FlexShares Morningstar Emerging Markets 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 | 3.27 M | $253.11 M | -0.22% | 68.87% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 277.51 K | $21.48 M | 2.57% | 5.84% |
| CORNERSTONE NATIONAL BANK & TRUST CO | 07/21/2026 | 166.58 K | $12.55 M | -17.47% | 3.51% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 95.68 K | $7.40 M | 23.75% | 2.01% |
| SAGEWORTH TRUST CO | 07/28/2026 | 74.50 K | $5.77 M | 0.00% | 1.57% |
| JANE STREET GROUP, LLC | 08/14/2026 | 56.16 K | $4.35 M | -24.10% | 1.18% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 33.06 K | $2.56 M | 0.00% | 0.70% |
| TRACE WEALTH ADVISORS, LLC | 07/28/2026 | 24.40 K | $1.89 M | 0.00% | 0.51% |
| ASSET DEDICATION, LLC | 07/30/2026 | 22.52 K | $1.74 M | -4.33% | 0.47% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 18.19 K | $1.41 M | -0.10% | 0.38% |
| MORGAN STANLEY | 08/13/2026 | 16.69 K | $1.29 M | -0.48% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.45 K | $1.12 M | -5.65% | 0.30% |
| WEALTH ARCHITECTS, LLC | 07/23/2026 | 12.72 K | $984.78 K | -6.67% | 0.27% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 11.82 K | $914.37 K | 243.06% | 0.25% |
| GREENSPRING ADVISORS, LLC | 08/11/2026 | 10.86 K | $840.22 K | -8.37% | 0.23% |
| FIRST PREMIER BANK | 07/15/2026 | 9.67 K | $748.00 K | 0.00% | 0.20% |
| LPL FINANCIAL LLC | 08/07/2026 | 9.01 K | $697.14 K | 54.09% | 0.19% |
| CITADEL ADVISORS LLC | 09/02/2026 | 8.75 K | $677.17 K | -88.45% | 0.18% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 07/21/2026 | 7.00 K | $541.84 K | -13.32% | 0.15% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 6.98 K | $540.13 K | -0.01% | 0.15% |
| VICTORY FINANCIAL GROUP, LLC | 07/29/2026 | 6.96 K | $538.87 K | 32.78% | 0.15% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 6.63 K | $512.71 K | -3.82% | 0.14% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 6.00 K | $464.19 K | -6.82% | 0.13% |
| VISE TECHNOLOGIES, INC. | 08/11/2026 | 5.37 K | $415.66 K | 26.64% | 0.11% |
| CAMBRIDGE FINANCIAL GROUP, LLC | 07/14/2026 | 5.22 K | $404.13 K | -16.34% | 0.11% |
| HANLON INVESTMENT MANAGEMENT, INC. | 07/31/2026 | 5.16 K | $399.03 K | -6.41% | 0.11% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 5.04 K | $390.28 K | 0.00% | 0.11% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 4.58 K | $354.29 K | 100.00% | 0.10% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 4.03 K | $311.50 K | 58.15% | 0.08% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 3.77 K | $291.92 K | -14.70% | 0.08% |
| ASSETMARK, INC | 07/30/2026 | 3.64 K | $281.57 K | 100.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 3.61 K | $279.37 K | 46.04% | 0.08% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 3.53 K | $273.34 K | 100.00% | 0.07% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 3.53 K | $273.27 K | 17.78% | 0.07% |
| MARINER, LLC | 08/13/2026 | 3.46 K | $267.51 K | 100.00% | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 3.31 K | $256.50 K | 100.00% | 0.07% |
| QUADRANT CAPITAL GROUP LLC | 08/14/2026 | 3.17 K | $245.41 K | 100.00% | 0.07% |
| EJMK VENTURES LLC | 08/06/2026 | 3.07 K | $237.36 K | -29.91% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 2.63 K | $203.26 K | 100.00% | 0.05% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 2.23 K | $172.74 K | 6.03% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 1.64 K | $127.23 K | 16.27% | 0.03% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 1.52 K | $117.30 K | 0.00% | 0.03% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 1.38 K | $106.41 K | 0.00% | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 07/24/2026 | 1.22 K | $94.49 K | 100.00% | 0.03% |
| NBT BANK N A /NY | 07/29/2026 | 1.11 K | $86.06 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 1.04 K | $80.49 K | 0.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.00 K | $77.39 K | 100.00% | 0.02% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 09/15/2026 | 883 | $68.34 K | 0.00% | 0.02% |
| GEOWEALTH MANAGEMENT, LLC | 07/30/2026 | 854 | $66.09 K | 0.00% | 0.02% |
| ANGELES WEALTH MANAGEMENT, LLC | 07/28/2026 | 590 | $45.66 K | 100.00% | 0.01% |
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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 3.27 M
ENVESTNET ASSET MANAGEMENT INC: 277,506
Cornerstone National Bank & Trust Co: 166,583
MML INVESTORS SERVICES, LLC: 95,683
Sageworth Trust Co: 74,504
JANE STREET GROUP, LLC: 56,157
89.39% of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.65 M shares in the last 24 months. This purchase volume represents approximately $315.93 M in transactions.