Institutional Ownership Flexshares Tr Morningstar Emer (TLTE)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Emer (TLTE). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 3.91 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,912
shares
|
$188,755
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,625
shares
|
$105,332
0.0% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,375
shares
|
$89,127
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,112
shares
|
$72,079
0.01% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,040
shares
|
$67,412
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
883
shares
|
$57,236
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
876
shares
|
$56,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
675
shares
|
$43,753
0.0% of portfolio
|
Q3 2025
Reduced 20.4%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
384
shares
|
$24,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
284
shares
|
$18,408
0.01% of portfolio
|
Q2 2022
Reduced 32.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
241
shares
|
$15,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
235
shares
|
$15,232
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
195
shares
|
$12,639
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
82
shares
|
$5,315
0.0% of portfolio
|
Q3 2025
Reduced 97.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
76
shares
|
$4,926
0.0% of portfolio
|
Q3 2025
Added 162.07%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
47
shares
|
$3,046
0.0% of portfolio
|
Q3 2025
Reduced 96.31%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
22
shares
|
$1,426
0.0% of portfolio
|
Q3 2025
Added 46.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|