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 | 08/13/2026 | 1.03 M | $21.19 M | 2.58% | 22.10% |
| CORNERSTONE NATIONAL BANK & TRUST CO | 07/21/2026 | 399.83 K | $8.21 M | -34.34% | 8.60% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 385.78 K | $7.96 M | 1.98% | 8.30% |
| MORGAN STANLEY | 08/13/2026 | 347.88 K | $7.17 M | 11.13% | 7.48% |
| MGO ONE SEVEN LLC | 07/31/2026 | 331.61 K | $6.84 M | 3.68% | 7.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 310.23 K | $6.36 M | 60.71% | 6.67% |
| BOLTWOOD CAPITAL MANAGEMENT | 07/06/2026 | 258.21 K | $5.32 M | -9.62% | 5.55% |
| TITLEIST ASSET MANAGEMENT, LLC | 07/20/2026 | 214.05 K | $4.41 M | 2.48% | 4.60% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 69.89 K | $1.44 M | 1.32% | 1.50% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 68.41 K | $1.41 M | 16.63% | 1.47% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 59.81 K | $1.23 M | 9.51% | 1.29% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 34.01 K | $703.70 K | 5.37% | 0.73% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 33.52 K | $691.16 K | -0.54% | 0.72% |
| LPL FINANCIAL LLC | 08/07/2026 | 29.00 K | $597.91 K | -5.42% | 0.62% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 27.20 K | $561.00 K | 4.98% | 0.58% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 22.51 K | $464.12 K | -92.36% | 0.48% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 18.73 K | $386.19 K | -5.43% | 0.40% |
| JANE STREET GROUP, LLC | 08/14/2026 | 15.09 K | $311.07 K | 100.00% | 0.32% |
| LEUTHOLD GROUP, LLC | 08/04/2026 | 13.49 K | $278.12 K | 1.39% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 11.17 K | $230.34 K | 46.30% | 0.24% |
| INVESTORS RESEARCH CORP | 07/10/2026 | 9.45 K | $194.95 K | 4.64% | 0.20% |
| NBT BANK N A /NY | 07/29/2026 | 5.06 K | $104.24 K | 0.00% | 0.11% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 4.23 K | $87.23 K | 0.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 837 | $17.28 K | 0.84% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 718 | $14.79 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 700 | $14.43 K | 0.86% | 0.02% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 579 | $11.94 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 528 | $11.00 K | 0.00% | 0.01% |
| MOSLEY WEALTH MANAGEMENT | 07/23/2026 | 433 | $8.94 K | -84.69% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $16 | -99.89% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 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, 40 institutional investors and hedge funds held shares of FlexShares Disciplined Duration MBS Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 1.03 M
Cornerstone National Bank & Trust Co: 399,826
COTTONWOOD CAPITAL ADVISORS, LLC: 385,784
MORGAN STANLEY: 347,876
MGO ONE SEVEN LLC: 331,612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 310,227
79.59% of FlexShares Disciplined Duration MBS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.88 M shares in the last 24 months. This purchase volume represents approximately $80.92 M in transactions.