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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,363
shares
|
$190,056
0.0% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,234
shares
|
$179,680
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,023
shares
|
$162,709
0.0% of portfolio
|
Q1 2025
Added 126.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,706
shares
|
$137,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
May 05, 2025 Q1 2025 |
1,162
shares
|
$93,459
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
1,099
shares
|
$88,392
0.04% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,090
shares
|
$87,668
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
881
shares
|
$70,858
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
475
shares
|
$38,204
0.04% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
377
shares
|
$30,322
0.0% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
254
shares
|
$20,429
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
218
shares
|
$17,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
187
shares
|
$15,040
0.0% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
103
shares
|
$8,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
88
shares
|
$7,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
80
shares
|
$6,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
14
shares
|
$1,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
7
shares
|
$563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$80
0.01% of portfolio
|
Q1 2025
Reduced 99.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|