Institutional Ownership Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
44,377
shares
|
$1.81 Million
0.83% of portfolio
|
Q4 2024
Added 72.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,354
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
36,628
shares
|
$1.5 Million
0.54% of portfolio
|
Q4 2024
Reduced 59.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
34,372
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
29,775
shares
|
$1.22 Million
0.15% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
23,501
shares
|
$960,485
0.22% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
21,229
shares
|
$867,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,088
shares
|
$861,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
19,786
shares
|
$808,653
0.36% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,290
shares
|
$788,382
0.0% of portfolio
|
Q3 2024
Reduced 52.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
19,266
shares
|
$787,401
0.0% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
18,644
shares
|
$761,980
0.38% of portfolio
|
Q4 2024
Added 33.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,479
shares
|
$755,236
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
17,988
shares
|
$735,169
0.04% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
16,193
shares
|
$661,807
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
16,109
shares
|
$658,374
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
15,990
shares
|
$653,511
0.56% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,675
shares
|
$640,637
0.0% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
14,281
shares
|
$583,664
0.04% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
13,852
shares
|
$566,131
0.65% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
13,641
shares
|
$557,507
0.0% of portfolio
|
Q4 2024
Reduced 69.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,574
shares
|
$554,769
0.02% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
13,316
shares
|
$544,224
0.46% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
13,258
shares
|
$541,854
0.07% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,678
shares
|
$518,149
0.0% of portfolio
|
Q3 2024
Added 55.85%
|