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 | 08/13/2026 | 4.04 M | $396.64 M | 5.09% | 63.49% |
| CAPSTONE FINANCIAL ADVISORS, INC. | 08/14/2026 | 457.17 K | $44.84 M | -0.22% | 7.18% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 379.76 K | $37.25 M | 2.30% | 5.96% |
| HARBOUR TRUST & INVESTMENT MANAGEMENT CO | 07/28/2026 | 154.05 K | $15.11 M | 1.66% | 2.42% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 135.54 K | $13.29 M | 24.91% | 2.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 127.95 K | $12.55 M | -0.39% | 2.01% |
| CORNERSTONE NATIONAL BANK & TRUST CO | 07/21/2026 | 90.25 K | $8.84 M | -12.41% | 1.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 82.85 K | $8.13 M | 30.83% | 1.30% |
| CREATIVE PLANNING | 08/13/2026 | 64.85 K | $6.36 M | 0.17% | 1.02% |
| SAGEVIEW ADVISORY GROUP, LLC | 08/10/2026 | 64.11 K | $6.29 M | -0.14% | 1.01% |
| MORGAN STANLEY | 08/13/2026 | 49.37 K | $4.84 M | -1.84% | 0.78% |
| JANE STREET GROUP, LLC | 08/14/2026 | 44.11 K | $4.33 M | 0.65% | 0.69% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 36.07 K | $3.54 M | -0.02% | 0.57% |
| LRI INVESTMENTS, LLC | 07/14/2026 | 26.44 K | $2.59 M | 0.00% | 0.42% |
| FIRST PREMIER BANK | 07/15/2026 | 24.73 K | $2.43 M | 0.00% | 0.39% |
| BRIDGES INVESTMENT MANAGEMENT INC | 08/07/2026 | 23.63 K | $2.32 M | 5.73% | 0.37% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 07/21/2026 | 20.21 K | $1.98 M | -10.26% | 0.32% |
| CITADEL ADVISORS LLC | 09/02/2026 | 20.11 K | $1.97 M | 143.67% | 0.32% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 19.93 K | $1.95 M | 1.74% | 0.31% |
| ASSETMARK, INC | 07/30/2026 | 19.68 K | $1.93 M | 100.00% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 15.73 K | $1.54 M | 100.00% | 0.25% |
| ARLINGTON TRUST CO LLC | 07/07/2026 | 15.06 K | $1.48 M | -12.50% | 0.24% |
| JPMORGAN CHASE & CO | 08/12/2026 | 13.92 K | $1.36 M | 3.30% | 0.22% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 13.75 K | $1.35 M | -12.11% | 0.22% |
| TRACE WEALTH ADVISORS, LLC | 07/28/2026 | 13.15 K | $1.29 M | -2.10% | 0.21% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 11.51 K | $1.13 M | 100.00% | 0.18% |
| VICTORY FINANCIAL GROUP, LLC | 07/29/2026 | 11.14 K | $1.09 M | 27.81% | 0.17% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 9.83 K | $964.09 K | -5.24% | 0.15% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 8.81 K | $863.56 K | 21.41% | 0.14% |
| CYNDEO WEALTH PARTNERS, LLC | 07/21/2026 | 8.33 K | $816.78 K | -0.07% | 0.13% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 8.83 K | $865.71 K | 0.82% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 8.21 K | $804.91 K | 0.00% | 0.13% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 8.17 K | $801.28 K | 0.00% | 0.13% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 8.09 K | $793.83 K | 0.00% | 0.13% |
| FIRST HEARTLAND CONSULTANTS, INC. | 07/08/2026 | 7.71 K | $682.62 K | 232.69% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 7.60 K | $745.00 K | 6.32% | 0.12% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 7.53 K | $738.32 K | -7.18% | 0.12% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 7.32 K | $718.31 K | 0.00% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 6.85 K | $671.64 K | 27.88% | 0.11% |
| HANLON INVESTMENT MANAGEMENT, INC. | 07/31/2026 | 6.40 K | $627.69 K | -6.99% | 0.10% |
| PARK NATIONAL CORP /OH/ | 07/15/2026 | 6.18 K | $606.21 K | -0.08% | 0.10% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 5.76 K | $564.53 K | -0.35% | 0.09% |
| WEALTH ARCHITECTS, LLC | 07/23/2026 | 5.07 K | $497.01 K | -2.78% | 0.08% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 4.99 K | $489.11 K | 14.41% | 0.08% |
| BOKF, NA | 08/10/2026 | 4.96 K | $486.65 K | -7.03% | 0.08% |
| EJMK VENTURES LLC | 08/06/2026 | 4.86 K | $476.55 K | -32.58% | 0.08% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 4.71 K | $462.14 K | 100.00% | 0.07% |
| ANGELES WEALTH MANAGEMENT, LLC | 07/28/2026 | 4.44 K | $435.65 K | 100.00% | 0.07% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 08/12/2026 | 4.27 K | $418.49 K | 4.92% | 0.07% |
| RETIREMENT PLANNING GROUP | 08/05/2026 | 4.25 K | $416.43 K | 0.00% | 0.07% |
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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 4.04 M
Capstone Financial Advisors, Inc.: 457,172
ENVESTNET ASSET MANAGEMENT INC: 379,758
Harbour Trust & Investment Management Co: 154,054
MML INVESTORS SERVICES, LLC: 135,541
COMMONWEALTH EQUITY SERVICES, LLC: 127,948
97.61% of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.12 M shares in the last 24 months. This purchase volume represents approximately $675.12 M in transactions.