Institutional Ownership Flexshares Tr Morningstar Emer (TLTE)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Emer (TLTE). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,375
shares
|
$76,670
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,272
shares
|
$70,926
0.0% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,112
shares
|
$62,005
0.0% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,040
shares
|
$57,990
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
883
shares
|
$49,236
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
449
shares
|
$25,036
0.0% of portfolio
|
Q1 2025
Reduced 61.02%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
384
shares
|
$21,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
327
shares
|
$18,233
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
284
shares
|
$15,835
0.01% of portfolio
|
Q2 2022
Reduced 32.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
241
shares
|
$13,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
228
shares
|
$12,713
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
193
shares
|
$10,761
0.0% of portfolio
|
Q1 2025
Added 157.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
133
shares
|
$7,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
29
shares
|
$1,617
0.0% of portfolio
|
Q1 2025
Reduced 98.89%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
5
shares
|
$278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$55
0.0% of portfolio
|
Q2 2024
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
|