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 67 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,435
shares
|
$535,766
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
7,427
shares
|
$535,189
0.02% of portfolio
|
Q4 2024
Reduced 37.68%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
7,378
shares
|
$531,658
0.07% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,944
shares
|
$500,384
0.0% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
6,529
shares
|
$470,479
0.37% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,454
shares
|
$465,075
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,149
shares
|
$443,096
0.02% of portfolio
|
Q3 2024
Reduced 94.84%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,619
shares
|
$404,905
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,233
shares
|
$377,089
0.01% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,960
shares
|
$357,417
0.2% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,525
shares
|
$326,071
0.09% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,506
shares
|
$324,702
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
4,247
shares
|
$306,038
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,200
shares
|
$302,652
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,079
shares
|
$293,932
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,962
shares
|
$285,501
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,676
shares
|
$264,892
0.02% of portfolio
|
Q3 2023
Reduced 57.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,521
shares
|
$253,723
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,515
shares
|
$253,290
0.05% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,461
shares
|
$249,399
0.02% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
3,411
shares
|
$245,796
0.11% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,907
shares
|
$209,478
0.32% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,731
shares
|
$196,795
0.0% of portfolio
|
Q3 2024
Reduced 36.1%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,643
shares
|
$190,454
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,529
shares
|
$182,239
0.0% of portfolio
|
Q3 2024
Reduced 69.72%
|