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 | 08/13/2026 | 4.53 M | $219.73 M | -5.21% | 30.37% |
| CERITY PARTNERS LLC | 08/14/2026 | 2.80 M | $135.69 M | 17.92% | 18.76% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 1.49 M | $72.43 M | 9.13% | 10.01% |
| MORGAN STANLEY | 08/13/2026 | 1.02 M | $49.29 M | 5.02% | 6.81% |
| HARBOUR TRUST & INVESTMENT MANAGEMENT CO | 07/28/2026 | 315.40 K | $15.31 M | 2.18% | 2.12% |
| ANDERSON FINANCIAL STRATEGIES, LLC | 08/20/2026 | 245.17 K | $11.79 M | 8.95% | 1.65% |
| CORNERSTONE NATIONAL BANK & TRUST CO | 07/21/2026 | 235.49 K | $11.37 M | -34.68% | 1.58% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 208.49 K | $10.12 M | 130.55% | 1.40% |
| ROYAL BANK OF CANADA | 08/14/2026 | 194.30 K | $9.43 M | 2,370.79% | 1.30% |
| HORIZON BANCORP INC /IN/ | 08/04/2026 | 178.01 K | $8.64 M | -1.04% | 1.19% |
| FINWARD BANCORP | 07/16/2026 | 175.00 K | $8.49 M | 5.71% | 1.17% |
| LPL FINANCIAL LLC | 08/07/2026 | 164.16 K | $7.97 M | 0.83% | 1.10% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 152.97 K | $7.42 M | 8.22% | 1.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 132.39 K | $6.43 M | 6.96% | 0.89% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 109.60 K | $5.31 M | 11.66% | 0.74% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 88.66 K | $4.30 M | -7.53% | 0.59% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 86.27 K | $4.19 M | -0.52% | 0.58% |
| BOLTWOOD CAPITAL MANAGEMENT | 07/06/2026 | 75.99 K | $3.69 M | -0.79% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 74.88 K | $3.63 M | 4.42% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 69.04 K | $3.35 M | 20.42% | 0.46% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 62.83 K | $3.05 M | 62.34% | 0.42% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 52.72 K | $2.56 M | 8.96% | 0.35% |
| TRIAD WEALTH PARTNERS, LLC | 08/10/2026 | 47.77 K | $2.29 M | 12.22% | 0.32% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 47.54 K | $2.31 M | -15.48% | 0.32% |
| TRILOGY CAPITAL INC. | 07/06/2026 | 38.22 K | $1.85 M | 2.38% | 0.26% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 35.92 K | $1.74 M | 100.00% | 0.24% |
| VAQUERO PRIVATE WEALTH, LTD | 07/17/2026 | 33.26 K | $1.61 M | 100.00% | 0.22% |
| SIMPLICITY WEALTH,LLC | 08/06/2026 | 29.04 K | $1.41 M | 100.00% | 0.19% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 27.97 K | $1.36 M | 37.83% | 0.19% |
| RAINIER FAMILY WEALTH INC | 07/15/2026 | 27.60 K | $1.34 M | 16.13% | 0.19% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 24.45 K | $1.19 M | 0.00% | 0.16% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 22.12 K | $1.07 M | 10.13% | 0.15% |
| INVST, LLC | 08/14/2026 | 21.07 K | $1.02 M | 3.78% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 19.23 K | $933.62 K | 0.93% | 0.13% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 09/15/2026 | 17.34 K | $841.83 K | 0.00% | 0.11% |
| PREMIER PRIVATE WEALTH MANAGEMENT LLC | 08/13/2026 | 15.85 K | $769.46 K | 51.68% | 0.11% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 13.56 K | $658.11 K | -2.78% | 0.09% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 13.04 K | $632.77 K | -7.78% | 0.09% |
| HANLON INVESTMENT MANAGEMENT, INC. | 07/31/2026 | 13.03 K | $632.43 K | -7.19% | 0.09% |
| ELEVATED FINANCIAL GROUP LLC | 07/22/2026 | 11.87 K | $576.27 K | -2.40% | 0.08% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 11.08 K | $537.61 K | 0.78% | 0.07% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 08/10/2026 | 9.72 K | $471.87 K | -40.41% | 0.07% |
| MARINER, LLC | 08/13/2026 | 9.11 K | $442.39 K | 100.00% | 0.06% |
| FIDUCIARY ALLIANCE LLC | 07/20/2026 | 9.06 K | $439.72 K | 0.00% | 0.06% |
| ELEVATED CAPITAL ADVISORS, LLC | 08/03/2026 | 7.04 K | $341.93 K | -69.05% | 0.05% |
| JPMORGAN CHASE & CO | 08/12/2026 | 6.63 K | $322.42 K | 5,566.67% | 0.04% |
| JANE STREET GROUP, LLC | 08/14/2026 | 5.45 K | $264.69 K | -91.92% | 0.04% |
| CREATIVE PLANNING | 08/13/2026 | 5.19 K | $252.00 K | 0.00% | 0.03% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 4.61 K | $223.77 K | 0.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 4.57 K | $221.68 K | -1.42% | 0.03% |
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FlexShares Credit-Scored US Corporate Bond Index Fund institutional Ownership - FAQ's
During the previous two years, 90 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: 4.53 M
Cerity Partners LLC: 2.8 M
AE Wealth Management LLC: 1.49 M
MORGAN STANLEY: 1.02 M
Harbour Trust & Investment Management Co: 315,403
Anderson Financial Strategies, LLC: 245,169
87.27% of FlexShares Credit-Scored US Corporate Bond Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.25 M shares in the last 24 months. This purchase volume represents approximately $650.58 M in transactions.