FlexShares Credit-Scored US Corporate Bond Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 05/14/2026 | 4.78 M | $232.18 M | 8.56% | 33.80% |
| CERITY PARTNERS LLC | 05/15/2026 | 2.37 M | $115.27 M | 5.49% | 16.78% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 1.37 M | $66.48 M | 8.56% | 9.68% |
| MORGAN STANLEY | 05/15/2026 | 966.85 K | $47.01 M | 14.70% | 6.84% |
| 04/14/2026 | 360.48 K | $17.47 M | -8.59% | 2.56% | |
| HARBOUR TRUST & INVESTMENT MANAGEMENT CO | 04/28/2026 | 308.68 K | $15.01 M | -0.80% | 2.18% |
| ANDERSON FINANCIAL STRATEGIES, LLC | 05/15/2026 | 225.02 K | $10.91 M | 3.33% | 1.59% |
| HORIZON BANCORP INC /IN/ | 04/22/2026 | 179.88 K | $8.75 M | 6.42% | 1.27% |
| FINWARD BANCORP | 04/10/2026 | 165.55 K | $8.05 M | 13.73% | 1.18% |
| LPL FINANCIAL LLC | 05/06/2026 | 162.80 K | $7.92 M | 24.08% | 1.15% |
| 05/14/2026 | 141.35 K | $6.87 M | 32.85% | 1.00% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 123.77 K | $6.02 M | 309.99% | 0.88% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 98.16 K | $4.77 M | 17.45% | 0.69% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 95.88 K | $4.66 M | -1.59% | 0.68% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 90.43 K | $4.40 M | 7.50% | 0.64% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 86.72 K | $4.22 M | 47.81% | 0.61% |
| BOLTWOOD CAPITAL MANAGEMENT | 04/08/2026 | 76.60 K | $3.72 M | -3.43% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 71.71 K | $3.49 M | 11.26% | 0.51% |
| JANE STREET GROUP, LLC | 05/12/2026 | 67.50 K | $3.28 M | 100.00% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 57.33 K | $2.79 M | 890.63% | 0.41% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 56.24 K | $2.73 M | -8.13% | 0.40% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 48.38 K | $2.35 M | 14.53% | 0.34% |
| TRIAD WEALTH PARTNERS, LLC | 04/16/2026 | 42.56 K | $2.07 M | 50.43% | 0.30% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 04/10/2026 | 41.86 K | $2.04 M | -1.93% | 0.30% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 38.71 K | $1.88 M | -0.03% | 0.27% |
| TRILOGY CAPITAL INC. | 04/22/2026 | 37.33 K | $1.81 M | -4.41% | 0.26% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 24.45 K | $1.19 M | 420.21% | 0.17% |
| RAINIER FAMILY WEALTH INC | 04/17/2026 | 23.77 K | $1.16 M | 21.09% | 0.17% |
| ELEVATED CAPITAL ADVISORS, LLC | 04/30/2026 | 22.76 K | $1.11 M | 50.96% | 0.16% |
| INVST, LLC | 05/13/2026 | 20.30 K | $987.04 K | -28.28% | 0.14% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 20.30 K | $986.81 K | 9.05% | 0.14% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 20.09 K | $976.63 K | 6.38% | 0.14% |
| ADVISORY ALPHA, LLC | 05/14/2026 | 19.29 K | $938.07 K | 14.50% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 19.06 K | $926.56 K | 28.74% | 0.13% |
| CITADEL ADVISORS LLC | 05/15/2026 | 19.06 K | $926.55 K | 294.39% | 0.13% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 05/05/2026 | 17.34 K | $843.22 K | -10.29% | 0.12% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 04/09/2026 | 16.31 K | $791.44 K | -9.34% | 0.12% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 14.14 K | $687.29 K | -6.37% | 0.10% |
| HANLON INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 14.04 K | $682.53 K | 11.75% | 0.10% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 13.95 K | $675.82 K | 100.00% | 0.10% |
| CAP PARTNERS, LLC | 04/28/2026 | 13.25 K | $644.43 K | -0.89% | 0.09% |
| 05/11/2026 | 12.16 K | $591.41 K | -0.62% | 0.09% | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 10.99 K | $534.31 K | -15.77% | 0.08% |
| 05/07/2026 | 10.45 K | $508.13 K | 100.00% | 0.07% | |
| FIDUCIARY ALLIANCE LLC | 04/20/2026 | 9.06 K | $442.40 K | 100.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 8.24 K | $400.63 K | 100.00% | 0.06% |
| ROYAL BANK OF CANADA | 05/15/2026 | 7.86 K | $382.00 K | -8.95% | 0.06% |
| CREATIVE PLANNING | 05/12/2026 | 5.19 K | $252.42 K | 0.04% | 0.04% |
| COLONY GROUP, LLC | 05/15/2026 | 4.75 K | $230.85 K | -12.85% | 0.03% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 4.63 K | $225.26 K | 0.00% | 0.03% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
FlexShares Credit-Scored US Corporate Bond Index Fund institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of FlexShares Credit-Scored US Corporate Bond Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 4.78 M
Cerity Partners LLC: 2.37 M
AE Wealth Management LLC: 1.37 M
MORGAN STANLEY: 966,850
Harbour Trust & Investment Management Co: 308,684
Anderson Financial Strategies, LLC: 225,020
88.42% of FlexShares Credit-Scored US Corporate Bond Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.15 M shares in the last 24 months. This purchase volume represents approximately $596.48 M in transactions.