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 102 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
46,126
shares
|
$1.84 Million
0.98% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
44,371
shares
|
$1.77 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
43,103
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
30,713
shares
|
$1.22 Million
0.45% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
29,775
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
29,554
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
23,959
shares
|
$954,286
0.44% of portfolio
|
Q1 2025
Reduced 46.01%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
23,501
shares
|
$936,044
0.22% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
22,228
shares
|
$885,341
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
21,676
shares
|
$863,355
0.38% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
21,229
shares
|
$845,551
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,088
shares
|
$839,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
19,266
shares
|
$767,364
0.0% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
19,260
shares
|
$767,125
0.39% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
18,781
shares
|
$748,047
0.0% of portfolio
|
Q1 2025
Reduced 40.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,479
shares
|
$736,018
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,438
shares
|
$734,385
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
16,468
shares
|
$655,920
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
16,005
shares
|
$637,479
0.58% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,722
shares
|
$626,207
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
15,655
shares
|
$623,538
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,630
shares
|
$622,542
0.0% of portfolio
|
Q4 2024
Reduced 18.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
14,281
shares
|
$568,812
0.04% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
14,180
shares
|
$564,789
0.19% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,574
shares
|
$540,652
0.02% of portfolio
|
Q4 2024
Added 11.32%
|