Institutional Ownership Flexshares Morningstar Dev Mkt (TLTD)
This table provides information about the institutional ownership of Flexshares Morningstar Dev Mkt (TLTD). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
8,170
shares
|
$626,639
0.0% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,895
shares
|
$605,546
0.0% of portfolio
|
Q4 2024
Reduced 33.47%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,435
shares
|
$570,264
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
7,427
shares
|
$569,650
0.02% of portfolio
|
Q4 2024
Reduced 37.68%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
7,342
shares
|
$563,131
0.06% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,127
shares
|
$546,640
0.01% of portfolio
|
Q4 2024
Added 36.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,937
shares
|
$532,067
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,454
shares
|
$495,021
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,338
shares
|
$409,424
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
5,111
shares
|
$392,013
0.25% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
5,007
shares
|
$384,036
0.17% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,525
shares
|
$347,067
0.09% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,506
shares
|
$345,610
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
4,246
shares
|
$325,668
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,200
shares
|
$322,140
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
4,079
shares
|
$312,859
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,962
shares
|
$303,885
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,676
shares
|
$281,949
0.02% of portfolio
|
Q3 2023
Reduced 57.6%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,515
shares
|
$269,600
0.05% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,461
shares
|
$265,458
0.02% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
3,411
shares
|
$261,623
0.01% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
3,411
shares
|
$261,623
0.11% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,907
shares
|
$222,966
0.32% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,523
shares
|
$193,514
0.0% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,460
shares
|
$188,682
0.0% of portfolio
|
Q4 2024
Added 28.93%
|