FlexShares Morningstar Developed Markets ex-US Factor Tilt 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 | 3.89 M | $361.16 M | -0.24% | 63.25% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 02/17/2026 | 459.79 K | $42.64 M | -0.26% | 7.41% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 435.93 K | $40.42 M | 3.41% | 7.02% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 145.57 K | $13.50 M | 7.44% | 2.36% |
| HARBOUR TRUST & INVESTMENT MANAGEMENT CO | 01/28/2026 | 137.78 K | $12.78 M | 4.24% | 2.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 122.27 K | $11.34 M | 1.84% | 1.97% |
| 01/29/2026 | 112.46 K | $10.43 M | 2.91% | 1.87% | |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 67.41 K | $6.25 M | -0.93% | 1.09% |
| LPL FINANCIAL LLC | 02/11/2026 | 65.34 K | $6.06 M | 483.96% | 1.06% |
| MORGAN STANLEY | 02/13/2026 | 49.53 K | $4.59 M | 0.57% | 0.80% |
| SAGEWORTH TRUST CO | 02/03/2026 | 41.85 K | $3.88 M | -11.92% | 0.69% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 36.87 K | $3.42 M | 2.90% | 0.59% |
| LRI INVESTMENTS, LLC | 02/04/2026 | 26.44 K | $2.45 M | 0.00% | 0.44% |
| EFFICIENT ADVISORS, LLC | 01/21/2026 | 26.15 K | $2.42 M | -4.23% | 0.43% |
| FIRST PREMIER BANK | 01/23/2026 | 24.73 K | $2.29 M | 0.00% | 0.41% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 01/26/2026 | 21.45 K | $1.99 M | -6.68% | 0.36% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 19.26 K | $1.79 M | -0.34% | 0.31% |
| ARLINGTON TRUST CO LLC | 01/30/2026 | 17.21 K | $1.60 M | 100.00% | 0.29% |
| BRIDGES INVESTMENT MANAGEMENT INC | 02/10/2026 | 17.07 K | $1.58 M | -0.20% | 0.28% |
| JPMORGAN CHASE & CO | 02/11/2026 | 13.36 K | $1.24 M | -56.86% | 0.22% |
| TRACE WEALTH ADVISORS, LLC | 02/12/2026 | 13.43 K | $1.25 M | -2.18% | 0.22% |
| HANLON INVESTMENT MANAGEMENT, INC. | 02/18/2026 | 8.63 K | $799.80 K | -22.88% | 0.14% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 8.35 K | $774.39 K | -0.22% | 0.14% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 8.50 K | $788.52 K | 6.14% | 0.14% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 8.17 K | $757.61 K | 100.00% | 0.14% |
| VICTORY FINANCIAL GROUP, LLC | 01/15/2026 | 8.15 K | $755.75 K | 16.08% | 0.14% |
| 03/03/2026 | 7.72 K | $715.60 K | 100.00% | 0.13% | |
| COMERICA BANK | 01/29/2026 | 7.35 K | $681.66 K | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 7.42 K | $688.43 K | 0.00% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 7.40 K | $686.39 K | 4.81% | 0.12% |
| VISE TECHNOLOGIES, INC. | 02/11/2026 | 7.25 K | $672.48 K | 100.00% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 6.94 K | $643.00 K | -0.64% | 0.12% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 6.76 K | $626.35 K | -10.02% | 0.11% |
| PARK NATIONAL CORP /OH/ | 01/05/2026 | 6.31 K | $585.50 K | -12.20% | 0.10% |
| BOKF, NA | 02/03/2026 | 6.17 K | $572.52 K | 0.00% | 0.10% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 5.81 K | $538.67 K | 13.99% | 0.09% |
| WEALTH ARCHITECTS, LLC | 02/17/2026 | 5.49 K | $508.58 K | -9.37% | 0.09% |
| TFB ADVISORS LLC | 02/13/2026 | 4.99 K | $462.61 K | 1.44% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.52 K | $419.17 K | -22.28% | 0.07% |
| RETIREMENT PLANNING GROUP | 02/03/2026 | 4.25 K | $393.73 K | 0.00% | 0.07% |
| FORUM FINANCIAL MANAGEMENT, LP | 01/27/2026 | 4.08 K | $378.25 K | 0.00% | 0.07% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 4.06 K | $376.36 K | 100.00% | 0.07% |
| PATTON ALBERTSON MILLER GROUP, LLC | 02/03/2026 | 3.95 K | $366.01 K | 0.00% | 0.07% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 02/11/2026 | 3.68 K | $340.88 K | 0.00% | 0.06% |
| GREENSPRING ADVISORS, LLC | 02/10/2026 | 3.63 K | $336.17 K | 100.00% | 0.06% |
| SAGESPRING WEALTH PARTNERS, LLC | 01/07/2026 | 3.36 K | $311.48 K | -83.67% | 0.06% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 3.37 K | $312.00 K | -95.37% | 0.05% |
| BESSEMER GROUP INC | 02/05/2026 | 3.24 K | $301.00 K | 100.00% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 2.93 K | $271.84 K | 1.98% | 0.05% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 2.76 K | $255.47 K | -4.97% | 0.05% |
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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund institutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 371,235
Harbour Trust & Investment Management Co: 151,536
COMMONWEALTH EQUITY SERVICES, LLC: 128,452
MML INVESTORS SERVICES, LLC: 108,507
LRI Investments, LLC: 26,436
First PREMIER Bank: 24,733
98.73% of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.64 M shares in the last 24 months. This purchase volume represents approximately $629.33 M in transactions.