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 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $527 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
8,369
shares
|
$753,461
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
8,011
shares
|
$721,230
0.01% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
7,507
shares
|
$675,855
0.16% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,424
shares
|
$668,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,351
shares
|
$661,810
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
7,191
shares
|
$647,405
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,062
shares
|
$635,791
0.0% of portfolio
|
Q2 2025
Reduced 45.43%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
7,021
shares
|
$632,100
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
6,982
shares
|
$628,589
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
6,174
shares
|
$555,845
0.01% of portfolio
|
Q3 2025
Added 265.98%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
6,052
shares
|
$544,861
0.06% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,816
shares
|
$523,614
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,096
shares
|
$458,792
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
4,918
shares
|
$442,767
0.13% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,246
shares
|
$382,267
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
4,079
shares
|
$367,232
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,970
shares
|
$357,419
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,947
shares
|
$355,348
0.04% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,676
shares
|
$330,950
0.02% of portfolio
|
Q3 2023
Reduced 57.6%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,617
shares
|
$325,638
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,206
shares
|
$288,636
0.0% of portfolio
|
Q3 2025
Reduced 38.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,899
shares
|
$260,996
0.01% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,874
shares
|
$258,746
0.0% of portfolio
|
Q3 2025
Added 21.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
2,634
shares
|
$237,139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,482
shares
|
$223,454
0.01% of portfolio
|
Q3 2025
New holding
|
|