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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,460
shares
|
$190,723
0.0% of portfolio
|
Q4 2024
Added 28.93%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,382
shares
|
$184,676
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,249
shares
|
$174,364
0.01% of portfolio
|
Q4 2024
Added 79.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,706
shares
|
$132,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,326
shares
|
$102,804
0.0% of portfolio
|
Q4 2024
Added 52.24%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
May 05, 2025 Q1 2025 |
1,162
shares
|
$90,089
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
1,099
shares
|
$85,205
0.04% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,090
shares
|
$84,507
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
892
shares
|
$69,156
0.0% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
880
shares
|
$68,226
0.0% of portfolio
|
Q4 2024
Reduced 48.72%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
489
shares
|
$37,912
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
425
shares
|
$32,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
409
shares
|
$31,709
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
254
shares
|
$19,692
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
218
shares
|
$16,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
187
shares
|
$14,498
0.0% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
103
shares
|
$7,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
88
shares
|
$6,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
22
shares
|
$1,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
14
shares
|
$1,085
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
7
shares
|
$542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|