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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
8,450
shares
|
$723,827
0.15% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
8,394
shares
|
$719,030
0.04% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,170
shares
|
$699,842
0.0% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
7,857
shares
|
$673,030
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,607
shares
|
$651,615
0.01% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,351
shares
|
$629,686
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
7,191
shares
|
$615,981
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,062
shares
|
$604,930
0.0% of portfolio
|
Q2 2025
Reduced 45.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,937
shares
|
$594,223
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
6,225
shares
|
$533,233
0.06% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,916
shares
|
$506,764
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
5,554
shares
|
$475,755
0.31% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,181
shares
|
$443,804
0.0% of portfolio
|
Q2 2025
Reduced 35.88%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,096
shares
|
$436,523
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,893
shares
|
$419,134
0.11% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
4,246
shares
|
$363,712
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,079
shares
|
$349,407
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,044
shares
|
$346,409
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,970
shares
|
$340,070
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,950
shares
|
$338,357
0.0% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,925
shares
|
$336,215
0.04% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,676
shares
|
$314,886
0.02% of portfolio
|
Q3 2023
Reduced 57.6%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
3,614
shares
|
$309,575
0.05% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,361
shares
|
$287,903
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,733
shares
|
$234,108
0.28% of portfolio
|
Q1 2025
Reduced 5.99%
|