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 | 05/14/2026 | 3.85 M | $361.70 M | -1.19% | 59.19% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 05/15/2026 | 458.20 K | $43.07 M | -0.35% | 7.05% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 371.24 K | $34.89 M | -14.84% | 5.71% |
| HARBOUR TRUST & INVESTMENT MANAGEMENT CO | 04/28/2026 | 151.54 K | $14.24 M | 9.98% | 2.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 128.45 K | $12.07 M | 5.06% | 1.98% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 108.51 K | $10.20 M | -25.46% | 1.67% |
| 04/14/2026 | 103.04 K | $9.86 M | -8.38% | 1.58% | |
| CREATIVE PLANNING | 05/12/2026 | 64.75 K | $6.09 M | 100.00% | 1.00% |
| LPL FINANCIAL LLC | 05/06/2026 | 63.33 K | $5.95 M | -3.08% | 0.97% |
| MORGAN STANLEY | 05/15/2026 | 50.29 K | $4.73 M | 1.54% | 0.77% |
| JANE STREET GROUP, LLC | 05/12/2026 | 43.83 K | $4.12 M | 100.00% | 0.67% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 36.08 K | $3.39 M | -2.14% | 0.56% |
| LRI INVESTMENTS, LLC | 04/30/2026 | 26.44 K | $2.48 M | 0.00% | 0.41% |
| FIRST PREMIER BANK | 04/20/2026 | 24.73 K | $2.33 M | 0.00% | 0.38% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 04/17/2026 | 22.52 K | $2.12 M | 5.01% | 0.35% |
| BRIDGES INVESTMENT MANAGEMENT INC | 05/04/2026 | 22.35 K | $2.10 M | 30.93% | 0.34% |
| EFFICIENT ADVISORS, LLC | 04/29/2026 | 20.50 K | $1.93 M | -21.59% | 0.32% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 19.59 K | $1.84 M | 1.72% | 0.30% |
| ARLINGTON TRUST CO LLC | 04/08/2026 | 17.21 K | $1.62 M | 0.00% | 0.26% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 15.64 K | $1.47 M | 100.00% | 0.24% |
| JPMORGAN CHASE & CO | 05/13/2026 | 13.47 K | $1.23 M | 0.85% | 0.21% |
| TRACE WEALTH ADVISORS, LLC | 05/14/2026 | 13.43 K | $1.26 M | 0.00% | 0.21% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 10.37 K | $975.03 K | 100.00% | 0.16% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 8.76 K | $822.88 K | 2.96% | 0.13% |
| VICTORY FINANCIAL GROUP, LLC | 04/27/2026 | 8.72 K | $819.29 K | 6.96% | 0.13% |
| BAER INVESTMENT ADVISORY LLC | 04/27/2026 | 8.72 K | $819.29 K | 100.00% | 0.13% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 8.33 K | $783.29 K | -0.20% | 0.13% |
| CITADEL ADVISORS LLC | 05/15/2026 | 8.25 K | $775.59 K | 100.00% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 8.21 K | $771.36 K | 10.88% | 0.13% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 8.17 K | $767.88 K | 0.00% | 0.13% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 8.11 K | $815.80 K | 100.00% | 0.12% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 8.09 K | $760.74 K | 100.00% | 0.12% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 7.32 K | $688.37 K | -1.35% | 0.11% |
| VISE TECHNOLOGIES, INC. | 04/21/2026 | 7.25 K | $672.48 K | 0.00% | 0.11% |
| 04/24/2026 | 7.21 K | $677.37 K | -6.61% | 0.11% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 7.15 K | $672.00 K | 3.03% | 0.11% |
| HANLON INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 6.88 K | $646.73 K | -20.22% | 0.11% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 6.40 K | $601.78 K | -5.21% | 0.10% |
| PARK NATIONAL CORP /OH/ | 04/16/2026 | 6.19 K | $581.41 K | -2.03% | 0.10% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 5.78 K | $542.87 K | -0.57% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 5.36 K | $503.35 K | 18.47% | 0.08% |
| BOKF, NA | 05/08/2026 | 5.34 K | $501.61 K | -13.56% | 0.08% |
| WEALTH ARCHITECTS, LLC | 05/15/2026 | 5.21 K | $489.88 K | -4.98% | 0.08% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 4.36 K | $409.69 K | 100.00% | 0.07% |
| RETIREMENT PLANNING GROUP | 05/04/2026 | 4.25 K | $399.07 K | 0.00% | 0.07% |
| FORUM FINANCIAL MANAGEMENT, LP | 04/23/2026 | 4.08 K | $383.38 K | 0.00% | 0.06% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 05/14/2026 | 4.07 K | $382.25 K | 100.00% | 0.06% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 4.06 K | $381.82 K | 0.07% | 0.06% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 04/22/2026 | 3.95 K | $371.20 K | 100.00% | 0.06% |
| PATTON ALBERTSON MILLER GROUP, LLC | 04/21/2026 | 3.95 K | $370.97 K | 0.00% | 0.06% |
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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund institutional Ownership - FAQ's
During the previous two years, 120 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: 379,758
Harbour Trust & Investment Management Co: 154,054
COMMONWEALTH EQUITY SERVICES, LLC: 127,948
LRI Investments, LLC: 26,436
First PREMIER Bank: 24,733
Discipline Wealth Solutions, LLC: 20,210
90.16% of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.74 M shares in the last 24 months. This purchase volume represents approximately $639.04 M in transactions.