Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in FlexShares Trust - FlexShares Disciplined Duration MBS Index Fund include .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 47,453 | 31.46 | 982 | 31.81 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,230 | 162.60 | 67 | 164.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 29,810 | 11.71 | 617 | 12.18 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 75,063 | 0.12 | 1,554 | 0.39 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 349,116 | 5.56 | 7,227 | 5.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 272,123 | 8.79 | 5,633 | 9.06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 93,333 | 306.79 | 1,932 | 308.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32,461 | 0.66 | 672 | 0.90 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28,600 | 0.62 | 590 | 0.34 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 833,529 | 3.37 | 17,254 | 3.63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 26,483 | 94.94 | 548 | 95.71 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 36,008 | 103.04 | 745 | 103.55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,840 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 233,106 | 53.32 | 4,825 | 53.76 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 8,114 | 4.98 | 168 | 5.03 |
