FlexShares Ultra-Short Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 08/13/2026 | 16.17 M | $1.22 B | 2.99% | 83.95% |
| MORGAN STANLEY | 08/13/2026 | 209.08 K | $15.77 M | 23.24% | 1.09% |
| TACTIVE ADVISORS, LLC | 07/09/2026 | 152.76 K | $11.52 M | 0.98% | 0.79% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 07/31/2026 | 132.44 K | $9.99 M | 4.66% | 0.69% |
| LPL FINANCIAL LLC | 08/07/2026 | 119.96 K | $9.05 M | 0.14% | 0.62% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 106.67 K | $8.04 M | 3.89% | 0.55% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 104.91 K | $7.91 M | 65.33% | 0.54% |
| CIM, LLC | 08/13/2026 | 79.03 K | $5.96 M | 0.26% | 0.41% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 29.05 K | $2.19 M | 2.90% | 0.15% |
| CITADEL ADVISORS LLC | 09/02/2026 | 21.14 K | $1.59 M | -60.33% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 19.10 K | $1.44 M | 100.00% | 0.10% |
| BOLTWOOD CAPITAL MANAGEMENT | 07/06/2026 | 18.97 K | $1.43 M | -5.48% | 0.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 17.81 K | $1.34 M | -0.50% | 0.09% |
| AUOUR INVESTMENTS LLC | 07/21/2026 | 15.56 K | $1.17 M | 0.54% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 15.41 K | $1.16 M | -3.82% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 15.37 K | $1.16 M | -24.44% | 0.08% |
| HRT FINANCIAL LP | 08/14/2026 | 14.16 K | $1.07 M | 228.73% | 0.07% |
| BEACON FINANCIAL ADVISORY LLC | 08/05/2026 | 13.89 K | $1.05 M | 14.22% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 13.82 K | $1.04 M | -2.65% | 0.07% |
| KEYNOTE FINANCIAL SERVICES LLC | 08/03/2026 | 13.69 K | $1.03 M | -0.16% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 13.06 K | $984.81 K | -88.67% | 0.07% |
| EMERALD INVESTMENT ADVISERS, LLC | 08/12/2026 | 11.22 K | $845.69 K | 10.87% | 0.06% |
| JPMORGAN CHASE & CO | 08/12/2026 | 10.74 K | $809.90 K | 12.83% | 0.06% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 9.88 K | $745.06 K | 100.00% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 9.74 K | $734.19 K | 326.23% | 0.05% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 9.08 K | $684.65 K | 100.00% | 0.05% |
| RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | 07/28/2026 | 8.05 K | $607.12 K | 0.00% | 0.04% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 7.51 K | $566.47 K | 27.56% | 0.04% |
| PINNACLE ASSOCIATES LTD | 08/03/2026 | 6.81 K | $513.37 K | -12.89% | 0.04% |
| CALTON & ASSOCIATES, INC. | 08/10/2026 | 5.80 K | $437.20 K | -0.17% | 0.03% |
| SILVER OAK SECURITIES, INCORPORATED | 08/07/2026 | 5.59 K | $421.50 K | -20.01% | 0.03% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 4.54 K | $342.32 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 4.42 K | $333.29 K | -5.21% | 0.02% |
| 1776 WEALTH LLC | 08/10/2026 | 4.41 K | $332.82 K | 0.00% | 0.02% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 4.32 K | $325.66 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 4.31 K | $325.00 K | -2.04% | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 4.07 K | $307.18 K | -78.84% | 0.02% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 4.04 K | $304.69 K | 100.00% | 0.02% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 07/27/2026 | 3.90 K | $294.13 K | 14.20% | 0.02% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 3.84 K | $289.91 K | -0.98% | 0.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | 07/31/2026 | 3.70 K | $278.82 K | 0.00% | 0.02% |
| CREATIVE PLANNING | 08/13/2026 | 3.61 K | $272.26 K | 0.00% | 0.02% |
| CAMBIENT FAMILY OFFICE, LLC | 08/13/2026 | 3.59 K | $270.75 K | 4.88% | 0.02% |
| HORIZON INVESTMENTS, LLC | 08/13/2026 | 3.53 K | $264.43 K | -50.00% | 0.02% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 3.47 K | $261.63 K | -4.93% | 0.02% |
| NICHOLAS HOFFMAN & COMPANY, LLC. | 08/04/2026 | 3.41 K | $256.80 K | 0.00% | 0.02% |
| SLOY DAHL & HOLST, LLC | 08/13/2026 | 3.29 K | $247.75 K | 0.00% | 0.02% |
| HANLON INVESTMENT MANAGEMENT, INC. | 07/31/2026 | 3.25 K | $244.73 K | -6.46% | 0.02% |
| SIMON QUICK ADVISORS, LLC | 07/28/2026 | 3.07 K | $231.23 K | 0.00% | 0.02% |
| CALLAN FAMILY OFFICE, LLC | 08/11/2026 | 2.93 K | $221.20 K | 100.00% | 0.02% |
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FlexShares Ultra-Short Income Fund institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of FlexShares Ultra-Short Income Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 16.17 M
MORGAN STANLEY: 209,083
Tactive Advisors, LLC: 152,755
INTERACTIVE FINANCIAL ADVISORS, INC.: 132,435
LPL Financial LLC: 119,958
ENVESTNET ASSET MANAGEMENT INC: 106,670
90.67% of FlexShares Ultra-Short Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.98 M shares in the last 24 months. This purchase volume represents approximately $1.35 B in transactions.