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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,644
shares
|
$226,485
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,634
shares
|
$225,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,541
shares
|
$217,662
0.01% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,446
shares
|
$209,524
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,382
shares
|
$204,042
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,363
shares
|
$202,414
0.0% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,706
shares
|
$146,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,687
shares
|
$144,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,090
shares
|
$93,369
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,062
shares
|
$90,970
0.0% of portfolio
|
Q2 2025
Reduced 47.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
882
shares
|
$75,552
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
818
shares
|
$70,069
0.03% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
497
shares
|
$42,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
478
shares
|
$40,945
0.04% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
386
shares
|
$33,064
0.01% of portfolio
|
Q2 2025
Added 38500.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
377
shares
|
$32,293
0.0% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
360
shares
|
$30,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
258
shares
|
$22,100
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
218
shares
|
$18,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
88
shares
|
$7,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
80
shares
|
$6,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
25
shares
|
$2,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
14
shares
|
$1,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
7
shares
|
$599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|