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 | 08/13/2026 | 3.24 M | $71.69 M | 1.35% | 41.54% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.11 M | $24.54 M | 0.12% | 14.22% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 08/07/2026 | 903.14 K | $19.95 M | 2.50% | 11.56% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 353.93 K | $7.82 M | 38.24% | 4.53% |
| PARK NATIONAL CORP /OH/ | 07/15/2026 | 316.19 K | $6.99 M | 7.20% | 4.05% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 70.67 K | $1.56 M | -9.27% | 0.90% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 60.12 K | $1.33 M | 18.25% | 0.77% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 50.67 K | $1.12 M | -10.22% | 0.65% |
| HANLON INVESTMENT MANAGEMENT, INC. | 07/31/2026 | 47.46 K | $1.05 M | -12.97% | 0.61% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 40.11 K | $886.13 K | 0.52% | 0.51% |
| FIRST HEARTLAND CONSULTANTS, INC. | 07/08/2026 | 39.31 K | $868.52 K | 0.53% | 0.50% |
| STRATOS WEALTH ADVISORS, LLC | 08/11/2026 | 39.25 K | $867.14 K | 5.04% | 0.50% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 38.50 K | $850.67 K | 8.89% | 0.49% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 32.86 K | $725.91 K | 11.24% | 0.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 32.72 K | $722.80 K | -18.49% | 0.42% |
| FINANCIAL NETWORK WEALTH MANAGEMENT LLC | 08/13/2026 | 32.26 K | $712.00 K | -12.43% | 0.41% |
| ROI FINANCIAL ADVISORS, LLC | 08/14/2026 | 27.36 K | $604.40 K | 0.94% | 0.35% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 24.78 K | $547.39 K | 0.88% | 0.32% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 07/16/2026 | 19.10 K | $421.88 K | 0.66% | 0.24% |
| CITADEL ADVISORS LLC | 09/02/2026 | 17.66 K | $390.24 K | 100.00% | 0.23% |
| JANE STREET GROUP, LLC | 08/14/2026 | 15.23 K | $336.53 K | 100.00% | 0.20% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 14.17 K | $313.00 K | -43.02% | 0.18% |
| EJMK VENTURES LLC | 08/06/2026 | 9.53 K | $210.49 K | 100.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 9.46 K | $209.03 K | 100.00% | 0.12% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 4.86 K | $107.35 K | 2.84% | 0.06% |
| FIFTH THIRD BANCORP | 08/05/2026 | 4.53 K | $99.97 K | 0.98% | 0.06% |
| CX INSTITUTIONAL | 07/02/2026 | 4.48 K | $99.00 K | 0.99% | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 3.94 K | $87.07 K | 0.00% | 0.05% |
| MARQUETTE ASSOCIATES, INC. | 08/14/2026 | 1.55 K | $34.18 K | 100.00% | 0.02% |
| GEOWEALTH MANAGEMENT, LLC | 07/30/2026 | 1.41 K | $31.17 K | 10.67% | 0.02% |
| BRYN MAWR TRUST CO | 07/28/2026 | 785 | $17.34 K | 0.00% | 0.01% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 785 | $17.34 K | 83.41% | 0.01% |
| BUCK WEALTH STRATEGIES, LLC | 07/30/2026 | 401 | $8.86 K | 100.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 373 | $8.24 K | 100.00% | 0.00% |
| HIGHLAND INVESTMENT ADVISORS LLC | 08/13/2026 | 259 | $5.73 K | 100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 1 | $40 | -99.62% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| REGENT PEAK WEALTH ADVISORS LLC | 07/10/2026 | 0 | $0 | -100.00% | 0.00% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
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FlexShares Core Select Bond Fund institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of FlexShares Core Select Bond Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 3.24 M
ENVESTNET ASSET MANAGEMENT INC: 1.11 M
Occidental Asset Management, LLC: 903,142
MML INVESTORS SERVICES, LLC: 353,934
PARK NATIONAL CORP /OH/: 316,191
Mutual Advisors, LLC: 70,670
84.15% of FlexShares Core Select Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.72 M shares in the last 24 months. This purchase volume represents approximately $150.65 M in transactions.