|
$2.05 Million
1.4% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
21,984
shares
|
$1.38 Million
0.19% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
19,085
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
16,821
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Added 34.21%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
15,784
shares
|
$990,761
0.02% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
15,736
shares
|
$987,748
0.12% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,235
shares
|
$956,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,603
shares
|
$791,090
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,603
shares
|
$791,090
0.04% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
12,160
shares
|
$763,283
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,728
shares
|
$736,166
0.01% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
11,201
shares
|
$703,086
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
10,738
shares
|
$674,024
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,495
shares
|
$658,771
0.01% of portfolio
|
Q2 2025
Added 66.46%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
10,417
shares
|
$653,875
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,275
shares
|
$644,961
0.0% of portfolio
|
Q2 2025
Added 26.03%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,879
shares
|
$620,104
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
9,550
shares
|
$599,453
0.37% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
9,523
shares
|
$597,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
8,677
shares
|
$544,655
0.41% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,416
shares
|
$528,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
6,198
shares
|
$389,048
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
6,187
shares
|
$388,357
0.31% of portfolio
|
Q1 2025
Reduced 9.61%
|