Institutional Ownership Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $998 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
46,606
shares
|
$1.89 Million
0.83% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
46,142
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
45,826
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 140.27%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
44,516
shares
|
$1.81 Million
0.83% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
42,625
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2025
Added 884.87%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
37,896
shares
|
$1.54 Million
0.6% of portfolio
|
Q3 2025
Reduced 24.5%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
35,534
shares
|
$1.44 Million
0.22% of portfolio
|
Q3 2025
Added 116.66%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
30,957
shares
|
$1.26 Million
0.42% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
26,712
shares
|
$1.08 Million
0.34% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
25,594
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
25,524
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
23,043
shares
|
$935,315
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
22,464
shares
|
$911,813
0.09% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22,281
shares
|
$904,385
0.02% of portfolio
|
Q3 2025
Added 29.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
21,800
shares
|
$884,862
0.05% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
20,535
shares
|
$833,515
0.21% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
19,093
shares
|
$774,984
0.05% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,479
shares
|
$750,062
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
18,190
shares
|
$738,332
0.02% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
17,846
shares
|
$724,369
0.57% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
17,550
shares
|
$712,354
0.08% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
17,401
shares
|
$706,306
0.01% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
17,280
shares
|
$701,395
0.56% of portfolio
|
Q3 2025
Added 71.0%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
15,134
shares
|
$614,289
0.04% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
14,527
shares
|
$589,650
0.26% of portfolio
|
Q3 2025
Reduced 4.92%
|
|