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 | 02/17/2026 | 2.92 M | $65.26 M | 0.64% | 43.66% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 971.76 K | $21.73 M | 2.24% | 14.62% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 01/08/2026 | 835.58 K | $18.69 M | 3.65% | 12.76% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 243.44 K | $5.44 M | 6.72% | 3.64% |
| PARK NATIONAL CORP /OH/ | 01/05/2026 | 190.42 K | $4.26 M | 2.17% | 2.91% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 77.17 K | $1.73 M | -0.30% | 1.18% |
| HANLON INVESTMENT MANAGEMENT, INC. | 02/18/2026 | 47.62 K | $1.06 M | -6.63% | 0.72% |
| CITADEL ADVISORS LLC | 02/17/2026 | 38.38 K | $858.32 K | 124.17% | 0.58% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 37.23 K | $832.71 K | 54.44% | 0.57% |
| LPL FINANCIAL LLC | 02/11/2026 | 37.55 K | $839.75 K | -7.24% | 0.56% |
| FINANCIAL NETWORK WEALTH MANAGEMENT LLC | 02/12/2026 | 37.19 K | $834.00 K | -0.02% | 0.56% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 35.46 K | $793.04 K | -2.14% | 0.54% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 34.62 K | $777.08 K | 0.85% | 0.52% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 25.95 K | $580.40 K | -21.98% | 0.39% |
| ROI FINANCIAL ADVISORS, LLC | 02/13/2026 | 26.06 K | $582.79 K | 4.99% | 0.39% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 02/12/2026 | 22.80 K | $511.61 K | -6.89% | 0.34% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 21.95 K | $491.00 K | 81.87% | 0.34% |
| FIRST HEARTLAND CONSULTANTS, INC. | 01/09/2026 | 21.16 K | $473.26 K | 87.63% | 0.32% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 12.42 K | $277.77 K | 100.00% | 0.19% |
| CITIZENS & NORTHERN CORP | 01/28/2026 | 10.42 K | $233.00 K | -1.39% | 0.16% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 5.25 K | $117.37 K | -1.43% | 0.08% |
| COMERICA BANK | 01/29/2026 | 4.75 K | $106.23 K | 1.45% | 0.07% |
| CX INSTITUTIONAL | 02/02/2026 | 4.40 K | $98.00 K | 1.10% | 0.07% |
| MARQUETTE ASSOCIATES, INC. | 02/17/2026 | 1.82 K | $40.76 K | -10.99% | 0.03% |
| WEALTH WATCH ADVISORS, INC | 02/17/2026 | 1.68 K | $37.53 K | 100.00% | 0.03% |
| GEOWEALTH MANAGEMENT, LLC | 02/17/2026 | 1.24 K | $27.75 K | -4.32% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 996 | $22.28 K | 100.00% | 0.02% |
| BRYN MAWR TRUST CO | 02/12/2026 | 785 | $17.56 K | 0.00% | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 580 | $12.97 K | -50.51% | 0.01% |
| MORGAN STANLEY | 02/13/2026 | 261 | $5.86 K | 26,000.00% | 0.00% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 253 | $5.68 K | 100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
FlexShares Core Select Bond Fund institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of FlexShares Core Select Bond Fund. The most heavily invested institutionals were:
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
CoreCap Advisors, LLC: 50,842
86.57% of FlexShares Core Select Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.24 M shares in the last 24 months. This purchase volume represents approximately $139.92 M in transactions.