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 62 institutions that hold shares in the stock, with a total of 5.82 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,435
shares
|
$523,944
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
7,378
shares
|
$519,927
0.07% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,944
shares
|
$489,343
0.0% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,753
shares
|
$475,883
0.0% of portfolio
|
Q3 2024
Reduced 27.18%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
6,529
shares
|
$460,098
0.37% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,149
shares
|
$433,320
0.02% of portfolio
|
Q3 2024
Reduced 94.84%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,619
shares
|
$395,970
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
5,343
shares
|
$376,521
0.12% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,233
shares
|
$368,769
0.01% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,960
shares
|
$349,531
0.2% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,514
shares
|
$318,101
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
4,247
shares
|
$299,286
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,200
shares
|
$295,974
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,079
shares
|
$287,447
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
3,924
shares
|
$276,524
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,676
shares
|
$259,047
0.02% of portfolio
|
Q3 2023
Reduced 57.6%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,641
shares
|
$256,581
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,521
shares
|
$248,124
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,521
shares
|
$248,124
0.13% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,461
shares
|
$243,896
0.02% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
2,792
shares
|
$196,752
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,731
shares
|
$192,453
0.0% of portfolio
|
Q3 2024
Reduced 36.1%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
2,643
shares
|
$186,252
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,529
shares
|
$178,218
0.0% of portfolio
|
Q3 2024
Reduced 69.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,523
shares
|
$177,795
0.0% of portfolio
|
Q3 2024
Added 6.77%
|