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 5.75 Million shares, which have been reported (via 13F filing form) to have a value of $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
8,455
shares
|
$680,035
0.14% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,170
shares
|
$657,113
0.0% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,080
shares
|
$649,874
0.0% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,838
shares
|
$630,410
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,351
shares
|
$591,240
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
7,190
shares
|
$578,291
0.02% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
7,091
shares
|
$570,329
0.06% of portfolio
|
Q1 2025
Added 28.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,937
shares
|
$557,942
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,562
shares
|
$527,781
0.0% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
6,175
shares
|
$496,655
0.01% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
5,554
shares
|
$446,708
0.29% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,338
shares
|
$429,335
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,824
shares
|
$387,994
0.11% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,385
shares
|
$352,685
0.0% of portfolio
|
Q1 2025
Added 78.25%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
4,246
shares
|
$341,505
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,079
shares
|
$328,073
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,970
shares
|
$319,307
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
3,700
shares
|
$297,591
0.04% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,676
shares
|
$295,660
0.02% of portfolio
|
Q3 2023
Reduced 57.6%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,607
shares
|
$290,111
0.05% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
3,601
shares
|
$289,628
0.14% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,461
shares
|
$278,368
0.02% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,373
shares
|
$271,290
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,733
shares
|
$219,815
0.28% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,382
shares
|
$191,584
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|