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 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $58.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
985,620
shares
|
$20.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
411,523
shares
|
$8.38 Million
2.55% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
297,711
shares
|
$6.06 Million
4.64% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
291,549
shares
|
$5.94 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
263,814
shares
|
$5.37 Million
3.12% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
161,468
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
71,923
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
69,057
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
50,465
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
45,502
shares
|
$926,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
38,019
shares
|
$774,066
0.0% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,367
shares
|
$740,432
0.0% of portfolio
|
Q3 2024
Added 180.2%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
27,140
shares
|
$552,570
0.0% of portfolio
|
Q4 2024
Added 138.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,881
shares
|
$547,297
0.0% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
25,235
shares
|
$513,784
0.02% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
19,539
shares
|
$397,814
0.0% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
15,982
shares
|
$325,393
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
14,417
shares
|
$293,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,091
shares
|
$286,892
0.0% of portfolio
|
Q4 2024
Reduced 48.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,655
shares
|
$278,015
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
7,696
shares
|
$156,690
0.04% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,352
shares
|
$68,246
0.0% of portfolio
|
Q3 2024
Reduced 57.57%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,801
shares
|
$36,668
0.01% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,508
shares
|
$30,702
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,200
shares
|
$24,432
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|