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 | 05/14/2026 | 15.70 M | $1.18 B | 1.60% | 83.31% |
| MORGAN STANLEY | 05/15/2026 | 169.66 K | $12.79 M | 41.66% | 0.90% |
| TACTIVE ADVISORS, LLC | 04/16/2026 | 151.27 K | $11.41 M | 7.93% | 0.80% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 04/28/2026 | 126.54 K | $9.54 M | 2.63% | 0.67% |
| LPL FINANCIAL LLC | 05/06/2026 | 119.79 K | $9.03 M | -2.02% | 0.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 115.24 K | $8.69 M | 100.00% | 0.61% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 102.68 K | $7.74 M | -28.47% | 0.54% |
| CIM, LLC | 05/18/2026 | 78.82 K | $5.94 M | 1.36% | 0.42% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 63.46 K | $4.78 M | -42.23% | 0.34% |
| CITADEL ADVISORS LLC | 05/15/2026 | 53.30 K | $4.02 M | 100.00% | 0.28% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 28.23 K | $2.13 M | -2.33% | 0.15% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 22.60 K | $1.70 M | 100.00% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 20.34 K | $1.53 M | -42.34% | 0.11% |
| BOLTWOOD CAPITAL MANAGEMENT | 04/08/2026 | 20.07 K | $1.51 M | 0.00% | 0.11% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 19.25 K | $1.45 M | 100.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 17.90 K | $1.35 M | -10.35% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 16.03 K | $1.21 M | -8.01% | 0.09% |
| AUOUR INVESTMENTS LLC | 04/20/2026 | 15.48 K | $1.17 M | 2.75% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 14.20 K | $1.07 M | 12.80% | 0.08% |
| KEYNOTE FINANCIAL SERVICES LLC | 05/13/2026 | 13.71 K | $1.03 M | -8.37% | 0.07% |
| BEACON FINANCIAL ADVISORY LLC | 04/27/2026 | 12.16 K | $917.12 K | 40.23% | 0.06% |
| JANE STREET GROUP, LLC | 05/12/2026 | 11.06 K | $833.63 K | 100.00% | 0.06% |
| 05/11/2026 | 10.12 K | $762.75 K | 100.00% | 0.05% | |
| JPMORGAN CHASE & CO | 05/13/2026 | 9.52 K | $717.27 K | 9,917.89% | 0.05% |
| RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | 05/21/2026 | 8.05 K | $607.03 K | 2.42% | 0.04% |
| PINNACLE ASSOCIATES LTD | 04/22/2026 | 7.81 K | $589.24 K | 36.42% | 0.04% |
| HORIZON INVESTMENTS, LLC | 05/15/2026 | 7.06 K | $528.65 K | 33.48% | 0.04% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 6.99 K | $526.85 K | -0.75% | 0.04% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 5.89 K | $444.00 K | -64.09% | 0.03% |
| CALTON & ASSOCIATES, INC. | 05/13/2026 | 5.81 K | $437.89 K | 14.36% | 0.03% |
| RPG FAMILY WEALTH ADVISORY, LLC | 05/14/2026 | 5.65 K | $425.83 K | 100.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 4.66 K | $351.56 K | -2.24% | 0.02% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 4.54 K | $342.28 K | 0.00% | 0.02% |
| 1776 WEALTH LLC | 05/08/2026 | 4.41 K | $332.77 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.40 K | $332.00 K | 6.76% | 0.02% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 4.32 K | $325.61 K | 0.00% | 0.02% |
| HRT FINANCIAL LP | 05/14/2026 | 4.31 K | $324.00 K | 100.00% | 0.02% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 4.22 K | $318.07 K | 100.00% | 0.02% |
| FLAHARTY ASSET MANAGEMENT, LLC | 05/05/2026 | 4.04 K | $304.65 K | 0.00% | 0.02% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 3.88 K | $292.73 K | -28.38% | 0.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | 04/17/2026 | 3.70 K | $278.24 K | -32.24% | 0.02% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 3.65 K | $274.77 K | 100.00% | 0.02% |
| CREATIVE PLANNING | 05/12/2026 | 3.61 K | $272.22 K | -65.04% | 0.02% |
| HANLON INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 3.47 K | $261.59 K | -18.13% | 0.02% |
| 04/21/2026 | 3.42 K | $258.12 K | 0.00% | 0.02% | |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 04/28/2026 | 3.42 K | $257.52 K | 100.00% | 0.02% |
| NICHOLAS HOFFMAN & COMPANY, LLC. | 04/29/2026 | 3.41 K | $256.76 K | -8.86% | 0.02% |
| SLOY DAHL & HOLST, LLC | 05/14/2026 | 3.29 K | $247.71 K | 0.00% | 0.02% |
| SIMON QUICK ADVISORS, LLC | 05/06/2026 | 3.07 K | $231.20 K | 0.00% | 0.02% |
| PRIVATE TRUST CO NA | 04/30/2026 | 2.94 K | $221.92 K | 100.00% | 0.02% |
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FlexShares Ultra-Short Income Fund institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of FlexShares Ultra-Short Income Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 15.7 M
MORGAN STANLEY: 169,656
Tactive Advisors, LLC: 151,270
INTERACTIVE FINANCIAL ADVISORS, INC.: 126,541
LPL Financial LLC: 119,793
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 115,236
90.58% of FlexShares Ultra-Short Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.55 M shares in the last 24 months. This purchase volume represents approximately $1.32 B in transactions.