Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in FlexShares Trust - FlexShares US Quality Large Cap Index Fund include Stark Wealth Management LLC, First Heartland Consultants, Inc., Atria Investments Llc, and Global Retirement Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2,835 | 202 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 491 | 0.20 | 35 | 16.67 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,539 | 252 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,407 | 385 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 32,358 | 18.21 | 2,305 | 31.96 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 36,066 | 1.38 | 2,569 | 13.18 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 76,508 | 5,002 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 919 | 130.33 | 66 | 160.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 2,835 | 202 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 86,511 | 15.74 | 6,161 | 29.22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9,944 | 610.29 | 708 | 695.51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,335,378 | 39.90 | 379,985 | 56.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,634 | 3,885.37 | 116 | 3,766.67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 200 | 14 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 55,233 | 0.11 | 3,934 | 11.73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,231 | 159 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 60,461 | 52.15 | 4,306 | 69.82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 531 | 10.62 | 38 | 23.33 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 36,114 | 0.09 | 2,572 | 11.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,069 | 147 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 180 | 13 |
