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 75 institutions that hold shares in the stock, with a total of 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,870,689
shares
|
$332 Million
0.05% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
461,646
shares
|
$39.5 Million
2.24% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
404,401
shares
|
$34.6 Million
0.01% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
129,573
shares
|
$11.1 Million
1.2% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
126,813
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
118,937
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
68,612
shares
|
$5.88 Million
0.22% of portfolio
|
Q2 2025
Reduced 20.46%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
49,571
shares
|
$4.25 Million
0.0% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
47,512
shares
|
$4.07 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
36,254
shares
|
$3.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
26,436
shares
|
$2.26 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
24,733
shares
|
$2.12 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
23,058
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
18,876
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
18,554
shares
|
$1.59 Million
0.63% of portfolio
|
Q2 2025
Added 415.25%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
17,106
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,202
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 971.04%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
13,732
shares
|
$1.18 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,488
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,734
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
11,760
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Added 23.62%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
11,573
shares
|
$991,343
0.73% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,950
shares
|
$937,977
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,729
shares
|
$919,046
0.0% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,622
shares
|
$824,220
0.0% of portfolio
|
Q2 2025
Added 0.63%
|