FlexShares STOXX Global Broad Infrastructure Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 02/17/2026 | 35.67 M | $2.16 B | 1.81% | 80.22% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 02/17/2026 | 2.29 M | $138.57 M | 6.34% | 5.16% |
| ALASKA PERMANENT CAPITAL MANAGEMENT | 02/13/2026 | 1.09 M | $65.95 M | -4.12% | 2.46% |
| ALASKA WEALTH ADVISORS | 02/13/2026 | 746.90 K | $45.19 M | 2.44% | 1.68% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 260.14 K | $15.74 M | 4.85% | 0.59% |
| CERTUITY, LLC | 01/30/2026 | 271.42 K | $16.42 M | 0.00% | 0.58% |
| MORGAN STANLEY | 02/13/2026 | 243.55 K | $14.74 M | -7.78% | 0.55% |
| CX INSTITUTIONAL | 02/02/2026 | 182.38 K | $11.04 M | 6.66% | 0.39% |
| UNITED BANK | 02/05/2026 | 169.51 K | $10.26 M | 7.20% | 0.36% |
| AUSTIN WEALTH MANAGEMENT, LLC | 01/26/2026 | 144.97 K | $8.75 M | 3.37% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 130.06 K | $7.87 M | 12.89% | 0.29% |
| NBT BANK N A /NY | 01/23/2026 | 117.76 K | $7.12 M | -2.37% | 0.27% |
| 01/29/2026 | 123.11 K | $7.45 M | 2.51% | 0.26% | |
| BOLTWOOD CAPITAL MANAGEMENT | 01/02/2026 | 82.29 K | $4.98 M | 1.51% | 0.18% |
| PARK NATIONAL CORP /OH/ | 01/05/2026 | 71.39 K | $4.32 M | 6.39% | 0.15% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 61.79 K | $3.74 M | 9.75% | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 59.47 K | $3.61 M | -16.15% | 0.13% |
| STEPH & CO | 01/23/2026 | 58.71 K | $3.55 M | 0.34% | 0.12% |
| MISSOURI TRUST & INVESTMENT CO | 02/13/2026 | 52.64 K | $3.19 M | 13.82% | 0.12% |
| WEALTH ARCHITECTS, LLC | 02/17/2026 | 51.45 K | $3.11 M | -5.51% | 0.12% |
| BRIO CONSULTANTS, LLC | 02/04/2026 | 41.22 K | $2.49 M | 3.94% | 0.09% |
| ENTREWEALTH, LLC | 02/13/2026 | 37.39 K | $2.38 M | 3.27% | 0.08% |
| CERITY PARTNERS LLC | 02/11/2026 | 36.82 K | $2.23 M | 9.84% | 0.08% |
| DORSEY & WHITNEY TRUST CO LLC | 02/11/2026 | 36.23 K | $2.19 M | 10.00% | 0.08% |
| BESSEMER GROUP INC | 02/05/2026 | 29.66 K | $1.80 M | 15.05% | 0.06% |
| LPL FINANCIAL LLC | 02/11/2026 | 25.46 K | $1.54 M | -3.45% | 0.06% |
| ALTFEST L J & CO INC | 01/23/2026 | 23.46 K | $1.42 M | 2.15% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 20.25 K | $1.23 M | -2.53% | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 18.00 K | $1.09 M | 40.08% | 0.04% |
| FIDUCIENT ADVISORS LLC | 02/10/2026 | 16.82 K | $1.02 M | 0.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 15.63 K | $945.67 K | 4.63% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 15.11 K | $914.43 K | 80.87% | 0.03% |
| TRANSCEND CAPITAL ADVISORS, LLC | 01/23/2026 | 14.90 K | $901.34 K | 7.99% | 0.03% |
| SIMON QUICK ADVISORS, LLC | 01/29/2026 | 14.65 K | $886.59 K | 39.65% | 0.03% |
| GROVE BANK & TRUST | 01/08/2026 | 13.23 K | $800.25 K | 12.46% | 0.03% |
| SCS CAPITAL MANAGEMENT LLC | 02/10/2026 | 12.60 K | $762.61 K | 0.00% | 0.03% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 11.80 K | $713.77 K | 4.36% | 0.03% |
| ROSSBY FINANCIAL, LCC | 02/12/2026 | 11.80 K | $713.84 K | 100.00% | 0.03% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 11.99 K | $725.64 K | 14.30% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 11.23 K | $679.47 K | -78.84% | 0.03% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 11.07 K | $669.73 K | -5.63% | 0.02% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 02/09/2026 | 10.55 K | $638.59 K | 9.35% | 0.02% |
| NORTHROCK PARTNERS, LLC | 02/17/2026 | 9.88 K | $597.78 K | 0.00% | 0.02% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 9.80 K | $595.43 K | -37.97% | 0.02% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 9.79 K | $592.64 K | 100.00% | 0.02% |
| VALUED RETIREMENTS, INC. | 02/09/2026 | 9.62 K | $582.29 K | -7.62% | 0.02% |
| HANLON INVESTMENT MANAGEMENT, INC. | 02/18/2026 | 9.23 K | $558.33 K | -8.27% | 0.02% |
| WHITTIER TRUST CO | 01/26/2026 | 9.52 K | $578.52 K | 0.00% | 0.02% |
| CITIGROUP INC | 02/13/2026 | 7.73 K | $467.62 K | 100.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 7.02 K | $424.69 K | 96.45% | 0.02% |
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FlexShares STOXX Global Broad Infrastructure Index Fund institutional Ownership - FAQ's
During the previous two years, 172 institutional investors and hedge funds held shares of FlexShares STOXX Global Broad Infrastructure Index Fund. The most heavily invested institutionals were:
Alaska Permanent Capital Management: 1.34 M
Alaska Wealth Advisors: 811,403
ENVESTNET ASSET MANAGEMENT INC: 191,552
United Bank: 183,778
NBT BANK N A /NY: 113,705
Austin Wealth Management, LLC: 103,055
90.49% of FlexShares STOXX Global Broad Infrastructure Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 43.07 M shares in the last 24 months. This purchase volume represents approximately $2.81 B in transactions.