Institutional Ownership Flexshares Tr Disciplined Dura (MBSD)
This table provides information about the institutional ownership of Flexshares Tr Disciplined Dura (MBSD). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 2.89 Million shares, which have been reported (via 13F filing form) to have a value of $60.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
867,309
shares
|
$18.1 Million
0.0% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
352,031
shares
|
$7.34 Million
5.83% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
335,253
shares
|
$6.99 Million
1.88% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
294,461
shares
|
$6.14 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
287,484
shares
|
$5.99 Million
0.15% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
285,382
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
75,230
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
71,923
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
49,332
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
39,717
shares
|
$828,099
0.0% of portfolio
|
Q3 2025
Added 22.35%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
33,012
shares
|
$688,300
0.0% of portfolio
|
Q3 2025
Added 15.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
32,111
shares
|
$669,514
0.0% of portfolio
|
Q3 2025
Reduced 65.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
30,094
shares
|
$627,459
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,881
shares
|
$560,468
0.0% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
23,513
shares
|
$490,246
0.02% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
23,383
shares
|
$487,535
0.0% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,908
shares
|
$331,681
0.0% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
13,398
shares
|
$279,348
0.0% of portfolio
|
Q3 2025
Reduced 41.02%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
8,461
shares
|
$176,411
0.03% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,440
shares
|
$175,974
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
5,055
shares
|
$105,396
0.01% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,230
shares
|
$67,345
0.0% of portfolio
|
Q2 2025
Added 162.6%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,079
shares
|
$22,497
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
811
shares
|
$16,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
670
shares
|
$13,969
0.0% of portfolio
|
Q3 2022
New holding
|
|