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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,480
shares
|
$223,274
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,382
shares
|
$214,451
0.0% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,706
shares
|
$153,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,400
shares
|
$126,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,090
shares
|
$98,132
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
883
shares
|
$79,496
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
818
shares
|
$73,644
0.03% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
737
shares
|
$66,352
0.0% of portfolio
|
Q3 2025
Reduced 30.6%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
643
shares
|
$57,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
487
shares
|
$43,844
0.0% of portfolio
|
Q3 2025
Reduced 93.8%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
424
shares
|
$38,172
0.05% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
386
shares
|
$34,751
0.01% of portfolio
|
Q2 2025
Added 38500.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
377
shares
|
$33,941
0.0% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
360
shares
|
$32,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
259
shares
|
$23,317
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
218
shares
|
$19,626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
88
shares
|
$7,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
80
shares
|
$7,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
40
shares
|
$3,601
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$90
0.0% of portfolio
|
Q3 2025
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|