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 46 institutions that hold shares in the stock, with a total of 3.96 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,093
shares
|
$260,928
0.0% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,173
shares
|
$202,278
0.0% of portfolio
|
Q2 2025
Added 107.79%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,932
shares
|
$186,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,937
shares
|
$123,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,375
shares
|
$87,656
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,281
shares
|
$81,663
0.0% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,272
shares
|
$81,090
0.0% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,112
shares
|
$70,890
0.0% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,040
shares
|
$66,300
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
883
shares
|
$56,291
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
848
shares
|
$54,060
0.0% of portfolio
|
Q2 2025
Reduced 56.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
814
shares
|
$51,892
0.0% of portfolio
|
Q2 2025
Added 81300.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
384
shares
|
$24,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
284
shares
|
$18,105
0.01% of portfolio
|
Q2 2022
Reduced 32.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
241
shares
|
$15,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
233
shares
|
$14,853
0.01% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
193
shares
|
$12,303
0.0% of portfolio
|
Q1 2025
Added 157.33%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
29
shares
|
$1,848
0.0% of portfolio
|
Q1 2025
Reduced 98.89%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
15
shares
|
$956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$318
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|