Institutional Ownership Flexshares Morningstar Dev Mkt (TLTD)
This table provides information about the institutional ownership of Flexshares Morningstar Dev Mkt (TLTD). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $527 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,904,211
shares
|
$351 Million
0.05% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
460,998
shares
|
$41.5 Million
2.22% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
421,544
shares
|
$38 Million
0.01% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
135,481
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
132,171
shares
|
$11.9 Million
1.21% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
120,060
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
72,617
shares
|
$6.54 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
68,038
shares
|
$6.13 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
49,247
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
47,512
shares
|
$4.28 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
35,828
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2025
Added 55.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
30,964
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Added 118.03%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
27,304
shares
|
$2.46 Million
0.14% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
26,436
shares
|
$2.38 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
24,733
shares
|
$2.23 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
22,982
shares
|
$2.07 Million
0.58% of portfolio
|
Q3 2025
Added 23.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
20,567
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 511.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
19,320
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
17,106
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
13,732
shares
|
$1.24 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,488
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,044
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 230.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
11,189
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
11,184
shares
|
$1.01 Million
0.64% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,950
shares
|
$985,828
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|