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 101 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
14,009
shares
|
$571,146
0.04% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
13,408
shares
|
$546,644
0.21% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,394
shares
|
$546,073
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
12,989
shares
|
$529,561
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
12,901
shares
|
$525,973
0.08% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,669
shares
|
$516,515
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
12,226
shares
|
$498,454
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,123
shares
|
$453,484
0.05% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,788
shares
|
$439,826
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
10,505
shares
|
$428,288
0.03% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
10,343
shares
|
$421,684
0.19% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
9,205
shares
|
$375,287
0.27% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,978
shares
|
$366,033
0.01% of portfolio
|
Q4 2024
Added 34.91%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
8,887
shares
|
$362,322
0.03% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,165
shares
|
$332,887
0.0% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
7,918
shares
|
$322,816
0.03% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
7,258
shares
|
$295,908
0.18% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
6,561
shares
|
$267,491
0.04% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,534
shares
|
$266,391
0.01% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,530
shares
|
$266,228
0.0% of portfolio
|
Q1 2025
Reduced 97.42%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,315
shares
|
$257,462
0.02% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
6,224
shares
|
$253,752
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
6,142
shares
|
$250,409
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,140
shares
|
$250,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,000
shares
|
$244,620
0.03% of portfolio
|
Q4 2023
Reduced 14.29%
|