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 99 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $997 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
14,407
shares
|
$584,780
0.0% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
13,590
shares
|
$551,618
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
12,795
shares
|
$519,349
0.19% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
12,071
shares
|
$489,961
0.15% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
11,125
shares
|
$451,563
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,058
shares
|
$448,844
0.0% of portfolio
|
Q3 2025
Added 119.84%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
10,523
shares
|
$427,128
0.15% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
10,376
shares
|
$421,161
0.05% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
9,007
shares
|
$365,594
0.0% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
8,887
shares
|
$360,723
0.03% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,838
shares
|
$358,734
0.0% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
8,598
shares
|
$348,992
0.1% of portfolio
|
Q3 2025
Added 35.02%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,922
shares
|
$321,553
0.0% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
7,455
shares
|
$302,598
0.19% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,256
shares
|
$253,931
0.11% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
6,224
shares
|
$252,632
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
6,000
shares
|
$243,540
0.03% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,663
shares
|
$229,861
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,637
shares
|
$228,805
0.01% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
5,000
shares
|
$202,950
0.01% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
4,992
shares
|
$202,625
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
4,977
shares
|
$202,016
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,839
shares
|
$196,415
0.0% of portfolio
|
Q3 2025
Added 17822.22%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,815
shares
|
$154,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,789
shares
|
$153,795
0.0% of portfolio
|
Q2 2025
Reduced 16.63%
|
|