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 73 institutions that hold shares in the stock, with a total of 5.88 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,820
shares
|
$683,814
0.0% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
8,170
shares
|
$633,420
0.0% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,895
shares
|
$612,099
0.0% of portfolio
|
Q4 2024
Reduced 33.47%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,838
shares
|
$607,680
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,435
shares
|
$576,435
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
7,342
shares
|
$569,225
0.06% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
7,190
shares
|
$557,440
0.02% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,127
shares
|
$552,556
0.01% of portfolio
|
Q4 2024
Added 36.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,937
shares
|
$537,825
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,454
shares
|
$500,378
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,338
shares
|
$413,855
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
5,111
shares
|
$396,255
0.25% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,525
shares
|
$350,823
0.09% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,506
shares
|
$349,350
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
4,246
shares
|
$329,192
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,079
shares
|
$316,244
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,970
shares
|
$307,794
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
3,700
shares
|
$286,861
0.04% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,676
shares
|
$285,000
0.02% of portfolio
|
Q3 2023
Reduced 57.6%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
3,601
shares
|
$279,185
0.14% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,515
shares
|
$272,517
0.05% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,461
shares
|
$268,331
0.02% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,373
shares
|
$261,508
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,907
shares
|
$225,379
0.32% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,523
shares
|
$195,608
0.0% of portfolio
|
Q3 2024
Added 6.77%
|