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 | 05/14/2026 | 3.28 M | $220.29 M | 4.57% | 68.86% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 270.55 K | $18.18 M | 8.33% | 5.68% |
| 04/14/2026 | 201.85 K | $13.65 M | -7.55% | 4.24% | |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 77.32 K | $5.20 M | -4.10% | 1.62% |
| CITADEL ADVISORS LLC | 05/15/2026 | 75.75 K | $5.09 M | 202.65% | 1.59% |
| SAGEWORTH TRUST CO | 04/29/2026 | 74.50 K | $5.01 M | 0.00% | 1.57% |
| JANE STREET GROUP, LLC | 05/12/2026 | 73.99 K | $4.97 M | 54.16% | 1.55% |
| GLOBAL ASSETS ADVISORY, LLC | 05/01/2026 | 44.79 K | $521.39 K | 100.00% | 0.94% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 33.06 K | $2.22 M | 0.00% | 0.69% |
| TRACE WEALTH ADVISORS, LLC | 05/14/2026 | 24.40 K | $1.64 M | 0.00% | 0.51% |
| ASSET DEDICATION, LLC | 05/29/2026 | 23.54 K | $1.58 M | -6.28% | 0.49% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 18.21 K | $1.22 M | 16.71% | 0.38% |
| MORGAN STANLEY | 05/15/2026 | 16.77 K | $1.13 M | 1.30% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 15.32 K | $1.03 M | -12.10% | 0.32% |
| WEALTH ARCHITECTS, LLC | 05/15/2026 | 13.63 K | $916.33 K | -2.82% | 0.29% |
| GREENSPRING ADVISORS, LLC | 05/05/2026 | 11.85 K | $796.34 K | -30.64% | 0.25% |
| FIRST PREMIER BANK | 04/20/2026 | 9.67 K | $650.00 K | 0.00% | 0.20% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 04/17/2026 | 8.08 K | $542.81 K | -0.32% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 6.98 K | $469.10 K | 0.00% | 0.15% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 6.89 K | $462.93 K | 100.00% | 0.14% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 6.44 K | $490.70 K | 100.00% | 0.14% |
| 04/08/2026 | 6.24 K | $419.52 K | -4.38% | 0.13% | |
| LPL FINANCIAL LLC | 05/06/2026 | 5.85 K | $392.91 K | -2.55% | 0.12% |
| HANLON INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 5.51 K | $370.25 K | 7.43% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 5.28 K | $355.06 K | -51.25% | 0.11% |
| VICTORY FINANCIAL GROUP, LLC | 04/27/2026 | 5.24 K | $352.44 K | 9.32% | 0.11% |
| BAER INVESTMENT ADVISORY LLC | 04/27/2026 | 5.24 K | $352.44 K | 100.00% | 0.11% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 5.04 K | $338.93 K | 0.00% | 0.11% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 4.42 K | $297.20 K | 100.00% | 0.09% |
| 04/24/2026 | 4.38 K | $294.10 K | -1.35% | 0.09% | |
| VISE TECHNOLOGIES, INC. | 04/21/2026 | 4.24 K | $270.83 K | 0.00% | 0.09% |
| EFFICIENT ADVISORS, LLC | 04/29/2026 | 4.08 K | $274.05 K | -29.70% | 0.09% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 3.44 K | $231.47 K | -87.08% | 0.07% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 3.00 K | $201.49 K | 100.00% | 0.06% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 2.55 K | $171.05 K | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.47 K | $166.13 K | -9.12% | 0.05% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 2.11 K | $141.47 K | 23.53% | 0.04% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 1.52 K | $101.86 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.41 K | $95.03 K | 486.72% | 0.03% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 1.38 K | $92.41 K | 0.00% | 0.03% |
| NBT BANK N A /NY | 04/28/2026 | 1.11 K | $74.74 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 1.10 K | $74.08 K | 3.86% | 0.02% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 1.04 K | $69.90 K | 0.00% | 0.02% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 05/05/2026 | 883 | $59.35 K | 0.00% | 0.02% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 854 | $57.40 K | 8.10% | 0.02% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 749 | $50.34 K | 100.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 384 | $25.81 K | 0.00% | 0.01% |
| FMR LLC | 05/15/2026 | 347 | $23.29 K | 100.00% | 0.01% |
| CORNERSTONE PLANNING GROUP LLC | 05/06/2026 | 200 | $15.22 K | 0.00% | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 170 | $11.43 K | 400.00% | 0.00% |
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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 277,506
Sageworth Trust Co: 74,504
Trace Wealth Advisors, LLC: 24,403
Asset Dedication, LLC: 22,515
COMMONWEALTH EQUITY SERVICES, LLC: 14,451
Wealth Architects, LLC: 12,724
91.84% of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.53 M shares in the last 24 months. This purchase volume represents approximately $308.20 M in transactions.