FlexShares Disciplined Duration MBS 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 | 1.00 M | $20.74 M | 12.59% | 21.64% |
| 04/14/2026 | 608.92 K | $12.57 M | -9.71% | 13.15% | |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 378.28 K | $7.83 M | 5.02% | 8.17% |
| MGO ONE SEVEN LLC | 05/14/2026 | 319.83 K | $6.62 M | 3.44% | 6.91% |
| MORGAN STANLEY | 05/15/2026 | 313.05 K | $6.48 M | 5.54% | 6.76% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 294.42 K | $6.10 M | 1,998.38% | 6.36% |
| BOLTWOOD CAPITAL MANAGEMENT | 04/08/2026 | 285.68 K | $5.92 M | -8.43% | 6.17% |
| TITLEIST ASSET MANAGEMENT, LLC | 04/30/2026 | 208.87 K | $4.32 M | 4.27% | 4.51% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 193.03 K | $3.99 M | -31.92% | 4.17% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 68.98 K | $1.43 M | 8.41% | 1.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 58.65 K | $1.21 M | 5.84% | 1.27% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 54.61 K | $1.13 M | 8.84% | 1.18% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 33.70 K | $697.76 K | 1.49% | 0.73% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 32.28 K | $663.60 K | -2.74% | 0.70% |
| LPL FINANCIAL LLC | 05/06/2026 | 30.66 K | $634.76 K | 0.52% | 0.66% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 25.91 K | $536.00 K | 27.86% | 0.56% |
| CITADEL ADVISORS LLC | 05/15/2026 | 23.45 K | $485.56 K | -50.29% | 0.51% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 19.80 K | $410.03 K | -6.85% | 0.43% |
| LEUTHOLD GROUP, LLC | 05/06/2026 | 13.30 K | $275.42 K | 0.00% | 0.29% |
| INVESTORS RESEARCH CORP | 04/03/2026 | 9.04 K | $187.07 K | 3.15% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 7.64 K | $158.12 K | -10.24% | 0.16% |
| NBT BANK N A /NY | 04/28/2026 | 5.06 K | $104.67 K | 0.00% | 0.11% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 4.23 K | $87.58 K | 0.00% | 0.09% |
| MOSLEY WEALTH MANAGEMENT | 04/27/2026 | 2.83 K | $59.00 K | 100.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 887 | $18.37 K | 0.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 830 | $17.20 K | 0.61% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 718 | $14.86 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 694 | $14.36 K | -33.90% | 0.02% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 579 | $11.99 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 528 | $11.00 K | 0.00% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 186 | $3.85 K | -38.82% | 0.00% |
| CWM, LLC | 05/14/2026 | 108 | $2.24 K | 0.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
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FlexShares Disciplined Duration MBS Index Fund institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of FlexShares Disciplined Duration MBS Index Fund. The most heavily invested institutionals were:
COTTONWOOD CAPITAL ADVISORS, LLC: 385,784
MGO ONE SEVEN LLC: 331,612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 310,227
Boltwood Capital Management: 258,214
TITLEIST ASSET MANAGEMENT, LLC: 214,054
Atria Investments, Inc: 33,517
86.38% of FlexShares Disciplined Duration MBS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.68 M shares in the last 24 months. This purchase volume represents approximately $76.78 M in transactions.