Institutional Ownership Flexshares Stoxx Global Broad (NFRA)
This table provides information about the institutional ownership of Flexshares Stoxx Global Broad (NFRA). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 36.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
8,090
shares
|
$491,791
0.36% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
7,481
shares
|
$454,769
0.01% of portfolio
|
Q1 2025
Added 768.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,305
shares
|
$383,280
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,198
shares
|
$376,776
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,187
shares
|
$376,107
0.32% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,004
shares
|
$364,983
0.0% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
6,000
shares
|
$364,740
0.03% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
5,876
shares
|
$357,202
0.19% of portfolio
|
Q4 2022
Reduced 24.63%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
5,622
shares
|
$341,761
0.0% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,542
shares
|
$336,898
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
5,330
shares
|
$324,010
0.05% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,026
shares
|
$305,530
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
4,243
shares
|
$257,931
0.06% of portfolio
|
Q1 2024
Added 12.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,221
shares
|
$256,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,213
shares
|
$256,108
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
4,210
shares
|
$255,925
0.16% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,201
shares
|
$255,378
0.03% of portfolio
|
Q3 2022
Reduced 8.26%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
4,046
shares
|
$245,956
0.09% of portfolio
|
Q1 2025
Reduced 20.29%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,872
shares
|
$235,378
0.14% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
3,758
shares
|
$228,448
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
3,666
shares
|
$222,856
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
3,576
shares
|
$217,385
0.0% of portfolio
|
Q1 2025
Added 572.18%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
3,474
shares
|
$211,184
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
3,390
shares
|
$206,078
0.32% of portfolio
|
Q4 2022
Added 86.16%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,174
shares
|
$192,947
0.0% of portfolio
|
Q1 2025
New holding
|