FlexShares Core Select Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 05/14/2026 | 3.20 M | $71.20 M | 9.73% | 42.81% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.11 M | $24.67 M | 14.15% | 14.83% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 04/16/2026 | 881.16 K | $19.60 M | 5.45% | 11.78% |
| PARK NATIONAL CORP /OH/ | 04/16/2026 | 294.95 K | $6.56 M | 54.89% | 3.94% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 256.03 K | $5.69 M | 5.17% | 3.42% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 77.89 K | $1.73 M | 0.94% | 1.04% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 56.44 K | $1.24 M | 100.00% | 0.75% |
| HANLON INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 54.53 K | $1.21 M | 14.51% | 0.73% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 50.84 K | $1.13 M | 36.55% | 0.68% |
| LPL FINANCIAL LLC | 05/06/2026 | 40.13 K | $892.55 K | 6.89% | 0.54% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 39.90 K | $887.38 K | 81.75% | 0.53% |
| FIRST HEARTLAND CONSULTANTS, INC. | 04/08/2026 | 39.11 K | $869.66 K | 84.80% | 0.52% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 37.36 K | $830.95 K | 5.37% | 0.50% |
| FINANCIAL NETWORK WEALTH MANAGEMENT LLC | 05/12/2026 | 36.84 K | $819.00 K | -0.95% | 0.49% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 35.36 K | $786.33 K | 2.12% | 0.47% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 29.54 K | $656.87 K | 100.00% | 0.40% |
| ROI FINANCIAL ADVISORS, LLC | 05/15/2026 | 27.10 K | $602.67 K | 3.99% | 0.36% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 24.87 K | $553.07 K | -4.17% | 0.33% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 05/12/2026 | 24.56 K | $546.19 K | 7.74% | 0.33% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 04/22/2026 | 18.97 K | $421.87 K | 100.00% | 0.25% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 15.13 K | $336.39 K | 21.79% | 0.20% |
| REGENT PEAK WEALTH ADVISORS LLC | 04/14/2026 | 9.64 K | $214.38 K | 100.00% | 0.13% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 4.73 K | $105.08 K | -9.97% | 0.06% |
| FIFTH THIRD BANCORP | 05/01/2026 | 4.48 K | $99.66 K | 100.00% | 0.06% |
| CX INSTITUTIONAL | 04/06/2026 | 4.44 K | $99.00 K | 1.00% | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 3.94 K | $87.64 K | 579.48% | 0.05% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 1.28 K | $28.35 K | 2.74% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.21 K | $26.84 K | 21.18% | 0.02% |
| BRYN MAWR TRUST CO | 04/30/2026 | 785 | $17.46 K | 0.00% | 0.01% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 428 | $9.52 K | 69.17% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 260 | $5.78 K | -0.38% | 0.00% |
| CITIZENS & NORTHERN CORP | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| WEALTH WATCH ADVISORS, INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| MARQUETTE ASSOCIATES, INC. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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FlexShares Core Select Bond Fund institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of FlexShares Core Select Bond Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 3.2 M
ENVESTNET ASSET MANAGEMENT INC: 1.11 M
Occidental Asset Management, LLC: 881,157
PARK NATIONAL CORP /OH/: 294,954
MML INVESTORS SERVICES, LLC: 256,028
Mutual Advisors, LLC: 77,889
85.36% of FlexShares Core Select Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.53 M shares in the last 24 months. This purchase volume represents approximately $146.37 M in transactions.