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 | 08/13/2026 | 32.67 M | $2.09 B | -1.85% | 72.53% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 08/14/2026 | 2.35 M | $150.71 M | 2.00% | 5.22% |
| ALASKA PERMANENT CAPITAL MANAGEMENT | 08/11/2026 | 1.29 M | $82.85 M | -3.28% | 2.87% |
| ALASKA WEALTH ADVISORS | 08/11/2026 | 815.12 K | $52.27 M | 0.46% | 1.81% |
| MORGAN STANLEY | 08/13/2026 | 337.06 K | $21.61 M | 1.40% | 0.75% |
| CERTUITY, LLC | 07/28/2026 | 271.42 K | $17.40 M | 0.00% | 0.60% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 199.07 K | $12.76 M | 3.92% | 0.44% |
| UNITED BANK | 08/10/2026 | 190.98 K | $12.25 M | 3.92% | 0.42% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 141.03 K | $9.04 M | 12.62% | 0.31% |
| NBT BANK N A /NY | 07/29/2026 | 109.04 K | $6.99 M | -4.10% | 0.24% |
| CORNERSTONE NATIONAL BANK & TRUST CO | 07/21/2026 | 107.52 K | $6.82 M | -8.57% | 0.24% |
| AUSTIN WEALTH MANAGEMENT, LLC | 07/22/2026 | 105.30 K | $6.89 M | 2.18% | 0.23% |
| BOLTWOOD CAPITAL MANAGEMENT | 07/06/2026 | 84.42 K | $5.41 M | 0.96% | 0.19% |
| CX INSTITUTIONAL | 07/02/2026 | 77.82 K | $4.99 M | -2.39% | 0.17% |
| JANE STREET GROUP, LLC | 08/14/2026 | 77.39 K | $4.96 M | -46.58% | 0.17% |
| STEPH & CO | 07/16/2026 | 66.14 K | $4.24 M | 3.85% | 0.15% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 59.51 K | $3.82 M | 29.33% | 0.13% |
| MISSOURI TRUST & INVESTMENT CO | 08/13/2026 | 52.23 K | $3.40 M | -0.36% | 0.12% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 50.36 K | $3.23 M | 100.00% | 0.11% |
| PARK NATIONAL CORP /OH/ | 07/15/2026 | 48.34 K | $3.10 M | 6.30% | 0.11% |
| ENTREWEALTH, LLC | 08/14/2026 | 43.19 K | $2.83 M | 10.95% | 0.10% |
| WEALTH ARCHITECTS, LLC | 07/23/2026 | 42.92 K | $2.75 M | -4.35% | 0.10% |
| BRIO CONSULTANTS, LLC | 08/12/2026 | 40.32 K | $2.59 M | 0.94% | 0.09% |
| CERITY PARTNERS LLC | 08/14/2026 | 40.04 K | $2.57 M | 4.27% | 0.09% |
| DORSEY & WHITNEY TRUST CO LLC | 08/14/2026 | 37.81 K | $2.42 M | 0.00% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 37.59 K | $2.46 M | -4.37% | 0.08% |
| BESSEMER GROUP INC | 08/12/2026 | 34.60 K | $2.22 M | -25.49% | 0.08% |
| LPL FINANCIAL LLC | 08/07/2026 | 28.07 K | $1.80 M | 8.61% | 0.06% |
| BBR PARTNERS, LLC | 08/11/2026 | 26.08 K | $1.67 M | 100.00% | 0.06% |
| ALTFEST L J & CO INC | 07/30/2026 | 24.87 K | $1.59 M | 5.22% | 0.06% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 23.34 K | $1.50 M | -9.77% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 20.81 K | $1.33 M | -1.07% | 0.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 20.30 K | $1.33 M | -0.95% | 0.05% |
| TRB WEALTH MANAGEMENT, LLC | 08/12/2026 | 17.04 K | $1.09 M | 0.25% | 0.04% |
| TRANSCEND CAPITAL ADVISORS, LLC | 08/04/2026 | 15.78 K | $1.01 M | 4.72% | 0.04% |
| SIMON QUICK ADVISORS, LLC | 07/28/2026 | 14.90 K | $955.26 K | 2.08% | 0.03% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 14.04 K | $900.44 K | 150.72% | 0.03% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 12.56 K | $805.05 K | 8.48% | 0.03% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 12.33 K | $790.42 K | 2,695.24% | 0.03% |
| SCS CAPITAL MANAGEMENT LLC | 08/06/2026 | 12.29 K | $788.17 K | -2.47% | 0.03% |
| BIENVILLE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 12.10 K | $775.79 K | 100.00% | 0.03% |
| GROVE BANK & TRUST | 07/07/2026 | 11.34 K | $727.12 K | -4.83% | 0.03% |
| 08/21/2026 | 11.12 K | $453.86 K | 100.00% | 0.02% | |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 11.07 K | $709.68 K | 0.00% | 0.02% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 08/06/2026 | 10.30 K | $660.42 K | 4.15% | 0.02% |
| NORTHROCK PARTNERS, LLC | 08/11/2026 | 9.88 K | $633.44 K | 0.00% | 0.02% |
| FMR LLC | 08/13/2026 | 9.67 K | $619.75 K | 228.18% | 0.02% |
| VALUED RETIREMENTS, INC. | 08/13/2026 | 9.62 K | $617.03 K | 0.00% | 0.02% |
| WHITTIER TRUST CO | 07/28/2026 | 9.52 K | $614.33 K | 0.00% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2026 | 9.17 K | $593.25 K | 1,080.44% | 0.02% |
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FlexShares STOXX Global Broad Infrastructure Index Fund institutional Ownership - FAQ's
During the previous two years, 193 institutional investors and hedge funds held shares of FlexShares STOXX Global Broad Infrastructure Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 32.67 M
Capstone Financial Advisors, Inc.: 2.35 M
Alaska Permanent Capital Management: 1.29 M
Alaska Wealth Advisors: 815,124
MORGAN STANLEY: 337,063
CERTUITY, LLC: 271,415
88.75% of FlexShares STOXX Global Broad Infrastructure Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 40.54 M shares in the last 24 months. This purchase volume represents approximately $2.65 B in transactions.